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Agents

Agents

In the product navigation this page is labeled Agents. Agents (persona agents) are specialists in your workspace workforce. Each has a role, tone, model, and tool access for recurring tasks.

Open Workspace Settings → Agents and automation → Agents.

Available for roles: Admin Workspace Admin

Scope: Workspace

Catalog​

  1. Click New Agent to open the create dialog (see below).
  2. Search by name.
  3. Filter by agent status.
  4. Switch between Table view and Card view.

Table columns include Agent, Model, Tools, Creator, Created, Updated, and Actions. Use Talk on a row to start a conversation with that agent.

Create an agent​

  1. Click New Agent.
  2. Optionally fill Assist me and click Generate to draft fields.
  3. Enter a Name, for example docs-capture-sre-helper.
  4. Enter a Personality (System Prompt) that describes how the agent should behave.
  5. Click Create Agent.

Full field details and examples are in Add a Persona Agent.

Working with an agent​

  1. Search or scroll to the agent.
  2. Open it to attach integrations, set auto-approved tools, assign policies, and attach remote runners.
  3. Click Talk to start a conversation with that agent.
  4. Use the running switch as a kill switch if you need to stop it immediately.
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