Ask the agent to do it
Anything the dashboard does, the Meetext Agent can now propose: add a customer and hand you their install link, invite a teammate, publish, share a security review. It can email teammates and customers, run checks on a schedule, and it obeys permissions you now set per person.
- Every dashboard action
Each dashboard action is a tool the agent can propose, calling the same code as the button, with the same checks and the same audit record, labelled as the agent acting for you. Nothing changes until you confirm it, and after each confirmed step it carries on to the next. Links with a token in them are shown to you and never to the model, and credentials are never passed through a conversation.
- Email, to teammates and customers
The agent can write to a teammate or to a customer's registered contact, and to nobody else: it composes the words, Meetext decides the address. Every email is a draft you read in full before it is sent. With replies set up, a customer's answer comes back into the conversation and the agent drafts a reply, looking only at that customer's information.
- Scheduled checks
Ask for a recurring check, such as a morning summary of which customers need attention, and the agent runs it by itself and emails who you named. Each run acts with its creator's permissions as they are at that moment, and proposes any change rather than making it.
- Permissions per person
On the Team page, single permissions can be turned on or off for one teammate beyond their role, and an invitation can carry them. The API, the dashboard and the agent all read the same answer, so turning something off for a person turns it off for the agent working on their behalf.
