Managing Agents

The Agents section in the sidebar lists every agent in the enterprise — across all apps.

The agent list

Each row shows the agent's name, the apps that use it, its status (Active or In development), its tool counts (data tools, knowledge tools, process flow tools), and who last edited it. Search, sorting (newest, oldest, A–Z, Z–A, last edited), and pagination are available; + Create Agent starts a new one.

Configuring an agent

An agent's configuration is the same whether you open it here or from an app's Agents tab. It's split across four tabs — Agent Config, Data Tools, Knowledge tools, and Process flow tools — and Agent Config itself has four panels:

1. Agent Details — name and the LLM powering the agent's responses
2. Purpose & Responsibilities — a short purpose summary and the key tasks the agent handles. Both are required; they shape the agent's system behavior.
3. Character Attributes — optional, and more than just tone. You can set the agent's role (the position it represents, e.g. banker or HR assistant), tone (formal, friendly, neutral), domain (the industry it specializes in), audience (who it talks to — customers, employees, partners), constraints (rules and limits on its behavior), schema definitions (structured definitions to reference when handling data), gender (for voice and persona design), and free-form instructions.
4. Other Preferences — a dashboard preference describing which widgets matter for this agent. This feeds Pulse dashboard generation.

Deleting an agent

Because agents are shared, deletion is checked for impact first: the confirmation lists every app currently using the agent, with links to open them. Deleting removes all of the agent's configuration and cannot be undone.

Things to know

• Agents are shared: one agent can serve several apps, and edits apply everywhere.
• An agent must be Active to serve real conversations; agents still being built show In development.
• Attach knowledge to keep answers grounded in your documents rather than the model's general knowledge.
• Tools are managed at the enterprise level. Inside an app's Agents tab the tool tabs are read-only — the empty state points you here.