Monitor Your Team's Percy Conversations
See what each member asked Percy, what it answered, the plans it proposed, who approved them and what ran, read-only, with the View All Percy Conversations permission.
Each member's conversations with Percy are their own. An owner or manager can still see what happened across the team, read-only, in Team Activity.
Who can see Team ActivityCopy a link to this section
Team Activity needs the View All Percy Conversations permission. Owners and managers have it by default. To give it to a whole role, or take it away, open Features Configuration on the tab that holds the Messaging permissions; it sits next to Use the AI Assistant. For one person, use the member editor's Permissions tab (see Roles and Permissions Explained).
Without it, a member sees only their own conversations, plans and schedules, on the web and in the staff app.
Open Team ActivityCopy a link to this section
- Open Ask Percy.
- Press the Team Activity button (the two people) at the top of the panel.
- Narrow the list:
- pick one member, or All Members;
- set From and To to a period (web);
- turn on With Changes Only to see only conversations where Percy proposed a plan or a change was confirmed.
Each row shows who it was, when they last talked to Percy, the conversation's title, and how many plans Percy proposed, how many ran and how many single changes were confirmed. Conversations from a scheduled job are marked Scheduled.
Read a conversationCopy a link to this section
Tap a conversation to read it as the member saw it: what they asked and what Percy answered. Above the messages, Plans and Runs lists every plan Percy proposed in it, where each stands (waiting, running, done, undone) and who approved it and when.
Team Activity is read-only: you cannot write in another member's conversation or approve their plans from it. Every change made through Percy is also in the audit log under the member who approved it.