How to use AI agents that fill fields and move cards automatically after replying

Before, an AI agent would only reply to the ticket — fields like resolution date or category remained manual. In Jestor version 8.0, the email agent gained permission to edit specific fields and move the card between phases on its own, with a scope defined by the admin.

What is permissioned field editing, and why does it exist?

Permissioned field editing is automation governance: the admin defines exactly which fields the agent can change, instead of giving it unrestricted access to the database.

Scenario	Agent scope	Operational impact
Before	Only replies to the ticket	Resolution field filled in by hand
Jestor 8.0	Replies, classifies, and edits defined fields	Field filled in and card moved automatically

How to use AI agents with field editing in Jestor

Scope defined by the admin: you choose exactly which fields the agent can edit.
Automatic filling: resolution date filled in as soon as the customer confirms satisfaction.
Classification by category: finance, HR, or support, based on the configured documentation.
Card movement: the agent moves the card to "resolved" after replying.

How to configure it in Jestor: in the email agent settings, select the editable fields and add the knowledge base — the agent then acts within that scope.

Operational tip: for critical processes, add a manual verification checkbox before the action is confirmed.

Why choose Jestor for this automation?

The key differentiator is scope control: the agent performs real write actions on the database, but only within the fields the admin releases — reducing the risk of unrestricted automation. The feature is already available on the email agent, with expansion planned for the platform's other agents.

Frequently Asked Questions

What happens if the agent tries to edit a field outside its allowed scope? It doesn't happen — the admin defines exactly which fields it can change.

How do I review what the agent classified before confirming the action? Add a manual verification checkbox; the action only becomes final after that review.

Does this feature only work for email tickets? Today it's available on the email agent, with expansion planned for the other agents.

Reference video

Check out other practical tutorials on the Jestor YouTube channel.

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