Agents and Copilot share one tool catalogue

What moves

Agents call the same ERP tools Copilot does, using your company's AI provider.

Before you start

• AI Agents and AI Copilot in your plan
• An AI provider set up for your company

Step by step

1. Tenant adminAI Agents & Automation

   Attaches ERP tools to an agent in the builder.

   You see:The agent can call them.

2. SystemAI Copilot

   Applies the same permission checks Copilot uses.

   You see:Each call is limited to what the person running it may do.

Related

• AI Agents & Automation
• AI Copilot
• Agents read accounting figures
• Agents read and act on HR records
• Agents work with leads and deals
• A gated agent asks to start, then again for each change
• An admin builds an agent and a manager uses it
• Connections between modules