App administrators configure the settings for AI agents to work on the Process management screen of an app.
They configure the tasks of AI agents for each status and where AI agents can write or refer to.

Users who can configure AI agents are those who are granted permission to configure them in the app in the Process AI Agent settings. For details, refer to the following page:
Configuring Apps and Users for Which Process AI Agent Is Available

The following steps outline the process for configuring AI agents.

Prepare a status for the AI agent to work on, and assign the AI agent as the assignee for that status. For details, refer to the following page:
Setting a Status for the AI Agent to Work On

The AI agent reads the Assignee instructions set in the status as its instructions. Write the details of the AI agent's task in the Assignee instructions. For more information, refer to the following page.
Writing Instructions for the AI Agent in Assignee Instructions

Configure where AI Agents can post information and what actions they can perform in those locations. Also, configure which apps and threads AI Agents can access. For details, refer to the following page:
Configuring Locations Where AI Agents Can Post and Places They Can Access

An AI agent works within the scope of permissions granted to the AI agent user.

Just like with regular users, you set access permissions for the AI agent user for the apps it works with and the apps it references or writes to.
In addition to Permissions for app, if your app also has Permissions for records set, you must also set Permissions for records. See the next page for instructions.
Access rights settings

If the app is in a space that is not public, add the AI agent user as a member of the space. For the procedure, refer to the following page:
Adding/Removing Space Members