Working with the agent

The Lava agent is not a chatbot in a separate window. It works inside your apps, alongside you, and only does what you approve. Here is how to get good results from it.

Just ask in plain language

You do not build workflows or wire anything up. Tell the agent what you want the way you would tell a capable teammate: "reply to the latest email from the Johnson account and confirm the meeting," or "add this lead to the CRM." Lava already did the plumbing, so you just talk.

Watch the work happen

As the agent works, you see it happen on your screen, step by step, in the actual app. Nothing is hidden.

You approve every action

The agent will not send, save, or change anything until you approve it. You stay in control of everything that leaves your hands, so you can let it work without worrying it will act on its own.

Tips for better results

• Be specific about the outcome you want.
• Point it at the right app or record if you know it, for example "in QuickBooks" or "the Ramp expenses."
• Review its steps as it goes, and correct course any time.