Configuration

Configure Bob: schedules, notifications, guardrails, and integrations with project management tools.

Configure Bob from /app/agent. The sidebar lists Chat, Prompts, Analysis, Action Plan, Schedule, Notifications, Guardrails, and Integrations.

Only OWNER or ADMIN roles can change Bob's configuration on paid plans. Other roles can view it.

Schedule

Control when Bob runs analyses:

Recurring schedules (for example daily or weekly)
Blackout windows when automated runs should not start
On-demand runs from Chat or Analysis

Notifications

Choose which events notify you:

New proposed action
Action executed
Action failed
Analysis complete
Score change beyond a threshold you set

Delivery: in-app (always on) and email digest (configurable).

Guardrails

Guardrails bound what Bob may do, regardless of autonomy level.

Bob: guardrails with risk profile, max actions, approval for content edits, and confidence threshold

Typical settings:

Risk profile: Conservative, Balanced, or Aggressive (see Risk Profiles)
Max actions per run: Cap how many items Bob can propose or execute in one run
Always require approval for content edits: Even in auto-execute mode
Minimum confidence to act: Lower-confidence items become proposals
Protected pages: URL paths that stay proposal-only
Autonomy level: Advisory, Propose, or Auto (see Autonomy Levels)

Integrations

Route Bob's work to tools your team already uses. Connect accounts from Integrations (ClickUp, Jira, Notion, and others depending on what is enabled for the org). Each connection maps title, description, and priority into the destination.

In Propose mode, approved actions can be pushed to the connected tool. In Auto mode, executed actions are logged there for an audit trail.