Agent roles and instructions
Less time assembling context
Sidekick AI · capability
Agents for repeatable work
Configure separately purchased agents with explicit tools, permissions, and metered credits.
Inside this capability
Specific tools, connected to a measurable operating result.
Approved cross-product tools
Recommendations grounded in business records
Versioned credit consumption
Automated work with visible controls and usage
Audit, controls, and human handoff
Less time assembling context
How the work moves
An agent completes a governed workflow
A configured agent uses only allowed tools, records each action, and hands off when policy requires it.
- 01Receive a trigger
- 02Evaluate policy and context
- 03Perform approved actions
- 04Record outcome and usage
Continue through Sidekick AI
Embedded where decisions happen
Each eligible product contributes purpose-built intelligence rather than a generic chat layer.
See it in your operation