An agent is a saved instruction for the AI Hiring Copilot, such as "Summarise this week's new applicants for my open roles and flag anyone who looks like a strong fit."
You save it once and run it with one click whenever you need it. Obviously, these agents can have much more detailed instructions and ways you want jobs done.
✅ Availability
Copilot needs to be enabled for your account. You need the Access the AI Hiring Copilot permissions.
Viewing Agents
Agents live in a new Agents tab in the expanded Copilot.
You'll see the agents you've made and any that colleagues have shared with you.
Creating Agents
To create an agent:
Click the Copilot button in the top-right hand corner of the navigation bar.
Expand it to full screen.
Agents will only appear when expanded. It won't appear if you keep Copilot docked.Go to Agents from the list on the left.
Click Create New.
This will open a drawer.Enter a Name (up to 60 characters).
For example: "Interview prep". Each of your agents needs unique name.Write the Prompt.
This is what you want Copilot to follow each time. Be specific about what you want back.Check Access.
New agents start as Only me.Click Create agent.
Copilot will write a one-sentence summary of what the agent does and shows it on the agent's card. While it's being written, the card says "Writing a summary...".
This usually takes a few seconds.
✅ Tip
You can also save an agent straight from a chat.
To do this, hover over a message you sent and click the star (Save as agent). The same panel opens with your message filled in.
Sharing Agents
Anyone with agents can share the ones they've created for themselves, as long as they have the Share Copilot agents with the whole company or with access groups permission.
To share an agent with the company or an access group:
Click Change (next to Access).
Choose one of the options:
Only me: nobody else can see or use it.
Company: everyone at your company who has Copilot.
Access groups: only people in the access groups you pick.
Click Change.
⚠️ Caution
If you pick an access group whose members don't have Copilot, you'll see a warning that the group can't use Copilot, so they won't see the agent.
ℹ️ Note
If you don't have permission to share, you'll see "Only admins, and people they give permission to, can share agents." instead of the Change button.
Using Agents
You can run an agent in several ways:
Click its card on the Agents tab, or its name in table view.
Open a shared agent to read it, then click Use agent.
In any chat, type / followed by the start of the agent's name, then pick it from the list. Typing / on its own shows View agents, which takes you to the Agents tab.
On the Copilot start screen, pick one of your three most-used agents from the Agents column.
Using an agent starts a new chat and sends the agent's prompt as your message.
Copilot answers with your own access, so a shared agent shows each person only the jobs and candidates they can already see.
Organizing Agents
To keep your agents tidy:
Use All, Yours and Organisation to filter. Your own agents are listed under Created by you, and ones shared with you under Shared with you.
Search looks at each agent's name, summary, prompt and the name of the person who created it.
Sort by Recently used, Last updated or Alphabetical.
Switch between Card view and Table view. The table shows Agent, Created by, Shared with and Last updated.
Changing Agents
Each agent's menu has Edit (your own agents) or View (shared ones), Duplicate, and Delete when you're allowed to delete it.
Tips and Best Practices
When creating an agent:
Duplicate a shared agent to make it your own. Duplicate creates a private copy called "Copy of [name]" that you can edit freely. You can't edit an agent someone else created.
Write prompts that work for anyone. Shared agents run with each person's own access, so avoid prompts that rely on a particular job or candidate that only you can see.
Editing a prompt refreshes its summary. Copilot writes a new summary each time you change the prompt text.
Troubleshooting
I can't see the Agents tab.
Make sure the Copilot is expanded to full screen and you're on a laptop or desktop. Check you have the Access the AI Hiring Copilot permission.
If you still can't see it, agents may not be switched on for your account yet. Contact your Customer Success contact.
There's no Change button next to Access.
You don't have the Share Copilot agents with the whole company or with access groups permission. Ask an admin at your organisation to grant it.
I can share with the company but there's no Access groups option.
Picking access groups also needs permission to manage users or permissions. Ask an admin to grant it, or ask them to share the agent for you.
An agent I shared is now set to Only me.
This happens in two cases. If your sharing permission was removed, the agents you had shared go back to Only me. And if an agent was shared only with access groups that have since been deleted, it goes back to Only me too.
A shared agent has disappeared.
The person who created it may have deleted it or changed who can use it, or an admin may have deleted it.
FAQs
Do my old saved prompts still work?
Yes. When agents are switched on, the prompts you saved in the Copilot (the one you open from the top header) become your agents. They stay private to you until you choose to share them.
Can I edit an agent someone shared with me?
No. Only the person who created an agent can edit it. Use Duplicate to make your own copy.
Who can delete an agent?
The person who created it, and company admins. Deleting a shared agent removes it for everyone it was shared with, and Pinpoint warns you before it does.
Can admins see everyone's private agents?
No. Admins see the same agents as everyone else: their own, plus any shared with the company or with their access groups.
What happens to someone's shared agents when they leave?
They stay available to the people they were shared with. A company admin can delete them if they're no longer needed.
Does a shared agent let people see more than they normally could?
No. Copilot always runs an agent with the access of the person using it.