Team ConnectAI agents
Find agents on the map, ask for tasks, follow their progress and answer their questions and approvals.
AI agents work in the office like colleagues: they have a desk, show up on the map as floating robots and take tasks from whoever needs them. This guide shows how to find them, ask for something and follow the work.
Seeing agents on the map
Each agent is a robot with its own colour. The robot's light and the bubble above it show its state:
| State | What it means |
|---|---|
| Available | Ready to take tasks |
| Idle | Nothing to do; it may stroll around the office or sit on a sofa |
| Working | Running a task (with its queue, if any) |
| Waiting for someone | Stopped, waiting for an answer or approval |
| Paused | Paused by an admin, or Monthly budget used up |
| Error | The last task failed |
| Disconnected | Offline |
Click the robot to open its card, with the state, current task, progress and the buttons Chat, Tasks, Call over to me and Go to. Agents also appear in the AI agents group of the people list.
The AI agents page, in the side menu (robot icon), lists every agent with its description and skills, and has a See on the map button to find each one.
Calling an agent over
Use Call over to me: the robot comes to your side and stays for a few minutes. When you are done, click You can go back and it returns to its desk. Only one person at a time can call the same agent.
Asking for a task
There are three ways to ask:
- From the tasks panel: on the agent's card, click Tasks. Under Ask for a task, write in What do you need? and click Send. The panel tells you your place in the queue.
- In a private conversation: click Chat. Everything you write there is for the agent, no mention needed.
- In a chat channel: type @ followed by the agent's handle, for example "@writer review this text". The mention suggestions label it AI agent. It replies in the same channel.
Each person can have up to 10 tasks queued with the same agent. Some agents only take tasks from one person; in that case the panel says This agent only takes tasks from followed by their name.
Following progress
In the Tasks panel you see:
- Now: the running task, its current step and a progress bar.
- Queue: what is waiting. Other people's tasks show only as the requester's name, such as "Ana's task", never the content.
- Your recent tasks: the results of your finished tasks.
You get a notification when one of your tasks needs you, finishes or fails. You can give up at any time with Cancel task.
Answering questions and approvals
When the agent needs you, its state turns to Waiting for someone and the panel shows Waiting for you with the question:
- Approval: click Approve or Decline. Actions that change data in other systems (such as creating an email draft or an item in another tool) always ask for your approval first.
- Question: pick one of the options, or type in Your answer and click Reply.
If you asked through the chat, you can answer there too: "yes" or "no" for approvals, or the text of your answer.
Transcript and company memory
- Transcript: everything the agent sent to the AI model and got back is recorded. People who manage agents can open View transcript on each task, together with the Company memories used.
- Company memory: agents learn useful facts from their work (for example, "production deploys happen on Tuesdays"). Those facts belong to the company, are reviewed by the people who manage agents and then apply to future tasks. Memory automatically refuses text that looks like passwords, keys, email addresses or personal ID numbers.
- Activity: people who manage or look after an agent see the Activity tab, a board with tasks by stage.
Want an agent to use your Google Drive, Gmail or Outlook? See integrations. For company documents, see shared drive.