Agents

Help with the work you keep doing.

An AI agent is a helper you give a job. It can gather information, prepare a client update, or draft a follow-up using the accounts and files you allow. Set it up once for recurring work, then check its progress and review the results.

Drafts replies Finds next steps Your approval settings Uses your information
Talavine assistant preparing agent work

Bring in the details

Connect supported accounts and add the notes and documents the job needs.

Give a helper the job

Ask it to prepare a client briefing, find an unanswered question, or draft a follow-up.

They prepare work

Summaries, drafts, tasks, searches, and suggested rules are created.

You decide

Set when the helper needs your approval. Check important details and review what it prepares.

What it can do for me

Useful jobs an agent can take off your plate.

Each agent has a role, like a careful assistant who knows the difference between preparing work and making decisions for you.

Morning sorter

Shows you what actually needs attention before the day starts running you.

How it helps: It checks messages for urgent requests, dates, and people who need a reply.

Reply drafter

Writes the boring first version so you can edit instead of starting from a blank box.

How it helps: Draft-only mode means the agent can prepare text, but sending waits for your approval.

Follow-up keeper

Turns loose promises into reminders, tasks, and calendar-aware next steps.

How it helps: It finds dates, people, and next steps in your messages. Check the details before relying on them.

Junk reviewer

Keeps newsletters and repeat clutter from crowding out the people you care about.

How it helps: Your corrections can guide how it handles similar messages next time.

Memory helper

Remembers who someone is, what was promised, and where the last conversation left off.

How it helps: It connects related people, companies, and messages so you can trace the details back to their source.

Tool runner

Looks things up in approved tools so replies are based on real information, not guesswork.

How it helps: You choose the connected services it can use and the actions it is allowed to take.
Talavine agent command center showing Sally's Northstar packet and team reports

You can see who is working on what.

The team dashboard keeps agents visible: reports, prepared drafts, review queues, and where work is blocked. Sally's Northstar packet stays a draft until she decides otherwise.

Talavine AI assistant screenshot

Tool use is shown, not hidden.

When an agent needs a tool or approval, the request appears in the conversation so you can understand the action before saying yes. And after the fact, every consequential action has a receipt. Ask "why did you do that?" and the answer comes from evidence. How the decision ledger works →

Talavine agent activity showing Sally teaching the Case Investigator and its durable work memory

Teach a helper once. Let it carry the lesson forward.

Sally hires the Case Investigator for a narrow Northstar job, then teaches it one rule in a normal message: keep the renewal and the security-blocked expansion separate. The agent keeps that instruction with its source links and work journal, so it can prepare the next packet without pretending it can make Sally's decisions.

Next step

Give a helper one real job, on one mailbox.

A helper has a name, a narrow role, the sources it's allowed to read, and a visible activity log. You set the job, review what it prepares, and decide what it may do on its own, which starts at "draft only, nothing sends."

See it on day one
The safety bits

A little technospeak, translated.

The magic is less magical when you can see the safety rails.

Approval settings

Decide which actions need your review before the helper proceeds.

A clear job

A support agent and a household admin agent can have different permissions.

Source links

Good answers point back to the messages or tools they came from.

Your choice of AI

Choose supported AI options to suit the work, your budget, and your privacy needs.

Start with messages. Let agents prepare the work.

The inbox feeds the agents; the agents feed you a smaller set of drafts, reminders, summaries, and decisions.

See the message system