Agent Co-workers Page

Written by Uday Kumar Updated October 21, 2026 09:14

Who this is for. Super Admins setting up or maintaining an Agent Co-worker. See the Roles and Access.

The Agent Co-workers page lists every Agent Co-worker in the tenant. Open it from the second icon down the left rail. The heading reads “Click Agents to view status, run, pause, stop, and configure”, and a Total count sits at the top right beside a Search for Agent Co-workers field.

Open the Agent Co-workers page

The Agent Co-workers page listing four autonomous process groups, each holding one agent, with a search field and total count.

Figure 1. Agent Co-workers page

In the Workcenter left navigation, select the Agent Co-workers icon (the robot).

Page layout

Agents are not listed flat. Each sits under the autonomous process it belongs to, and the group header carries a count of the agents in it.

A group can hold more than one agent. AP Helpdesk and AP Invoices are functions of SmartVendor, which sits under Autonomous Procure To Pay.

Each row shows the Agent Co-worker name and how many instances are currently running. The Search for Agent Co-workers box filters the list by name, and the Total counter at the top right shows how many Agent Co-workers exist across all groups.

There is no agent called “AP Helpdesk” on this page. AP Helpdesk work is done by an instance of SmartVendor, under Autonomous Procure To Pay. The list therefore shows SmartVendor rather than AP Helpdesk.

Running Instances popup

Select an Agent Co-worker to open its popup. Show Description under the name expands the Agent Co-worker’s description, and the Running Instances table lists one row per instance, with the columns described in Table 1.

Figure 2. Running Instances popup for SmartVendor

Instances

Selecting an agent name opens a panel listing its running instances. The row beneath the agent name reports how many are running, for example “3 instances running”. If your tenant restricts mailbox access, both that count and the panel show only the instances bound to a mailbox you have access to, unless you are a Super Admin. An instance someone else set up may not appear.

Table 1. Columns in the instance list

Column	Holds
Agent Name	The name given to the instance on the Work scope step of the wizard.
ERP	The system-of-record connection the instance works on.
Mailbox	The connected mailbox the instance monitors.
Status	Whether the instance is running. A live instance reads Running, with a status dot.
Replies	Whether the instance sends replies. It reads Enabled, or Paused after Pause is selected.
Actions	The Pause, Delete and Edit controls, one set per row. They are described under Actions from the popup.

One instance runs per mailbox. A mailbox already bound to a running instance is not offered again when a new instance is created.

One Agent Co-worker, several instances

One Agent Co-worker can run more than one instance, one per ERP-and-mailbox pairing. The popup is where those instances are managed individually. The configuration wizard also works on one instance: whichever row you opened it from.

Actions from the popup

Each instance row ends with up to three controls in the Actions column. Which ones you see depends on your permissions. A Create Agent button sits at the foot of the popup.

Table 2. Controls in the Running Instances popup

Control	Looks like	What it does
Pause	A red circle with a small bell. It turns green while replies are paused.	Stops the instance from sending replies. The instance keeps processing mail but no longer acts autonomously. The control then reads Resume, and the Replies column reads Paused. Requires update rights on Agent Co-worker management.
Delete	A red circle with a square, like a stop button.	Deletes the instance after you confirm. The row then leaves the table.
Edit	A blue pencil.	Opens the Edit AI agent co-worker wizard for that instance only. Check the ERP and mailbox on the row first. See Maintain Agent Co-workers.
Create Agent	A button at the foot of the popup.	Opens the New AI agent co-worker wizard to set up another instance. Existing instances keep running. It appears only for roles that can create Agent Co-workers. If every connected mailbox already has an instance, the wizard says so. Connect another mailbox to continue.

While replies are enabled, Pause and Delete are both red circles. Read the tooltip before you select either.

The Replies and Actions columns, with the Pause, Delete and Edit controls

Figure 3. Replies and Actions columns with the Pause, Delete and Edit controls

Check what an instance is bound to

The instance row is where a connection problem becomes visible. An agent cannot exceed what its connection allows, whatever is configured downstream.

Table 3. What to confirm on the row

Column	Confirm
ERP	That it is the intended environment. The system of record cannot be changed after the instance is created.
Mailbox	That it is the mailbox you meant. One instance per mailbox.
Status	Running. Every instance in the list reads Running. A stopped instance is removed from the table rather than shown as stopped.

An agent cannot exceed the permissions of the account its connection authenticates as. A read-only integration user cannot post to the system of record, and no autonomy level, threshold, or rule overrides that. The row shows the ERP, mailbox and status, not what the connection account is permitted to do. Where nothing posts whatever the configuration says, ask the Super Admin who created the connection to confirm the integration user has write access to the system of record.