Your Office manager agent (Olive)

Overview#

Olive covers Tasks. It routes tasks nobody owns to the right queue, chases overdue tasks by raising them to high priority once, and writes a daily digest. It starts in On its own because each change is small and undoable.

Before you start#

• Open it from AI Team (the AI Team link next to Approvals) and click Open on Olive's card, or click Your Office manager agent at the top of a Tasks page.

• Owners and admins change autonomy and guardrails. People who can approve AI proposals (owners, admins, dispatchers, accounting) can use Do it, Dismiss and Undo.

• Olive routes to queues (dispatch, CSR, accounting, admin), never to a specific person.

Steps#

What Olive does on each run#

1. Hourly: open tasks with no person and no queue → job tasks to dispatch, call/text/lead tasks to CSR, billing tasks to accounting, the rest to admin.

2. Overdue open tasks at low or normal priority → raised to high (once).

3. Mornings: Daily task digest: open, overdue and finished-in-24-hours counts by queue.

4. Undo puts the task back as it was.

Set how far Olive may go#

1. On Olive's page, under Autonomy, click a level: Off, Suggest, With approval, On its own.

2. Under Guardrails, set the limits and click Save guardrails.

3. Click Run now to run it immediately instead of waiting for its schedule.

Review what it did#

1. In Activity, each entry says what, why, and the outcome (Suggested, Waiting for approval, Done, Undone).

2. Click Do it on a suggestion to do it with your permissions, or Dismiss.

3. Click Undo within 24 hours to reverse a reversible action.

Settings that change this#

• AI Team › (agent) › Autonomy: Off, Suggest, With approval, On its own.

• AI Team › (agent) › Guardrails: money limit per action, customer contact, quiet hours, actions per day, monthly AI budget.

Tips#

• Set Actions per day to cap how many tasks Olive touches.

Troubleshooting#

• A task was routed to the wrong queue. → Undo it on Olive's page, or reassign it on the Tasks page.

FAQ#

Can Olive complete tasks? No. Only people complete tasks.

Is everything Olive does recorded? Yes. Each action is in its activity log and in the audit trail, attributed to the agent (or to the person who approved it).

Coming from ServiceTitan#

ServiceTitan office managers assign and chase tasks by hand. Olive does the routing and chasing.