User Manual

Tips & FAQ

A few habits that keep your agents working well, and short answers to the questions new users ask most.

Tips

Tip:Clear the Approval Inbox often. Agents wait on those decisions, and each one counts toward the agent's track record.

Tip:Keep the Context Book up to date. Every person and rule you add is one less thing an agent has to ask you about.

Tip:Check the Usage page during the month to see whether you are on track. You can top up at $25 per 1,000 credits, or upgrade for a bigger allowance and smarter models.

Tip:On Team, Growth and Enterprise, set member budgets so one person cannot use up the workspace allowance.

Tip:Read the confidence score before you approve. A low score means the agent was unsure, and that is when your own check matters most.

FAQ: accounts and plans

Is it free to start? Yes. New accounts start on the free Starter plan, with 500 credits a month and no card required.

What is a credit? One credit is 1,000 tokens on a fast model, roughly one small action. Smarter models cost more through a credit multiplier (smart 12×, premium 60×).

What happens when I run out of credits? Agents stop for the rest of the period. They will not spend beyond your allowance. Buy a top-up pack or upgrade your plan to keep going.

FAQ: running agents

Why did a run land in my Inbox? An agent run is sent to triage when it needs a person to decide, usually because it went over an approval threshold or came back with a low confidence score.

What is the difference between Approve and Reject? Approve lets the agent go ahead. Reject clears the item without taking the action.

Who can change agent autonomy? Trust levels are set on the Settings page. A level can only be raised one step at a time, so Level 4 (Full Autonomy) is never where an agent starts.

FAQ: admins and teams

Who can set member budgets? Only workspace owners and admins, and only on Team, Growth, and Enterprise plans. See Member budgets.

Do I need an API key to use the dashboard? No. The dashboard works without one. API keys are for calling agents from your own code, and API access is included on the Growth and Enterprise plans.

Note:Stuck on a step? The Get started flow walks you through an API key, an integration and your first agent run. If that doesn't help, ask us.

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