Set up AI Agent access, Ask mode and Slack

Open the AI Agent page

1. Open Settings from the bottom of the left sidebar.
2. Click AI Agent in the list of sections.

Anyone else who opens its address is sent to the home page.

While agents and Ask mode are on, the top of the page sums up the state, for example "3 people given access · 1 request waiting". The page then has four tabs, each with one job:

When Ask mode is off, the page shows only the switches.

Turn agents on or off for the workspace

The first switch, Agents, covers every agent in the workspace: "Off turns the agent off for everyone. Nothing is deleted." When it's off, no one has an agent: not you, your team or the people you invited. The other switches and tabs are hidden, and the page reads "When agents are back on, your people, rooms and these switches come back as they were."

Turning it off asks "Turn off agents?" and warns that everyone loses their agent while it's off, including people you invited. Their access comes back when you turn agents on again.

While agents are off, the Agent item leaves the sidebar. Anyone who opens an agent page sees Agents are off in this workspace:

A guest also sees Ask is off in this workspace right now when you turn off Ask mode or Guests.

Who has the agent, with Ask mode on or off

The agent works as each person, with their own access. What it may do is worked out per project, from what that person can do there.

Access you give never lowers what a person's own role already lets them do. Guests lose Ask while Ask mode or Guests is off: their access is kept and works again when both are on. Only Workspace Owners can change this page or give access.

When someone's access was removed, the agent tells them who removed it, for example "Your access to Finance was removed by Pat Lee." Someone with no role in the workspace sees No access to this workspace: "You don't have access to this workspace. If you were invited, open the invite we emailed you; if your access was removed, ask the person who shared it with you."

Choose agent settings on the Settings tab

Each setting is a switch with a short explanation under it. Downloads sits under Ask mode, and Questions per guest each month under Guests.

Under the switches: "Only workspace owners can change this page or invite guests."

With Ask mode off, only people who can edit a project have the agent, in Build, for the projects they edit.

Each change saves at once ("Saved."). If it can't, you see "That change couldn't be saved. Try again."

For guests and the monthly question limit, see Invite guests to Ask. For linking email addresses, see Your profile.

What turning a switch off does

Click Turn off to confirm, or Cancel.

Connect the agent to Slack

When Slack is set up for your Mammoth server, the Slack row shows Connect your Slack and Connect Slack.

After you connect, it shows "Connected to Acme's Slack" and who connected it, with Disconnect. Then:

• Link my Slack account: gives you a code to send to @Mammoth in a DM, so Slack knows who you are. The code expires after a few minutes.
• Where @Mammoth answers: the channels it's in, and Direct messages for Anyone. Add @Mammoth to a channel from Slack (/invite @Mammoth). A channel shared with another company shows "Another company · Slack Connect".
• Waiting for access: Slack users who asked but can't ask in Mammoth yet. Give the same access as Pat Lee copies another person's access, Choose… opens an invite, and Decline turns them down.

@Mammoth answers only people who can already ask in Mammoth. It matches each Slack user to a person by email and answers with that person's access. Anyone else gets a reply only they can see, and waits in this list. Questions in Slack count toward each person's monthly limit, as in the app.

See who can ask on the People tab

The People tab lists everyone given access, for example "3 people", with columns Person, Room and Added. Click Invite to a room to add someone; it's turned off while Guests is off ("Guests are off. Turn them on in Settings."). For the steps and each person's menu, see Invite guests to Ask.

Set up rooms on the Rooms tab

A room is a ready-made Ask you pick when you invite someone: "Everyone in a room sees the same data, Today page, Explore and snippets." You set up the data, a Today page, Explore files and snippets once.

• New room: give it a Name (for example "Clinic managers") and click Continue.
• Each room shows how many people are in it, for example "3 people in this room", with Duplicate and Delete in its menu.
• Changing a room changes access for the people in it: "This changes access for the 3 people in this room."
• Duplicate moves nobody over: the people stay in the original room.
• Delete asks to confirm. People in it keep their access and what was copied to them.

With no rooms yet, the tab reads "No rooms yet. Set up the data, a Today page, Explore files and snippets once, then pick the room each time you invite someone."

Answer requests and see what people ask on the Activity tab

The Activity tab shows a badge with the number of requests waiting.

Answer access requests

When something waits for you, Needs you lists it, with columns From and Request.

See what people ask the agent

Below the requests, the tab shows the questions people asked in Ask mode, for example "120 questions from 14 people who asked in the last 30 days." It also shows how fast answers arrive: Today pages served ready, median, New questions, median and Answers ready before anyone asked. Members are counted here, never named.

• Questions are grouped, with how often they were asked, rephrased or not answered, and a Confusing badge where answers went wrong.
• Verify marks an answer as right. A verified answer runs on each person's own data and shows in their + Add a tile. Undo removes it. Only people who can edit the project an answer reads from can verify it.
• When the shared data can't answer a question yet, a Proposal suggests pipeline steps that would. Build it sends it to the agent in Build, Edit first puts it in the agent chat for you to change before sending, and Not now hides it.

Related

• Invite guests to Ask: invite steps, the question limit and editing access.
• Share a project and set project roles: who can ask about one project.
• What the AI Agent can do: the agent's skills.
• Your agent: what each person sets for themselves.
• Limits and quotas: AI Agent limits.