Agents
What each agent is for, what it may do, and what it has actually been doing. An agent with no tools is not broken — it is one that can only think, which is a legitimate and common thing to want.
Where to find it
- Module: Agentic AI
- Group: Design
- Section: Build
- Screen: Agents
Address in the console: /agentic/agents
List · 16 columns · 25 fields on its form · 4 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Agent | Code | agent_no |
| Name | Text | name |
| Module | Status | module |
| Kind | Status | category |
| Autonomy | Status | autonomy |
| Status | Status | status |
| Model | Code | model |
| Tools | Number | tools_granted |
| Can change | Number | write_tools |
| Runs (30d) | Number | runs_30d |
| Success | Number | success_rate |
| Waiting | Number | awaiting_approval |
| Cost (30d) | Amount | cost_30d |
| Records (30d) | Number | records_30d |
| Incidents | Number | open_incidents |
| Last run | Date and time | last_run_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | Short and stable. It appears in the audit trail against everything this agent does. | |
| Name required | Text | ||
| Local name | Text | ||
| What it is for | Long text | ||
| Module required | Choice | agentic, crm, scm, accounting, hrms, mfg, ats, ehr, slcm, platform | |
| Kind of work | Choice | Configuration list | |
| Instructions required | Long text | What it is, what it must do, and what it must never do. This is the whole agent: everything else on this screen is a limit on it. | |
| Opening instruction | Long text | What it is told at the start of every run, as distinct from what it always is. | |
| Autonomy | Choice | Configuration list | Suggest only is where every agent starts. Raising this is a separate, audited decision — the field here sets it on a new agent, and afterwards it changes on the agent screen. |
| Runs as | Choice | Looked up from existing records | The agent borrows this person authority and cannot exceed it. An agent that runs as an administrator can reach everything an administrator can. |
| Owner | Choice | Looked up from existing records | |
| Engine | Choice | anthropic, openai, gemini | Leave empty to use whatever this company has set as its default. |
| Model | Text | ||
| Temperature | Number | ||
| Reply size limit | Number | ||
| Step limit | Number | A run that hits this is stopped rather than truncated, because a half-finished agentic run that claims to have succeeded is worse than one that says it ran out. | |
| Tool-call limit | Number | ||
| Time limit (seconds) | Number | ||
| Cost ceiling per run | Number | ||
| Cost ceiling per day | Number | ||
| Memory | Choice | Configuration list | |
| Forget after (days) | Number | ||
| Writes in | Text | A language code. Empty means the language of whoever is reading. | |
| Notes | Long text | ||
| Active | Yes or no |
What you can do here
Run it primary
Run this agent now
Asks for: Anything it needs
Publish
Cut a version and make it active
Asks for: What changed
Change autonomy
Change how far this agent may act on its own
Asks for: Autonomy* Reason
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.