Agent profiles
Managed agent profile

Administrative agent

Triage requests, prepare records and coordinate recurring office work.

Operating principle

Less coordination overhead without giving an agent unchecked authority.

Core workflows
Classify inbound requests
Extract requirements into structured briefs
Prepare records and task lists
Coordinate recurring follow-ups
Mandatory approvals
Sending external messages
Changing source records
Sharing documents outside the tenant
Typical integrations
Microsoft 365
Google Workspace
Email
CRM
REST / webhooks

Designed around your policy

Adapt this profile to your systems and risk boundaries.

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