Navigate the Agents workspace

Open Clerked's processing agents, custom agents, run history, and the guidance each agent can use.

Start from the agent list

Open Agents from the sidebar. Clerked’s Invoice Processing and Email Processing agents appear here when they are available for the current company. Custom agents appear in the same workspace when custom-agent access is enabled.

Select an agent to open its details. The page can show its description, current state, runs, versions, instructions, delivery settings, and memories. The controls depend on whether Clerked or your organization manages that agent.

Understand what you can change

• Platform agents run Clerked’s core invoice and email processing. You can review their purpose and maintain approved memories when your role allows it.
• Custom agents automate a defined AP job. Authorized administrators can create, edit, test, activate, and review them.
• View-only access lets you inspect an agent without changing instructions, memories, or active state.

Verify agent work

Open a run to read its status, output, and any resulting review request. A completed run means the agent finished its configured work; it does not mean every suggested invoice change was applied. Check the affected records or proposal before treating the job as complete.

If New agent is missing, custom-agent authoring is not enabled for your role or current company.