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[No QA] Update Create-and-Use-Custom-Agents.md #95313

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21 changes: 10 additions & 11 deletions docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md
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---
title: Create and Use Agents
description: Create personal agents in New Expensify to handle your workflow, then chat with them, Copilot into their accounts, edit, or delete them.
description: Create personal agents in New Expensify, chat with them, Copilot into their accounts, or add them as Copilots on your own account to help manage your work.
keywords: [custom agents, agents, new agent, ai agent, agent instructions, copilot into account, new expensify]
internalScope: Audience is individual New Expensify users. Covers creating, configuring, and managing agents from the Agents page in Account settings. Does not cover Agent Rules, RuleBot, or workspace-level automation.
---
Expand All @@ -9,9 +9,9 @@ internalScope: Audience is individual New Expensify users. Covers creating, conf

Agents are AI-powered virtual members that can take actions in Expensify based on instructions you provide. You write natural-language instructions that tell an agent what to do, and you can chat with an agent or Copilot into its account at any time.

Every agent has its own Expensify account. You can Copilot into the agent's account to review its activity, update its instructions, and see the actions it has taken. Because the agent operates from its own account, it doesn't have access to your personal account or personal context, and it can't act on your behalf.
Every agent has its own Expensify account. You can Copilot into the agent's account to review its activity, update its instructions, and see the actions it has taken.

**Coming soon:** You'll be able to add an agent as a Copilot on your own account, giving it delegated access so it can use your personal context and manage expenses and reports on your behalf.
You can also add an agent as a Copilot on your own account. When you do, the agent receives delegated access to your account so it can use your personal context and manage expenses and reports on your behalf, while continuing to operate from its own account.

Expensify also supports Agent rules, which are workspace-level AI automations enforced by RuleBot. [Learn how to Create Agent Rules](/articles/new-expensify/ai-agents/Create-Agent-Rules).

Expand Down Expand Up @@ -49,10 +49,11 @@ After you create an agent:
- A new Expensify account is created for the agent.
- You become the agent's owner.
- You're automatically added as a full-access Copilot on the agent's account.
- You can optionally add the agent as a Copilot on your own account so it can use your personal context and act on your behalf.
- The agent appears in your **Agents** list, where you can chat with it, edit its instructions, or Copilot into its account.
- The agent can be added to workspaces as a member and selected anywhere a workspace member can be chosen, such as approval workflows.

The agent follows the instructions you provide, but it operates independently from its own Expensify account. It can take actions as the agent account, but it can't access your personal account or act on your behalf.
The agent follows the instructions you provide and operates from its own Expensify account. If you add the agent as a Copilot on your account, it can also use your personal context and take actions on your behalf based on the permissions you've granted.

---

Expand Down Expand Up @@ -86,7 +87,7 @@ Use Copilot to see what the agent has done, review its activity, and inspect any
2. Click **Agents**.
3. Find the agent in the list and click **Copilot**.

[Learn more about Copilot](/articles/new-expensify/settings/Copilot-Access).
[Learn more about Copilot](/articles/new-expensify/settings/Act-as-a-Copilot).

---

Expand Down Expand Up @@ -170,13 +171,11 @@ Yes. On Control plans, agents can be used anywhere an approver can be selected,

On Collect plans, workspaces support a single approver. An agent can be used as that approver.

## Can an agent make mistakes?

Yes. Agents follow natural-language instructions and are powered by AI, so they may occasionally behave unexpectedly. Write clear, specific instructions and review what an agent does.

## Can I add an agent as a Copilot on my own account?

Not yet. Today, every agent has its own Expensify account, and you're automatically added as a Copilot on the agent's account when you create it.
Yes. You can add an agent as a Copilot on your own account to give it delegated access to your personal context. Once added, the agent can manage your expenses and reports on your behalf within the permissions you've granted. [Learn how to add a Copilot](/articles/new-expensify/settings/Manage-Copilot-Access).

**Coming soon:** You'll be able to add an agent as a Copilot on your own account, giving it delegated access to your account so it can use your personal context and manage your expenses and reports on your behalf.
## Can an agent make mistakes?

Yes. Agents follow natural-language instructions and are powered by AI, so they may occasionally behave unexpectedly. Write clear, specific instructions and review what an agent does.

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