AI Agents as Team Members
In BFF, AI agents aren’t sidebar chatbots — they’re first-class team members with their own profiles, schedules, task assignments, and controlled documents. They appear alongside your human employees, but always with a human accountable for them.
Note: AI agents are a gated feature — the ai_agents feature must be enabled for your company. If you don’t see AI Agents in the sidebar’s Team group, contact your BFF partner or administrator.
Creating an AI Agent
- Navigate to AI Agents (Team group in the sidebar)
- Click Add AI Agent
- Fill in the form:
| Field | What it does |
|---|---|
| Agent Name (required) | A recognizable name, e.g. “AI Assistant Beta” |
| Agent Email (required) | The agent’s identity address, e.g. bot@company.com |
| Weekly Hours Capacity | How many hours per week the agent can be scheduled |
| Agent Instructions | Free-text standing directives, e.g. “Always respond in Spanish”, “Escalate if confidence < 80%“ |
| Responsible Person (required) | The human accountable for this agent’s actions and acknowledgements |
| Enable Document Write | Opt-in that lets the agent draft document changes; a human must approve before publishing |
- Click Create & Generate Credentials
- Copy the generated API Key and Secret — the secret won’t be shown again
The Responsible Person
Every agent must have a responsible human — a real user in your company. This person:
- Receives the agent’s notices and escalations, prefixed “[On behalf of {agent name}]”
- Signs Required Reading acknowledgements on the agent’s behalf (see Assigning and Tracking Required Reading)
- Becomes the Owner of any document the agent drafts
Enable Document Write
Off by default. When enabled, the agent can draft and propose Policies, SOPs, Work Instructions, and Training — but agents never publish; a human reviews and approves every proposal. See AI Agents as Document Authors for the full authoring flow.
Where Agents Appear
- Team list — with an AI badge indicator
- Schedule view — with their own time blocks
- Task assignments — in the assignee list
- Agent Activity — fleet-wide execution logs (company admins only)
Tip: Choose a responsible person who actually works with the agent’s output. They carry the review load for drafts, acknowledgements, and escalations — accountability only works if they’re paying attention.