Custom agents let you automate expense report review by giving an AI agent specific instructions — like rejecting non-business expenses or flagging reports over a set amount. Instead of manually reviewing every report, you define the rules and the agent handles the rest.

Custom Agents

Who can use custom agents

Custom agents are available to members with access to the Agents feature in their account settings.

How to create a custom agent

1. Go to Settings > Agents.
2. Click New agent.
3. Enter a name for the agent in the Agent name field.
4. Write your instructions in the Write custom instructions field. These instructions tell the agent how to review and handle expense reports.
5. Click Create agent.

A default set of instructions is provided as a starting point. You can customize these to match your specific review criteria.

How to edit a custom agent’s name

1. Go to Settings > Agents.
2. Click the agent you want to edit.
3. Click Agent name.
4. Update the name and click Save.

How to edit a custom agent’s instructions

1. Go to Settings > Agents.
2. Click the agent you want to edit.
3. Click Write custom instructions.
4. Update the instructions and click Save.

How to delete a custom agent

1. Go to Settings > Agents.
2. Click the agent you want to delete.
3. Click Delete agent.
4. Confirm the deletion in the confirmation dialog.

Deleting an agent is permanent and cannot be undone.

FAQ

What kind of instructions can I give an agent?

You can write natural language instructions that tell the agent how to handle expense reports. For example, you can instruct an agent to reject expenses for non-business reasons, flag reports above a dollar threshold, or remind users to attach receipts.

Can I have multiple custom agents?

Yes. You can create multiple agents, each with different instructions for different review criteria.