Every agent works within clear limits. It only reads data you already have access to, and it can only take the actions listed below.
What they can read
Agents read your workspace's own data — only what the person who set them up can see. They never reach into another workspace.
Area | What the agent sees |
Deals | Stage, amount, close date, owner, custom fields, stage history, and how recently anything happened. |
Companies | Company details and custom fields, their deals, and activity across the whole account. |
Contacts | Contact details, role on a deal, and how recently each one actually engaged. |
Activity | Recent emails and meetings on a record, with recency. |
Meeting notes | The notes and summary from a meeting that has been processed. |
Reports | Saved reports shared with the workspace, and their latest run figures. Private reports stay private. |
Enrichment | The firmographic data Coffee holds on a company or contact. |
Campaign engagement | Who opened, clicked, or replied to a campaign email. |
Website activity | Pages a known visitor viewed. Needs website visitor tracking. |
Product usage | Usage signals attributed to an account. Needs product usage tracking. |
What they can do
Action | What happens |
Slack message | Posts to a channel from your workspace's channel list, or DMs a person. Needs a live Slack connection — the toggle is unavailable without one. |
Email a teammate | Sends the result to one or more workspace members, or leave the recipient list empty to email the record's owner. You can't enter external addresses. |
Draft for review | Writes the message and hands it to a person, clearly marked as a draft. It never sends on its own. |
Create a task | Adds one follow-up task on the record, assigned to its owner. |
Add a note | Adds a summary note on the record — for example, a handoff or call recap. |
Update a field | Fills a Coffee custom field. It never overwrites a field that syncs from your CRM. |
Assign an owner | Routes a record to a teammate. |
Add to a list | Adds a record to a list. |
Email the contact | Sends to the record's own contact. Only agents built with this can do it — the builder never adds it on its own. |
Create a campaign | Builds a new campaign. |
Edit a campaign | Changes an existing campaign. |
Launch a campaign | Starts sending a campaign. |
Pause a campaign | Pauses a running campaign. |
Resume a campaign | Restarts a paused campaign. |
Delete a campaign | Permanently deletes a campaign and its sequence. |
Outbound email from an agent comes from Coffee, showing the name of the person who set the agent up. Replies route back to them. This is expected, not a bug.
Safety rails
Nothing reaches a prospect without a person. Unless an agent was explicitly built to send or launch campaigns, it always hands the message to a person as a draft.
CRM-synced fields are never overwritten. Agents write Coffee fields, notes, and tasks — never fields that sync from your CRM.
Everything is scoped to the workspace. Email recipients must be current workspace members, checked again at the time of sending.