Agents

Agents

An agent owns one area of your work. It wakes up on its own schedule, does its job, moves a goal you can see, keeps a plan, and asks you when a decision is yours. Everything it does shows on its own page under Агенты in the sidebar.

Agent or schedule?

Both run on their own, so pick by what the work is:

A quick test: does the work have a goal to move over weeks, and does it need to remember earlier runs? If yes, it is an agent. If you are not sure, start with a schedule — it is simpler.

Agents lists both. Today at the top shows what ran today and what is still to run, agents and schedules together. Agents that own an area are under Own an area; your schedules and triggers are under Do one task — the simple level of the same thing. To start a simple one, open New agent → Simple task and pick a starting sentence: the chat finishes it with you.

Switching between a schedule and an agent

The choice is not final. On a schedule's page, What it does → Owns an area → Make it an agent turns it into an agent: its task becomes the agent's instructions, its repeat becomes the agent's schedule, and it stays on or off as it was. Then give it a goal on its page.

On an agent's Настройки tab, Does one task → Make it a simple task goes back: a schedule on the same cadence, with the agent's instructions as its task. Nothing is lost — the goals, plan and history are hidden, not deleted, and come back if you choose Owns an area again. This makes a schedule, so it works from your own private chat or the agent's page, not from a shared chat: a schedule can't be created from a shared chat, because it would run as the workspace owner.

Two cases stay where they are: a one-time reminder cannot become an agent (an agent repeats), and a ready-made agent cannot become a simple task (it comes with its own dashboard and tables). You can also ask in chat: "make the stock check an agent".

Ready-made agents

Open Агенты → Новый агент. Each ready-made agent arrives with everything it works with — its dashboard, its tables and its skills — so there is nothing to build:

• Финансовый контролёр — turns bank statements into a cash-flow statement and a cash-basis P&L, reconciles balances with the bank and reports weekly.
• Менеджер задач — keeps one task list from chat, e-mail and Telegram, watches deadlines and sends a short morning brief.

Pick one, answer the couple of questions it has — your target number, and what time it should work — and press Создать и запустить. Everything else (its first steps, what it installs, its boundaries, who it is for) sits under Что внутри и настройки with sensible defaults. It never overwrites your files: if something already exists where it would put a file, your file stays.

If setup could not finish — for example your workspace was asleep — the agent's page says what is missing and offers Повторить установку.

Building your own in chat

Nothing fits? In Новый агент, describe the job in your own words and press Собрать в чате — or just tell your assistant in any chat: "I want an agent that watches stock and prepares supplier orders every Monday." It asks at most three short questions — the job, when it runs, what number says it is going well — and builds the agent: its instructions, goals, first steps and boundaries.

An agent built in chat starts switched off. Open it under Агенты, check its plan and boundaries, and press Включить — it starts working on its schedule only after that.

Decisions: answered in one click

When a choice is yours, the agent does not ask an open question — it offers 2–4 answers. The one it recommends is the blue button, tagged Рекомендую, with its reason in one line under the question; if you do not answer by the due time, the line under the buttons says what happens (Если не ответите до 18:00 — «…»). They wait at the top of Агенты, so you can answer without opening the agent, and at the top of the agent's page. Подробнее shows the context and what each answer does, Ответить словами lets you write your own, Обсудить в чате opens a chat about it.

One click answers and wakes the agent. A decision whose time ran out stays visible for 7 days under Недавно решено, saying which default was applied — or that the agent changed nothing. The badge on Агенты counts decisions in every space you can answer in; decisions in other spaces appear as a line with a link.

The agent's page itself is short: its state, the decision if there is one, what it is doing next, the last three things it did, and Подробнее об агенте — the plan, goals, schedule and boundaries, each folded away. Tabs: Обзор, История, Настройки.

Changing an agent

On the agent's page, Настройки holds its description, boundaries (what it does on its own, what it asks you first, what it never does), goals and schedule. Or ask in chat — "move purchasing to Thursdays at 11", "add a goal: write-offs under 50 000 ₸", "pause the task manager" — your assistant changes the agent for you. Запустить сейчас runs it once, immediately.

A personal agent works as the person who set it up, with their container and access. So only that person changes its instructions, its settings, description and boundaries, or turns it into a schedule; anyone else, a space owner too, is told so. A shared chat cannot change a personal agent at all: do it from your personal chat in this space.

Working mode

Режим работы (Working mode) is how thoroughly every run works — the same three modes as the chat composer: Быстро (Quick), Обычно (Standard) and Основательно (Thorough). You pick it when you create the agent, and can change it on Настройки at any time; it applies from the next run. Choose Основательно for an agent whose work needs careful checking — reconciliations, audits, long documents. It takes longer and spends more of your AI allowance per run. Or ask in chat: "make purchasing work thoroughly". An agent created before this setting existed has no mode chosen and keeps running as before until you pick one.

A ready-made agent's instructions belong to Plank so it keeps getting improvements. To rewrite them, it has to be detached from its template first — your assistant asks before doing that. An agent you built yourself in chat has no template, so its instructions are already yours: they can be rewritten at any time, with nothing to detach.

From a shared chat

A shared chat can create and run team agents only. A personal agent, and turning a schedule into an agent, would run as the owner, so they are refused there: do them in your own personal chat of this space.

Deleting an agent

On the agent's page, open ⋯ → Удалить агента. The agent switches off and disappears from your lists; its history and the files and tables it created stay, because your data may be in them. Right after deleting, the list offers Вернуть; later, ask your assistant to bring it back. It returns switched off.

See also: Automations for schedules and triggers, and Management accounting for what the finance agent's numbers mean.