Company / AI agents and delegated work

Ask what needs attention. See the proposed change.

Ask Trajectors for records across the company modules you can open. Review cited evidence, draft a proposal and follow the receipt for an authorized action.

Agent policy and approvals

Sample workspace
Inspect the Agents & approvals screen Full size ↗
Agents workspace showing the delivery coordinator, budget, usage and approval policy.
The company sets the coordinator’s spending boundary and the approval required to accept a quote.

How the work moves

  1. Start from a question or record

    Ask which onboarding tasks still need an owner, or look up a case from its module. Open the cited records to check the answer against the work.

  2. Review the proposal

    An agent can prepare a draft from the information its sponsor may read. An eligible change shows the source revision, intended effects and the named approver when one is required.

  3. Follow the action

    The pilot has bounded tools for internal onboarding tasks and help desk triage alongside the existing quote controls. Each step rechecks company grants and records its result.