Personal Agent

AI agent scoped to the asking user — searches their bookmarks, drafts, tasks, and inbox.

MangoApps

Overview

A personal AI assistant hard-scoped to the current user. Every query filters by user_id so the agent literally cannot see another user's data. Reads are on by default; writes (bookmark, edit note, mark inbox read) are admin-controlled with a per-user daily cap. Triggered automatically on "my bookmarks", "my drafts", "my inbox", "my tasks" queries via Ask AI.

Platform

Highlights

Ask AI about your own bookmarks, drafts, tasks, and inbox using natural language.

Hard-scoped to the asking user — every query filters by user_id, so the agent literally cannot see another user's personal data.

Search saved items by title and note text; filter by record type (workspace messages, wikis, policies, SOPs, jobs, recognitions, library items, site pages).

Summarize your inbox with unread count, action-required count, and the most recent unread notifications.

List tasks assigned to you, filterable by status (open, overdue, completed) and due-window.

Optional write actions: bookmark records, edit bookmark notes, mark notifications read — gated by an admin-controlled toggle and a per-user daily cap.

Capabilities

Personal Data Search

Search bookmarks by title and note
Filter bookmarks by record type
List unfinished drafts (workspace messages, comments)
Show tasks assigned to current user
Summarize unread notifications + action-required items

Privacy & Scoping

Hard-scoped to current_user (no target_user_id parameter)
Tenant isolation enforced via BusinessTenantScoped
Cross-user queries are rejected by the system prompt
Note text stripped from audit log args

Optional Write Actions

Bookmark a record on the user's behalf Requires admin to enable writes
Update bookmark note Requires admin to enable writes
Remove a bookmark by id Requires admin to enable writes
Mark notifications read (single or all) Requires admin to enable writes
All writes route through the risky-tool confirmation prompt

Governance

Per-business agent enable/disable toggle
Per-business writes_enabled toggle
Per-user daily write cap (default 50/day)
Successful writes logged to AutonomousAction

Routing

Triggers on "my bookmarks", "my drafts", "my inbox", "my tasks"
High-precision regex patterns prevent leaking into employee_data
KNN classifier + LLM fallback when patterns don't match

Limits & Specs

Bookmarkable record types: 10 (messages, comments, tasks, wikis, policies, SOPs, library items, site pages, recognitions, jobs)
Default per-user daily write cap: 50 actions/day (configurable 0 to 1000)
Note maximum length: 500 characters
Search load cap (in-memory filter): 2000 most-recent bookmarks
Pricing: Included with MangoApps Workforce

Use cases

Recall something you saved

A user says "What did I bookmark about onboarding?" and the agent searches their saved items by title and note text, returning the matches as clickable links.

Catch up on personal inbox

A user says "What's in my inbox?" and the agent returns their unread count, action-required count, and a few recent items so they can prioritize.

Stay on top of personal todos

A user says "Are any of my tasks overdue?" and the agent returns a list of open tasks past their due date, ordered by due_at.

Save while reading

A user reading a long policy says "Bookmark this for me with a note: relevant for Q3 audit" and the agent saves the bookmark with the note attached (admin-enabled write).

Inbox triage

A user says "Mark everything in my inbox as read" and the agent confirms before clearing all unread notifications (admin-enabled write).

FAQ

No. Every tool query is hard-coded to filter by the asking user's user_id. The agent literally cannot accept a target user_id parameter — admins' Personal Agent only sees their own bookmarks, not their reports'.

By default the agent is read-only — it can search and list your data but cannot modify anything. When an admin enables writes, the agent gains four write tools (bookmark, remove bookmark, update note, mark inbox read), all routed through a confirmation prompt.

Each successful write logs to AutonomousAction. Before executing a write, the agent counts today's personal-domain actions for the current user and rejects the call if the count exceeds the cap. Reset is at midnight in the business's timezone.

Click the bookmark icon next to any supported record (workspace messages and comments, todos, wikis, policies, SOPs, library items, site pages, recognitions, job listings) to save it. Bookmarks are personal — only you see them.

Go to Account Settings → AI Preferences and turn off the master AI toggle. This disables the Personal Agent (and every other AI agent) for your account only.