Personal Agent FAQ
Answers to common setup and operating questions about Personal Agent.
For what the app is and how to set it up from scratch, see the
Personal Agent Overview.
Setup
Do I need to do anything before users can talk to the Personal Agent?
Yes — two things. First, the app must be enabled for your tenant in the Apps Marketplace (it requires the Platform Enterprise tier and a licence). Second, the Enable Personal Agent toggle under Apps → Personal Agent → Settings must be on. Both must be true before the agent responds to personal-data questions through Ask AI.
What’s the difference between enabling the app and enabling the agent toggle?
Enabling the app in the marketplace makes the app landing page visible. Turning on Enable Personal Agent inside Settings activates the agent itself. The agent does nothing until both are on — this lets you explore the Overview page and load sample data before the agent goes live.
How do I test the agent before rolling it out?
On the Settings page, use the Generate sample data button. It creates a small set of drafts, notifications, and bookmarks scoped to your own account, tagged so they can be removed cleanly. Then open Ask AI and try a prompt like “What’s in my inbox?” to confirm the agent responds.
Permissions and access
Who can change Personal Agent settings?
Any user with an admin or above role, or a user designated as a Personal Agent app admin. The Overview and My Activity tabs are visible to all users; Settings and Analytics are restricted to those roles.
Can the agent see other users’ data?
No. Every query is filtered to the asking user’s ID. No tool accepts a target user parameter. If someone asks for another user’s bookmarks, the agent explains it can only see the asking user’s own data.
Day-to-day
What does “Allow write actions” control?
When off (the default), the agent is read-only — it can search and list data but cannot change anything. When on, the agent gains five write tools: bookmark a record, remove a bookmark, update a bookmark’s note, write a private note, and mark notifications as read. Each write runs immediately without a confirmation prompt because every action is self-owned and reversible. The Per-user daily write cap is the safety limit.
What types of records can users bookmark through the agent?
The agent supports 11 record types: workspace messages, workspace comments, tasks, wiki pages, HR policies, SOPs, library items, site pages, recognition posts, job listings, and app builder records. These are the same types available through the bookmark icon in the UI. Before creating a bookmark, the agent checks that the user can actually see the target record.
How does the per-user daily write cap work?
Every successful write action counts against the user’s daily limit. The default is 50 writes per user per day, configurable from 0 to 1,000 in Settings. Setting it to 0 means unlimited. The cap resets at midnight. When a user hits the limit, the agent tells them and stops accepting writes until the next day. Reads are never capped.
What happens when someone asks the agent to mark their inbox as read?
The agent marks all visible unread notifications as read. Snoozed items are deliberately excluded — they stay unread so they resurface at their scheduled time. Users can also ask the agent to mark specific notifications by ID rather than clearing everything.
How do users check their own agent usage?
Any user can go to Apps → Personal Agent → My Activity to see their tool-call history: total calls, success rate, which tools they have used (labelled read or write), and their 10 most recent calls. This view is also available on mobile. Admins see cross-user metrics under the Analytics tab.
Cross-app lookups
What personal data from other apps can the agent access?
When the source apps are enabled for the tenant, the agent can pull the user’s own data from four apps: Scheduling (upcoming shifts), Leave Management (leave balances), Payroll (recent pay periods), and Skills & Certifications (expiring certifications). These lookups are read-only and follow the same privacy scope — only the asking user’s records.
A user asked about their shifts but the agent said the data isn’t available — why?
The source app (Scheduling, Leave Management, Payroll, or Skills & Certifications) must be enabled for your tenant. If it is not, the agent tells the user an admin can enable it in the Apps Marketplace. The agent never guesses an answer when a source app is missing.
When something looks wrong
“I searched my bookmarks but some results are missing”
Bookmark text search scans the most recent 2,000 bookmarks. If the user has more than 2,000 and the missing item is older, the agent adds a note suggesting a record-type filter to narrow the search. Filtering by type searches within that type’s 2,000 window, which usually surfaces the result.
“The agent said it couldn’t find a record I asked it to bookmark”
The agent checks that the user can see a record before bookmarking it. If the user does not have access — because of permissions, audience scoping, or the record being in a private workspace — the agent responds with “not found” without revealing whether the record exists.
“Write actions are on but the agent says they’re disabled”
Both the Enable Personal Agent toggle and the Allow write actions toggle must be on, and the user must not have exceeded their daily write cap. If the agent toggle is off, writes are blocked even if the write-actions toggle is on. Check all three conditions in Settings.
“My employee says Personal Agent doesn’t appear in Ask AI”
Personal Agent requires the Platform Enterprise tier. If your tenant is on Standard or Lite, the app is not available. Also confirm the app is enabled in the Apps Marketplace and the agent toggle is on in Settings.
Employee-reported questions
“How do I stop the AI from seeing my personal data?”
Go to Account Settings → AI Profile and turn off the master AI toggle. This disables the Personal Agent (and every other AI agent) for your account only. It does not affect other users.
“I snoozed some notifications and then asked the agent to mark everything as read — did it clear them?”
No. When the agent marks all notifications as read, it only touches items currently visible in the inbox. Snoozed items stay unread so they come back when their snooze period ends.
Licensing and limits
Are there limits I should know about?
| Limit | Value |
|---|---|
| Bookmark note length | 500 characters |
| Private note title length | 200 characters |
| Bookmark text search window | 2,000 most recent bookmarks |
| Per-user daily write cap | Default 50 (configurable 0–1,000) |
| Analytics time ranges | 7, 30, or 90 days |
| Analytics CSV export | 50,000 rows maximum |
| Supported bookmarkable record types | 11 |
| Platform tier required | Enterprise |
More help
- Personal Agent Overview
- Ask AI — the assistant answers Personal Agent questions from these articles.