diff --git a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md index 4bb9b13535a7..b33019672469 100644 --- a/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md +++ b/docs/articles/new-expensify/ai-agents/AI-Agent-Capabilities.md @@ -294,17 +294,19 @@ To accomplish this, include phrases like: ## How to write instructions that manage workspace settings and members -**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, lists and assigns company cards from a connected card feed, and modifies workspace settings such as categories and approval rules. +**Goal:** Inspects workspace configuration, answers membership questions, reads the Expensify Card limit and remaining spend for anyone allowed to see the Expensify Card, and — for workspace admins — adds or removes members, changes member roles, lists and assigns company cards from a connected card feed, modifies workspace settings such as categories and approval rules, and saves or replaces the workspace expense policy document from a PDF the admin attaches in chat. To accomplish this, include phrases like: - Add new employees to the workspace when they join - Remove members from the workspace when they leave the company +- Make jane@example.com an admin on the workspace - Add a new expense category when requested - Show me who is on this workspace - What is the current approval mode for this workspace? - Copy the category list from one workspace to another - Assign all unassigned company cards to the matching members - How much of our Expensify Card limit is left? +- Use the PDF I just attached as our workspace expense policy document ---