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The pilot is not open. Errands run, but running one is limited to a single-operator internal pilot — one internal account, enabled by hand, admitted by invitation rather than by self-serve signup. Screenshots a step takes are stored unredacted, encrypted at rest, for 30 days. Anyone may add the connector and complete the consent flow — the connection simply refuses to run tasks until access is enabled for the account. See Connect for what that refusal looks like.

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The shape of person this fits

Hence is for someone who already knows roughly what needs doing and does not want to be the one doing it: logging into four servicers to copy down APRs, working out whether a deferral rate is actually capturing the whole match, filling a distribution form from two recordkeeper portals. That means the first errands assume you have:
  • Online access to the accounts involved. Hence Assistant signs in as you, through a single-use page you complete yourself. It does not open accounts, and it does not recover logins for you.
  • US accounts. The first errands are US consumer credit and US employer retirement plans. Rules, forms and the plan mechanics are jurisdiction-specific, and the errands say so.
  • A reason to delegate rather than to do it yourself. If what you want is only an explanation, that is a different job.

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Who should not wait for this

  • Anyone in an active dispute that has become legal. A debt lawsuit, identity theft or insolvency is a hard stop. Hence Assistant refuses and points you at a professional, and that is the correct answer rather than a limitation to work around.
  • Anyone who needs money moved. Hence Assistant does not move money between accounts. Nothing in the current errand set does, and the boundary is structural rather than a missing feature.
  • Anyone who needs something signed today. Signatures, elections, spousal consent and identity proofing are yours. An errand can get you to the moment of signing; it cannot take it from you.

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Access during the pilot

Access is decided on our side, for your account, at the moment a tool is called — not by who holds an invite link and not by your assistant. The practical consequences:
  1. Adding the connector always works. The consent flow will succeed for any Hence account.
  2. Running an errand may not. If access is not enabled, every tool refuses cleanly and says so in words. Nothing half-runs, and nothing is started.
  3. Nothing needs redoing when access arrives. The connection you already made starts working.
Entry to the pilot is by invitation, not self-serve signup. That decides who is admitted; it does not change the three points above, which hold for any Hence account. The account step on Connect Claude is where to start.