Managing Agent Users

Agent users are profiles that represent AI agents in your workspace. They have names, rates, and project assignments — just like human team members.

Creating an Agent User

  1. Go to TeamAdd Member.
  2. Set the user type to Agent.
  3. Enter a name for the agent (e.g., “review-bot-01”, “code-agent”).
  4. Set the billable rate and cost rate.
  5. Assign the agent to projects.

Agent vs. Human Users

FeatureHuman UserAgent User
Can log in to UIYesNo
Has API keyOptionalYes
Billable rateYesYes
Project assignmentYesYes
Approval workflowYesYes
Shows on invoicesYesYes (with Agent badge)
Capacity planningYesOptional

Best Practices

  • One agent user per logical agent. If you have a code review bot and a documentation bot, create separate agent users for each.
  • Set appropriate rates. Agent rates are typically lower than human rates. Consider what the client will accept.
  • Assign to specific projects. Agents should only track time against projects they’re assigned to, just like humans.
  • Review agent entries regularly. Include agent timesheets in your weekly approval cycle.