The research preview is built around Claude Opus 5.5, carries over Claude settings, and can keep working after a person closes the app.
Anthropic says Claude Duet is aimed at professionals and small business owners with more tasks than they can track. For a digital agency, the relevant question is which work can be reviewed safely and which connected client systems should remain closed during the preview.
What Claude Duet does for an agency
Claude Duet sends a short morning brief based on connected apps. During the day, it checks those accounts every few hours and sends a message when it believes something needs attention. Users can also specify what they want to hear about and how often they want updates.
A task can be entered by typing or voice. Claude Duet can decide which apps to use and work through the steps in its own cloud virtual machine and browser. The agency may not need to leave a laptop or phone on. A notification arrives when the work is complete or needs review.
The Claude Help Center says the system carries over memory, skills, and connected apps from the main Claude account. The Claude Help Center says larger results can include research briefs, financial models, slide decks, and dashboards. Finished work appears in the Make tab, while the Tasks tab shows active assignments and items awaiting input.
Claude Duet can work with more than 6,000 connectors and plugins in the Claude Marketplace. The announcement lists agency-relevant uses that include finding missed Gmail or Slack messages, checking Intuit QuickBooks or Stripe for unpaid invoices, drafting reminders, preparing DocuSign agreements, using HubSpot contact and deal history for follow-up emails, and managing a Shopify store.
They do show how the agent could handle research, file preparation, dashboards, prototypes, web apps, and related notifications. A client website’s content, analytics access, publishing controls, and account credentials would still need to be handled under the agency’s normal review and access procedures.
How should an agency review access?
The first review should separate information Duet may read from actions it may prepare. Email, calendars, messaging, accounting, customer relationship management, signing, publishing, and commerce systems can expose different levels of client and business information. The agency can use its existing account list to identify each connection, its purpose, and the people responsible for approving access.
The Claude Help Center says users start every connection themselves and can disconnect an app at any time. The Claude Help Center says that disconnection stops Duet from accessing that app from that point onward, although previously discussed information may remain in memory from earlier conversations.
That memory point deserves a specific check. Before connecting a client system, the agency should decide which clients may appear in conversations, what background data may be retained, and who receives the resulting briefs or files.
Which work should begin with drafts?
Suitable early assignments include collecting missed messages, identifying unpaid invoices, drafting reminders, and summarizing the context needed for a client meeting.
The daily pattern should still be checked against real agency work. Anthropic says Duet may misread a thread or misjudge what is urgent. The Claude Duet product page also frames each morning brief as a way for the agent to draft next steps and then stay quiet until something needs the user. The agency should therefore decide which missed item has real consequences and make sure it remains visible through another channel.
For website teams, a practical early assignment would be a factual brief from information the agency has already approved for use. Claude Duet could assemble the material and return it for review. The agency would still check the source data, remove unsupported claims, and approve publication separately.
What requires approval?
According to Anthropic, Claude Duet asks before sending a message, making a payment, signing a document, or deleting information. It shows the intended action and waits for approval. Trading securities and moving money between accounts may remain unavailable even after approval.
It confirms the item, and Link requests approval for the amount.
An agency should set a clear spending rule before enabling payments. Possible controls include requiring approval for every purchase or setting an approved amount for routine items. The source says Link asks the user to approve the spend, but it does not state that an agency can configure a particular dollar threshold.
What security claims does Anthropic make?
Anthropic says Duet does not directly see passwords or sign-in tokens. According to Anthropic, its credential handling follows the design used for Claude Managed Agents. According to Anthropic, an auto mode classifier evaluates proposed actions before approval.
According to Anthropic, the release also includes a dedicated classifier and safety system prompt designed to inspect each message for sensitive-information leaks. Anthropic says the system is designed to reject requests to share credit card numbers and government identification. Health and personal finance information can be sent only after an explicit user instruction.
According to Anthropic’s announcement, internal red teams and an external firm penetration-tested Duet’s security infrastructure. The system is also covered by a public bug bounty program. Anthropic continues developing these protections, and Duet is an early research product whose behavior may change.
How will usage affect agency work?
Claude Duet shares the same usage limits as the rest of Claude during the preview. Background checks count toward those limits. Larger assignments, including financial models and presentation decks, require more model turns and background work.
Duet checks connected accounts every few hours rather than continuously because nonstop checking would consume plan limits faster.
What are the research-preview limits?
Access is rolling out in waves to invited Claude Pro and Max users in the United States. The waitlist does not guarantee a specific access date. Team and Enterprise plans are not included yet, and the Claude Help Center says Anthropic plans to offer Duet on those plans later.
Duet is available through a standalone iOS or Android app and on claude.ai. Core features focus on work, while personal errands such as ticket booking are less capable. Users cannot yet view Duet’s browser directly. Duet may misread threads or misjudge urgency, and access may remain tied to the email address used for the invitation.
What to do now
- Inventory the connections. List the Gmail, Slack, calendar, accounting, CRM, signing, publishing, and commerce accounts an agency would allow Duet to access. Identify which clients and business functions each connection serves.
- Separate reading from action. Begin with tasks that gather information or create drafts, such as missed-message summaries, unpaid-invoice checks, reminder drafts, and meeting briefs. Keep a person responsible for checking the source material and marking work complete.
- Review approval rules. Define who may approve outgoing client messages, payments, signatures, and deletions. Confirm that no routine assignment assumes authority to communicate with a client or spend money.
- Check client boundaries. Do not connect a client account until the client agreement and internal access policy permit that use. Keep website publishing, sensitive client information, and account credentials within the agency’s established approval process.
- Plan for preview limits. If eligible, join the research-preview waitlist and wait for the invitation. Track background work against Claude plan usage, keep critical checks outside Duet, and reassess its judgment before expanding its role.
FAQ
Can Claude Duet work when a phone or laptop is off?
Yes. Claude Duet may run tasks in its own cloud computer with a virtual machine and browser, so work can continue after the app is closed or a device is turned off.
Does Claude Duet ask before sending messages or making payments?
Yes. It may ask for approval before sending a message, making a payment, signing a document, or deleting information. Trading securities and moving money between accounts may remain unavailable even with approval.
Who can access Claude Duet during the research preview?
Team and Enterprise plans are not included yet.
Sources
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