Personal Agent
AI agent scoped to the asking user — searches their bookmarks, notes, drafts, tasks, and inbox, and looks up their shifts, leave, pay, certifications, and chats.
Meet the agent
This app ships with a production AI agent — permission-aware, tenant-scoped, audit-logged, and governed by the Agent Development Lifecycle.
Personal AI
Searches your own bookmarks, notes, drafts, tasks, inbox, shifts, leave, and pay. Hard-scoped to your account.
Overview
Personal Agent is an AI assistant hard-scoped to the person asking. It answers questions about their own bookmarks, private notes, unfinished drafts, assigned tasks and notification inbox in plain language, through Ask AI — there is no separate chat window to learn. The privacy boundary is structural rather than a policy: every tool query filters by user_id, and no tool schema accepts a target user id, so the agent literally cannot be asked about somebody else. That holds for administrators too — an admin's Personal Agent sees the admin's own saved items, never their reports'. It also reaches across apps without copying their data: six read-only lookups — upcoming shifts, leave balances, recent pay, expiring certifications, unread chats and chat messages waiting on their reply — are served live by Shifts & Scheduling, Leave Management, Payroll Connect (else Payroll Prep), Skills & Credentials and Chat, each re-asked as the same user and each disappearing cleanly when the owning app is not enabled or not available to that person. Reads are on by default. Seven write actions — bookmark a record, remove a bookmark, edit a bookmark note, mark notifications read, save a private note, and acknowledge a must-read post or broadcast or decide a request waiting on them (these two after a confirmation card) — stay off until an administrator enables them, and are then bounded by a per-user daily cap (50 by default, configurable from 0 to 1000; 0 means unlimited). Every successful write is logged, so admins get per-tool adoption, routing quality and safety analytics plus a CSV export. Requires a licence (included in the AI Productivity suite and All Employee Suites).
Highlights
Capabilities
Personal Data Search
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Search bookmarks by title and note
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Filter bookmarks by record type
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Search your private notes (/notes scratchpad)
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Your upcoming shifts Read-only, served live by Shifts & Scheduling; needs that app enabled
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Your leave balances Read-only, served live by Leave Management; needs that app enabled
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Your recent pay Read-only, served live by Payroll Connect (paychecks from your payroll provider) when it holds yours, otherwise by Payroll Prep; needs one of them enabled
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Your expiring certifications Read-only, served live by Skills & Credentials; needs that app enabled
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Your unread chats and the chat questions waiting on your reply Read-only, served live by Chat; needs Chat enabled and its Chat Agent switched on
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List unfinished drafts saved through the platform composers (messages, comments, to-dos, broadcasts, communications, tasks, notes, app drafts)
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Show tasks assigned to you
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Summarize unread notifications + action-required items
Privacy & Scoping
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Every lookup is limited to the person asking — no tool accepts another user
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Company data isolation enforced on every query and write
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Never another app's records — beyond your own data it reads only company knowledge you can already see and your shifts, leave, pay, certifications and chats
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Note text is never written to the audit log
Optional Write Actions
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Bookmark a record on the user's behalf Requires admin to enable writes
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Update bookmark note Requires admin to enable writes
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Remove a bookmark Requires admin to enable writes
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Mark notifications read (single or all) Requires admin to enable writes
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Save a personal note Requires admin to enable writes
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Acknowledge a must-read post or broadcast Requires admin to enable writes; shows a confirmation card naming the item first
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Approve or decline a request waiting on you Requires admin to enable writes; shows a confirmation card naming the request first
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Writes execute immediately — except acknowledging and deciding, which ask first Gated instead by the admin writes toggle and the per-user daily cap; the rest touch only your own data. Removing a bookmark that carries a note sends it to Trash for 30-day recovery; one without a note is deleted outright
Governance
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Per-business agent enable/disable toggle
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Per-business "Allow write actions" switch (off by default)
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Per-user daily write cap (default 50/day)
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Every write that changes something is recorded in AI Operations
Routing
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Triggers on "my bookmarks", "my drafts", "my inbox"; private-notes and plain task questions reach it from the Personal Agent page, but from elsewhere may go to AI Notepad or the Tasks app
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Trained on a curated corpus of personal-scope phrasings
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KNN classifier with an LLM turn router (no keyword patterns)
Limits & Specs
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Bookmarkable record types: 15 (workspaces, workspace messages and comments, tasks, wiki pages, HR policies, SOPs, library items, sites and site pages, recognition posts, job listings, recordings, saved chat messages, App Builder records)
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Default per-user daily write cap: 50 writes/day (configurable 0 to 1000; 0 means unlimited)
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Bookmark note maximum length: 500 characters
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Bookmarks searched per question: 2000 most-recent bookmarks
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How it's licensed: Included in the AI Productivity suite and All Employee Suites
Use cases
Resources
FAQ
No. Every lookup is limited to the person asking, and no tool accepts another person. Beyond your own items it reads only company knowledge you can already see (policies, help articles, documents) and your own shifts, leave balances, pay, certifications and chats — never another app's records — so an admin's Personal Agent sees only the admin's own bookmarks, not their reports'.
It controls the agent's seven write actions — bookmark a record, remove a bookmark, edit a bookmark's note, save a private note, mark notifications read, acknowledge a must-read post or broadcast, and approve or decline a request waiting on you. They are off by default; while off, the agent can search and list these but cannot change them, and tells you an administrator can turn them on. When an admin turns them on the first five run as soon as you ask, without a separate confirmation, because each changes only your own data — acknowledging and deciding show a card naming the item first, because an acknowledgement cannot be taken back and a decision acts on someone else's request; the admin toggle and the per-user daily cap are the gates. Removing a bookmark that carries a note sends it to Trash for 30-day recovery; one without a note is deleted outright. This switch does not cover features Ask AI offers in every conversation — tracking a Journey, forgetting a remembered fact, or (for admins) starting an App Builder draft — which have their own settings.
Every write that actually changes something counts against the daily limit — re-bookmarking a record that is already saved, or marking already-read notifications read, does not. Before running a write, the agent counts the person's writes for today and refuses once that count reaches the cap. Setting the cap to 0 means unlimited. The count resets at each user's local midnight (the time zone they chose on their profile, otherwise their location's, otherwise the organization's), not a rolling 24 hours.
Click the bookmark icon next to any supported record (workspaces, workspace messages and comments, tasks, wiki pages, HR policies, SOPs, library items, sites and site pages, recognition posts, job listings, recordings, App Builder records), or choose Save for later on a chat message, to keep it. Bookmarks are personal — only you see them.
There is no per-person switch. The agent only reads your own bookmarks, notes, drafts, tasks and inbox, company information you can already open, and your own shifts, leave, pay, certifications and chats — and only when you ask it something. Your admin decides whether Personal Agent is available and who it is published to.
