Getting Started with AI Agents: Understanding the “New AI Agent” Feature in the Users Section

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🧠 What is the “New AI Agent” Feature in the Users Section?

The “New AI Agent” feature inside the Users section allows you to create dedicated AI user accounts within your Recruitly workspace. These AI user accounts act like digital team members, each assigned to a specific AI task (like data enrichment, re-engagement, sourcing, etc.).

This structure enables clear ownership, better tracking, and a smoother handoff of responsibilities to Recruitly’s AI Agents.

🤖 Why Does an AI Agent Need a User Account in Recruitly?

AI Agents in Recruitly need their own user accounts to ensure clear logging, accountability, and future communication capabilities. Every action performed by an agent — whether it’s updating a record, enriching a profile, or adding a note — is tracked under its unique identity, just like any human team member. This helps your team understand exactly who (or what) made each change. As Recruitly’s AI Agents evolve to communicate directly with candidates and clients via email or messaging, having a dedicated account ensures those interactions are personalized, trackable, and well-managed. It also lets you control access, assign roles, manage permissions, and monitor agent activity in one centralized place — keeping your AI operations transparent, auditable, and seamlessly integrated with your workflow.

➕ Creating a New AI Agent User

To get started:

Go to User Management
Click on New User
Select the New AI Agent option

Then, fill in the following details:

Name of the AI user
Email address to associate with the AI agent
Role (Super, Team, or other custom roles)
Office and Teams the AI should belong to
Modules the AI has access to (e.g., CRM, Jobs, Marketing)
Data Privileges – which records the agent can view or edit

Once submitted, this AI user account is created and can now be assigned to an AI task.

While Recruitly doesn’t charge for AI Agent licenses, users will still bear the licensing costs from their email providers (such as Outlook or Google).

👥 Managing Active AI Agents

All created agents appear in the “Active AI Agent User Accounts” section, which displays:

User Name
Mailbox associated with the AI
Assigned To – the specific AI Agent function (e.g., Data Maintenance Agent)
Created Date
Actions:
- Edit User, Access Logs, Reset Password, Disable AI Agent

💤 Managing Inactive AI Agents

If an AI Agent is disabled, their record is moved to the “Inactive AI Agent User Accounts” section. Here, you’ll find:

User Name
Assigned To (AI Agent)
Disabled Date
Actions:
- Access Logs, Enable AI Agent

This feature clarifies and controls your AI setup, helping your human team and AI agents work seamlessly together.