Understand platform and custom agents

Know which agents Clerked manages, what your organization can author, and where human review remains.

Platform agents

Invoice Processing and Email Processing are Clerked-managed agents. They handle core AP intake and processing. Their operating instructions are not edited from the customer interface, but authorized users can maintain the reviewed memories shown on each agent’s page.

Clerked Agent on Home is separate. It answers read-only questions about accessible AP records and does not appear as a configurable custom agent.

Custom agents

Custom agents automate a job your organization defines. An agent can run on a schedule, run when a supported event occurs, or be started manually. Its instructions explain the job, while its allowed tools determine what data it can read and what kind of invoice change it can prepare.

The available trigger, delivery, and write controls depend on the features enabled for the current company.

Human review and write behavior

For invoice updates, an administrator can choose:

• Off to prevent invoice changes.
• Suggest only to report what the agent would change.
• Require approval to create a proposal for a person to review.
• Auto-apply to apply supported changes without a proposal.

Use the most cautious mode that fits the business job. A test run does not apply changes or create proposal notifications, even when the saved agent uses a write mode.