Managing Agents

Agents Admin Only

What are agents?

Agents are AI-powered copilots that execute tasks on behalf of your organization. Each agent combines a model, tools, an operating protocol, and access to shared organizational knowledge so it can answer questions, route work, and automate repeatable flows.

Key characteristics:

• Chat or Workflow mode — chat agents are optimized for conversations, while workflow agents are optimized for structured execution.
• Operating protocols — multi-phase workflows that guide how an agent should behave.
• Tools and knowledge access — agents can use assigned tools and retrieve relevant context from the platform’s shared memory.

Agent list view

Navigate to Admin > Agents to see every agent in your organization. From the list you can:

• Filter agents by type (Chat or Workflow).
• Search by agent name using the search field.
• Sort by creation date, last update, or name.
• Click any row to open the agent detail view for editing.

Creating an agent

1. Open Admin > Agents and click Create Agent.

2. Enter a name for the agent (must be unique within your organization).

3. Choose the agent type:

   • Chat for user-facing conversations.
   • Workflow for structured or background execution.

4. Optionally choose a persona template. The current templates are:

   • Intelligent Assistant
   • Logical Analyst
   • Empathetic Assistant
   • Collaborative Partner
   • Creative Explorer

5. Provide an optional description to help team members understand the agent’s purpose.

6. Add the agent’s Task to describe what it should do.

7. Click Save to create the agent. You can then refine its Operating Protocol, assign tools, and adjust model settings where applicable.

Editing agent properties

Open an agent from the list view to modify:

• Name — the display name shown in the UI and API responses.
• Display name and description — helpful context for your team.
• Persona template — the communication style and point of view the agent should use.
• Task — what the agent should do.
• Operating Protocol — how the agent should do it across multiple phases.
• Tools — what the agent is allowed to use.
• Model option and call budget — additional controls available for workflow agents.

Note

The current editor does not expose separate user-configurable fields for a standalone system message or memory storage strategy.

Deleting agents

Agents are soft-deleted. When you delete an agent from the UI or API it is marked inactive and no longer appears in the agent list or can be invoked. Historical conversation logs and memory entries tied to the agent are preserved for auditing purposes.

Agent fields reference

Field	Description
Name	Unique display name within the organization
Type	Chat for conversational agents or Workflow for structured execution
Persona	Optional persona template used as a starting point for tone and behavior
Task	The agent’s job description
Operating Protocol	Multi-phase behavioral workflow (see Operating Protocols)
Tools	Set of tools the agent can invoke during execution
Model Options	Model choice and execution budget for workflow agents
Created At	Timestamp when the agent was first created
Updated At	Timestamp of the last modification

Next steps

Operating Protocols Define multi-phase behavioral workflows for your agents.

Tools & Memory Assign tools, connect knowledge, and configure handoffs.

Persona Templates & Model Options Choose a persona starting point and tune workflow model settings.