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Sharing and access ​

Nothing is visible by default. An agent is seen by the people who own it and the people it has been shared with, and by nobody else — platform administrators included.

The four levels ​

LevelChatRead soul, instructions, memory, versionsEdit and publishManage sharing, archive, delete
User✓
Operator✓✓
Editor✓✓✓
Owner✓✓✓✓

Each level includes the ones above it. "User" is the one to give by default: people can use the agent without reading how it was built.

Who has owner access ​

  • For a personal agent: you.
  • For an organization's agent: the organization's owners and admins, and whoever created it, for as long as they are still a member.

Removing someone from an organization removes their access to its agents, including agents they created. The agents stay.

Sharing with people and teams ​

Sharing on the agent page adds:

  • people, by username or exact email address;
  • teams, for an organization's agents — a team is a named group of its members, managed in the organization's settings.

Two meanings of "team"

A team is a group of people in an organization. A team of agents is an agent that delegates to other agents (Teams of agents). They are unrelated.

You can share an organization's agent with someone outside it — an outside collaborator, say a contractor. They get only that agent. To protect people's privacy, you cannot browse the list of accounts: you find someone by typing their username, or their email address exactly.

Sharing an agent with people and teams

Conversations ​

Conversations belong to the person who had them. Nobody reads your chats with an agent, with one exception: the managers of the agent's owner can open a transcript, and doing so is recorded in the audit log. That exists so a manager can investigate what an agent did, not so they can read over your shoulder.

What the agent learns is different: see Memory.

CrewHall