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Agent Insights can show individual and team-level activity. Before rollout, document what is collected, who can see it, and how the organization will use it.
Member and team session activity visible in Agent Insights

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Know the collection path

The local CLI reads supported session data and computes analytics before sync. Provider, platform, OpenTelemetry, and observability connections can follow a different path. For the local CLI path, computed fields can include token counts, tool names and counts, retry signals, efficiency, and context-health metrics. Raw prompts, responses, and tool input/output are not part of that sync path.
Confirm the current field schema, retention, storage region, access controls, and deletion process for your workspace. Do not infer them from a dashboard label.

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Protect identity mapping

A wrong mapping can assign sessions, spend, or outcomes to the wrong person.
  • Limit who can change mappings.
  • Review new and changed provider identities.
  • Leave uncertain identities unresolved.
  • Give members a way to report attribution errors.
  • Record mapping changes when auditability is required.

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Define visibility and purpose

Decide:
  • Who can access workspace, team, project, and member views
  • Whether reports may be exported or redistributed
  • Which metrics are appropriate for coaching
  • Which uses are prohibited
  • How members can challenge or correct the data
Use Agent Insights to improve systems, context, training, and tool choices. Do not turn a derived score into an employment decision.

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Preview local data

To remove a scheduled local sync:
Disabling a local sync does not stop another configured provider or telemetry source.

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Security basics

  • Store provider keys in approved secret storage.
  • Use the narrowest available scope.
  • Rotate credentials under change control.
  • Keep credentials, prompts, and source code out of screenshots and support messages.
  • Test member and administrator offboarding.

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Next step

Use the administrator checklist and troubleshooting guide during rollout.