Connecting an AI Agent to AwardLettr

AI Agent Access lets you connect an AI assistant, Claude, ChatGPT, or Codex, straight to your AwardLettr workspace, so you can ask it about your cases, have it draft time entries, or hand it an assignment email and let it stage the new file, all without leaving your chat. It only sees what you let it see. Anything that creates or reschedules a case waits for your approval, and a few small, easy-to-undo actions like notes and reminders happen right away.

Useful if you already talk to an AI assistant during your day and want it to actually know your workspace instead of you copying and pasting case details into it. It is also the backbone behind Jaxson, AwardLettr's built-in coach, which uses this same connection to interview you and build your agent playbook (see "Teaching Your Agent How You Work").

Two Ways to Connect

How you connect depends on the app. Sign-in apps, like Claude Desktop and ChatGPT, connect with your AwardLettr login, the same way you would sign into a website. Command-line tools, like Claude Code and Codex, do not have a browser to sign in with, so they use a key you create on this page instead.

Creating a Key

Command-line tools like Claude Code and Codex need a key. To create one:

Picking What It Can Do

Every key carries its own list of permissions, checked one by one when you create it. Some let the agent read information, like your cases, your schedule, your documents, or your unbilled totals. Others let it draft or write something, like a note, a reminder, a time entry, or a new case file. Give a key only what you actually want it to do. You can create more than one key with different permissions for different tools, and revoke any of them independently at any time.

Connecting Your Client

The AI Agent Access page includes a "How to connect" guide with tabs for Claude Desktop, ChatGPT, Claude Code, and Codex, each with its own copy-paste steps and the same address for every one of them. If you just created a key, the show-once panel also offers a "let Claude set itself up" prompt: copy it, paste it into a new Claude Desktop chat, and Claude walks you through the setup step by step, no technical background needed.

What Your Agent Can Do

Within the permissions you grant, a connected agent can read case details, your schedule, notes, documents, time entries, and unbilled totals. It cannot read your directory of carriers, adjusters, appraisers, and umpires, though as covered below it can add a new contact to it.

For anything that changes your workspace, almost everything is propose first, you approve second. Your agent can draft a new appraisal for you to review before it is created, propose a change to a date on an existing case (today that covers the inspection date and a tentative inspection date), draft a time entry you confirm on the appraisal's Financials tab, or draft new house rules for your playbook. It can also add an internal case note, create a reminder, and add a new directory contact directly since those are easy to undo and never notify anyone outside your workspace. Uploading a document is the one exception that lands right away rather than as a proposal, since there is nothing to approve about adding a file.

Reviewing What Your Agent Proposes

Proposed new case files and proposed changes to existing cases show up on My Work, under "New case files from your agent" and "Proposed changes from your agent." For a new case, click "Review & create" to open the regular New Appraisal form, already filled in, so you can check it over, fix anything, and save it the normal way. For a change to an existing case, click "Approve" to apply it, or "Dismiss" to ignore it. Draft time entries show up on the appraisal's Financials tab for you to confirm, the same place manual suggested entries already appear.

Where It Cannot Go

A connected agent cannot send an email, a booking invitation, or a message to anyone on your behalf. It cannot touch billing, your team, or your subscription, and it cannot delete anything. If it does not have a permission checked on its key, it simply cannot do that thing, no matter what it is asked.

Revoking a Key

Open Settings, then Integrations, then AI Agent Access, find the key in the list, and click "Revoke." Access stops immediately and cannot be undone, so create a new key if you need to reconnect that tool later.

Checking What It Has Done

Every call a connected agent makes is recorded, and the AI Agent Access page shows when each key was last used. You can also just ask your agent directly, for example "what have you done in AwardLettr recently," and it can look up its own recent activity for you.