Appoint an AI Agent to a Location

TL;DR

After creating an AI agent in Space Settings, you must appoint it to a specific folder, project, or task to activate it. Go to the location, open the comment stream, @mention the agent by name, and click Start AI agent. The agent only works within its appointed scope and respects existing permissions.

Overview
Why Appointing AI Agents is Important 
How to Appoint an AI Agent
Good to Know
What’s New?

Overview

After creating an AI agent, you must appoint it to the specific folder, project, or task where it should operate. Agents operate at the space level, but each one must be appointed to a location to become active.

Note: If you build the AI agent with the conversational builder, you can ask it to appoint the agent to a folder, project, or task for you from the same chat - you don't have to @mention it manually. The manual steps below still work whenever you want to appoint or move an agent yourself.

Why Appointing AI Agents is Important

Creating an AI agent in Space Settings defines what it does - but not where. Appointing it tells the agent which work items to monitor and act on. The agent will only monitor and act within its appointed scope.

How to Appoint an AI Agent

1. Navigate to the target folder, project, or task.
2. Open the comment stream.
3. @mention the AI agent 1 by its name (its @handle).
4. Click Start AI agent 2.
5. The agent is now active in that location.

Good to Know

• Only one AI agent of each type can operate in the same location (folder, project, or task).
• AI agents can monitor at the container level (folders or projects) or act on individual work items (tasks), depending on your scope selection.
• AI agents respect existing permission settings and won't access information users can't see.

What’s New?

• AI Agent Limitations and Troubleshooting