AGENT SETTINGS HELP

LocalCMO Agent settings help

Set the smallest useful scope, keep approval on for customer-facing work, and test a change before you use it more widely.

Configure the agent

Choose the setting, skill, playbook, connection, or activity record you need to manage.

Check Agent credit use for the current billing period, see which work used credits, and understand what happens when the available balance is low.

Check that C-mo can use the intended workspace data, then run one small test request before connecting it to a wider team workflow.

Choose a repeatable task, define its trigger, steps, approval rule, and fallback, then test the playbook before regular use.

Filter Agent activity by initiator, status, and date, then open one action to review its steps, result, and credit use.

Review the current Agent capabilities and connections, then add an MCP server with the client scope and permissions you intend to use.

Browse Agent skills by category or owner, read the task each skill performs, and check what starts it and what still needs approval.

Describe a job in one sentence, check what the agent understood, keep the approval step on, and watch it try once before you save.