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Agents

An agent is an AI model bound to a personnel record with its skills and policies. Every agent has a responsible human; the agent's outputs and approval requests go to that person.

Where: Structure → Agents.

Creating an agent​

The New Agent button asks for the following:

SectionFieldDescription
Basic informationAgent name, slug, title/role, statusThe slug is used as the agent's address when tasks are handed between agents
Model and connectionsLLM modelModels of providers whose key is defined are listed. If a model without a key is selected, a warning appears in chat
Responsible employeeThe human who oversees the agent
DepartmentWhen selected, that department's policies are added automatically
Job descriptionFree textThe Suggest Skills button analyses the job description and suggests suitable skills
SkillsPick from library / add toolSee Skills and Policies
PoliciesDepartment policies + extra policies

On creation, the agent becomes a personnel record (type: agent) and an agent configuration; it appears on the organization chart like other employees.

Statuses​

StatusMeaning
Draft (draft)Being prepared, not yet open for use
Active (active)Ready for use; selectable in chat, included in flow and task routing
Archived (inactive)Hidden from the list; record and history are kept

Archive keeps the record; Delete is permanent. If you want to keep the history, archive.

Sending a change for approval​

Instead of changing an agent's configuration directly, you can open a request with the Change Request button on the row (type: agent configuration, skill or policy). The request goes through two-stage approval, is applied when approved and, if wished, is written to Git. → Change Requests

The agent's memory​

When a chat is closed, the system summarizes that session and adds it to the agent's long-term memory; these summaries are used as context in later sessions. Details: Chatting with an Agent → Memory.