Tools

Tier	Meaning	Examples
Read	Looks, but changes nothing	Search, read a file, list matters
Additive	Creates something new, or makes a tracked edit you can undo	Create a document, edit with tracked changes, add a note
Sensitive	Changes or removes existing records, widens who can see them, reaches outside the organization, reconfigures the agent, or drives a browser	Delete an item, update a matter, reply to an email, write a skill
Own checkpoint	Has its own built-in approval step, whatever your level	Populate, submitting a plan, building a Shared Space

Core: find, read and ask

Tool	What it does	Tier
Search the vault	Find passages across the documents you can access	Read
Read a file	Read a stored file	Read
List a vault	Browse folders and files	Read
Web search	Look up public facts	Read
Ask the user	Put one to five questions to you	Own checkpoint
List projects and members	See projects and who is in them	Read
List inbox documents	See documents emailed to your docs address	Read
List and read email conversations	See Inbox conversations	Read

Projects

Tool	What it does	Tier
Create a project	Start a new project	Additive
Update a project	Change a project’s details	Sensitive
Enter a project	Move the conversation into a project	Own checkpoint

Vault: organize files

Tool	What it does	Tier
Create a folder	Add a folder	Additive
Rename, move or copy an item	Reorganize existing items	Sensitive
File an inbox document	Move an emailed document into a vault	Sensitive
Delete an item	Permanently delete a file or folder	Sensitive

The agent is instructed to confirm before deleting anything it did not create in the same conversation.

Documents: draft and edit

Tool	What it does	Tier
Create a document	New editor document	Additive
Create a Word file	New `.docx`	Additive
Open a Word file	Open a `.docx` for editing. Changes become native tracked changes in a new version.	Read
Read a document, outline or section	Read long documents efficiently	Read
Search within a document	Find passages in one document	Read
Write or edit a document	Edits to existing content arrive as tracked changes	Additive
Add a comment	Comment on a passage	Additive
Populate a document	Run the Populate workflow	Own checkpoint

Matters

Tool	What it does	Tier
List and read matters, labels and templates	Look things up	Read
Create a matter	Open a new matter	Additive
Add a note	Write to the matter’s activity	Additive
Link a reference or a conversation	Connect documents and email to the matter	Additive
Update a matter	Change status, priority, dates or assignee	Sensitive
Set labels, maintain lists	Reorganize matter data	Sensitive
Apply a template	Restructure the description	Sensitive

Matter tools exist only when Matters is enabled for your organization.

Inbox and email

Tool	What it does	Tier
List a thread’s emails	Read the conversation	Read
File email attachments	Save attachments to a vault	Additive
Reply to an email	Draft, or send under your reply policy	Sensitive
Forward an email	Always drafted for approval	Sensitive
Propose a change	Suggest an update to a record, for approval	Own checkpoint

Replies and forwards to anyone who is not a member of your organization always become drafts for a member to approve.

Hand-offs between conversations

Tool	What it does	Tier
Send to a thread	Brief another conversation or a matter, or report back to it	Sensitive

A hand-off arrives in the other conversation as its own turn, with the message shown as data rather than as instructions. Chains are limited to three hand-offs.

Shared Spaces

Tool	What it does	Tier
List and read spaces, templates and document slots	Look things up	Read
Create a Shared Space	Set up a new space	Sensitive
Build a Shared Space	Populate a space from a template	Own checkpoint
File to a Shared Space	Put a document into the right slot	Own checkpoint

Anything that gives an outside party access shows you an approval card first, at every permission level.

Browser

Tool	What it does	Tier
Open a session, navigate, act	Drive a real browser	Sensitive
Observe, extract, take a screenshot	Read the page	Read
Request takeover	Hand the browser to you, for example to sign in	Own checkpoint
Close the session	End the browser session	Own checkpoint

See Browser sessions.

Skills

Tool	What it does	Tier
Find and read skills	Look up a playbook	Read
Write a skill	Create or update a skill	Sensitive

The agent cannot delete skills. Only people can, from Settings.

Planning and helpers

Tool	What it does	Tier
Keep a task list	Track the steps of a larger job	Own checkpoint
Write and submit a plan	Propose a plan for your approval	Own checkpoint
Start a helper	Run a read-only helper in parallel	Read

Situation	Tools available
You, chatting in the dashboard or Word	Everything above
Plan mode	Read tools and planning only, until you approve the plan
A helper	Read tools only. No edits, no questions, no helpers of its own.
A conversation that came from email, even when you are chatting in it	No delete, no skill writing, no browser, no helpers, no Shared Space creation
Email from a verified member, unattended	Vault reading and organizing, Word editing, Populate, matter work. None of the exclusions above are lifted.
Email from an allowed external sender	Triage only: the thread’s own emails, filing, linking, drafting. No vault search, no file contents, no member lists, no Shared Spaces.

Get started

The agent

Models

Matters

Workflows

Inbox and email

Documents

Word add-in

Shared Spaces

Connected sources

Risk tiers

The catalogue

Tools by situation

​Risk tiers

​The catalogue

​Tools by situation

Risk tiers

The catalogue

Tools by situation