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The Value Agent is an AI assistant that helps you build and edit your value framework—use cases, calculations, properties, and global inputs—through conversation. During the beta we’re inviting a small set of users to try it. This page explains how to access it, what it can and can’t do, and how to recover if something goes wrong.

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Where to find it and where it works

The Value Agent is available only in Value Intelligence.
  1. Go to Value Intelligence in the main navigation.
  2. The agent panel is built into the right side of the screen. It opens automatically alongside your use cases, properties, and other content.
  3. The right rail has two tabs — Agent (chat) and Reviews (pending changes). Click between them to switch. Collapse the panel with the chevron (›) button in the header; click the rail edge or the tab icon to expand it again.
The agent does not appear inside business cases or elsewhere in the app—only on the Value Intelligence screens. Use it when you’re building or updating your use case library or properties.

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What the Value Agent does and doesn’t do

Use the table below as a quick reference for what the agent can help with and what stays outside its scope.
All edits made by the agent are saved only to your personal draft. Your team won’t see the changes until you publish them — and publishing leaves existing business cases untouched. Drafts, Reviews, and Publishing covers the full flow, including how to test a draft use case in a business case first.
Global inputs are the exception: the agent writes those live, with no draft or review step, so the whole workspace sees the change immediately. Confirm the name, data type, unit, and value before you ask for one.

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Suggested messages to get started

Try sending one of these to see what the Value Agent can do:
  • “What use cases do we have?” — Get a summary of your current use case library.
  • “Create a use case for reducing customer support costs” — The agent will propose a use case with a cost reduction calculation, inputs, and formulas.
  • “Add a revenue uplift use case for sales productivity” — Get a new use case focused on revenue impact (e.g. win rate, cycle time).
  • “Rename this use case to [new name]” — Use when you have a use case open or in context; the agent will rename it.
  • “Create a property category for industry and set properties on our use cases” — Set up a property structure and apply it across use cases.
  • “Add an input for number of agents and set the default to 50” — Refine a calculation in the use case you’re working on.
  • “Create three use cases from this spreadsheet” — Attach a file first, then send this; the agent will analyze the file and propose use cases for your approval.
  • “Create a global input for number of employees with a default of 500” — Create a shared input that can be linked across multiple use cases.
  • “What global inputs do we have?” — List all global inputs and see which use cases reference them.
  • “Link the headcount input to the Number of Employees global input” — Connect a calculation input to a global input so changes propagate automatically.
You can also ask in your own words—for example, “We need a use case for compliance risk” or “Add a subtotal for labor cost to this calculation.”

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Who has access

During the beta, the Value Agent is turned on for a limited set of users only. If you don’t see the agent panel on the right side of Value Intelligence, you’re not in the beta yet. We’ll expand access over time.

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What to avoid during the beta

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Concurrent use

Only one person should use the Value Agent to edit your value framework at a time. If two or more people (or the same person in multiple browser tabs) use the agent at once, changes can conflict or overwrite each other. For the moment, coordinate with your team so that only one person is using the agent when making edits.

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Relying on it for critical-only edits

The Value Agent is in beta. We recommend using it for non-critical updates or experimentation when possible. For mission-critical changes to your value framework, you can still use the standard Value Intelligence UI (Use Cases, Properties, etc.) so you have full control.

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Getting out of a problem state

If the agent gets stuck, gives an error, or the conversation feels broken, we suggest starting a new chat.

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New conversation

What it does: Clears the chat only. Your conversation history disappears and you start a fresh chat. The agent does not save or discard any value framework changes when you do this. When to use it: The chat is stuck or you want to start over with a new request. You’re not trying to change what’s in your Use Cases or Properties—you just want a clean chat. How: In the agent panel, click New chat in the session list at the top of the chat area.

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Summary

The Value Agent is designed to make building and updating your value framework faster. During the beta, use it in a single-user (or single-tab) way and prefer these recovery steps when you need to get out of a bad state. For more on building use cases and calculations by hand, see Use Cases and Properties.