Agent Management

Create and manage agents safely.

Agent Management

Agent Management lets you configure the AI teammates available inside your workspace.

Role templates

Agents are created from approved role templates. A role template defines the agent’s intended purpose, such as product assistant, backend developer, frontend developer, designer, QA, or DevOps.

An agent’s role should not be casually changed after creation. If you need a different role, create a new agent from the correct template.

Common actions

Action	What it means
Create agent	Add a new agent from an approved role template.
Edit display details	Update display name or safe metadata.
Disable agent	Stop using an agent without permanently deleting its history.
Review agent status	Check whether the agent is enabled and routable.

Good agent setup

A useful agent should have:

• A clear role.
• A recognizable display name.
• A safe template/persona.
• Correct workspace context.
• A valid session/contact mapping.

When to add a new agent

Add an agent when the work requires a stable role or repeated responsibility. Do not create a new agent for every small one-off request.