The ordinary chat works on one process map at a time. The Agent page works on your whole organisation. You describe an outcome in plain language, and the Agent carries it out step by step, using the same actions you could take by hand: it lists and creates team spaces, moves maps into folders, generates and links process maps, fills in directory entries, and reports back as it goes.
The Agent is a Labs feature. Turn it on once from the Agent page (or Settings, Labs), and it stays on for your account.
What it can act on
- Organisation. Rename the organisation, review its health, and get a summary of what it contains.
- Team spaces and private spaces. List, create, rename, empty and delete spaces.
- Folders. List, create, rename and delete folders, and move process maps between them.
- Process maps. Search, open, create blank maps, generate maps from a description, generate linked child maps, improve an existing map, validate BPMN, compare and restore versions, update metadata, and export to Visio.
- The directory. List, create, rename, merge and link directory entries (people, teams, systems, data objects and other named items), assign RACI roles to activities, and set the team hierarchy.
- Documents. Attach files and map the processes they describe. See Map processes from files if you use Local Edition or the cloud import.
How a task runs
- Type what you want. Long, specific instructions work best: name the spaces, folders and maps you expect to see at the end.
- The Agent plans, then calls one action at a time. Each action appears as a card in the chat ("Created workspace", "Generated process map") with a Done or Error state.
- Big jobs run in bounded batches. When a batch ends, the Agent summarises the remaining work and offers Continue. In Auto-accept mode it continues by itself until the job is done or it needs you.
- Destructive actions need your confirmation. Deleting a space, a folder or a map, or merging directory entries, pauses with the exact words to reply: I confirm. Nothing is deleted until you send them.
Modes
The mode switch under the composer sets how much the Agent asks:
- Auto-accept continues through multi-step work without stopping between batches. Confirmations for deletions still apply.
- Normal stops after each batch and waits for you.
Scope and privacy
The Agent only sees the organisation selected in the sidebar. Agent chats are private to you; other members of the organisation do not see them, only the results (the spaces, folders and maps it created).
Which engine
In the cloud, the Agent uses BA Copilot's own model. In Local Edition it uses your active engine, which must support tool calling. The bundled local model does; for the best results on multi-step work use a large cloud model. See Choose and add an AI engine.
Good first prompts
- "List every team space and how many maps each one has."
- "Find duplicate or overlapping maps in Operations and tell me which to keep."
- "Validate every map in the Finance space and list the ones with BPMN errors."
- "Create a private space called Drafts and move my three untitled maps into it."
For a complete worked example that builds a whole workspace in one prompt, see Build a workspace from one prompt.