Use “Agent task” in a conversation to organize customer requirements, find work, propose next steps and save knowledge drafts. Enable directory discovery when starting a task if it needs to find other customers. Email reads and writes remain limited to the original customer.
Observations appear in the existing customer profile and do not overwrite human-confirmed facts. Inquiry proposals show the suggested stage, next step and email evidence. Accepting a proposal saves an explicitly labelled internal progress note. Changed context or expired proposals require a fresh assessment.
Open knowledge drafts from task results in the knowledge library. Drafts stay out of search until an administrator approves them. Reviewers can inspect source emails they have permission to access. Remove private customer details and check whether individual prices or promises apply to the knowledge being saved.