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The easiest way to start with Office Agent is to add a task from the Task Library, run it, and refine it to suit your business. Office Agent is being enabled through a staged rollout. You use it in the Online Dashboard, and access is limited to staff with the Business Owner security role.

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Open Office Agent

If Office Agent is enabled on your account, open it from the Online Dashboard. Open Office Agent from the Online Dashboard From there, you can open the Task Library, create a task, or open an existing task.

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Start with the Task Library

We recommend starting with a task from the Task Library. This gives you a working example you can test and refine, instead of building your first task from scratch. Look for a task that is close to the result you want, such as reviewing the Action Required list, preparing quote follow-ups, or checking staff availability. Task Library starter tasks in Office Agent These are better first tasks than broad instructions like “manage my office” or “keep jobs organised”.

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How to get started

We recommend this approach:
  1. Open the Task Library.
  2. Choose a task that is close to the result you want.
  3. Review the instructions, schedule, tools, and notification settings.
  4. Modify the task so it matches your business.
  5. Run the task and review the output closely.
  6. Refine the task before relying on it more broadly.

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Can I start a chat without a task?

Office Agent is designed around tasks. There is no separate ad hoc chat entry point. You start by creating a task or opening an existing one, then running that task. If you want to explore Office Agent without building a task from scratch, start with a task from the Task Library.

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Review the first few runs closely

Treat the first few runs as setup, not as a finished automation. Check:
  • whether the task is looking at the right jobs or lists
  • whether the summary format is useful
  • whether notifications are too noisy or too quiet
  • whether the tools enabled on the task are still appropriate
Each task keeps its own conversation history, and staff who can access Office Agent can see it. Once the task is behaving the way you want, you can give it a broader schedule or a slightly wider responsibility. For detailed guidance, see How to use the Office Agent task library. If you want to build your own task from scratch, see How to create and manage Office Agent tasks.
Last modified on April 2, 2026