Chapter 11 · 15 articles

AI

Chat with AI, create and configure AI agents, set their tools, budgets and triggers, approve their actions, and give them skills, memory and credentials.

• Chat with AIAsk the AI about your work, bring in an agent with @, point it at a project or task with #, and approve the changes it wants to make.
• Create an AI agentCreate a manager or specialist agent with the wizard, step by step from its role to its resource limits.
• See your agents and their org chartBrowse your AI agents as an org chart or as a list, and see who reports to whom.
• Configure an agentChange an agent's instructions, model and runtime limits, and pause, activate or deactivate it.
• Set what an agent may doAllow or block the tools an agent works with, decide which ones need your approval first, and limit the tool calls of a run.
• Set agent budgets and watch AI spendingGive an agent a token budget, and follow how many tokens your agents use on the budget dashboard.
• Make an agent start on its ownAdd triggers so an agent wakes up on a schedule or when something happens in OKiDO.
• Approve or reject agent actionsReview the actions and tool access your agents are waiting for, then approve, reject with a reason, or grant access.
• Review agent activity, artifacts and network logsSee what your agents are doing and have done, open the reports and files they made, and check every request they sent outside OKiDO.
• Put an agent to work on a projectDeploy an agent to a project, brief it with a goal and instructions, choose what starts it and test it on a sample event.
• Connect an MCP serverAdd an app from the MCP catalog or a server of your own, and give agents access to its tools.
• Import skills for agentsImport SKILL.md files that teach agents how to handle a specific kind of work, and give them to your agents.
• Have @copilot build a capabilityDescribe a new ability for your agents in plain language, and let @copilot specify, build and test it before it goes live.
• Manage what agents rememberAdd, edit and remove what agents remember about your organization, and pin or archive what they remember about one project.
• Give agents credentials for other appsStore API keys and app logins safely, and choose which agents, projects and SOPs may use them.