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[No QA] Docs updates for E/A#94602 auto-add new agent as full copilot #95675

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zanyrenney merged 2 commits into from
Jul 10, 2026
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[No QA] Docs updates for E/A#94602 auto-add new agent as full copilot #95675

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Docs: reflect that new agents are auto-added as a full copilot of the…
MelvinBot Jul 9, 2026
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Merge remote-tracking branch 'origin/main' into melvin-docs-651811-ag…
MelvinBot Jul 10, 2026
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12 changes: 6 additions & 6 deletions docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md
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Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
---
title: Create and Use Agents
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.
description: Create personal agents in New Expensify, chat with them, and Copilot into their accounts. New agents are automatically added as full-access Copilots on your account so they can act on your behalf.
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 @@ -11,7 +11,7 @@ Agents are AI-powered virtual members that can take actions in Expensify based o

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.

When you create an agent, it's automatically added as a full Copilot on your own account. This gives the agent 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.
When you create an agent, it's automatically added as a full-access Copilot on your own account. This gives the agent 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. You can review or remove this access at any time in the **Copilot: Delegated Access** section under **Account > Security**.

@chatgpt-codex-connector chatgpt-codex-connector Bot Jul 10, 2026

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P2 Badge Point users to Account > Copilot

The Copilot delegated-access section is not under Account > Security in the current app/help flow: the route is settings/copilot (src/ROUTES.ts) and the existing Copilot article directs add/remove actions through Account > Copilot. With this path, users trying to review or remove the automatically added agent access will be sent to the wrong settings page; the same incorrect breadcrumb is repeated later in this article.

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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 All @@ -34,7 +34,7 @@ If you don't see **Agents** in your **Account** settings, the Beta isn't enabled
3. Click **New agent**.
4. Review the auto-generated profile image and display name. If needed, you can edit these later.
5. Click **Write custom instructions** and describe what you want the agent to do.
6. Review the note above the button, which explains that the agent will be added as a full Copilot of your account so it can act on your behalf.
6. Review the note above the **Create agent** button, which explains that the agent will be added as a full-access Copilot of your account so it can act on your behalf.
7. Click **Create agent**.

After saving, the new agent appears in your **Agents** list with **Edit**, **Chat**, and **Copilot** buttons.
Expand All @@ -50,11 +50,11 @@ 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.
- The agent is automatically added as a full Copilot on your own account so it can use your personal context and act on your behalf.
- The agent is automatically added as a full-access 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 and operates from its own Expensify account. Because it's also a Copilot on your account, it can use your personal context and take actions on your behalf. You can review this delegated access under **Account > Security** in the **Copilot: Delegated access** section.
The agent follows the instructions you provide and operates from its own Expensify account. Because it's also a Copilot on your account, it can use your personal context and take actions on your behalf. You can review or remove the agent's Copilot access at any time in the **Copilot: Delegated Access** section under **Account > Security**. [Learn how to manage Copilot access](/articles/new-expensify/settings/Manage-Copilot-Access).

---

Expand Down Expand Up @@ -174,7 +174,7 @@ On Collect plans, workspaces support a single approver. An agent can be used as

## Is an agent added as a Copilot on my own account?

Yes. When you create an agent, it's automatically added as a full Copilot on your own account, giving it delegated access to your personal context so it can manage your expenses and reports on your behalf. You don't need to add it by hand. You can review this access under **Account > Security** in the **Copilot: Delegated access** section. [Learn more about Copilot](/articles/new-expensify/settings/Manage-Copilot-Access).
Yes. When you create an agent, it's automatically added as a full-access Copilot on your own account, giving it delegated access to your personal context so it can manage your expenses and reports on your behalf. You don't need to add it by hand. You can review or remove this access at any time in the **Copilot: Delegated Access** section under **Account > Security**. [Learn how to manage Copilot access](/articles/new-expensify/settings/Manage-Copilot-Access).

## Can an agent make mistakes?

Expand Down
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