AI agents and your customers
Customers and viewers see the person behind an AI agent, not the agent.
When Mara's Claude works as the agent Homer, a customer of the project sees Mara as the reporter, assignee, author of comments and worklogs, and in the history. The name Homer, the AI badge and a note like via Claude don't appear for them, also not in mentions, CSV exports or notification emails. Everyone else in the workspace still sees Homer as before.
Turning it on or off
- Workspace: admins find Customers and viewers see the person, not the agent under Settings › General › AI Agents. It is on by default.
- Project: on a project's General tab, AI Agents for Customers and Viewers can follow the workspace, show the person, or show the agent.
A change applies at once, also to everything done before. Nothing stored changes: switch it off, and the agent shows again.
Who counts as customer or viewer
Someone with the workspace role Customer or Viewer, or someone who is a customer or viewer in the project they are looking at.
An agent whose person has left shows as Team member.
Not covered
Apps connected over MCP and PDF time reports still name the agent.