How is the agent different from a standard AI chat?
The AI Assistant replies straight away: ask about overdue tasks and you get a list. Ask it to write an email and it prepares a “Message to send” card. The message is sent only after you confirm by clicking “Send”.
The Agent also works when a request concerns the future. Task Manager looks for words relating to time, conditions and actions, as well as dates, times and email addresses in the text. Instead of replying, it puts together a plan: up to ten steps, each with its own date and time in the Europe/Warsaw time zone. The plan expires after 30 days. A step can be sending a message in a thread or an email, notifying someone, checking the conversation history, or waiting for a reply or a specific word in a message.
The plan starts straight away. There is no “Yes, execute” prompt - that applies to actions the Assistant carries out immediately. The Agent saves the plan as active and immediately carries out any steps whose due dates have already passed. You can cancel the plan later.
How does it work, step by step?
You write in a task or chat thread. The programme checks whether it’s a question or a request. If it recognises a request, the model prepares a summary and a list of steps. Each step can depend on the previous one and have a condition. The “wait for a reply” step delays the next check by five minutes; without cron, it will run only when someone is using the application. The “wait for a keyword” step is triggered when a message containing that word is posted in the task or chat by the person the Agent was waiting for.
The agent selects plan participants exclusively from the list of people in the thread. It sends emails from your mailbox connected in the Mail module (Settings → Mail), not from the application's address. When a step sends a public message mentioning a person, that person will also receive an email if they have notifications for new messages enabled. This is a message notification, not an email-sending step from a personal SMTP.
You stop a plan in the task or chat thread. In AI Assistant question mode, the message must start with the word "cancel", for example "cancel plan 13" or "cancel everything". You can only cancel your own, active plan.
What do you gain?
You don’t have to remember over the weekend that you need to follow up with a client on Monday. You mention it once during a conversation that’s already taking place. Then you can get on with other work.
You also don’t have to keep checking whether someone has replied, if the administrator has set up cron. Without it, the Agent will return to the task only when someone is using the application.
You decide what to delegate before the Agent starts working. It won’t ask for permission before getting started, so it’s worth phrasing your request carefully.
When it really comes in handy
An architectural design studio sends a quote to a client. The designer writes in the task thread: “send an email to klient@firma.pl on Thursday to remind them about the quote”. The Agent can prepare a plan with an email-sending step scheduled for the specified date. The number of steps depends on the plan prepared by the model; a single plan can have up to ten.
There’s also a technical requirement: for steps to run on time, the administrator must set up a scheduled task (cron) on the server. Without it, steps that rely on periodic checks may run late and only when someone is using the programme. Waiting for a keyword, however, is triggered by a new message.
Frequently asked questions
Does the agent ask for permission before carrying out a plan?
No. The plan becomes active immediately, and steps whose due dates have already passed are carried out straight away. The “Yes, execute” window applies to AI Assistant actions carried out immediately, not Agent plans.
How do you stop a plan that's already started?
In the task or chat thread, send a message that starts with the word “cancel”, for example “cancel plan 13” or “cancel everything”. You can only cancel your own active plan.
Which address do emails sent by the agent come from?
Emails are sent exclusively through your personal SMTP, configured in Settings → Profile. The Agent does not send them from the application’s address.
How many steps can a plan have?
A single plan can have up to ten steps. Each has its own due date, can depend on an earlier step and can have a condition.