Hand a goal to a Beryl agent

A Beryl agent plans and completes the steps across People, Channels, OneCloud, and Teams toward the goal that you give it, while you can follow each step and answer whenever the agent asks for input.

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Give an agent the outcome that you need

When you give a Beryl agent a goal, it retrieves the records that it needs, works out the steps, completes each one, and returns the finished result. An agent session can last up to 24 hours, during which Beryl checks each action that the agent takes against your permission rules in Teams. The agent prepares the work in the background, so you can spend that time on the conversations that need a person.

Follow an agent from your goal to its finished brief

The steps below follow one agent session, from the outcome that you describe to the brief that the agent returns.

What a Beryl agent can do for your team

Agents that work toward an outcome illustration

Agents that work toward an outcome

A scripted automation follows fixed steps, so a new file format, a missing field, or a change at a vendor can stop it halfway through. Someone will then have to add a new branch to the script for each case like that.

You give a Beryl agent the outcome that you need, such as a quarterly review of your healthcare partnerships or renewal outreach for every contract that expires in the next 60 days. The agent retrieves the data, plans its approach, and works through the steps, revising its plan whenever a step returns an unexpected result.

Sessions of up to 24 hours

Some jobs need more than one prompt and reply. When an agent compiles a full partnership review, migrates thousands of records, or researches a topic across many sources, it will have to keep working and track its own progress for hours between your check-ins.

A Beryl agent can work on a single goal for up to 24 hours. Beryl saves the session's state after every step so that the agent can continue from the last completed step. Beryl also writes the agent's progress to an audit log that you can open at any time.

Every step shown as the agent works

When an automation shows you its result only at the end, you can step in only after it finishes. If it selects the wrong approach at step two, you will see the mistake only at step twenty.

Beryl streams the plan, the intermediate results, the choice at each step, and the source records that the agent retrieves to your screen as the agent works. When you spot a wrong approach at step two, you can stop the agent there. When the agent needs your input, it asks you a question and waits for your answer.

Agents limited to the permissions of the person who starts them illustration

Agents limited to the permissions of the person who starts them

An agent with unlimited access can delete live records or email every customer when it selects the wrong action.

Each Beryl agent receives the permissions of the person who starts it. The agent can open only the files that this person can open, message only the contacts that they can reach, and grant only the access that they can grant. Beryl records each action in an audit log, together with that person, the chain of permissions behind the action, and its result.

Internal tools that an agent builds in Builder

An internal tool for client portfolios, onboarding progress, or shared drives will need someone to write the code, deploy it, connect it to your data, and maintain it. A team without a developer for that work can end up tracking it in a spreadsheet.

When you ask a Beryl agent for a tool, the agent generates a Builder app, connects it to People, Channels, OneCloud, and Teams, publishes it to your workspace, and sends you a link. Beryl Guard applies its policies to the new app, which uses the same permissions as every other part of your workspace.

Research briefs with a source for every finding illustration

Research briefs with a source for every finding

A competitor analysis, a market research brief, or a due diligence review will require someone to read dozens of sources, compare what they say, draw conclusions, and write up the findings in a set structure.

A Beryl agent can research a topic across your workspace records and the outside sources that you authorize. It gathers the material, compares the sources with one another, marks where they contradict each other, and writes a structured brief that cites a source for each finding. Each citation opens its source, so you can check a claim from the brief directly.

What changes when an agent does the preparation

Preparation that happens while you work on something else

You can hand an agent a goal before a meeting and open the finished result afterward, because the agent completes the preparation in the background.

See every action as it happens

Because Beryl shows the plan, each step, and the agent's sources as the agent works, you can correct a mistake early in the session.

An audit record for every agent action

Each agent works within the permissions of the person who starts it, while Beryl logs every action so that you can check what the agent changes and why.

Internal tools from a request in plain language

Your team can describe an internal tool in a request to an agent, which builds the app in Builder and applies the same Beryl Guard policies as the rest of your workspace.

How teams can use Beryl Agents

A customer success leader hands the quarterly partnership review to an agent

The customer success leader asks Beryl to prepare a quarterly review of every healthcare partnership. The agent collects each partnership contact from People, summarizes the last 90 days of Channels activity for each partnership, gathers the shared files from OneCloud, checks access activity in Teams, and writes a 12-page brief that ranks the partnerships by relationship health. Before it finishes the brief, the agent asks the customer success leader to approve the inclusion of three sensitive partnerships.

Result

The agent gathers the records from every product, so the customer success leader's part of the review is to approve the three sensitive partnerships and read the finished brief. The leadership team receives the review with every healthcare partnership ranked by relationship health.

A customer success leader hands the quarterly partnership review to an agent

An operations lead imports 5,000 contacts from an acquired business

A newly acquired business hands over 5,000 contacts in a CSV file with inconsistent formatting, missing fields, and 400 possible duplicates. The operations lead asks a Beryl agent to import the contacts, merge duplicates with existing records, fill missing fields from public data, assign tags and groups, and report on the result. The agent stops twice so that the operations lead can decide on an unclear duplicate match.

Result

The operations lead decides the two unclear matches, while the agent imports, merges, and tags the rest of the 5,000 contacts. The agent's report records each merge decision and names the public source behind each field that it fills.

An operations lead imports 5,000 contacts from an acquired business

The VP of Sales asks an agent for a client portal

The VP of Sales asks Beryl for a client portal where each client can see their active orders, shared files, contacts at the company, and message history. The agent builds the app in Builder, connects it to People, OneCloud, Channels, and Teams, limits each client to their own records through the access rules in Teams, applies the Beryl Guard policies, and publishes the portal to the workspace. The agent then returns a link that the sales team can send to every client.

Result

The sales team shares the portal with every client from the link that the agent returns, since the agent builds and publishes the app itself. Each client sees their own orders, files, and messages under the access rules that apply to them across the workspace.

The general counsel asks an agent for due diligence on an acquisition target

The general counsel asks a Beryl agent to perform due diligence on a target company from the data room files in OneCloud, the correspondence in Channels, and the public filings that the agent has permission to fetch. The agent writes a structured report on contracts, obligations, contingent liabilities, open disputes, and warning signs, with a cited source document for every finding.

Result

One lawyer reviews the agent's report and checks each finding against the document that it cites. The general counsel can defend any finding in the report by opening its source.

The general counsel asks an agent for due diligence on an acquisition target

Explore more of Beryl

Orchestrate

Beryl Orchestrate performs each step of a workflow and pauses at sensitive steps until someone approves.

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Guard

Beryl Guard redacts personal data, enforces budget caps, and logs every decision on each AI request.

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Context

Beryl Context answers your question from People, Channels, OneCloud, and Teams and links each answer to its source.

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View all Beryl features

Give a Beryl agent your next long task

Ask for early access to hand multi-step work to an agent that checks your permissions before every action and logs each step that it takes.

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