Agentic AI › Build
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: Build & Orchestrate
- Section: Build
- Screen: Agents
Address in the console: /agentic/agents
List · 23 columns · 25 fields on its form · 5 of them required · 5 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 |
| On or off | Status | switched |
| Owner | Text | owner_name |
| Model | Code | model |
| Engine | Text | engine_label |
| Model problem | Text | model_note |
| Model used (last run) | Code | model_used |
| Changed since publish | Yes or no | unpublished_changes |
| 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 changed (30d) | Number | records_30d |
| Produced (30d) | Number | produced_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, so it cannot be changed once the agent is created. | |
| Name required | Text | ||
| Name in local language | Text | The agent's name in the company's local language — Arabic in Saudi Arabia, Hindi or a regional language in India. People using the console in a language other than English see this name; English readers see Name. Leave empty to show Name to everyone. | |
| What it is for | Long text | One or two sentences a colleague reads to tell whether this is the agent they need. | |
| Module required | Choice | agentic, crm, scm, accounting, hrms, mfg, ats, ehr, slcm, platform | The part of the product it works in. Its tools are usually from the same part. |
| Kind of work required | Choice | Configuration list | What sort of work it does, for grouping and filtering agents. Starts at Operations; choose the one that fits. |
| 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 | The person answerable for what this agent does. Left empty on a new agent, it is you. Needed before the agent can be published or given more autonomy. |
| Engine | Choice | Looked up from existing records | The AI service it runs on. Starts at the company default engine (Platform › AI Providers); an engine with no key for this company cannot be chosen. |
| Model | Choice | Looked up from existing records | Required before the agent can be published or run. The list is the models of the chosen engine; a model with no price on file shows its run cost as unknown. |
| Temperature | Number | How freely it words its answers: 0 is the most predictable, higher is more varied. Empty: the engine default. | |
| Reply size limit | Number | The longest reply it may write in one step, in tokens (a token is about three quarters of a word). Empty: the engine default. | |
| 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 | The most tool calls one run may make; the run is stopped at this many. | |
| Time limit (seconds) | Number | How long one run may take before it is stopped, e.g. 300 for five minutes. | |
| Cost ceiling per run (company currency) | Number | ||
| Cost ceiling per day (company currency) | Number | ||
| Memory | Choice | Configuration list | Whether it keeps notes between runs (Agent Memory) and how widely they are shared. |
| Forget after (days) | Number | A note it keeps is forgotten after this many days. Empty: kept until removed. | |
| Writes in | Text | A language code. Empty means the language of whoever is reading. | |
| Notes | Long text | ||
| Enabled | Yes or no | Untick to switch the agent off without retiring it — it then does not run, by hand or on a trigger. This does not make a draft runnable: Publish does (Next step › Publish), and Status then reads active. Next step › Switch off / Switch on does the same without opening Edit. |
What you can do here
Run it primary
Run this agent now
Asks for: Anything it needs
Publish
Saves the instructions, engine, model, autonomy and tool grants as a numbered version. Runs use the last published version until you publish again.
Asks for: What changed*
Switch off
Switch this agent off
Asks for: Reason
Switch on
Switch this agent on
Asks for: Reason
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.