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22 Oct 2026, 10:06 UTC · 2 questions · ID d890c4ee87a6

Who asked

Persona: CIO (Chief Information Officer)
Company: Charles Schwab
Industry: Financial services

Pages visited (1)

/products/agentsQuestions 1 and 2 asked here

Question 1

“Can we control which fields an AI agent can read?”

Answer

Answered well

The Agent Hub page says you pick the objects and fields each agent may use, team by team, and choose the records each agent can read, with field-level permissions also described on /security.

Answer full page

Yes. In Agent Hub you decide what each agent can read and do, and field-level permissions set who and what can see each field. The sections below show how permissions, approvals and action reviews work together.

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Sections in the answer page	Status
/products/agentsSet what it can read (card)	Answers it
/products/agentsDecide what each agent can do (card)	Answers it
/products/agentsPermissions and approvals (card)	Answers it
/securityField-level permissions (card)	Answers it

Question 2

“Is there an audit log of what the agents did?”

Answer

Answered well

Agent Hub's activity log records every agent action, the data it used and who approved it, with a pause switch for each agent. The security page lists audit history of every change and agent action, and the governance page adds exports for audit teams.

Answer full page

Yes. Hourglass keeps an audit history, and Agent Hub's activity log lets you review everything each agent did. These sections show the security controls and how agent activity is recorded and reviewed.

Open the answer page ↗

Sections in the answer page	Status
/products/agentsActivity log (card)	Answers it
/products/agentsSee everything they did (card)	Answers it
/products/agentsReview every action (card)	Answers it
/securityAudit history (card)	Answers it
/solutions/govern-aiReview every action (card)	Answers it
/solutions/financial-servicesApprovals where you need them (card)	Answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.