Getting started with your Bridge Agent

Your Bridge Agent can help with your day-to-day work, but it does not automatically know your processes and cannot access any service until you configure it.

Four steps are enough to get a useful first result: define its mission, choose where to talk to it, connect the right tools and provide its reference documents.

Start on the Web or add a channel

The easiest place to begin is the Conversations tab in Bridge Agent. It works in your browser and requires no additional installation.

You can type or dictate a request and attach an image, PDF, Word document, CSV, TXT or Markdown file for a specific task.

Try this as your first message:

Summarise your mission in three points. Tell me which tools you can access today, then suggest a simple first task to test.

If you prefer using a tool you already open every day, the Channels tab can connect WhatsApp, Telegram, Slack or Discord, depending on the options enabled for your account.

A channel is where you talk to the agent. A connection lets it use a service. WhatsApp may be the channel through which you send a request, while Google Calendar is the connection used to check your schedule.

Channels are optional. You can work entirely from the Bridge Agent web interface.

Configure the mission and its specific rules

The Configuration tab defines the agent’s long-term rules. Describe its role, the tasks it should handle, important business context, the expected tone, forbidden actions and situations in which it must ask for confirmation.

A useful mission is specific:

You are the sales assistant for our joinery business. You help qualify enquiries, prepare concise replies and organise follow-ups. Never promise a deadline without verified information and never offer a discount without my approval.

A permanent rule belongs in the configuration. Instructions that apply to a single task can remain in the conversation.

After an important change, ask the agent to summarise the rules it must follow. If the answer does not match your needs, refine the mission before granting more access.

Connect only the services it needs

The Connections tab lists services the agent can consult or use. They are grouped by category and can be searched by name or purpose.

What you see may depend on your plan, granted permissions and provider requirements.

Communication

• Email — IMAP and SMTP: search and read messages, prepare replies and send an email when the action is authorised.
• Facebook and LinkedIn: prepare posts for the connected profile or Page. Social posts remain subject to approval before sending.
• X: prepare and publish according to the API permissions available for the account.

For example:

Find messages received this week that contain “quote” and summarise the requests without sending a reply.

Content and ecommerce

• Notion: consult and manage authorised pages, databases and comments.
• WordPress: consult, create or edit posts, pages, comments and media.
• WooCommerce: work with products, orders and promotions.
• PrestaShop: consult or manage products, orders and stock.

Example:

Create a WordPress draft from this document, with a title, introduction and three sections.

Business and invoicing

• Axonaut: customers, companies, quotes, invoices, payments and products within the granted permissions.
• Pennylane: customer, invoice, supplier and product information available through the API.

Start with a read-only request:

List invoices due this week. Do not change anything.

Automation and data

• Webhook: send JSON data to Make, Zapier, n8n or another compatible tool.
• RSS and Atom: read feeds and perform topic monitoring.
• Web Browser: use an HTTPS service when no dedicated API is available.

The Web Browser depends on the service interface. Page changes may require adjustments, and CAPTCHAs or two-factor authentication are never bypassed.

Calendar

• iCal or ICS Calendar: read events and availability from a published calendar, in read-only mode.
• Google Calendar: read, create and edit events when the account has authorised access.

When creating an appointment, always provide the date, time, duration and timezone if it could be ambiguous.

Infrastructure

• SSH: inspect and administer a server with the actual permissions of the configured SSH account.

This connector is intended for technical maintenance. Prefer a dedicated account with only the required permissions and start by asking for a diagnosis without changes.

Never send a secret in a conversation

Depending on the service, Bridge Agent may request OAuth permission, a URL, an application password, an API key or an SSH key. Enter this information only in the connector screen designed for it.

Secrets remain protected on the server. The agent uses authorised functions without displaying your credentials.

After connecting a service, first check the correct account and scope:

Confirm the name of the connected account and show me one recent item without changing anything.

Share useful documents through the vault

The Vault tab is a file space shared between you and your agent. Store documents it should be able to find over time: procedures, pricing, reply templates, specifications, catalogues or reference spreadsheets.

The agent can also place files it prepares for you in the vault. Each item shows its origin and can be downloaded, described or deleted.

A conversation attachment is suitable for a one-off request. The vault provides a lasting reference for future tasks.

For example:

In the vault, read “2026 price list”. Use it to check this quote, but do not modify the original file.

Avoid storing secrets or documents unrelated to the mission. Giving the right access does not mean granting every access.

Choose the appropriate level of action

Not every request carries the same risk.

1. Reading and analysis: the agent consults a source without changing anything.
2. Preparation: it creates text, a file or a draft for your review.
3. Explicit action: it carries out the request when its mission and connector allow it.

Social posts remain subject to approval. Other explicitly requested business actions are logged. For a sensitive operation, request a preview or diagnosis first.

A proposal is not a completed action. Ask for a verifiable result such as a status, date, recipient, identifier or provider URL.

Run a successful first test

Choose a frequent task that is easy to verify and has no irreversible consequence: summarise a document, read a calendar, search email, prepare an article or monitor news sources.

The simplest progression is to connect one source, request a read-only result, check it, prepare a draft and only then test a reversible action.

You do not need to automate everything on day one. A well-configured agent is not the one with the most access. It is the one with a clear mission and only the tools it genuinely needs.

Open my Bridge Agent workspace