Ask Scout Agent to help you understand records, investigate an issue or prepare an action. A useful request names the work, the scope and the decision you need.
“Ask for approval” asks before tools that can make changes. Review the exact scope before choosing Full access.
Before you start
You need access to the records or tools the question requires. Review the chat’s current approval mode before requesting changes.
Name the component and the information you need, then review your approval mode before sending.
Ask a useful question
Open Home or the Ask Scout Agent entry point.
Write your question with identifiers and a time period. For example: “Which open PO lines for the Navigation-grade IMU are due this week and still lack confirmation?”
Include relevant context or files where supported. Describe the result you want, such as a summary, comparison or draft follow-up.
Review the answer, record links and any proposed action. Ask a follow-up if the source or scope is unclear.
Approve a requested change only after checking its recipients, values and effect. Recheck the result in the task, conversation or record.
Check the result
You receive an answer that you can trace to the relevant records or an action you can review. If information is missing, Scout Agent may need clarification or a working connection.
Give enough context
Order numbers, material identifiers, supplier names, date ranges and the specific business decision reduce ambiguity. State whether you want analysis only, a draft or an action.
For a recurring operational process, consider a task with a defined outcome rather than keeping the work in an open-ended chat.
Check answers against the business source
Confirm units, dates and record relationships. A summary of incomplete or stale data can still be incomplete. If a connection needs attention, repair it and ask the question again once fresh data is available.
If something does not look right
What you see | What to check |
The answer uses the wrong record | Give the exact identifier and clarify which workspace or source you mean. |
A requested action is waiting | Review the approval request or connection requirement. Sending another chat message does not necessarily settle the pending action. |
Can Scout Agent use my connected tools?
Can Scout Agent use my connected tools?
Connected tools make their supported capabilities available under your access and the workspace’s permissions. A disconnected tool or a missing permission can prevent the action.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.