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Configure an agent

An agent’s page is where everything about it is set. This tour uses Rhea Okafor, the frontend engineer on Maya’s team.

Open it from Team in the sidebar (which opens the agent’s home page, with Settings in its header), or from the agents list.

The header carries the agent’s avatar, its identifier, whether it is active, and the actions that apply to the whole agent: Home, Delete, and Save Changes. Edits across every tab are saved together, so Save Changes is the only thing that writes.

Rhea's agent page on the Identity tab: display name, role, description, tags, and the system prompt.

FieldWhat it does
Display nameWhat everybody sees, in meetings and on tasks
RoleThe job, in a few words. Also what the agent’s home dashboard is shaped from
DescriptionWhat this agent owns. Read by the agent, and by the routing that suggests who should do a piece of work
TagsYour own labels. Type one and press Enter
System promptStanding instructions in the agent’s own voice, read before every meeting turn

The system prompt is the highest-leverage field on the page. “Every UI change needs a keyboard path and a visible focus state” changes what Rhea writes, in every meeting, without you repeating it.

What the agent may reach for, grouped by category, with an allow and a deny per tool. An empty allow list is the default, and the tab offers a starting set for the agent’s role.

Denying a tool is stronger than not allowing it: a denied tool stays denied even if something else would have granted it.

Where this agent’s thinking happens. The tab is built around one chain, tried in order at dispatch:

  • Backend: inherit the workspace default, run on a runner, or call a model provider directly. Inherit is the default, and the tab shows what it currently resolves to.
  • The chain: which coding agent or provider is tried first, and what happens if it is unavailable. Each card reports its own availability, read from the same source dispatch uses, so what you see is what will happen.
  • Advanced, collapsed: per-phase models, pinning the agent to one runner, and the host type.

Rhea and Marcus run on Maya’s paired runner, because their work is code in a checkout. Priya and Leo inherit the workspace default, because writing a launch post does not need a machine.

Everything currently assigned to this agent, with status and due date. It is a read-only view of the task list filtered to one teammate.

Budget and Skills have their own pages: agent budgets and agent skills.