Does Forge replace our PSA?
Does Forge replace our PSA?
No. Forge is the AI work surface for context, reasoning, controlled action, and review. The PSA remains authoritative for provider-backed ticket, project, time, billing, assignment, and administrative records.
Why don't I see a section another user sees?
Why don't I see a section another user sees?
Navigation depends on your organization rollout and role. Ask an administrator to check the feature permission and whether that product area is enabled.
Why is a connected system missing from Chat?
Why is a connected system missing from Chat?
The system and tool must be valid for the current scope, connected, enabled for Chat, and allowed by your role. Account-scoped tools may also require an account mapping.
What is the difference between Ask mode and Full access?
What is the difference between Ask mode and Full access?
Ask mode is read-oriented. Full access can expose allowed write tools. Neither mode bypasses role permissions, system access, tool access, Availability, provider support, or configured interactive approvals.
Do approval policies protect scheduled agents?
Do approval policies protect scheduled agents?
No. Interactive approval prompts require a person to respond. Configure Custom Agent, Helpdesk, or other unattended tool access with Availability and the underlying role and tool controls.
What happens when I deny an approval?
What happens when I deny an approval?
That tool call does not proceed. The Chat remains available, so you can explain a safer alternative, change the request, or continue with read-only work.
Does a successful agent run prove the answer is correct?
Does a successful agent run prove the answer is correct?
No. It proves the configured workflow reached a successful terminal state. Review the source evidence, output, judge results, and any external writeback before relying on a material conclusion.
What is the difference between a runbook and a skill?
What is the difference between a runbook and a skill?
A runbook is a helpdesk procedure and can participate in AI Engineer eligibility. A skill is reusable guidance for a defined task across supported Forge surfaces.
Does approving an AI BDR proposal send the message or update the provider?
Does approving an AI BDR proposal send the message or update the provider?
No. Approval changes the proposal’s Forge review state. Complete the actual external action through the appropriate supported workflow, then record completion.
Why does a provider record look stale?
Why does a provider record look stale?
Confirm organization and account scope, check connection and sync health, compare the source provider, and refresh the supported sync. Do not make a material decision from a visibly stale record.
Where can I see who changed something?
Where can I see who changed something?
Use the Forge Audit Log for supported terminal write outcomes, then verify the result and provider audit history in the authoritative connected system.
Can I publish a Custom Agent after one good test?
Can I publish a Custom Agent after one good test?
Use several representative dry runs, including missing data, conflicting sources, provider failure, and a condition that should produce no action. Activate only after the workflow owner accepts the behavior and an administrator confirms Availability.