CareMap Agent overview

The CareMap Agent answers questions using the content you can access and can complete a limited set of supported actions.

What the Agent can do

Use Agent to:

• ask general questions or search Guides, files, Courses, References, and other supported workspace sources;
• ask how CareMap features, permissions, statuses, and workflows work;
• inspect available schedules and lightweight Guide details;
• read an exact captured Report or authorized structured profile details;
• calculate an expression, create a Note, or create a scheduled Guide or Form after a clear request; and
• inspect and edit the open item with Guide Agent or Form Agent.

The Agent may show tool activity and source links while it works. A question alone does not request an edit. Sending from an editor can first save pending local drafts. Agent should only apply a new change after you clearly request it, and it may ask for missing details or confirmation.

A clear action request can run without a separate approval dialog. Ask for a plan first if you want review before saving. Existing schedule changes and removals currently require Schedule; see Agent actions.

The Guide editor also offers Codex mode for cloud Guide building, including building from a selected plan. Accepted edits appear while it works; use its Stop work control to end the job.

Ordinary editor Agent saves supported changes to the open item. Finish local drafts first and review the saved result. Form Agent updates clear the builder's Undo history; see editor recovery.

Start a conversation

1. Select the workspace you want to use.
2. Open Agent from the main navigation. On mobile, look in More if Agent is not on your toolbar.
3. Type a focused message and select Send message.
4. Review the answer, source links, and any tool activity. Select the send control again to stop a response that is still running.
5. Ask a follow-up in the same conversation, or select Start a new CareMap chat for a separate topic.

Your chat history belongs to your account within the active workspace. Use conversation management to return, pin, rename, or delete chats. History initially lists up to 50 chats, and its search covers loaded names and previews rather than every transcript.

Closing Agent or starting a different chat does not stop server work. Use Stop CareMap response when you need to stop it.

Availability and limits

Agent appears only when your License and active workspace allow it. You can also hide or show Agent with the feature controls in Settings. Library, Notes, Profile Documents, Learn, and conversation attachments have distinct source and scope rules. Learn inspection reads learning content without learner answers, attempts, or progress. Check the source owner and open important evidence directly.

The current Agent can answer ordinary questions in an empty workspace. Unprepared or missing sources can limit search results without blocking chat. Use chat attachments for a document or image you want to discuss in the current conversation. For access or service problems, follow Agent availability.

The header shows available AI credits, including eligible added credits. Select it to inspect available funds, temporary holds, and settled usage. Follow the specific funding message; waiting for a reset does not resolve every shortage.

Use response recovery for uncertain sends or partial results, and personalization to save response preferences.

Treat Agent answers as assistance, not a medical diagnosis. Check cited sources and review every proposed change before relying on it.