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What does an AI agent do in your office?

The AI you use asks and records in Ergothiki as you: a day with your AI, what you ask in each area, what it never does, how it is charged.

On this page How do you connect your AI? What does a day with your AI look like? What can you ask in each area? What does the agent never do? How are agents charged?

With AI agent access, the AI you already use — Claude, ChatGPT or Copilot, for example — connects to Ergothiki over MCP and answers or records for you. It works as you, within your role's rights: what you cannot see on screen, the AI cannot see either, and whatever it records goes into the history under your name.

The AI agent settings decide whether agents are allowed in the office, which AI assistants may connect and what an agent may do in each area.
Office settings › AI agents

It is switched on under Settings → Features by whoever changes the office's settings; the office's artificial intelligence has to be switched on as well:

PermissionOffice OwnerOffice administratorProject managerTechnical staffSecretariatAccountingWebsite manager
Change the office settingsyesyesnonononono

Each user connects their own AI: from the AI itself they add Ergothiki and approve the connection on Ergothiki's connection screen.

How do you connect your AI?

The connection address is the same for every AI: https://ergothiki.gr/mcp. You need no key and no password in the AI: you sign in on Ergothiki's own page and approve the connection there.

  • Claude — Settings → Connectors → Add custom connector. Name: Ergothiki; address: the one above; leave the advanced OAuth fields empty. Press Connect, sign in to Ergothiki and approve.
  • ChatGPT — Settings → Apps & Connectors → Advanced: switch on Developer mode and create a connector named Ergothiki, with the address above and OAuth authentication. Sign in to Ergothiki and approve.
  • Any other AI with MCP — add a new MCP connection (remote server, OAuth) with the address above, sign in to Ergothiki and approve.

The menus of each AI change from time to time; if a step has another name, look for «Connectors» or «MCP» in its settings. The connection screen shows who you connect as, in which office and what the AI may do.

After changing the AI agents settings, disconnect and reconnect Ergothiki in Claude or ChatGPT so it loads the new list of tools.

What does a day with your AI look like?

An example, from the first coffee to closing time: what you tell your AI and what is recorded in Ergothiki.

  1. 08:30, at the office. «Good morning. What's on today?» — The AI answers with the day's appointments and tasks, and whatever is due today, such as the topographic survey of project 2026-1586.
  2. 11:00, in the field, by voice. «Inspection at 2026-1621 done. Note: the contract is missing. Log 2 hours for me.» — The note and 2 hours of your own time are recorded on the project.
  3. 15:00, in the car. «Draft a quote for a topographic survey in Marousi, for Mr Dimitriou.» — A draft offer is created; you finish it and send it yourself, on screen.
  4. 18:00, before closing time. «What's still open for tomorrow?» — The tasks and the offers waiting for an answer; and who on the team has what, if your role sees Team.

What can you ask in each area?

The office sets, for each area, whether the AI sees it (Read), records in it too (Record) or does not see it at all (Off). At first every area that has something to record is on Record — new entries and changes, never deleting —, Team is on Read and Sending is Off.

AreaYou ask, for exampleWith Record
Projects«Where does 2026-1621 stand?» · «Which projects are due in the next two weeks?» · «Open a project «Papadopoulos topographic survey» in Chalandri, from the Topographic template.»Opens a project — from one of the office's templates too —, changes its status, its details (title, customer, dates, person in charge) and the KAEK of its place — it writes the one you give it or asks the Cadastre again, where that is available —; closing, amounts and the place itself (its point and address) are done in Ergothiki only
Work items«Make Maria responsible for the structural study and move the deadline to 20/10.»Adds a work item, changes its status, person in charge, dates, land registry code (KAEK) and notes
Offers«Which offers are waiting for an answer?» · «Make an offer from this customer request: …»Prepares a draft offer — nothing is sent; you add the services and the prices yourself on screen
Partners«What happened with the mechanical study we gave Nikolaou?» · «Which work items of 2026-1586 went to partners?»Adds a partner and changes their details — with no invitation; the invitation goes out only through Sending
Customers«What have we done for Mrs Papadopoulou?» · «How do I reach Mrs Papadopoulou?»Adds a customer and changes their details (email, phone, tax ID…) — if a customer with the same name or tax ID already exists, it shows you that one first
Tasks«What do I have today?» · «Remind me on Friday to take the drawings to the planning office.» · «I'm done with the call to the municipality.»Writes, changes, completes and reopens tasks
Appointments«What appointments do we have tomorrow?» · «Book an inspection at 2026-1621 on Thursday at 10:00.»Books, moves and cancels appointments — if one falls on top of another, it tells you first; nothing is deleted
Time & notes«Log 3 hours today on 2026-1586, survey.» · «What did I log today?»Writes a note on a project and your own time — never someone else's
Files«Find the v3 topographic survey of 2026-1586.» · «Give me its link.»Uploads files from the chat to a project. The content of a file never reaches the AI: only its name, size, date and a link that opens only for people who have access
ErgoWeb«Which messages came in from the website this week?» · «Write an announcement about the New Building Regulation (NOK).» · «Publish 2026-1490 among the website's projects, with its photos.»Changes page texts, writes articles, showcases projects, adds photos — on the published website only after a preview and approval; when there is an open draft in «My designs», it writes there and the live website does not change; not the design, colours, menus or pages. A project it showcases never carries the customer's name; the address shows only if the office switched it on, on screen
Sending«Tell Papadopoulos that the study is ready.»Sends an email to one of the office's customers or partners, an invitation to a partner, opens a file on the customer portal — always with a preview and only if you approve it
Team«What did the team do today?» · «Who is working right now, and on which project?» · «What is urgent right now?»— (only as much as Team shows your role; whoever does not see Team gets only their own)
Finance«How much does Papadopoulos owe us?» · «How is 2026-1586 doing financially?» · «What is still unpaid?»Records a receipt on a work item or an expense on a project — with a preview, your approval and an amount limit. Amounts are shown only to people who also see them on screen
Help«How does the Timeline work?» · «What does the «Technical staff» role see?»— (always available; the answer comes from the Help Centre, in your language)

For customers, the tax ID, ID number, IBAN and mobile reach the AI masked — only the last 4 characters — unless the office sets otherwise; the email and address are shown.

What does the agent never do?

Deleting, changing amounts or payments, fees and prices, settings and permissions, bulk export: never, with no setting. Sending, publishing, receipts and expenses: only with the area on Record — Sending starts Off — and after you approve them; sends only to the office's customers and partners, with a note that they went through your AI.

How are agents charged?

Agents pay from the plan's same monthly credits as the rest of the artificial intelligence. Every question scores points and the points become credits — how many is shown under Credits & limits. Help questions and anything that failed are free. When the credits or the office's limit run out, agents stop until the renewal, with no debt.

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