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The Casa Conect agent is an AI colleague that works inside your workspace. It reads the documents in your vaults, drafts and edits in the editor and in Word, keeps matters moving, handles email, and looks things up on the web. It works with the same records you do, under the same access rules, and it shows its work.

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Where you meet the agent

The agent page

A full-page conversation for longer pieces of work. Your conversations are listed in the sidebar, where you can pin, rename, archive and search them.

The agent rail

A panel you can open on any screen with Open agent. It knows what you are looking at, so “summarize this” means this document, this matter or this email.

Matters

Assign a matter to the agent and follow its progress on the matter’s timeline.

The Inbox

Forward or copy mail to the agent’s address. It files, drafts and asks for approval.

Microsoft Word

The same agent in a panel beside your document. Its edits land as Word tracked changes.

Shared Spaces

The agent can set up a space from a template and file documents into the right slots.

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What it can do

The complete list is in Tools.

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How you stay in control

The agent acts as you. It can see what you can see. Private projects stay private, and your personal vault is yours alone.
When the agent changes a document that already existed, the change arrives as a tracked change for you to accept or reject. In Word files these are native Word revisions.
Permission levels decide whether the agent asks before acting, has sensitive actions screened by a safety review, or runs freely.
Replies and forwards to anyone outside your organization are always drafted for approval. Sharing outside the organization always asks first.
Rather than guess, the agent asks questions, with suggested answers where it can.
Text from emails and documents is information to read, never instructions to follow. See Agent safety.

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Make it yours

Skills

Playbooks for work you repeat.

Guidance

Standing instructions for you and for your organization.

Models

Match the model to the work.
The agent is part of Casa Conect OS. If you see “The agent is part of Casa Conect OS”, your organization needs a subscription. See Plans and billing.