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Docs updates for E/A#94602 auto-add new agent as full copilot#95675

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Docs updates for E/A#94602 auto-add new agent as full copilot#95675
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Explanation of Change

App #94602 changes agent creation so that a newly created agent is now automatically sent as a full-access Copilot of its creator's account, letting it act on the creator's behalf without the user adding it as a Copilot by hand. The create screen also now shows a note explaining this before the agent is created.

The existing help article Create and Use Agents described this as an optional / manual action ("You can also add an agent as a Copilot on your own account"). This PR updates the article to reflect the new automatic behavior:

  • Intro: Clarifies that creating an agent automatically adds it as a full-access Copilot on your account, and points to Copilot: Delegated Access under Account > Security to review or remove that access.
  • How to create an Agent: Adds a step noting the on-screen note above the Create agent button.
  • What happens after you create an agent: Changes the "You can optionally add…" bullet to state the agent is automatically added as a full-access Copilot on your account.
  • FAQ: Reworks "Can I add an agent as a Copilot on my own account?" to "Is an agent added as a Copilot on my own account?" and answers that it happens automatically on creation.
  • Metadata: Updates the description to match the new behavior.

All UI labels (Copilot: Delegated Access, Account > Security, Create agent, New agent) were verified against the existing Copilot help articles and the PR's copy for exact capitalization.

Fixed Issues

$ https://github.com/Expensify/Expensify/issues/651811

Tests

// TODO: The human co-author must fill out the tests you ran before marking this PR as "ready for review"
// Please describe what tests you performed that validates your changed worked.

QA

// TODO: The human co-author must fill out the QA tests you ran before marking this PR as "ready for review".
// Please describe what QA needs to do to validate your changes and what areas do they need to test for regressions.


@yuwenmemon, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

… creator

Co-authored-by: Yuwen Memon <yuwenmemon@users.noreply.github.com>
@MelvinBot MelvinBot requested a review from a team July 9, 2026 10:27
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jul 9, 2026
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