> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# The agent

> What the Casa Conect agent is, where you meet it, what it can do, and how you stay in control of it.

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.

## Where you meet the agent

<CardGroup cols={2}>
  <Card title="The agent page" icon="message-square">
    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.
  </Card>

  <Card title="The agent rail" icon="panel-right">
    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.
  </Card>

  <Card title="Matters" icon="briefcase" href="/matters/working-with-the-agent">
    Assign a matter to the agent and follow its progress on the matter's timeline.
  </Card>

  <Card title="The Inbox" icon="inbox" href="/inbox/overview">
    Forward or copy mail to the agent's address. It files, drafts and asks for approval.
  </Card>

  <Card title="Microsoft Word" icon="file-text" href="/word-add-in/overview">
    The same agent in a panel beside your document. Its edits land as Word tracked changes.
  </Card>

  <Card title="Shared Spaces" icon="users" href="/shared-spaces/overview">
    The agent can set up a space from a template and file documents into the right slots.
  </Card>
</CardGroup>

## What it can do

| Area                  | Examples                                                                                                                            |
| :-------------------- | :---------------------------------------------------------------------------------------------------------------------------------- |
| **Find and read**     | Search across your vaults, read files and long documents section by section, list projects, matters and conversations               |
| **Draft and edit**    | Create documents, edit existing ones as [tracked changes](/documents/tracked-changes), add comments, work directly on `.docx` files |
| **Organize**          | Create folders, file email attachments, move and rename items, link references to matters                                           |
| **Run matters**       | Create and update matters, add notes, apply templates, summarize status                                                             |
| **Handle email**      | Read a thread, draft replies and forwards for approval, propose changes to records                                                  |
| **Run workflows**     | [Populate](/workflows/populate) a template, [Anonymize](/workflows/anonymize) a document                                            |
| **Use the web**       | Search for public facts, and drive a real browser for sites that need it. See [Browser sessions](/agent/browser-sessions).          |
| **Plan and delegate** | Keep a task list, write a plan for your approval, start read-only helpers to research in parallel                                   |

The complete list is in [Tools](/agent/tools).

## How you stay in control

<AccordionGroup>
  <Accordion title="It works with your access, not more" icon="key-round">
    The agent acts as you. It can see what you can see. Private projects stay private, and your personal vault is yours alone.
  </Accordion>

  <Accordion title="Edits are suggestions" icon="pencil-line">
    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.
  </Accordion>

  <Accordion title="Sensitive actions are checked" icon="shield-check">
    [Permission levels](/agent/permission-levels) decide whether the agent asks before acting, has sensitive actions screened by a safety review, or runs freely.
  </Accordion>

  <Accordion title="Nothing leaves without a person" icon="send">
    Replies and forwards to anyone outside your organization are always drafted for [approval](/inbox/approvals). Sharing outside the organization always asks first.
  </Accordion>

  <Accordion title="It asks when it is unsure" icon="messages-square">
    Rather than guess, the agent asks [questions](/agent/questions-and-approvals), with suggested answers where it can.
  </Accordion>

  <Accordion title="Outside content is treated as data" icon="shield-alert">
    Text from emails and documents is information to read, never instructions to follow. See [Agent safety](/security/agent-safety).
  </Accordion>
</AccordionGroup>

## Make it yours

<CardGroup cols={3}>
  <Card title="Skills" icon="library" href="/agent/skills">
    Playbooks for work you repeat.
  </Card>

  <Card title="Guidance" icon="sliders-horizontal" href="/agent/guidance">
    Standing instructions for you and for your organization.
  </Card>

  <Card title="Models" icon="cpu" href="/models/choosing-a-model">
    Match the model to the work.
  </Card>
</CardGroup>

<Note>
  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](/admin/plans-and-billing).
</Note>