Is anything an agent produces ever sent out automatically?
Is anything an agent produces ever sent out automatically?
No. Every output waits for a human to approve it. Publishing an agent starts preparation, not delivery.
Can someone see another client's data?
Can someone see another client's data?
No. Each client is an isolation boundary; people and agents only reach clients they’re scoped to. See Isolation and multi-tenancy.
What's the difference between a Workstream and an Engagement?
What's the difference between a Workstream and an Engagement?
A Workstream is a client (the isolation boundary). An Engagement is a process for that client (R&D, transfer pricing, close). One client can have several engagements. See Workstreams and Engagements.
What's the difference between a Doc Store and a Data Store?
What's the difference between a Doc Store and a Data Store?
Doc Store = files (documents). Data Store = structured tables. See Doc Stores and Data Stores.
Do I have to learn all the platform terms?
Do I have to learn all the platform terms?
No. End users work in finance terms (client, files, task). The platform terms (workstream, doc store, agent, space) are for builders. The Glossary maps them.
I enabled a skill but the agent still can't see some data. Why?
I enabled a skill but the agent still can't see some data. Why?
Skills grant capability, not access. Grant the agent access to the data separately. See Access scoping.
Quick setup or Advanced setup?
Quick setup or Advanced setup?
Quick for speed and standard processes; Advanced when you need explicit control. Same objects underneath. See Quick setup vs Advanced setup.
Can I run something right now instead of waiting for the schedule?
Can I run something right now instead of waiting for the schedule?
Yes — run a task on demand. See Running a task.
How do I get notified when something needs me?
How do I get notified when something needs me?
Set a notification rule (email, Slack, or Teams). See Notifications.
Can we use our own model / keep data on-prem?
Can we use our own model / keep data on-prem?
There are options for bring-your-own-key, open-weight / self-hosted models, and on-prem / residency deployments. Confirm what’s enabled for your plan. See Data handling and compliance.