Answer Discovery forms with Scoped for Mac
Let Scoped for Mac answer your Discovery forms with a model on your own computer, catch up after the Mac was asleep, and act with the same access as ChatGPT.
Before you start
You need Scoped for Mac, a Scoped Cloud workspace with a Discovery form, and an owner's account in that workspace. The agent uses the model you choose in the Mac's Settings: Apple Intelligence on the Mac itself, Ollama, or a model server on your own network. Scoped never runs the model. The Mac sends Scoped only the replies and records it makes.
Connect the Mac
- Open Scoped for Mac and sign in to your workspace.
- Open Settings › Local agent and choose Connect.
- In the page that opens in your browser, choose the workspace and review the permissions. They are the ones ChatGPT asks for; keep them checked so the agent can capture leads and plan follow-up work.
- Return to the Mac. Agents in Scoped now lists Scoped for Mac (local agent) under Other connected assistants.
On Free, each person can connect one assistant to a workspace. If you already connected ChatGPT, Claude or another assistant, Scoped grants the Mac nothing and says which one holds the place: disconnect that one on the Agents page first, or upgrade to connect any number.
Choose the forms it answers
In Settings › Local agent, pick the Discovery forms the Mac should answer, or choose Scoped for Mac (local agent) as a form's responding agent under Discovery on the web. One agent answers each form, so choosing the Mac moves the form from any other agent. When the responder changes, the form may ask you to publish it again so its disclosure names the assistants that read inquiries. Discovery shows when the Mac last checked in.
When the Mac is asleep or off
Inquiries never wait on the Mac to be saved. Each new one is kept in Scoped and the owners are notified as usual. When the Mac wakes, it catches up on what arrived, in order, and answers each inquiry once. It can catch up on as much as 7 days away.
If Discovery says Reconnect soon, or the Mac was away longer, open it and choose Connect again in Settings › Local agent. The forms stay assigned to it and their conversations come with it, so nothing has to be set up again. Signing out of Scoped on the Mac pauses the agent until you sign back in.
What it does on its own
When an inquiry arrives, the agent can capture the lead as a contact, deal and note, create a follow-up issue for you, draft a quote for a person to send, and note what the buyer said in the new client's company memory. It never sends a quote or an invoice, and it never approves its own replies. Prices in a flooring estimate come from the form's rules, never from the model.
Replies to the buyer follow the form's setting. With A person reviews agent replies before they're sent turned on, each reply waits for you: see Approve agent replies. Everything it saves shows as yours via Scoped for Mac (local agent).
Stop or disconnect it
To stop the Mac answering a form, choose another responder for it. Pause the connection under Discovery to hold new inquiries for the Mac without changing anything. To remove it entirely, disconnect Scoped for Mac (local agent) under Security & access, then connect it again and choose its forms if you want it back.