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Course outline

AcademyModule 5 · Agent tasks and approvals

The agent: tools, approvals, and undo

Lesson 1 of 314 min

What you'll learn

  • read the agent's thread like a work log: tool chips, diffs, and the change card
  • pick the right permission mode and answer approval cards on purpose
  • trace an answer back to your notes with the mini-graph and its clickable references
  • undo an agent turn using per-turn checkpoints and rewind
  • explain when the learn guard fires, and why

The agent opens files, queries the knowledge graph, and records its work in the thread so you can check how it reached an answer. Changes follow the selected permission mode and saved approval rules.

This lesson opens the hood: the tool loop, how answers trace back to your notes, and the three systems that keep you in charge (approvals, plans, checkpoints).

How the agent works

The agent works in a loop: think, call a tool, read the result, repeat. Every tool call shows up as one timed chip in the thread, a collapsible row naming the tool, its duration, and what it was asked to do. Expand it for the full output; a chip that's still running shimmers.

Reasoning gets a chip too: it reads "Thinking for Ns" while the agent works, then "Thought for Ns" once it lands. Fold it open to reread the reasoning whenever you want.

Chip label (running → done)What the agent is doing
"Reading file" → "Read file"Opening a note or file from your workspace
"Searching workspace" → "Searched workspace"Searching your notes. When the graph helps, a mini-graph shows where the answer came from
"Querying knowledge graph" → "Queried knowledge graph"Asking the graph itself exact, countable questions
"Web searching" → "Web searched"Searching the web (the "Web search" switch in the "+" menu is ON by default)
"Editing note" → "Edited note"Changing a file. The chip carries the diff
"Running command" → "Ran command"Running a shell command. The body shows $ command plus the captured output
"Asking you" → "Asked you"A clarifying question you answered. It drops into the thread as a chip
"Learning" → "Learned"Saving what it figured out for future sessions (more on this below)
  • Reads in a row collapse together: two or more file reads back-to-back become one "Read {{count}} files" chip you expand to see each path. Web searches do the same ("Web searched {{count}} queries").
  • File-write chips are the one exception, sitting expanded by default. The diff (green for added, red for removed) waits right above the approval prompt, so you review the change before you answer it. An "Open file" button and a full before-and-after diff tab are one click away.
  • Every step is labeled with what actually happened, so the thread stays an honest record you can audit.
An agent turn: collapsed tool chips, a file-write diff expanded above its approval card, and the permission-mode badge on the composer.

Check an answer’s sources

When a workspace search feeds an answer, the thread draws an inline 3D mini-graph titled "Where this came from in your notes". It comes with a count line ("{{entities}} items · {{edges}} relations") and a two-color legend: "Directly matched" and "Related".

Watch the "Related" nodes. The graph pulled them in because they connect to the direct matches, even when their names never matched your search words. That's associative recall, and you can see it happen.

References in the answer link back too, with nothing to type. They resolve against your live workspace, so a click opens the exact note, PDF, or entity behind the answer. Even a bare file name ("report.md") auto-links when it exactly matches a workspace file.

Jump back to the source

The mini-graph sits outside the collapsible search chip, so it stays visible even when you fold everything else away.

Click any node to open that entity in the graph view, or hit "Open in graph" to explore the whole neighborhood.

Task approval and permission modes

How much the agent asks before acting comes down to one badge on the composer: the permission mode. There are four, and the default is "Ask".

ModeWhat it does
"Ask" (default)Confirm file writes, commands, computer control, and web fetches.
"Auto-edit"Auto-approve workspace edits and safe commands. Ask only for risky actions.
"Plan"Read-only. Explore and propose a plan before making changes.
"Full access"Run everything without asking. Use with care.
  • Command approval. "Run command?" (or "⚠️ Run this command?" for dangerous ones) tells you the reason, anywhere from "read-only command" to "runs with elevated privileges (sudo/su)". Your options are "Allow once", "Allow for the rest of this turn", and "Deny". If a command needs to write outside the workspace, an escalation note names the exact directories.
  • File-write approval. "The AI wants to edit the file {{path}}. Apply this change?", with the diff right there in the card. Your options are "Allow once", "Always allow edits in {{scope}}" (saved across chats), and "Deny".
  • Guards. "Fetch {{host}}?" and "Save to knowledge base?" show up only after the agent has read external web content in the same turn. They defend against prompt injection: a page the agent just read trying to smuggle its own instructions into the conversation.

What needs approval, and what never does

In "Ask" mode, reading is free. Opening files, searching the workspace, and querying the knowledge graph never prompt you.

Approvals guard the line where the agent changes things: file writes, shell commands, computer control, and (right after it reads web content) fetches and learned-note saves.

Status during computer control

Computer control gets one extra safety layer on top of the approval card, because it happens outside the app window. While the agent is looking at or driving your screen, every display glows along its edges. The glow is transparent and click-through, so it never gets in your way.

Your main display also floats a little pill saying Consilience is controlling your computer, with ESC to stop. You can't miss it, even with Consilience in the background.

  • Rotating colored glow. The agent is acting on the screen right now.
  • Static amber glow with the pill "Consilience is waiting for you". The agent has paused. It's either waiting on an approval card in the app, or it noticed you took over the mouse.
  • ESC, anywhere. While the indicator is visible, a global ESC kill switch is armed. Press it in any app, at any moment, and the agent's computer control stops on the spot.

The overlay is invisible to the agent

The agent's own screenshots leave out Consilience's windows, so it never sees the glow or the pill. The indicator is there purely for you, and it can never confuse the model.

Plan first, then act

For bigger jobs, switch the badge to "Plan". The agent goes read-only, explores your workspace, and comes back with a plan approval card: "Here's my plan: … Approve it and let me carry it out?" You answer "Approve & run" or "Keep planning". The card also has a note field ("Optional: what to change about the plan"), so you can steer the revision instead of retyping it.

Once the agent starts working, it keeps a live plan checklist in the thread. These are plain checkbox lines: an empty square is pending, a square with an asterisk is in progress, and a check is done. It updates in real time, so you always know which step the agent is on.

Undo work with checkpoints

Any turn that changed files ends with a change card. It shows "Worked for Ns", the file (or a "{{count}} lines changed" row with added and removed counts), an expandable "Markdown diff preview", and a one-click "Revert" button. The button flips to "Reverted" once you use it.

For anything bigger, hover over a past message of yours. A clock icon ("Edit or undo from this message") opens the rewind menu.

  • "Edit this message and resend" forks a new conversation from everything before this message, and drops your original text and attachments back into the composer.
  • "Undo replies back to here" trims the current thread back to before this message. It's destructive, and it stops an in-flight run first.
  • "Undo AI changes back to here" restores your workspace files to the pre-turn code checkpoint. You only see it when the turn has one.
  • "Undo AI changes in a new chat" does the same file restore, but into a forked conversation.
  • Conversation rewinds apply instantly. Code rewinds always confirm first: "Undo the AI's file changes?" previews exactly which files get restored and which get deleted.

Approve one edit, then take it back

  1. Open a new chat ("New chat" or ⌘⇧C) and check that the composer badge reads "Ask", the default mode.
  2. Type @ and pick one of your notes, then ask: "Add a one-line summary to the top of this note."
  3. Watch the chips: "Reading file", then a file-write chip with its diff already open. Read the exact lines it wants to change.
  4. When the approval card asks to apply the change, choose "Allow once".
  5. After the turn ends, find the change card ("Worked for …") and click "Revert".

The button flips to "Reverted" and your note is back exactly as it was. You just ran the full safety loop: diff, approval, checkpoint, undo.

Save notes with the learn tool

One tool earns special treatment. When the agent figures out something worth keeping (an answer you gave it, a fact it verified), a "Learning" chip appears and finishes as "Learned". What it learned is saved so future sessions can build on it.

Because that memory outlives the conversation, it gets its own guard. If the agent tries to save right after reading external web content in the same turn, a card asks "Save to knowledge base?". It warns that untrusted pages can plant false facts future sessions would treat as truth, so "Allow" saves the learned note and "Deny" skips it.

Next, you'll hand the agent bigger, longer jobs, with these same safety systems doing the watching.

tool chip
One collapsible, timed row per tool call: label, duration, a summary of what it was asked to do, and the full output tucked inside
permission mode
The composer badge deciding what needs approval: "Ask", "Auto-edit", "Plan", or "Full access"
approval card
The card that swaps into the composer slot when the agent needs your permission, options plus rationale
plan checklist
The agent's live to-do list, drawn as plain checkbox lines that update as it works
change card
The end-of-turn summary of file changes, with diff preview and a one-click "Revert"
code checkpoint
A per-turn snapshot of your files that powers "Undo AI changes back to here"
learn guard
The confirmation asked before a web-derived note is saved for future sessions
The agent: tools, approvals, and undo