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The Accounting Copilot Agents panel is the persistent surface for conversational work in DualEntry. It holds your Copilot conversations, the connectors and skills those conversations can use, and the scheduled agents that run without you. Open it with the Copilot button in the top bar. The panel opens along the right side of the window and can be resized, so the record you are working on stays visible beside it. Close it with the X in the panel header. The panel is the only Copilot surface that carries navigation, which is why connectors, skills, and scheduled agents are created and managed here rather than from the Cmd+K command bar or the copilot embedded in a record. For how the three surfaces relate, see How the AI Accounting Copilot Works. The Agents panel’s navigation holds six sections, each a separate surface: your conversations, the artifacts they produce, and the connectors, skills, and schedules they draw on. The table below lists every section and what it contains. Below the navigation, the panel lists your Scheduled agents and Recents. Scheduled entries carry a cadence badge such as Recurring. Each list has a See all link and a collapse control. Recents are conversations from this and prior sessions, titled from their first exchange. Closing the panel does not end a conversation. It stays in Recents, so reopening the panel and selecting it resumes where you left off. Each browser tab holds its own conversation context, so a conversation open in one tab does not interfere with a conversation open in another, and the panel in each tab tracks only what happened in that tab.

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Composer controls

The composer is where you type a request in the Accounting Copilot. Three controls sit below the input: the + menu, the accounting-basis selector, and the entity selector. The two selectors change the numbers you get back rather than just the presentation. The + control is not only a file picker. It opens a menu that reaches most of the panel’s navigation from inside the composer, so you rarely have to leave the conversation to pick up a skill, a connector, or a schedule. The menu holds six rows: Five of those six rows lead to a section of the panel navigation described above. The composer menu and the navigation are two routes to the same surfaces rather than separate features, so a skill or connector you reach one way is the same one you reach the other way. The other two controls are selectors. Both apply to the whole conversation rather than to the message you are typing, and neither can be pinned by a skill or set as an organization default: For what goes wrong when these are set incorrectly, see How the AI Accounting Copilot Works. Submit with the arrow control or the keyboard. Below the composer, Try Skill press / indicates skill invocation from the same input.

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Suggested prompts

New conversations in the Accounting Copilot open with suggested prompts as starting points, including a review of what needs attention today, close status, a summary of your recent activity, and a P&L refresh. See all suggestions expands the full list. The two selectors apply to a suggested prompt exactly as they do to one you type, because they scope the conversation rather than an individual question. Suggestions are generated for you rather than drawn from a fixed list. DualEntry reads your own recent activity in the audit trail, roughly the last five days, and proposes the steps an accountant would naturally take next. Two people sitting down at the same moment see different suggestions, and someone with no recent activity sees a general starting set instead. A generated set is held for about four hours before it is rebuilt, so suggestions do not change between one conversation and the next within a working morning. Activity from the last few minutes may therefore not be reflected yet, which is worth knowing if you expect a suggestion to appear immediately after posting a batch. When generation is unavailable, the panel falls back to a fixed starting set rather than showing nothing. A generic-looking list is that fallback rather than a judgement that you have done nothing recently.

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Permissions and logging

Every conversation in the Accounting Copilot inherits the permissions of the person running it. Role-based permissions determine which entities, modules, and records a user can open, and Copilot operates strictly inside that grant. See user roles and permissions for the full model. Copilot cannot return a record you could not open yourself, and it reports that it cannot answer rather than estimating when data is out of scope or absent. Two people can therefore ask the panel the same question and get different answers, which reflects their roles rather than a fault in the assistant. Every prompt and response in the panel is written to the audit trail, including prompts a scheduled agent runs while nobody is watching. For the fields each entry records and where to review them, see How the AI Accounting Copilot Works. Connector tool calls are the exception to the permission model. A connector acts with the permissions of the credential used to authenticate it in the external system, which has no relation to the permissions granted to you in DualEntry. See how to connect an MCP connector.
Last modified on August 14, 2026