AI tools and agents: settings and approval
Decide what AI may do in your organisation, and keep people in charge of every change. Video ready
Watch
You will be able to
- Choose what outside AI tools may do
- Connect an AI tool safely with a personal token
- Manage DelPulse AI, its credits and the agents
Step by step
- Set the rule Tracker settings › AI tools
Off, look things up, or look things up and make changes. - Connect a tool Tracker settings › AI tools
Each person uses their own API token, never pasted into a chat. Claude and ChatGPT on the web use a custom connector and sign-in. - DelPulse AI Tracker settings › DelPulse AI
Catch me up, Ask DelPulse, drafts, requests from emails, the duplicate check and the named agents; credits used this month; switch it off at any time. - Agents Work › Agents
Agents propose; a person with a role on the unit approves or rejects. Every AI call and change is logged.
Try it yourself
Practise as Hannah Lee in the demo.
As an administrator, open Tracker settings, AI tools. What may AI tools do in your organisation today?
Open the demo as Hannah Lee Password pulse-demo-2026. The demo resets every night.
The examples use a made-up healthcare organisation. DelPulse is not only for healthcare: it can be set up for any industry, with your own names for every portfolio, programme, product and team.