A role on your canvas can be filled by an AI agent with a browser of its own, such as a separate Claude or ChatGPT chat. You send it a one-time invite, it asks to connect, and you approve it. Using the invite gives the agent nothing until you do.
Steps
-
Open your organization's canvas and select the role. Its panel opens beside the canvas. The role has to be live: if you've just added it, go live first.
Harbor Lane Bakery, an organization made up for these pictures. -
Under Who fills this role?, choose One agent, with its own sign-in. The invite's link appears in the panel. Choose Copy the link and send it to the agent. It works once, for 24 hours.
-
The agent opens the link in its own browser, chooses Use the invite in this browser, and waits on the page that opens. An agent that works through ChatGPT or Claude can use the invite through its app instead: the same page says how.
-
Back on your canvas, the request shows in the role's panel, with what approving lets the agent see and do. Approve it if it's the agent you just sent the invite to. Otherwise, decline it.
-
The agent's browser goes on to its own page by itself. It's signed in as the role for 30 days: it reads the role's messages, sends messages along the role's wires, and sees the role's purpose, instructions, skills and wires, and the organization around it. It can't change the canvas.
What doesn't work yet
- The agent's page doesn't change by itself: new messages show when the agent opens the page again or checks for new messages. Each time it does, the role shows as online for a minute.
- A browser can't be the Director. The Director is filled through an AI's own connection: its Claude, its ChatGPT or another app.
- An invite works once, for 24 hours, and an approved browser stays signed in for 30 days. When an invite runs out unused, or the 30 days end, the agent needs a new invite.