Personal Agent

AI agent scoped to the asking user — searches their bookmarks, notes, drafts, tasks, and inbox, and looks up their shifts, leave, pay, and certifications.

MangoApps

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AI AGENT INCLUDED

Meet the agent

This app ships with a production AI agent — permission-aware, tenant-scoped, audit-logged, and governed by the Agent Development Lifecycle.

Best Fit

Personal AI

Searches your own bookmarks, notes, drafts, tasks, inbox, shifts, leave, and pay. Hard-scoped to your account.

Cross-App Bookmark Search, Unfinished-Draft Recovery, and Personal Task Triage

Composes With

Ask AI, Shifts & Scheduling, Leave Management, Payroll Prep, and Skills & Credentials

See full agent landing →

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: four read-only lookups — upcoming shifts, leave balances, recent pay periods and expiring certifications — are served live by Shifts & Scheduling, Leave Management, Payroll Prep and Skills & Credentials, 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. Five write actions — bookmark a record, remove a bookmark, edit a bookmark note, mark notifications read, and save a private note — 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).

Platform

Highlights

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

Hard-scoped to the asking user — every lookup returns only their own records, so the agent cannot see another user's personal data. Beyond their own items it reads only company knowledge they can already see and their own shifts, leave, pay and certifications.

Search saved items by title and note text; filter by any of the 11 bookmarkable types (messages, comments, tasks, wikis, policies, SOPs, library items, site pages, recognitions, jobs, App Builder records).

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 a due-date window.

Ask about your own work across apps — upcoming shifts, leave balances, recent pay periods and expiring certifications — answered live and read-only by the apps that own them.

Optional write actions: bookmark records, remove bookmarks, edit bookmark notes, mark notifications read, save personal notes — 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
Search your private notes (/notes scratchpad)
Your upcoming shifts Read-only, served live by Shifts & Scheduling; needs that app enabled
Your leave balances Read-only, served live by Leave Management; needs that app enabled
Your recent pay periods Read-only, served live by Payroll Prep; needs that app enabled
Your expiring certifications Read-only, served live by Skills & Credentials; needs that app enabled
List unfinished drafts saved through the platform composers (messages, comments, to-dos, broadcasts, communications, tasks, notes, app drafts)
Show tasks assigned to you
Summarize unread notifications + action-required items

Privacy & Scoping

Every lookup is limited to the person asking — no tool accepts another user
Company data isolation enforced on every query and write
Never another app's records — beyond your own data it reads only company knowledge you can already see and your shifts, leave, pay and certifications
Note text is never written to the audit log

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 Requires admin to enable writes
Mark notifications read (single or all) Requires admin to enable writes
Save a personal note Requires admin to enable writes
Writes execute immediately — no confirmation prompt Gated instead by the admin writes toggle and the per-user daily cap; each write touches 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

Per-business agent enable/disable toggle
Per-business "Allow write actions" switch (off by default)
Per-user daily write cap (default 50/day)
Every write that changes something is recorded in AI Operations

Routing

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
Trained on a curated corpus of personal-scope phrasings
KNN classifier with an LLM turn router (no keyword patterns)

Limits & Specs

Bookmarkable record types: 11 (messages, comments, tasks, wikis, policies, SOPs, library items, site pages, recognitions, jobs, App Builder records)
Default per-user daily write cap: 50 writes/day (configurable 0 to 1000; 0 means unlimited)
Note maximum length: 500 characters
Bookmarks searched per question: 2000 most-recent bookmarks
How it's licensed: Included in the AI Productivity suite and All Employee Suites

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

On the Personal Agent page, a user asks "Are any of my tasks overdue?" and the agent lists their open tasks past their due date, soonest due first.

Bookmark a task by name

On the Personal Agent page, a user says "Bookmark my task Complete pre-joining documentation" and the agent finds it among their open tasks and saves it; "Add the note finish before Friday to that bookmark" then attaches a note (admin-enabled writes). It can bookmark what an earlier answer found — your open tasks or bookmarks you already have — not an item it has no way to look up.

Inbox triage

A user says "Mark everything in my inbox as read" and the agent marks every notification currently in their inbox as read — snoozed items stay unread until they come back (admin-enabled write, counted against the daily cap).

Resources

Personal Agent overview

help_article

What the agent can do, which tools are read-only, how writes are gated, and what an admin controls.

Personal Agent FAQ

help_article

Privacy scoping, licensing, the daily write cap, and what an admin controls.

Ask AI

guide

Personal Agent has no chat window of its own — conversation happens in Ask AI. Opened from the Personal Agent page, questions go to this agent; a few phrasings about another app's subject can still be answered by that app, and from anywhere else the router decides.

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 and certifications — 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 five write actions — bookmark a record, remove a bookmark, edit a bookmark's note, save a private note, and mark notifications read. They are off by default; while off, the agent can search and list these but cannot change them. When an admin turns them on they run as soon as you ask, without a separate confirmation, because each changes only your own data; 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 (their location's time zone, otherwise their profile time zone), not a rolling 24 hours.

Click the bookmark icon next to any supported record (workspace messages and comments, todos, wikis, policies, SOPs, library items, site pages, recognitions, job listings, App Builder records) to save 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 and certifications — and only when you ask it something. Your admin decides whether Personal Agent is available and who it is published to.