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[No QA] Docs updates for E/A#95812 deleting an agent via Security page #96050

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[No QA] Docs updates for E/A#95812 deleting an agent via Security page #96050

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09c288e
Docs: document deleting an agent via Security > Close account when Co…
MelvinBot Jul 14, 2026
b56d4bb
Use 'member' instead of 'user' in Security FAQ per Expensify terminology
MelvinBot Jul 14, 2026
66cb5c3
Link Copilot prerequisite instead of embedding it as a step
MelvinBot Jul 14, 2026
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16 changes: 16 additions & 0 deletions docs/articles/new-expensify/ai-agents/Create-and-Use-Custom-Agents.md
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Expand Up @@ -115,6 +115,15 @@ 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](#how-to-copilot-into-an-agents-account):

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.

Deleting an agent can't be undone.

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Expand Down Expand Up @@ -176,6 +185,13 @@ 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 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.

## 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.
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