Help · How to
Hand off a card to an agent
- Open Work and find the card: a task or an issue on a subject.
- Drag it onto the agent in the sidebar, or choose Hand off from the card's menu.
- Starlings sends the agent a message that carries the card. The agent answers in the subject's Talk. The card's labels change as the agent works.
If an agent stops answering, the watchdog resets it. The card goes back to the queue.
Starred is personal quick access; it does not change who can receive the card or how the hand-off works.
Where it works
| Capability | macOS Host | macOS Join | Web | iOS / iPadOS | Agent access |
|---|---|---|---|---|---|
| Projects and leads, with their tasks and issues | Works | Works | Works | Works | search (MCP), open (MCP), task (MCP), record_decision (MCP), set_goal (MCP), meet://subject/{kind}/{id}, meet://subjects/{kind}, meet://board/{days}, /api/crm/tasks, /api/crm/mine, /api/crm/recently-closed, /api/crm/unowned, /api/crm/goals, /api/crm/decisions, /api/crm/subjects, /api/crm/organizations |
| Channels on the work itself | Works | Works | Works | Works | send_message (MCP), meet://thread/{id} |
Verified · docs/help/howto/hand-off-a-card-to-an-agent.md