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Agency

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Personal Assistant

Ready when you are

Ready

Talk naturally. Your conversation, the work and the agent’s computer stay together here.

Information privacyTell Agency when this message involves sensitive sources.
Choose the safest fit

Public is public internet material. Private is your linked accounts, non-public work or internal files. Confidential is personal, customer or sensitive internal information. Attached files can raise protection; they never lower it.

Agency will keep this conversation within the right privacy boundary.

CONVERSATION SESSION

Name this session

CONVERSATION SESSION

Archive session?

Your team

A small cast of specialists, each with a clear responsibility.

Scheduled work

Create repeatable background work, then follow each run, retry and recovery in plain language.

Checking automation health
Starting the routine monitor

Agency watches each run, retries temporary failures, and asks for help only when it cannot safely continue.

System care

Agency checks its health, pinned dependencies and the projects its capabilities were learned from. Production changes still require verified approval.

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Recent notices

Latest schedule checks, retries and requests for your help.

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Your routines

Each card explains when Agency starts, who owns it, and how the last run finished.

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Run monitor

Live and recent work, including retries, checkpoints and recovery.

Accounts

Connect accounts once, keep each identity separate, and let Agency use only the access you grant.

Secrets are encrypted in Agency’s private connection broker. They are never returned to this page or stored in your browser.

Available connections

Choose a service to add another protected account.

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Only services ready for your account appear here. Enter a key or password for simple services, or tap Connect when an administrator has prepared OAuth. Secure computer means a retained browser sign-in, not API automation.

ACCOUNTABILITY

Attention

Only work that needs a person is shown here. Agency keeps technical waits separate.

Needs you

Acknowledging confirms you have seen it; it never approves or resumes work.

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Waiting for Agency

These are bounded technical waits. No action from you is required.

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Tasks

Track what your team is working on.

Work

Organise work by project and review finished results.

Projects

Organise team tasks in functional projects, with optional Git repositories for versioned work.

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Agent records

Review governed identity and working memory.

Reviewable agent identity and working memory. Canonical project truth remains in your connected knowledge library.

Select an agent to see its governed files.


    

Activity

A clear record of important Agency actions.

MODEL PROVIDERS & KEYS

Models

Manage model-provider sign-ins, private LLM routes and runtime services.

Checking the Agency environment…

Primary model accounts

Choose the model account Agency uses for each of its three privacy levels. Each connected Codex subscription remains isolated, so you can use Personal, Business or any other account you own without replacing another sign-in.

Connected model accounts

Your connected subscriptions and provider accounts. Each account has its own device sign-in and label; secrets are never shown again.

Available model connections

Add account sign-ins, API keys, tokens and custom endpoints.

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Agency services

Non-secret endpoints and active product components.

Computer location

Set the HTTPS FQDN or reverse-proxy URL used to open the Agency computer when it is hosted on another computer or network.

The endpoint is stored as installation configuration. Credentials, query strings and fragments are not accepted.

Security readiness

Secret values are write-only and never returned to this page.

YOUR EXPERIENCE

Settings

Your PA

Choose how your PA explains work and progress.

Security and privacy

Control when Agency must stop for your approval.

Your Agency dataPrepare a portable copy of your conversations, Brain, projects and work. Service and browser accounts must be reconnected after restore.

Models and integrations

Manage model routes, service accounts and the vaults PA and Agency may use.

Background work

Schedule recurring work and inspect important Agency activity.

Updates

Check for and install the latest signed Agency release. The active release remains available while the candidate is preflighted and switched over.

Organisation access

Manage people, groups and resource permissions. Agency agents are separate from signed-in people.

Product licence

Seats and capabilities verified locally on this private node.

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Checking licence
Install or renew licence

Choose the signed Agency licence supplied for this installation. Existing work and settings are preserved.

Team reliability

Evidence from work actually observed—not a marketing score.

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Checking evidence

Advanced

Optional technical context for troubleshooting and auditing.

Agency configurationRuntime, computers, memory, orchestration, safety, tools, interface, voice and maintenanceAdvanced settings
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ADMINISTRATION

Organisation access

Manage signed-in people, groups, organisational units and exact resource permissions.

Signed-in people

These are human identities with Agency access. Agents and model resources are managed separately.

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AGENCY BASICS

A safe start, in five choices

  1. Start with the information.Use Public for material anyone can find online; Private for non-public work or linked services; Confidential for personal, customer and sensitive internal information. If you are unsure, choose the higher level.
  2. Pick the model route once.Open Settings → Models to select the account for each privacy level. ChatGPT Business is the cloud option. Your operator may make local Gemma4 through Ollama available; it appears only when it is ready. Agency never changes to an unselected account because a model has a problem.
  3. Connect only the accounts you need.Open Settings → Accounts, sign in with the provider’s normal page, then return here. Agency keeps credentials out of messages and does not show them again.
  4. Add your Brain deliberately.Open Settings → Brain to connect or import the notes PA and Agency may use. Check its assignment before relying on it; a Brain is not shared with other people by default.
  5. Keep the final say.Agency can prepare work, but sending, publishing, spending, or releasing something to another person waits for your single-use approval. Review the exact action before you approve it.

If something needs attention

Sign-in or account issue: open Accounts, sign in again, then retry. Model unavailable: retry later or ask the operator to check the selected route. Brain or file issue: check the connection or choose the file again; unclear files stay Confidential. Work paused for approval: review and approve or decline it in the conversation. If a problem repeats, open Activity and share the time and task—not passwords, tokens or private contents.

TEACH BY DEMONSTRATION

Show Agency how

Choose a computer, then perform the task normally. Agency records only safe semantic actions. Passwords, tokens, raw page data and typed secrets are never retained.

VERSIONED WORKSPACE

Create a project

Clean

Project

Branchmain
Files0
Versions0

Repository

Switch branches or copy a portable Git clone command.

Files

Browse the complete source tree, preview finished files, or download the repository.

Changes

Team workspaces

Each agent works from an exact project version. Handoffs and merges keep one shared history without sharing a live folder.

Create isolated workspace

Issues

Track a repository problem and optionally create governed work for the team.

Open an issue

Version history

Work project

Functional project

Opening project

CONNECTED KNOWLEDGE

Brain

Connect knowledge once, then choose the vault used by your PA and Agency team.

Explicit Brain access

Choose the connected Brains each audience may use. Delegated access requires an explicit selection.

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Ways to connect

Official Obsidian Sync, a ZIP/folder export, or a private Git repository.

Export Brain

Preparing your portable copy…

This copy includes your notes, including folders excluded from agent access. Those exclusions and your PA/team assignments are preserved. Keep the download private.

Sign-ins, device settings and Git history are not transferred. Reconnect remote sync after importing.

What is included?

KNOWLEDGE SOURCE

Add a vault

OBSIDIAN SYNC

Connect your Brain

Connect Obsidian

Use the same account as the Obsidian app. Agency never exposes your sign-in details to agents.

TEAM ROOM

Start a group conversation

Choose 2–6 agents

Mention agents to direct a contribution. With no mention, the coordinator answers.

MODEL CONNECTION

Connect a model

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CODEX SUBSCRIPTION

Add a Codex account

Give this account a name so you can recognise it when choosing a route. Agency stores each account's device session separately and never asks for or stores your OpenAI password.

You can edit the name later. Each account keeps its own isolated Codex authentication.

ADD AN ACCOUNT

Connect a service

Credentials are encrypted and cannot be read back from this screen.

ACCOUNTABILITY

Agency organisation

Each role shows what it is responsible for and who is accountable for accepting its work.

Ask Chief of Staff to add a role
Capabilities

ACCOUNT DETAILS

Rename account

CONNECTION GUIDE

Set up a service

What you need

    What to do

      How to confirm it worked

      Important limits