Agents
Your catalog of reusable agents. An agent supplies the standing part of an AI step's configuration—the model, the instructions, the tools—so the step itself only has to supply the task. This page is where agents are created, found, edited, and archived. For what an agent is and how a step decides which model to run on, see AI agents and models.
The card grid
Agents are shown as cards, one per agent. Each card is laid out the same way:
| Part of the card | What it shows |
|---|---|
| Provider mark | The logo of the AI provider serving this agent's model, at the left of the card. Lets you scan the grid by provider without reading a word. |
| Name | The agent's name, beside the mark. |
| Provider line | Underneath the name: who serves this agent's model. See the table below for what each line means. |
| Description | The agent's description, up to two lines. |
| Instructions preview | The opening of the agent's standing instructions, up to three lines, in italics. |
| Model pill | The model identifier, in the accent colour—usually the one thing that distinguishes two otherwise similar agents. |
| Archived badge | Present only on an archived agent, and only when Show Archived is on. |
| Category badge | The heading the agent is filed under, when it has one. |
| Pencil | Opens the agent's edit form. Clicking it is the only way into the form from this page. |
The provider line says which account the agent's work runs on, and it has four forms:
| Line | What it means |
|---|---|
| Provider name, optionally with the account's own name in parentheses | The agent names a provider account, and it resolves. This is the normal case. |
| Inherits the step's or site's model | The agent names no model, so each step falls back to its own override or to the Default Model. |
| This deployment's AI configuration | The agent runs on the model the deployment itself is configured with, rather than one of your provider accounts. |
| Account unavailable | The agent names an account that cannot be reached—deleted, or no longer available. Runs using this agent will fail until it is repointed, and this line is the only warning beforehand. |
Finding an agent
The controls above the grid all filter the same list, and every one of them is part of the URL—so a filtered view can be bookmarked, reloaded, or sent to someone else.
| Control | What it does |
|---|---|
| Search agents | Matches on the agent's name only. Not the description, and not the instructions. |
| Category | Narrows to one category. The options are the categories your agents actually carry, so a heading nobody has used is never offered—plus whichever one you are already filtering on, even if nothing carries it any more. Any Category clears it. |
| Show Archived | Includes archived agents in the grid. Off by default. |
| Show 15 / 20 / 50 | How many cards a page holds, in the pagination bar under the grid. The bar is hidden when nothing matched. |
Archived agents are hidden from the grid by default and are never offered to a step's agent picker, which makes this page the only place to find one again—that is what Show Archived is for. Archive and restore are actions on the agent's own form, not on the card.
When nothing matches, the grid says so, and it distinguishes the two cases: a filter that excluded everything, versus having no agents at all.
Creating an agent
Two buttons sit at the top right, and they differ in where the starting values come from.
- + New Agent opens an empty form. Fill in the name, description, category, model, instructions, and tools yourself.
- New from Preset opens a gallery first, headed Start from a preset.
Every agent, however it was created, is an ordinary record you own and edit. There is no read-only kind.
The preset gallery
The gallery shows ready-made starting points as cards, two to a row. Each preset card carries its name, its description, its instructions in full—scrollable rather than clipped, because choosing between presets means reading what each one would tell the model—a note on the kind of model the work suits, a category badge, and a Use this preset button.
Use this preset lands you on the ordinary new-agent form with the preset's values already filled in. Nothing is written until you save, so backing out of the form leaves nothing behind.
A preset is a copy, not a link. The agent it creates is yours from that moment on, and later changes to the preset never reach it. This is the opposite of how a step tracks its agent—steps follow their agent's edits, agents do not follow their preset's.
The Agents back link at the top left of both the gallery and the edit form returns you to the catalog.
Where to go next
- AI agents and models—what an agent holds, how a step can depart from it, and how a model is chosen across the three tiers.
- Connections—where the provider accounts an agent's model runs on, and the MCP servers it draws tools from, are set up.
- Settings—where the Default Model is set.