From f3a07af4f5a38a8384a13172459a9709212a4aa6 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Micha=C5=82=20Jasikowski=20=28via=20MelvinBot=29?= Date: Tue, 4 Aug 2026 22:08:30 +0000 Subject: [PATCH] Docs: agent creation now opens the agent DM immediately MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-authored-by: Michał Jasikowski --- .../new-expensify/ai-agents/Create-and-Use-Custom-Agents.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md index b8bd6491c15d..ea11da4b0eba 100644 --- a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md +++ b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md @@ -52,7 +52,7 @@ When you click **New agent**, the **New agent** screen opens. From here you can 6. Review the auto-generated profile image and display name. If needed, you can edit these later. 7. Click **Create agent**. -After saving, the new agent appears in your **Agents** list with **Edit**, **Chat**, and **Copilot** buttons. +After you click **Create agent**, you're taken directly to a direct message (DM) with the new agent, where its welcome message appears once it arrives. The new agent also appears in your **Agents** list with **Edit**, **Chat**, and **Copilot** buttons. ![The Agents page in Account settings, showing the New agent button and a list of created agents]({{site.url}}/assets/images/ExpensiHelp-CustomAgents-1.png){:width="100%"} @@ -62,6 +62,7 @@ After saving, the new agent appears in your **Agents** list with **Edit**, **Cha After you create an agent: +- You're taken directly to a DM with the agent, where its welcome message appears once it arrives. - 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.