From 09c288e94405342c0065c2efbd02ba37b72624c0 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Nicol=C3=A1s=20Bonet=20=28via=20MelvinBot=29?= Date: Tue, 14 Jul 2026 11:41:54 +0000 Subject: [PATCH 1/3] Docs: document deleting an agent via Security > Close account when Copiloting MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-authored-by: Nicolás Bonet --- .../ai-agents/Create-and-Use-Custom-Agents.md | 17 +++++++++++++++++ 1 file changed, 17 insertions(+) diff --git a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md index 76bb359220be..9be97e81e32d 100644 --- a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md +++ b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md @@ -115,6 +115,16 @@ Deleting an agent closes its Expensify account. 4. Click **Delete agent**. 5. Confirm the deletion. +You can also delete an agent while Copiloting into its account: + +1. Copilot into the agent's account. +2. In the navigation tabs (on the left on web, on the bottom on mobile), click **Account**. +3. Click **Security**. +4. Click **Close account**. +5. In the **Delete agent?** confirmation, click **Delete**. + +Deleting the agent from the **Security** page also ends the Copilot session and returns you to your own account. This step requires an internet connection. + Deleting an agent can't be undone. --- @@ -176,6 +186,13 @@ On Collect plans, workspaces support a single approver. An agent can be used as Yes. When you create an agent, it's automatically added as a full-access Copilot on your own account, giving it delegated access to your personal context so it can manage your expenses and reports on your behalf. You don't need to add it by hand. You can review or remove this access at any time in the **Copilot: Delegated Access** section under **Account > Security**. [Learn how to manage Copilot access](/articles/new-expensify/settings/Manage-Copilot-Access). +## Why does the Security page look different when I Copilot into an agent? + +When you Copilot into an agent's account and open **Account > Security**, some options are adjusted because you're managing an agent rather than a real user's account: + +- **Device management** and **Merge accounts** are hidden, since they don't apply to an agent. +- **Close account** deletes the agent and ends the Copilot session instead of opening the standard close-account flow. + ## Can an agent make mistakes? Yes. Agents follow natural-language instructions and are powered by AI, so they may occasionally behave unexpectedly. Write clear, specific instructions and review what an agent does. From b56d4bb231d3f40706dc7afc3c71b5cf538a337d Mon Sep 17 00:00:00 2001 From: "{\"message\":\"Not Found\",\"documentation_url\":\"https://docs.github.com/rest/issues/comments#get-an-issue-comment\",\"status\":\"404\"} (via MelvinBot)" Date: Tue, 14 Jul 2026 12:17:44 +0000 Subject: [PATCH 2/3] Use 'member' instead of 'user' in Security FAQ per Expensify terminology Co-authored-by: {"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"} <{"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"}@users.noreply.github.com> --- .../new-expensify/ai-agents/Create-and-Use-Custom-Agents.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md index 9be97e81e32d..bd75284a22be 100644 --- a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md +++ b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md @@ -188,7 +188,7 @@ Yes. When you create an agent, it's automatically added as a full-access Copilot ## Why does the Security page look different when I Copilot into an agent? -When you Copilot into an agent's account and open **Account > Security**, some options are adjusted because you're managing an agent rather than a real user's account: +When you Copilot into an agent's account and open **Account > Security**, some options are adjusted because you're managing an agent rather than a real member's account: - **Device management** and **Merge accounts** are hidden, since they don't apply to an agent. - **Close account** deletes the agent and ends the Copilot session instead of opening the standard close-account flow. From 66cb5c381f6a7adfda087e7a3ee22ebb7e3774cf Mon Sep 17 00:00:00 2001 From: "{\"message\":\"Not Found\",\"documentation_url\":\"https://docs.github.com/rest/issues/comments#get-an-issue-comment\",\"status\":\"404\"} (via MelvinBot)" Date: Tue, 14 Jul 2026 12:21:24 +0000 Subject: [PATCH 3/3] Link Copilot prerequisite instead of embedding it as a step Co-authored-by: {"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"} <{"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"}@users.noreply.github.com> --- .../ai-agents/Create-and-Use-Custom-Agents.md | 11 +++++------ 1 file changed, 5 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md index bd75284a22be..9e4d59f54db6 100644 --- a/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md +++ b/docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md @@ -115,13 +115,12 @@ Deleting an agent closes its Expensify account. 4. Click **Delete agent**. 5. Confirm the deletion. -You can also delete an agent while Copiloting into its account: +You can also delete an agent while [Copiloting into its account](#how-to-copilot-into-an-agents-account): -1. Copilot into the agent's account. -2. In the navigation tabs (on the left on web, on the bottom on mobile), click **Account**. -3. Click **Security**. -4. Click **Close account**. -5. In the **Delete agent?** confirmation, click **Delete**. +1. In the navigation tabs (on the left on web, on the bottom on mobile), click **Account**. +2. Click **Security**. +3. Click **Close account**. +4. In the **Delete agent?** confirmation, click **Delete**. Deleting the agent from the **Security** page also ends the Copilot session and returns you to your own account. This step requires an internet connection.