Co-agent
Let an AI agent write down what it learns about each caller, and approve, correct or forget every note it keeps.
Where to find it
AI agents › Co-agent
Open this screen
Steps
- Open AI agents › Co-agent.
- If you have several agents, choose the AI agent at the top.
- In Learn from calls, set the switches and press Save (managers).
- Press Learn from recent calls to have it read the organisation’s recent calls now.
- Review the notes under the In use, Awaiting you and Forgotten tabs.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Learn from calls | Switches note-taking on for this agent. | Off |
| Use new notes without asking me | New notes are used straight away instead of waiting for approval. | Off |
| Share what it learns across all callers | Notes are used for every caller instead of only the caller they came from. | Off |
| Share contact details too | Also shares email addresses and phone numbers in shared notes. | Off |
| Save | Saves the switches. The box under the switches says what they add up to before you save. | — |
| Learn from recent calls | Reads recent calls now and writes notes. Shown once learning is on. | — |
| In use / Awaiting you / Forgotten | The three lists of notes. | — |
Troubleshooting
Learn from recent calls is greyed out.
No AI model is connected for this, so it cannot be done here yet.
“It has not tried to learn from a call yet.”
Press Learn from recent calls, or wait for calls with this agent.
Tips
- The tiles show notes in use, notes awaiting you, how many people it knows, and forgotten notes.
- A banner says when calls do not use these notes yet; then nothing on this page changes what a live call says.
Good to know
- Passwords, card numbers and API keys are never shared, whatever you choose.
- Only managers can change the switches and act on notes.
Related how-tos
- Choose what the co-agent learns and shares Switch learning from calls on, and decide whether notes need your approval and who they are used for.
- Notes in use See the notes the co-agent uses now, and forget any that are wrong.
- Approve the co-agent’s new notes Check the notes waiting for your approval and use or forget each one.
- Restore a forgotten note See the notes that were forgotten and bring one back into use.
- Co-agent: messages and fixes Understand the messages the Co-agent page can show, and what to do about each.
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.