Overview
An AI agent works on its own: it creates tickets, writes comments and sends emails when something happens in the project it watches. Everything it does is labelled with the agent's name and with the person who created the agent, so you can always tell agent work apart from a colleague's.
An agent only ever creates. It never changes or deletes an existing ticket, comment, document or plan.
An agent never reacts to the work of another agent. A ticket or comment written by an agent does not start a second agent, so agent work cannot cascade.
Read more about building and running agents in Create & Manage Your AI Agents.
Read more about Privacy & Security for AI Features.
Access & Permissions
You do not need a permission to see the work an AI agent does. Anything an agent writes on a ticket is visible to everyone who can see that ticket, including subcontractors and watchers.
How Agent Work Is Labelled
Wherever an agent writes something, you see two names instead of one: the agent, and the person the agent acted for.
Created by {Agent name} on behalf of {User} on {date}
The second name is the person who created the agent and owns it. They wrote the instructions the agent works from, and they are the only one who can change, pause or delete it. In the agents list they are shown as Created by.
You meet the label in these places:
| Where | What you see |
| Ticket | The label in place of the name of the person who created the ticket. |
| Comment | The label in place of the name of the person who wrote the comment. |
| Ticket journal | The label on every entry the agent created. |
| The label with the time and the time zone added to the date. |
A ticket created by an AI agent:
The agent's name is stored with the ticket, comment or journal entry. It stays readable after the agent is renamed, archived or deleted.
The person who created the agent can see why it acted. Read more in Monitor AI Agents in the Activity Log.
Emails Sent by an Agent
An agent can email people about what it found. The message is a standard PlanRadar notification email, not free text written by the agent.
It contains:
- The label naming the agent and the person it acted for, with the date, time and time zone.
- The ticket number and title for a ticket event, or the folder details for a document event.
- A View ticket or View Folder button that opens the item in PlanRadar.
An agent can only email active users of the one project it runs in. It cannot send to anyone outside that project.
Filter for Tickets Created by an Agent
To filter for tickets created by agents:
- Click Tickets
- Click the Filter icon
- Click + Add
- Click Created by AI agent
The criterion is available in the Webapp only, and it appears only on accounts that have AI agents.
Tickets created by an agent are not returned when you filter by Creator — not even under the name of the person who owns the agent.
Read more in Filter Tickets.
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