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AI AgentPermissions

Agent Permissions

The agent’s capabilities are controlled by a permission system that limits what it can access and modify.

Tool Categories

CategoryApproval RequiredDescription
queryNoRead-only data queries (orders, shipments, stats)
proposeYesCreates a pending action for approval
executeYes (pre-approved)Runs an approved action
memoryNoReads and writes agent memory
systemNoInternal tools (formatting, calculations)

What the Agent Can Do

Without Approval (Auto)

  • Query orders, shipments, operations
  • Search and filter data
  • Generate reports and summaries
  • Access agent memory
  • Provide recommendations

With Approval (Pending Action)

  • Update order status
  • Add/remove tags
  • Create operations
  • Trigger bridge syncs
  • Push fulfillments

Never

  • Delete data
  • Modify organization settings
  • Change user roles or permissions
  • Access other organizations’ data

Configuring Permissions

Organization admins can configure agent permissions under Settings > Agent:

  • Enable/disable specific tool categories
  • Set the maximum affectedItemCount for auto-approval
  • Configure approval expiration time
  • Restrict which users can interact with the agent