How Office Agent works
Office Agent works through tasks. Each task has:- a name
- a schedule
- instructions
- tools
- optional notification recipients and rules
What Office Agent can do
Depending on the tools you turn on, Office Agent can help you:- review jobs, queues, forms, and staff availability
- summarise what needs attention
- suggest next steps for office work
- draft and send customer emails linked to jobs with approval
- update queues, statuses, bookings, or allocations with approval
- update the task itself with approval
Availability and access
- Office Agent is available in the Online Dashboard
- access is limited to the Business Owner security role
- Office Agent is being enabled in stages, so some accounts may not see it yet
Good first uses
Office Agent works best when you give it one clear business outcome. Good examples include:- reviewing the Action Required list and summarising the next best step for each job
- drafting quote follow-up emails for approval
- checking staff availability before you book urgent work
- reviewing a queue and highlighting anything that needs attention
Start narrow
Most problems come from tasks that are too broad, too vague, or have too many tools turned on. To get better results:- keep tasks narrow
- start with review-only tasks where possible
- disable tools the task does not need
- review the first few runs closely before giving the task broader responsibility