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Choose how Scout Agent can act in a chat

Understand Ask for approval, Full access and workspace tool permissions.

Written by Carl Martin

The approval mode controls how Scout Agent uses tools in a chat. Workspace permissions and connection access also apply, so check both the conversation mode and the capability involved.

Full access can permit changes through available tools. Select it only when the current work and scope are clear.

Before you start

You need access to the chat and the relevant tools. Workspace administrators configure tool permissions in Scout → Deploy → Permissions.

Scout Agent Permissions page showing global controls and the tool permissions introduction.

Permissions controls apply alongside channel and connection access.

Choose a chat approval mode

  1. Open a chat in Home.

  2. Find the current mode, such as Ask for approval.

  3. Review the available choices. Ask for approval requests a decision before tools that can make changes; Full access allows use of available tools within the applicable permissions.

  4. Choose the mode appropriate for the current work. When Scout Agent asks for access, read the scope and decide whether the requested action fits your intent.

  5. Review the resulting record, task or conversation after any change.

Check the result

The chat displays the selected approval mode. A proposed action remains distinct from an executed action; check the resulting state after the tool completes.

Workspace permissions still matter

The Permissions page separates Scout Chat, Scout Agent leading a task and Scout Agent assisting. Controls can allow a capability, require approval or prevent it; some reading capabilities are always available.

A chat access choice does not repair a disconnected service or grant access to another person’s private connection.

Choose a narrow, clear request

State what should change, where and why. For example, specify the purchase order line and proposed date rather than asking for a broad update across all orders. If an action has a real external effect, check its recipients and consequence.

If something does not look right

What you see

What to check

An action still needs a decision

Review the capability’s workspace permission and the current request. Mode changes do not imply every action can proceed.

A tool cannot be used

Check the connection, account access and the capability policy with an administrator.

Are chat permissions the same as task permissions?

The workspace Permissions page distinguishes chat from leading or assisting a task. Review the setting for the context in which Scout Agent is working.

Continue your work

Open the relevant area in Cartograph to continue with your workspace data.

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