Agents
Manage agent presets
Create, name, update, copy, and retire reusable provider configurations.
Build a preset
- 1Start from a template or custom setup
Choose the closest appropriate starting point.
- 2Configure the details
Set support style, activity categories, desired outcomes, monitoring, boundaries, and approval behavior.
- 3Name it clearly
Use a purpose-based name without client-identifying information.
- 4Save and review
Read the full saved preset before assigning it.
Update safely
When changing a preset, check whether existing client assignments keep their current configuration or receive the update. Review each affected client as shown in the product.
Remove unused presets
Keep in mind
Do not delete a preset merely to hide an active workflow. Pause or reassign affected clients first.