This FAQ answers common questions from Beta clients about using the Class Agent. For a full overview of the feature and how to use it, refer to Class Agent. For the full list of data the Class Agent can and cannot retrieve, refer to Class Agent – Detailed Coverage.
Who can access the Class Agent during the Beta?
The Class Agent is currently available to a limited number of Businesses as part of the Closed Beta program. If your Business does not yet have access and you would like to take part, register your interest with Class Support and provide your Class Business code.
How do I provide feedback on the Class Agent?
You can share feedback directly in Class using the in-app survey. Your feedback helps us prioritise improvements ahead of a wider release.
Is my data secure when I use the Class Agent?
The Class Agent mirrors your existing permissions in Class, so you only see data for entities you already have access to. Client data is securely stored in the Class infrastructure and is managed under ISO 27001 accreditation.
Can other people in my Business see my conversations with the Class Agent?
No. Your chat history is personal to you. There is currently no administrator or audit view that allows other users, including other users in your Business, to see your conversations.
How long is my conversation history kept?
Currently chat history is always available but a 30-day rolling retention is planned, after which history will be removed.
Should I check the Class Agent's answers before relying on them?
Yes, always. The Class Agent supports your work, it does not replace it. While care has been taken to provide correct information, AI can make mistakes. Always confirm the output is correct before you rely on it or share it with a client. The Class Agent does not provide financial, tax or legal advice.
Why did I get a different answer when I asked the same question twice?
The Class Agent can word its response differently each time you ask, even for an identical question. The underlying data and logic it uses to answer stay consistent, but the wording of the response may differ between attempts. If a figure itself looks different between attempts rather than just the wording, verify it against the equivalent Class report and let Class Support know.
Why couldn't the Class Agent find my fund?
Using the @ character in your question lets you search for a fund by name or code as you type, which is the most reliable way to select the correct fund.
Why did the Class Agent only show some of my funds or entities?
Business-level questions are currently limited to 20 entities at a time. If your Business has more than 20 entities, ask your question again to retrieve the next set, or list the specific funds you want covered in your question.
What should I do if the Class Agent gives me an answer that looks wrong?
Check the equivalent Class report or screen, as this remains the source of truth. If the answer still looks incorrect, contact Class Support with the exact question you asked and the response you received, so we can investigate.
Is the entire Class User guide available in Class Agent
Yes, it is all available and kept up to date through a monthly sync.