> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Agents

> The Reconciliation agent and the Capture agent

An agent is a set of standing instructions for how TaxLayer does a job for you. There are two kinds, one of each per organisation. **Pro and Premium plans; admins create and change them.**

Every agent has the same guarantees: it never posts to your accounting system (it proposes; you decide), it only sees clients you can see, and it stops at your monthly AI budget.

## Reconciliation agent

Required before the Co-pilot shows anything. It tunes how the checks run.

Open **Agents** › **Add agent** › **Reconciliation** and walk the steps:

1. **Identity** — a name (a suggested one is pre-filled; press ✕ to type your own).
2. **Known payments** — IBANs for payroll, ΕΦΚΑ, ΦΜΥ, tax or ΔΙΑΣ payments, so the agent recognises them from the first run. Saved as you add them. Optional.
3. **Checks** — which checks run (VAT agreement, arithmetic, counterparty identity, credit-note linkage…) and the tolerances (timing grace in days, amount tolerance in €).
4. **Scope** (firms) — whole organisation or specific clients.
5. **Schedule** — manual, daily, weekly or monthly. Runs also happen when new documents or statements arrive.
6. **Voice** — how findings are worded.
7. **Review and activate** — the first reconciliation runs straight away and the Co-pilot opens.

## Capture agent

Screens your connected email inboxes and decides which emails carry real documents, so newsletters never enter your books. Needs at least one connected mailbox (see [Email inboxes](https://tax-layer.mintlify.site/documents/email-inboxes.md)).

1. **Identity** — a name.
2. **Inboxes** — tick the mailboxes to scan.
3. **Accuracy** — rules checked before any AI: always take these senders, never scan these senders, keywords that force ingest (τιμολόγιο, invoice…), trusted filename patterns. Firms can file a sender's documents to a client automatically.
4. **Scanning** — every 15 minutes, hourly or daily; and what to do when the AI is unsure: **Take it (recommended)** or **Hold for review**.
5. **Voice**.
6. **Review and activate** — you can dry-run the screener on the last 25 emails of one inbox first.

Held emails wait on **Capture review** (*Review* on the agent's page): **This IS a document** or **It isn't**, with *Never scan this sender again*.

## The agent page

Status, what needs your attention, the numbers (runs, cases, resolved; screened, ingested, skipped) and an activity feed. **Pause** turns the AI parts off — reconciliation checks and inbox syncing keep running. **Edit agent** reopens the wizard. **Delete** removes the agent only; your rules, mailboxes and settings stay.


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