GUIDE

AI agents

Configure project agents with explicit operating rules, schedules and controls.

10 ARTICLES

Explore ai agents

01
Create and run an agent in Agent Center

Give an agent a role, connect its projects and build an executable action map with a clear start condition.

8 min · Company owners, managers and contributors
02
Review and improve a project with Project Advisor

Turn live project evidence into a structured health review, practical recommendations and owner-controlled changes.

18 min · Project owners and delivery leads
03
Use Digital PM Twin

Receive useful project attention without turning the agent into a noisy duplicate project manager.

15 min · Project owners and delivery leads
04
Configure agent behavior, actions and schedules

Understand which settings shape the agent’s responses, which define execution and which govern access.

7 min · Company owners, managers and contributors
05
Connect apps and pass data between agent actions

Select a connected account and resource, then map its output into the next step instead of re-entering identifiers.

6 min · Company owners, managers and contributors
06
Run an agent across your company

Give one saved agent a combined view of all or selected projects and processes, with its own action map, schedule and private reports.

6 min · Company owners
07
Build an agent with AI Designer or the action canvas

Turn a responsibility into an executable workflow, answer concrete setup questions and connect real sources, actions and approval paths.

8 min · Agent owners and authorized project teams
08
Teach an agent with rules and personal memory

Add any working rule, preference or useful context in chat or Settings; review related guidance and control what the agent uses in future work.

7 min · Agent owners
09
Send scheduled agent reports to yourself and the team

Configure a report source, recipient action and schedule, then confirm the run and delivery instead of relying on the chat response.

7 min · Agent owners and authorized project managers
10
Read AI activity and manage credits

Choose personal or company scope, inspect usage by tool, agent and provider, and distinguish Collty usage value from provider cost.

5 min · Professionals, company owners and administrators