ISMS Copilot Docs

Agent Tasks: delegate multi-document work

Use Tasks to run an unattended agent that plans, estimates credits, and delivers documents. Credits vs chat, ADP/Mistral, and launch limits.

Agent Tasks let you delegate a bounded GRC document job instead of chatting turn by turn. The agent proposes a short plan with a credit estimate, waits for your approval, then writes the deliverables offline.

Open Tasks in the app sidebar (or switch to Agent where the Chat | Agent toggle appears).

How a task runs

  1. Describe the job (for example: five core policies for a remote German tech startup).
  2. The agent returns a plan: list of deliverables and a credit band (1, 2, or 4 credits).
  3. Approve (or reject). Credits are reserved only when you approve.
  4. The agent writes each deliverable, then packages results as markdown, a zip bundle, and office formats when conversion is available.
  5. Download from the task when status is completed. You can cancel a running task; reserved credits are refunded.

Agent credits vs chat limits

These are separate.

ChatAgent Tasks
What is limitedMessages and model usage in a 4-hour windowTask credits (runs)
ResetEvery 4 hours (UTC bins)Paid plans: calendar month. Free: 3 credits lifetime (not monthly)
When it spendsEach chat / Beyond turnWhen you approve the plan

How many task credits do you get?

  • Free: 3 lifetime
  • Essential: 50 / month
  • Plus: 125 / month
  • Standard: 250 / month
  • Pro: 500 / month
  • Business: 1000 / month

Each approved task costs 1, 2, or 4 credits depending on how many deliverables the plan lists.

Models and Advanced Data Protection (ADP)

  • Default (ADP off): Agent planning and writing use the Grok model path (aligned with the default paid chat assistant).
  • ADP on (your account setting, or your workspace organization ADP): Agent planning and writing use Mistral (EU), same family as chat under ADP. Grok/xAI is not used for those model calls.
  • You do not pick a model per task today; the worker chooses from your ADP posture.

Multi-document packs

When a task produces several documents, later documents follow the same section outline as the first document so the pack stays consistent. Content still differs per document.

Not included at launch (roadmap)

  • Web research inside agent planning
  • Skill packs and full workspace URL / instruction parity with chat
  • Connectors (for example Notion read/write from the agent)

Tips

  • Name the company, country, frameworks, and audience in the prompt.
  • Prefer a clear deliverable list over a vague full ISMS.
  • Approve the plan only when the deliverable list and credit band match what you want.

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