Agent
Choose whether Lightfield's agent asks you before it creates or updates records, or sends HTTP requests, from your chats.
Agent settings control how much Lightfield’s agent does in chat without asking you first. They apply only to your own chats, so each person chooses for themselves.
Who can use it
Section titled “Who can use it”Everyone, on every plan, sees Agent. Viewers see only HTTP requests, because Viewers can’t have the agent change records. For what the agent can do in chat, see What the agent can do.
Choose what the agent does without asking
Section titled “Choose what the agent does without asking”- Go to Settings → Agent.
- Under Agent permissions, open the menu for a setting and pick an option.
| Setting | Options | What it controls |
|---|---|---|
| Record creation and updates | Ask every time (default) / Auto-run | Whether creating records and updating fields waits for your approval in chat |
| HTTP requests | Ask every time (default) / Auto-approve | Whether requests the agent sends to outside services from chat wait for your approval |
The menu shows your new choice.
With Ask every time, the agent shows you what it’s about to do and waits for you to approve it. Start there. Switch Record creation and updates to Auto-run once you trust how the agent handles your data, so routine updates, such as setting the stage or ARR on an opportunity, stop interrupting you.
What isn’t supported yet
Section titled “What isn’t supported yet”Auto-approve for HTTP requests isn’t open to every workspace. If the menu is greyed out, hover the info icon next to it: it reads Contact support to get access to this feature. Until then, the agent asks every time before it sends an HTTP request. To ask for access, email support@lightfield.app.
Troubleshooting
Section titled “Troubleshooting”I don’t see Record creation and updates
Section titled “I don’t see Record creation and updates”You’re a Viewer. Viewers can ask the agent questions but can’t have it change records, so the setting doesn’t appear. An admin can change your role; see Members.
The agent still asks before updating a record
Section titled “The agent still asks before updating a record”Check whether Record creation and updates is set to Ask every time in Settings → Agent. Choose Auto-run if you want routine record changes to run without approval. If it is already selected, give the agent the chat and the approval request so it can check which action requires approval.
Common questions
Section titled “Common questions”Can the agent change records without asking me? Yes, if you choose it. Set Record creation and updates to Auto-run. The default is Ask every time.
Do these settings apply to my whole team? No. They apply only to your own chats.
Why is HTTP requests greyed out? Auto-approving HTTP requests isn’t turned on for your workspace. Contact support to ask for access; until then the agent asks every time.