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03 dashboard

Agents

This page lists every specialist in your instance. Click any card to drill into configuration, conversations, memory, and tool grants. Click New specialist to add one.

What this page is for

The Agents page is the roster for your autonomous workforce. Every specialist you create or that the Project Manager spawns appears here. Use it to see who’s working, who’s idle, who has what tool access, and to add or edit agents as your needs evolve.

Chatbots are separate — they live on /bots. The Agents page shows only specialists.

Layout

Each agent card shows:

  • Icon, name, and display label
  • Description — one line
  • Manager — if the agent reports to another agent
  • Status — Active, Paused, or Busy (currently executing an issue)
  • Issue counts — how many assigned, how many in progress, how many pending review
  • Recent activity — when the agent last did work

A filter lets you scope by status, tool set, or manager. Sort by most recent activity or by name.

Common tasks

Create a new specialist

  1. Click New specialist in the header
  2. Fill in the Agent Creator form — identity, personality, tools, model, keywords
  3. Click Create agent

The full walkthrough is on Your first agent, including guidance on writing good personalities.

Edit an existing agent

Click the pencil icon on any agent card, or click the card and then Edit on the detail page. The editor has the same five sections as the creator. Save changes take effect on the agent’s next turn — long-running work the agent is doing right now finishes with the old config, but the next message uses the new one.

Browse an agent’s conversations

Open the agent detail page and click the Conversations tab. You’ll see every chat session and every issue the agent has worked on. Click any entry to open the transcript.

Manage tool grants

Agent detail page → Tools tab. Every built-in tool plus every installed skill and every MCP server is listed with a checkbox. Check the ones this agent is allowed to use. Uncheck to revoke. Changes take effect immediately.

Pause an agent

Sometimes you want an agent to stop picking up work without deleting it — while you’re reworking its personality, debugging a problem, or temporarily conserving budget. Open the agent detail page and click Pause. Paused agents don’t run their heartbeat, don’t pick up issues, and don’t respond to auto-dispatch. They do still respond to direct chat messages.

Set a manager

On the edit page, use the Manager dropdown to pick another agent. This creates a hierarchical relationship — the managed agent sees its manager in its system prompt, and the manager sees this agent as one of its reports. See Agents & chatbots for the full hierarchy story.

Clone an agent

Open the agent detail page and click Clone. You get a new agent with the same personality, tools, model, and keywords as the original. Useful when you want a variant without starting from scratch.

Delete an agent

From the detail page, click Delete. Confirm. Deleting is permanent — the agent is gone, but any issues it worked on stay in the project history with the agent name recorded.

If the agent was the assignee for any Open or InProgress issues, you’ll be asked what to do with them: reassign to a different agent, unassign, or cancel the delete.

Performance tab

Each agent has a Performance view showing:

  • Issues closed per day
  • Average time from assignment to resolution
  • Average cost per issue
  • Success rate (resolved vs reopened)
  • Tool usage breakdown

Use this to identify agents that are expensive, slow, or unreliable. Tune their personality or tool set based on what the numbers tell you.

Common pitfalls

Granting every tool “just in case.” Over-granting makes agents slower, more expensive, and increases the attack surface. Grant the smallest tool set that covers the agent’s job.

Writing a vague description. The description is what the Project Manager reads when deciding who to delegate to. Generic descriptions get generic delegations. Be specific: “Senior competitive research analyst. Specialises in SaaS markets. Produces briefs with at least five sources.”

Forgetting to set a manager in a hierarchical setup. If you built a team with ranks but forgot to set manager references, the hierarchy isn’t actually in effect — the system prompt section showing “your team” will be empty.

Where to go next