Agent tools and confirmations

A clear request can run a supported action immediately. Do not expect a separate approval dialog before every tool. Ask for a plan or a draft first when you want to review it before anything changes.

Choose the right Agent surface

Surface	Available work
Main Agent	Public Help and authorized content search; chat attachments; exact Reports and structured profile details; Course/Reference content; lightweight Guide outlines; Schedule reads; new scheduled Guides/Forms; new Notes; calculations.
Agent inside the open Guide editor	The shared tools plus detailed reading and authoring of that Guide, including Form inspection needed for mappings.
Agent inside the open Form editor	The shared tools plus reading and authoring of that Form.

Create or open the Guide or Form through Library before asking its editor Agent to change it. Opening an editor alone is not a request to edit. Follow Guide Agent or Form Agent for supported edits. Their editing groups save independently; one failed group does not undo earlier successful groups.

The current main Agent does not edit or delete existing Notes, change sharing, submit Forms or Reports, or record learner progress. Existing schedule updates and removals currently need the Schedule screen; see Agent schedules.

Request and review an action

1. Name the exact item, destination workspace, and intended change.
2. If you want review first, say “Describe the plan; do not apply it yet.”
3. Resolve missing details, dates, time zones, and ambiguous names.
4. Explicitly ask for the agreed change when ready.
5. Watch the tool activity and read any error.
6. Open the affected screen to verify what was saved.

Use specific confirmation wording when several items were discussed. A question such as “What is scheduled tomorrow?” asks for information; it does not ask for new content.

After a schedule overlap is disclosed, confirm it explicitly only if you intend to keep the overlap. Guide target-Form changes can clear Field mappings; review that consequence before confirming it.

Read tool activity

Activity such as Reading captured Report…, Creating Note…, or Calculating expression… identifies the attempted work. Select an activity to expand Input and Output.

An error means that tool failed. A successful tool result establishes that particular operation, not that every part of a multi-step request succeeded. Check the actual Note, Schedule, Guide, or Form.

If the response is no longer useful, select Stop CareMap response. Stopping does not undo completed writes. After an uncertain result, use response recovery before repeating creation.

Respect each tool's access

General search scope and dedicated tools have different boundaries. A selected Library folder does not select a Note destination or establish Report, profile, or Learn access. Name the exact source or destination and check its current permissions.

The Agent cannot grant itself access through wording. If a task is unavailable, try its normal product screen. A missing permission, License benefit, source, or supported tool needs a corresponding resolution, not repeated prompts.