@agenticmail/enterprise 0.5.327 → 0.5.328

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (866) hide show
  1. package/dist/dashboard/app.js +1 -1
  2. package/logs/cloudflared-error.log +6 -0
  3. package/logs/enterprise-out.log +1 -0
  4. package/package.json +1 -1
  5. package/src/admin/page-registry.ts +0 -290
  6. package/src/admin/routes.ts +0 -2968
  7. package/src/agent-tools/common.ts +0 -260
  8. package/src/agent-tools/index.ts +0 -542
  9. package/src/agent-tools/merge.ts +0 -62
  10. package/src/agent-tools/middleware.ts +0 -436
  11. package/src/agent-tools/schema/typebox.ts +0 -25
  12. package/src/agent-tools/security.ts +0 -352
  13. package/src/agent-tools/tool-resolver.ts +0 -1018
  14. package/src/agent-tools/tools/agenticmail.ts +0 -1017
  15. package/src/agent-tools/tools/bash.ts +0 -179
  16. package/src/agent-tools/tools/browser-tool.schema.ts +0 -112
  17. package/src/agent-tools/tools/browser-tool.ts +0 -388
  18. package/src/agent-tools/tools/browser.ts +0 -764
  19. package/src/agent-tools/tools/edit.ts +0 -100
  20. package/src/agent-tools/tools/enterprise-code-sandbox.ts +0 -395
  21. package/src/agent-tools/tools/enterprise-database.ts +0 -377
  22. package/src/agent-tools/tools/enterprise-diff.ts +0 -580
  23. package/src/agent-tools/tools/enterprise-documents.ts +0 -896
  24. package/src/agent-tools/tools/enterprise-http.ts +0 -485
  25. package/src/agent-tools/tools/enterprise-security-scan.ts +0 -528
  26. package/src/agent-tools/tools/enterprise-spreadsheet.ts +0 -825
  27. package/src/agent-tools/tools/glob.ts +0 -129
  28. package/src/agent-tools/tools/google/calendar.ts +0 -230
  29. package/src/agent-tools/tools/google/chat.ts +0 -725
  30. package/src/agent-tools/tools/google/contacts.ts +0 -209
  31. package/src/agent-tools/tools/google/docs.ts +0 -162
  32. package/src/agent-tools/tools/google/drive.ts +0 -392
  33. package/src/agent-tools/tools/google/forms.ts +0 -367
  34. package/src/agent-tools/tools/google/gmail.ts +0 -897
  35. package/src/agent-tools/tools/google/index.ts +0 -86
  36. package/src/agent-tools/tools/google/maps.ts +0 -543
  37. package/src/agent-tools/tools/google/meeting-voice.ts +0 -885
  38. package/src/agent-tools/tools/google/meetings.ts +0 -1094
  39. package/src/agent-tools/tools/google/sheets.ts +0 -215
  40. package/src/agent-tools/tools/google/slides.ts +0 -559
  41. package/src/agent-tools/tools/google/tasks.ts +0 -200
  42. package/src/agent-tools/tools/grep.ts +0 -178
  43. package/src/agent-tools/tools/integrations/_factory.ts +0 -102
  44. package/src/agent-tools/tools/integrations/activecampaign.ts +0 -14
  45. package/src/agent-tools/tools/integrations/adobe-sign.ts +0 -14
  46. package/src/agent-tools/tools/integrations/adp.ts +0 -14
  47. package/src/agent-tools/tools/integrations/airtable.ts +0 -14
  48. package/src/agent-tools/tools/integrations/apollo.ts +0 -14
  49. package/src/agent-tools/tools/integrations/asana.ts +0 -14
  50. package/src/agent-tools/tools/integrations/auth0.ts +0 -14
  51. package/src/agent-tools/tools/integrations/aws.ts +0 -14
  52. package/src/agent-tools/tools/integrations/azure-devops.ts +0 -14
  53. package/src/agent-tools/tools/integrations/bamboohr.ts +0 -14
  54. package/src/agent-tools/tools/integrations/basecamp.ts +0 -14
  55. package/src/agent-tools/tools/integrations/bigcommerce.ts +0 -14
  56. package/src/agent-tools/tools/integrations/bitbucket.ts +0 -14
  57. package/src/agent-tools/tools/integrations/box.ts +0 -14
  58. package/src/agent-tools/tools/integrations/brex.ts +0 -14
  59. package/src/agent-tools/tools/integrations/buffer.ts +0 -14
  60. package/src/agent-tools/tools/integrations/calendly.ts +0 -14
  61. package/src/agent-tools/tools/integrations/canva.ts +0 -14
  62. package/src/agent-tools/tools/integrations/chargebee.ts +0 -14
  63. package/src/agent-tools/tools/integrations/circleci.ts +0 -14
  64. package/src/agent-tools/tools/integrations/clickup.ts +0 -14
  65. package/src/agent-tools/tools/integrations/close.ts +0 -14
  66. package/src/agent-tools/tools/integrations/cloudflare.ts +0 -14
  67. package/src/agent-tools/tools/integrations/confluence.ts +0 -14
  68. package/src/agent-tools/tools/integrations/contentful.ts +0 -14
  69. package/src/agent-tools/tools/integrations/copper.ts +0 -14
  70. package/src/agent-tools/tools/integrations/crisp.ts +0 -14
  71. package/src/agent-tools/tools/integrations/crowdstrike.ts +0 -14
  72. package/src/agent-tools/tools/integrations/datadog.ts +0 -14
  73. package/src/agent-tools/tools/integrations/digitalocean.ts +0 -14
  74. package/src/agent-tools/tools/integrations/discord.ts +0 -14
  75. package/src/agent-tools/tools/integrations/docker.ts +0 -14
  76. package/src/agent-tools/tools/integrations/docusign.ts +0 -14
  77. package/src/agent-tools/tools/integrations/drift.ts +0 -14
  78. package/src/agent-tools/tools/integrations/dropbox.ts +0 -14
  79. package/src/agent-tools/tools/integrations/figma.ts +0 -14
  80. package/src/agent-tools/tools/integrations/firebase.ts +0 -14
  81. package/src/agent-tools/tools/integrations/flyio.ts +0 -14
  82. package/src/agent-tools/tools/integrations/freshbooks.ts +0 -14
  83. package/src/agent-tools/tools/integrations/freshdesk.ts +0 -14
  84. package/src/agent-tools/tools/integrations/freshsales.ts +0 -14
  85. package/src/agent-tools/tools/integrations/freshservice.ts +0 -14
  86. package/src/agent-tools/tools/integrations/front.ts +0 -14
  87. package/src/agent-tools/tools/integrations/github-actions.ts +0 -14
  88. package/src/agent-tools/tools/integrations/github.ts +0 -14
  89. package/src/agent-tools/tools/integrations/gitlab.ts +0 -14
  90. package/src/agent-tools/tools/integrations/gong.ts +0 -14
  91. package/src/agent-tools/tools/integrations/google-ads.ts +0 -14
  92. package/src/agent-tools/tools/integrations/google-analytics.ts +0 -14
  93. package/src/agent-tools/tools/integrations/google-cloud.ts +0 -14
  94. package/src/agent-tools/tools/integrations/gotomeeting.ts +0 -14
  95. package/src/agent-tools/tools/integrations/grafana.ts +0 -14
  96. package/src/agent-tools/tools/integrations/greenhouse.ts +0 -14
  97. package/src/agent-tools/tools/integrations/gusto.ts +0 -14
  98. package/src/agent-tools/tools/integrations/hashicorp-vault.ts +0 -14
  99. package/src/agent-tools/tools/integrations/heroku.ts +0 -14
  100. package/src/agent-tools/tools/integrations/hibob.ts +0 -14
  101. package/src/agent-tools/tools/integrations/hootsuite.ts +0 -14
  102. package/src/agent-tools/tools/integrations/hubspot.ts +0 -14
  103. package/src/agent-tools/tools/integrations/huggingface.ts +0 -14
  104. package/src/agent-tools/tools/integrations/index.ts +0 -474
  105. package/src/agent-tools/tools/integrations/intercom.ts +0 -14
  106. package/src/agent-tools/tools/integrations/jira.ts +0 -14
  107. package/src/agent-tools/tools/integrations/klaviyo.ts +0 -14
  108. package/src/agent-tools/tools/integrations/kubernetes.ts +0 -14
  109. package/src/agent-tools/tools/integrations/lattice.ts +0 -14
  110. package/src/agent-tools/tools/integrations/launchdarkly.ts +0 -14
  111. package/src/agent-tools/tools/integrations/lever.ts +0 -14
  112. package/src/agent-tools/tools/integrations/linear.ts +0 -14
  113. package/src/agent-tools/tools/integrations/linkedin.ts +0 -14
  114. package/src/agent-tools/tools/integrations/livechat.ts +0 -14
  115. package/src/agent-tools/tools/integrations/loom.ts +0 -14
  116. package/src/agent-tools/tools/integrations/mailchimp.ts +0 -14
  117. package/src/agent-tools/tools/integrations/mailgun.ts +0 -14
  118. package/src/agent-tools/tools/integrations/miro.ts +0 -14
  119. package/src/agent-tools/tools/integrations/mixpanel.ts +0 -14
  120. package/src/agent-tools/tools/integrations/monday.ts +0 -14
  121. package/src/agent-tools/tools/integrations/mongodb-atlas.ts +0 -14
  122. package/src/agent-tools/tools/integrations/neon.ts +0 -14
  123. package/src/agent-tools/tools/integrations/netlify.ts +0 -14
  124. package/src/agent-tools/tools/integrations/netsuite.ts +0 -14
  125. package/src/agent-tools/tools/integrations/newrelic.ts +0 -14
  126. package/src/agent-tools/tools/integrations/notion.ts +0 -14
  127. package/src/agent-tools/tools/integrations/okta.ts +0 -14
  128. package/src/agent-tools/tools/integrations/openai.ts +0 -14
  129. package/src/agent-tools/tools/integrations/opsgenie.ts +0 -14
  130. package/src/agent-tools/tools/integrations/outreach.ts +0 -14
  131. package/src/agent-tools/tools/integrations/paddle.ts +0 -14
  132. package/src/agent-tools/tools/integrations/pagerduty.ts +0 -14
  133. package/src/agent-tools/tools/integrations/pandadoc.ts +0 -14
  134. package/src/agent-tools/tools/integrations/paypal.ts +0 -14
  135. package/src/agent-tools/tools/integrations/personio.ts +0 -14
  136. package/src/agent-tools/tools/integrations/pinecone.ts +0 -14
  137. package/src/agent-tools/tools/integrations/pipedrive.ts +0 -14
  138. package/src/agent-tools/tools/integrations/plaid.ts +0 -14
  139. package/src/agent-tools/tools/integrations/postmark.ts +0 -14
  140. package/src/agent-tools/tools/integrations/power-automate.ts +0 -14
  141. package/src/agent-tools/tools/integrations/quickbooks.ts +0 -14
  142. package/src/agent-tools/tools/integrations/recurly.ts +0 -14
  143. package/src/agent-tools/tools/integrations/reddit.ts +0 -14
  144. package/src/agent-tools/tools/integrations/render.ts +0 -14
  145. package/src/agent-tools/tools/integrations/ringcentral.ts +0 -14
  146. package/src/agent-tools/tools/integrations/rippling.ts +0 -14
  147. package/src/agent-tools/tools/integrations/salesforce.ts +0 -14
  148. package/src/agent-tools/tools/integrations/salesloft.ts +0 -14
  149. package/src/agent-tools/tools/integrations/sanity.ts +0 -14
  150. package/src/agent-tools/tools/integrations/sap.ts +0 -14
  151. package/src/agent-tools/tools/integrations/segment.ts +0 -14
  152. package/src/agent-tools/tools/integrations/sendgrid.ts +0 -14
  153. package/src/agent-tools/tools/integrations/sentry.ts +0 -14
  154. package/src/agent-tools/tools/integrations/servicenow.ts +0 -14
  155. package/src/agent-tools/tools/integrations/shopify.ts +0 -14
  156. package/src/agent-tools/tools/integrations/shortcut.ts +0 -14
  157. package/src/agent-tools/tools/integrations/slack.ts +0 -14
  158. package/src/agent-tools/tools/integrations/smartsheet.ts +0 -14
  159. package/src/agent-tools/tools/integrations/snowflake.ts +0 -14
  160. package/src/agent-tools/tools/integrations/snyk.ts +0 -14
  161. package/src/agent-tools/tools/integrations/splunk.ts +0 -14
  162. package/src/agent-tools/tools/integrations/square.ts +0 -14
  163. package/src/agent-tools/tools/integrations/statuspage.ts +0 -14
  164. package/src/agent-tools/tools/integrations/stripe.ts +0 -14
  165. package/src/agent-tools/tools/integrations/supabase.ts +0 -14
  166. package/src/agent-tools/tools/integrations/teamwork.ts +0 -14
  167. package/src/agent-tools/tools/integrations/telegram.ts +0 -14
  168. package/src/agent-tools/tools/integrations/terraform.ts +0 -14
  169. package/src/agent-tools/tools/integrations/todoist.ts +0 -14
  170. package/src/agent-tools/tools/integrations/trello.ts +0 -14
  171. package/src/agent-tools/tools/integrations/twilio.ts +0 -14
  172. package/src/agent-tools/tools/integrations/twitter.ts +0 -14
  173. package/src/agent-tools/tools/integrations/vercel.ts +0 -14
  174. package/src/agent-tools/tools/integrations/weaviate.ts +0 -14
  175. package/src/agent-tools/tools/integrations/webex.ts +0 -14
  176. package/src/agent-tools/tools/integrations/webflow.ts +0 -14
  177. package/src/agent-tools/tools/integrations/whatsapp.ts +0 -14
  178. package/src/agent-tools/tools/integrations/whereby.ts +0 -14
  179. package/src/agent-tools/tools/integrations/woocommerce.ts +0 -14
  180. package/src/agent-tools/tools/integrations/wordpress.ts +0 -14
  181. package/src/agent-tools/tools/integrations/workday.ts +0 -14
  182. package/src/agent-tools/tools/integrations/wrike.ts +0 -14
  183. package/src/agent-tools/tools/integrations/xero.ts +0 -14
  184. package/src/agent-tools/tools/integrations/youtube.ts +0 -14
  185. package/src/agent-tools/tools/integrations/zendesk.ts +0 -14
  186. package/src/agent-tools/tools/integrations/zoho-crm.ts +0 -14
  187. package/src/agent-tools/tools/integrations/zoom.ts +0 -14
  188. package/src/agent-tools/tools/integrations/zuora.ts +0 -14
  189. package/src/agent-tools/tools/knowledge-search.ts +0 -318
  190. package/src/agent-tools/tools/local/coding.ts +0 -626
  191. package/src/agent-tools/tools/local/dependency-manager.ts +0 -647
  192. package/src/agent-tools/tools/local/file-edit.ts +0 -31
  193. package/src/agent-tools/tools/local/file-list.ts +0 -39
  194. package/src/agent-tools/tools/local/file-ops.ts +0 -48
  195. package/src/agent-tools/tools/local/file-read.ts +0 -39
  196. package/src/agent-tools/tools/local/file-search.ts +0 -46
  197. package/src/agent-tools/tools/local/file-write.ts +0 -28
  198. package/src/agent-tools/tools/local/filesystem.ts +0 -5
  199. package/src/agent-tools/tools/local/index.ts +0 -55
  200. package/src/agent-tools/tools/local/resolve-path.ts +0 -18
  201. package/src/agent-tools/tools/local/shell.ts +0 -277
  202. package/src/agent-tools/tools/local/system-info.ts +0 -29
  203. package/src/agent-tools/tools/management.ts +0 -425
  204. package/src/agent-tools/tools/mcp-bridge.ts +0 -142
  205. package/src/agent-tools/tools/mcp-server-tools.ts +0 -91
  206. package/src/agent-tools/tools/meeting-lifecycle.ts +0 -438
  207. package/src/agent-tools/tools/memory.ts +0 -509
  208. package/src/agent-tools/tools/messaging/index.ts +0 -6
  209. package/src/agent-tools/tools/messaging/telegram.ts +0 -167
  210. package/src/agent-tools/tools/messaging/whatsapp.ts +0 -651
  211. package/src/agent-tools/tools/microsoft/contacts.ts +0 -176
  212. package/src/agent-tools/tools/microsoft/excel-vba.ts +0 -331
  213. package/src/agent-tools/tools/microsoft/excel.ts +0 -261
  214. package/src/agent-tools/tools/microsoft/graph-api.ts +0 -161
  215. package/src/agent-tools/tools/microsoft/index.ts +0 -95
  216. package/src/agent-tools/tools/microsoft/onedrive.ts +0 -429
  217. package/src/agent-tools/tools/microsoft/onenote.ts +0 -186
  218. package/src/agent-tools/tools/microsoft/outlook-calendar.ts +0 -286
  219. package/src/agent-tools/tools/microsoft/outlook-mail.ts +0 -723
  220. package/src/agent-tools/tools/microsoft/planner.ts +0 -200
  221. package/src/agent-tools/tools/microsoft/powerbi.ts +0 -266
  222. package/src/agent-tools/tools/microsoft/powerpoint.ts +0 -186
  223. package/src/agent-tools/tools/microsoft/sharepoint.ts +0 -328
  224. package/src/agent-tools/tools/microsoft/teams.ts +0 -463
  225. package/src/agent-tools/tools/microsoft/todo.ts +0 -181
  226. package/src/agent-tools/tools/oauth-token-provider.ts +0 -101
  227. package/src/agent-tools/tools/read.ts +0 -160
  228. package/src/agent-tools/tools/visual-memory/capture.ts +0 -217
  229. package/src/agent-tools/tools/visual-memory/diff.ts +0 -283
  230. package/src/agent-tools/tools/visual-memory/index.ts +0 -698
  231. package/src/agent-tools/tools/visual-memory/phash.ts +0 -120
  232. package/src/agent-tools/tools/visual-memory/similarity.ts +0 -354
  233. package/src/agent-tools/tools/visual-memory/storage.ts +0 -534
  234. package/src/agent-tools/tools/visual-memory/types.ts +0 -100
  235. package/src/agent-tools/tools/web-fetch-utils.ts +0 -202
  236. package/src/agent-tools/tools/web-fetch.ts +0 -464
  237. package/src/agent-tools/tools/web-search.ts +0 -480
  238. package/src/agent-tools/tools/web-shared.ts +0 -232
  239. package/src/agent-tools/tools/write.ts +0 -68
  240. package/src/agent-tools/types.ts +0 -214
  241. package/src/agenticmail/index.ts +0 -34
  242. package/src/agenticmail/manager.ts +0 -253
  243. package/src/agenticmail/providers/google.ts +0 -391
  244. package/src/agenticmail/providers/imap.ts +0 -454
  245. package/src/agenticmail/providers/index.ts +0 -28
  246. package/src/agenticmail/providers/microsoft.ts +0 -260
  247. package/src/agenticmail/types.ts +0 -173
  248. package/src/auth/routes.ts +0 -1589
  249. package/src/browser/bridge-auth-registry.ts +0 -34
  250. package/src/browser/bridge-server.ts +0 -93
  251. package/src/browser/cdp.helpers.ts +0 -180
  252. package/src/browser/cdp.ts +0 -466
  253. package/src/browser/chrome.executables.ts +0 -625
  254. package/src/browser/chrome.profile-decoration.ts +0 -198
  255. package/src/browser/chrome.ts +0 -349
  256. package/src/browser/client-actions-core.ts +0 -259
  257. package/src/browser/client-actions-observe.ts +0 -184
  258. package/src/browser/client-actions-state.ts +0 -284
  259. package/src/browser/client-actions-types.ts +0 -16
  260. package/src/browser/client-actions-url.ts +0 -11
  261. package/src/browser/client-actions.ts +0 -4
  262. package/src/browser/client-fetch.ts +0 -253
  263. package/src/browser/client.ts +0 -337
  264. package/src/browser/config.ts +0 -301
  265. package/src/browser/constants.ts +0 -8
  266. package/src/browser/control-auth.ts +0 -94
  267. package/src/browser/control-service.ts +0 -81
  268. package/src/browser/csrf.ts +0 -87
  269. package/src/browser/enterprise-compat.ts +0 -562
  270. package/src/browser/extension-relay.ts +0 -834
  271. package/src/browser/http-auth.ts +0 -63
  272. package/src/browser/navigation-guard.ts +0 -50
  273. package/src/browser/paths.ts +0 -49
  274. package/src/browser/playwright.d.ts +0 -12
  275. package/src/browser/profiles-service.ts +0 -187
  276. package/src/browser/profiles.ts +0 -114
  277. package/src/browser/proxy-files.ts +0 -41
  278. package/src/browser/pw-ai-module.ts +0 -52
  279. package/src/browser/pw-ai-state.ts +0 -9
  280. package/src/browser/pw-ai.ts +0 -65
  281. package/src/browser/pw-role-snapshot.ts +0 -434
  282. package/src/browser/pw-session.ts +0 -810
  283. package/src/browser/pw-tools-core.activity.ts +0 -68
  284. package/src/browser/pw-tools-core.downloads.ts +0 -281
  285. package/src/browser/pw-tools-core.interactions.ts +0 -646
  286. package/src/browser/pw-tools-core.responses.ts +0 -124
  287. package/src/browser/pw-tools-core.shared.ts +0 -70
  288. package/src/browser/pw-tools-core.snapshot.ts +0 -213
  289. package/src/browser/pw-tools-core.state.ts +0 -209
  290. package/src/browser/pw-tools-core.storage.ts +0 -128
  291. package/src/browser/pw-tools-core.trace.ts +0 -37
  292. package/src/browser/pw-tools-core.ts +0 -8
  293. package/src/browser/resolved-config-refresh.ts +0 -59
  294. package/src/browser/routes/agent.act.shared.ts +0 -52
  295. package/src/browser/routes/agent.act.ts +0 -575
  296. package/src/browser/routes/agent.debug.ts +0 -149
  297. package/src/browser/routes/agent.shared.ts +0 -143
  298. package/src/browser/routes/agent.snapshot.ts +0 -333
  299. package/src/browser/routes/agent.storage.ts +0 -451
  300. package/src/browser/routes/agent.ts +0 -13
  301. package/src/browser/routes/basic.ts +0 -202
  302. package/src/browser/routes/dispatcher.ts +0 -126
  303. package/src/browser/routes/index.ts +0 -11
  304. package/src/browser/routes/path-output.ts +0 -1
  305. package/src/browser/routes/tabs.ts +0 -217
  306. package/src/browser/routes/types.ts +0 -26
  307. package/src/browser/routes/utils.ts +0 -73
  308. package/src/browser/screenshot.ts +0 -54
  309. package/src/browser/server-context.ts +0 -688
  310. package/src/browser/server-context.types.ts +0 -65
  311. package/src/browser/server-lifecycle.ts +0 -48
  312. package/src/browser/server-middleware.ts +0 -37
  313. package/src/browser/server.ts +0 -110
  314. package/src/browser/target-id.ts +0 -30
  315. package/src/browser/trash.ts +0 -21
  316. package/src/cli-agent.ts +0 -2452
  317. package/src/cli-reset-password.ts +0 -138
  318. package/src/cli-serve.ts +0 -314
  319. package/src/cli.ts +0 -103
  320. package/src/dashboard/HELP-TOOLTIPS-GUIDE.md +0 -45
  321. package/src/dashboard/app.js +0 -579
  322. package/src/dashboard/assets/brand-logos.js +0 -350
  323. package/src/dashboard/assets/icons/emoji-icons.js +0 -893
  324. package/src/dashboard/assets/logo.png +0 -0
  325. package/src/dashboard/assets/provider-logos.js +0 -139
  326. package/src/dashboard/components/error-boundary.js +0 -21
  327. package/src/dashboard/components/help-button.js +0 -65
  328. package/src/dashboard/components/icons.js +0 -64
  329. package/src/dashboard/components/knowledge-link.js +0 -79
  330. package/src/dashboard/components/modal.js +0 -125
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- <!DOCTYPE html><html lang="en"><head><meta charset="UTF-8"><meta name="viewport" content="width=device-width, initial-scale=1.0">
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- <title>Domain &amp; Deployment — AgenticMail Enterprise</title>
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- <link rel="stylesheet" href="/docs/docs-style.css">
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- <script>document.documentElement.setAttribute('data-theme', localStorage.getItem('em_theme') || 'dark');</script>
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- </head><body>
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- <a href="javascript:history.back()" class="back">← Back to Dashboard</a>
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- <h1>Domain &amp; Deployment</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Configure how your AgenticMail Enterprise instance is accessed on the internet — subdomains, custom domains, CORS, tunnels, and migration.</p>
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- <div class="toc">
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- <h3>Table of Contents</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#how-it-works">How It Works</a></li>
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- <li><a href="#key-concepts">Key Concepts</a></li>
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- <li><a href="#current-deployment">Current Deployment</a></li>
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- <li><a href="#subdomain">AgenticMail Subdomain</a></li>
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- <li><a href="#custom-domain">Custom Domain</a></li>
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- <li><a href="#dns-verification">DNS Verification</a></li>
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- <li><a href="#deploy-production">Deploy to Production</a></li>
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- <li><a href="#cors">CORS Configuration</a></li>
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- <li><a href="#deployment-key">Deployment Key</a></li>
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- <li><a href="#migration">Migration</a></li>
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- <li><a href="#cli-commands">CLI Commands</a></li>
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- <li><a href="#configuration">Configuration &amp; Setup</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- <li><a href="#related">Related Pages</a></li>
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- </ul>
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- </div>
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-
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- <h2 id="overview">Overview</h2>
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- <div class="card">
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- <p><strong>For everyone:</strong> This page controls how people reach your AgenticMail dashboard. By default, it runs on your local machine (localhost). To let your team and agents access it from anywhere, you can set up a free subdomain (yourcompany.agenticmail.io), connect your own custom domain (agents.yourcompany.com), or deploy via a Cloudflare Tunnel.</p>
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- <p><strong>For technical users:</strong> The Domain &amp; Deployment page manages DNS registration/verification, subdomain allocation on agenticmail.io, CORS origin policies, Cloudflare Tunnel lifecycle, and deployment key issuance for disaster recovery. The page queries <code>/domain/status</code>, <code>/domain/cors</code>, and <code>/tunnel/status</code> on load and provides forms for domain registration, subdomain changes, and tunnel management.</p>
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- </div>
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-
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- <h2 id="how-it-works">How It Works</h2>
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- <ol>
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- <li><strong>Start locally</strong> — your instance runs on localhost after initial setup.</li>
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- <li><strong>Choose a URL strategy</strong> — free agenticmail.io subdomain, your own custom domain, or both.</li>
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- <li><strong>Expose to the internet</strong> — via Cloudflare Tunnel (recommended for local), VPS deployment, Docker, Railway, or Fly.io.</li>
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- <li><strong>Verify ownership</strong> — for custom domains, add DNS TXT records and verify.</li>
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- <li><strong>Share the URL</strong> — your team and agents connect via the configured domain.</li>
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- </ol>
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-
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- <h2 id="key-concepts">Key Concepts</h2>
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-
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- <h3>Domain Status States</h3>
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- <table>
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- <thead><tr><th>Status</th><th>Meaning</th></tr></thead>
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- <tbody>
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- <tr><td><span class="badge badge-easy">verified</span></td><td>Domain ownership confirmed. Ready for use.</td></tr>
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- <tr><td><span class="badge badge-medium">pending_dns</span></td><td>Waiting for DNS records to propagate and verify.</td></tr>
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- <tr><td><span class="badge">not configured</span></td><td>No custom domain set up.</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Domain Types</h3>
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- <table>
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- <thead><tr><th>Type</th><th>Example</th><th>DNS Record</th><th>Notes</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Subdomain</strong></td><td>agents.yourcompany.com</td><td>CNAME</td><td>Recommended — easier setup, doesn't affect main site.</td></tr>
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- <tr><td><strong>Root/Apex</strong></td><td>yourcompany.com</td><td>A record</td><td>Entire domain dedicated to AgenticMail. Requires A record (most providers don't support CNAME at apex).</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="current-deployment">Current Deployment</h2>
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- <p>Shows the URL you're currently accessing the dashboard from (<code>window.location.origin</code>). This is the URL your team uses. If it shows <code>localhost</code>, the instance is only accessible from your machine.</p>
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-
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- <h2 id="subdomain">AgenticMail Subdomain</h2>
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- <p>A free subdomain on <code>agenticmail.io</code> — for example, <code>yourcompany.agenticmail.io</code>. This gives you a public URL without needing your own domain.</p>
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-
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- <h3>Changing Your Subdomain</h3>
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- <p>Click "Change" to update. Validation rules:</p>
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- <ul>
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- <li>Minimum 2 characters, maximum 63</li>
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- <li>Lowercase letters, numbers, and hyphens only</li>
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- <li>Cannot start or end with a hyphen</li>
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- </ul>
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- <div class="warning">
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- <strong>Warning:</strong> If you're currently accessing the dashboard from the subdomain URL, changing it will require you to update DNS records, bookmarks, agent configurations, and access the dashboard from the new URL. CORS origins are auto-updated.
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- </div>
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-
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- <h2 id="custom-domain">Custom Domain</h2>
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- <p>Use your own domain for a professional, branded deployment.</p>
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-
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- <h3>Setup Process</h3>
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- <ol>
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- <li><strong>Click "Add Custom Domain"</strong> — choose between subdomain or root domain type.</li>
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- <li><strong>Enter your domain</strong> — e.g., <code>agents.yourcompany.com</code> (just the domain, not a URL).</li>
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- <li><strong>Optionally add contact email</strong> — for domain-related notifications.</li>
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- <li><strong>Click Register</strong> — the system issues DNS challenge records.</li>
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- <li><strong>Add DNS records</strong> at your DNS provider (see DNS Verification below).</li>
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- <li><strong>Click "Verify DNS Now"</strong> — or wait for automatic verification.</li>
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- <div class="tip">
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- <strong>Tip:</strong> Use a subdomain like <code>agents.yourcompany.com</code> instead of the root domain — it's easier to set up and doesn't affect your main website.
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- </div>
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- <h2 id="dns-verification">DNS Verification</h2>
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- <p>After registering a domain, you need to add two DNS records:</p>
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- <h3>Step 1: Ownership Verification (TXT Record)</h3>
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- <table>
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- <thead><tr><th>Field</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Type</strong></td><td>TXT</td></tr>
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- <tr><td><strong>Host / Name</strong></td><td><code>_agenticmail-verify.yourdomain.com</code></td></tr>
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- <tr><td><strong>Value</strong></td><td>The challenge string shown in the dashboard</td></tr>
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- </tbody>
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- </table>
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- <h3>Step 2: Route Traffic</h3>
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- <p><strong>For subdomains (CNAME):</strong></p>
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- <table>
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- <thead><tr><th>Field</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Type</strong></td><td>CNAME</td></tr>
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- <tr><td><strong>Host / Name</strong></td><td>Your domain</td></tr>
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- <tr><td><strong>Value</strong></td><td><code>yoursubdomain.agenticmail.io</code> or your server hostname</td></tr>
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- </tbody>
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- </table>
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-
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- <p><strong>For root domains (A Record):</strong></p>
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- <table>
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- <thead><tr><th>Field</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Type</strong></td><td>A</td></tr>
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- <tr><td><strong>Host / Name</strong></td><td>Your domain (or <code>@</code>)</td></tr>
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- <tr><td><strong>Value</strong></td><td>Your server's IP address</td></tr>
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- </tbody>
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- </table>
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- <div class="tip">
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- <strong>Tip:</strong> DNS changes can take up to 48 hours to propagate. Some providers (Cloudflare, Route 53) support CNAME flattening at the apex, which allows CNAME records on root domains.
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- </div>
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-
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- <h2 id="deploy-production">Deploy to Production</h2>
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- <p>The deployment section offers five methods to expose your local instance to the internet:</p>
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-
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- <table>
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- <thead><tr><th>Method</th><th>Difficulty</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Cloudflare Tunnel</strong> <span class="badge badge-easy">Recommended</span></td><td>Easy</td><td>Keep running locally, securely exposed via your domain. No port forwarding needed. Automatic HTTPS.</td></tr>
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- <tr><td><strong>VPS / Server</strong></td><td>Easy</td><td>Deploy to DigitalOcean, Hetzner, AWS, or any Linux server.</td></tr>
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- <tr><td><strong>Docker</strong></td><td>Medium</td><td>Run as a Docker container on any host.</td></tr>
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- <tr><td><strong>Railway</strong></td><td>Easy</td><td>One-click deploy to Railway.app.</td></tr>
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- <tr><td><strong>Fly.io</strong></td><td>Medium</td><td>Deploy to Fly.io edge network.</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Cloudflare Tunnel</h3>
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- <p>The recommended method. Your app stays on your machine; Cloudflare Tunnel creates a secure connection to their network. Steps:</p>
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- <ol>
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- <li><strong>Install cloudflared</strong> — click "Install Cloudflared" or install manually.</li>
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- <li><strong>Login to Cloudflare</strong> — authenticate with your Cloudflare account.</li>
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- <li><strong>Create tunnel</strong> — specify the hostname and local port.</li>
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- <li><strong>Start tunnel</strong> — traffic flows securely from your domain to localhost.</li>
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- </ol>
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-
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- <h2 id="cors">CORS Configuration</h2>
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- <p>CORS (Cross-Origin Resource Sharing) controls which websites can make API requests to your server.</p>
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- <ul>
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- <li><strong>No origins listed</strong> — open access (any website can call your API). Fine for development, risky for production.</li>
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- <li><strong>Origins listed</strong> — only those specific domains can make requests.</li>
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- </ul>
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- <p>CORS is auto-updated when you change your subdomain or custom domain. For manual control, go to <strong>Settings → Network &amp; Firewall</strong>.</p>
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-
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- <div class="warning">
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- <strong>Warning:</strong> Open CORS in production is a security risk. Always configure allowed origins when deploying publicly.
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- </div>
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-
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- <h2 id="deployment-key">Deployment Key</h2>
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- <p>After registering a domain, a deployment key is shown <strong>once</strong>. This key is required to recover your domain if you migrate to a new server.</p>
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-
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- <div class="danger">
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- <strong>Danger:</strong> The deployment key is shown only once. Save it securely immediately. Without it, domain recovery requires manual intervention.
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- </div>
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-
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- <p>Recovery command:</p>
184
- <pre><code>npx @agenticmail/enterprise recover --domain your.domain.com</code></pre>
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-
186
- <h2 id="migration">Migration</h2>
187
- <p>To move your entire deployment to a new machine:</p>
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- <ol>
189
- <li>Copy <code>~/.agenticmail/.env</code> from the old machine (contains DATABASE_URL, JWT_SECRET, VAULT_KEY, PORT).</li>
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- <li>On the new machine: <code>mkdir -p ~/.agenticmail</code></li>
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- <li>Save the .env file to <code>~/.agenticmail/.env</code></li>
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- <li>Copy <code>~/.agenticmail/branding/</code> folder if you have custom branding (logo, favicon, login background).</li>
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- <li>Start the server: <code>npx @agenticmail/enterprise@latest start</code></li>
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- <li>If using Cloudflare Tunnel: <code>cloudflared tunnel login</code> on the new machine, then redeploy from the dashboard.</li>
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- </ol>
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-
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- <div class="danger">
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- <strong>Important:</strong> Without the same <code>VAULT_KEY</code>, encrypted credentials (agent email passwords, API keys) cannot be decrypted. You would need to re-enter them.
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- </div>
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-
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- <h2 id="cli-commands">CLI Commands</h2>
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- <table>
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- <thead><tr><th>Purpose</th><th>Command</th></tr></thead>
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- <tbody>
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- <tr><td>Initial setup</td><td><code>npx @agenticmail/enterprise setup</code></td></tr>
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- <tr><td>Start server</td><td><code>npx @agenticmail/enterprise start</code></td></tr>
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- <tr><td>Verify DNS</td><td><code>npx @agenticmail/enterprise verify-domain</code></td></tr>
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- <tr><td>Recover on new server</td><td><code>npx @agenticmail/enterprise recover --domain your.domain.com</code></td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="configuration">Configuration &amp; Setup</h2>
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-
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- <h3>API Endpoints</h3>
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- <table>
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- <thead><tr><th>Method</th><th>Endpoint</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>GET</td><td><code>/domain/status</code></td><td>Get domain registration and verification status</td></tr>
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- <tr><td>POST</td><td><code>/domain/register</code></td><td>Register a new custom domain</td></tr>
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- <tr><td>POST</td><td><code>/domain/change</code></td><td>Change to a different custom domain</td></tr>
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- <tr><td>POST</td><td><code>/domain/verify</code></td><td>Check DNS verification status</td></tr>
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- <tr><td>DELETE</td><td><code>/domain</code></td><td>Remove custom domain</td></tr>
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- <tr><td>POST</td><td><code>/domain/subdomain</code></td><td>Set/change agenticmail.io subdomain</td></tr>
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- <tr><td>GET</td><td><code>/domain/cors</code></td><td>Get CORS allowed origins</td></tr>
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- <tr><td>GET</td><td><code>/tunnel/status</code></td><td>Cloudflare Tunnel status</td></tr>
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- <tr><td>POST</td><td><code>/tunnel/install</code></td><td>Install cloudflared</td></tr>
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- <tr><td>POST</td><td><code>/tunnel/stop</code></td><td>Stop running tunnel</td></tr>
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- </tbody>
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- </table>
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- <h3>Environment Variables (.env)</h3>
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- <table>
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- <thead><tr><th>Variable</th><th>Purpose</th></tr></thead>
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- <tbody>
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- <tr><td><code>DATABASE_URL</code></td><td>Database connection — all data lives here</td></tr>
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- <tr><td><code>JWT_SECRET</code></td><td>Keeps login sessions valid across restarts</td></tr>
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- <tr><td><code>AGENTICMAIL_VAULT_KEY</code></td><td>Decrypts stored credentials</td></tr>
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- <tr><td><code>PORT</code></td><td>Server port (default: 3200)</td></tr>
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- <tr><td><code>TRANSPORT_ENCRYPTION_KEY</code></td><td>Custom key for API transport encryption. If not set, falls back to <code>ENCRYPTION_KEY</code>, then <code>JWT_SECRET</code>. Used to encrypt all API responses in transit (dashboard ↔ server).</td></tr>
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- <tr><td><code>ENCRYPTION_KEY</code></td><td>General-purpose encryption key. Used as fallback for transport encryption if <code>TRANSPORT_ENCRYPTION_KEY</code> is not set.</td></tr>
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- </tbody>
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- </table>
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-
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- <div class="tip">
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- <strong>Transport Encryption:</strong> When enabled in Settings → Security, all API responses are encrypted client-side before transit. The encryption key is derived from <code>TRANSPORT_ENCRYPTION_KEY</code> → <code>ENCRYPTION_KEY</code> → <code>JWT_SECRET</code> (in order of priority). SSE/EventSource streams are excluded automatically since they cannot send custom headers.
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- </div>
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-
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- <h2 id="best-practices">Best Practices</h2>
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- <div class="card">
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- <ul>
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- <li><strong>Use Cloudflare Tunnel for local deployments</strong> — no port forwarding, automatic HTTPS, and easy management.</li>
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- <li><strong>Use a subdomain for custom domains</strong> — <code>agents.yourcompany.com</code> is easier to set up than a root domain.</li>
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- <li><strong>Save your deployment key immediately</strong> — it's shown once and cannot be retrieved later.</li>
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- <li><strong>Back up your .env file</strong> — this is your entire configuration. Store it securely (password manager, encrypted backup).</li>
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- <li><strong>Configure CORS in production</strong> — never leave CORS open on a public deployment.</li>
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- <li><strong>Keep cloudflared updated</strong> — the dashboard shows the installed version; update periodically.</li>
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- <li><strong>Test DNS before going live</strong> — use <code>dig</code> or <code>nslookup</code> to verify records before clicking "Verify DNS Now."</li>
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- </ul>
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- </div>
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- <h2 id="troubleshooting">Troubleshooting</h2>
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- <div class="card">
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- <h3>DNS verification fails</h3>
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- <p>DNS propagation can take up to 48 hours. Verify your records are correct with <code>dig TXT _agenticmail-verify.yourdomain.com</code>. Ensure there are no typos in the challenge value.</p>
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- <h3>Subdomain change breaks access</h3>
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- <p>After changing the subdomain, you must update DNS to point the new subdomain to your server, then access the dashboard from the new URL. The old URL will stop working.</p>
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-
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- <h3>Cloudflare Tunnel not connecting</h3>
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- <p>Ensure cloudflared is installed and logged in (<code>cloudflared tunnel login</code>). Check that the configured port matches your server's actual port. Review cloudflared logs for errors.</p>
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-
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- <h3>CORS errors in browser console</h3>
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- <p>Add your dashboard URL to the allowed origins in Settings → Network &amp; Firewall. CORS is auto-updated when you change subdomain/domain, but manual additions may be needed for custom setups.</p>
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-
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- <h3>"Enter just the domain, not a URL" error</h3>
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- <p>Don't include <code>https://</code> — enter only the domain (e.g., <code>agents.yourcompany.com</code>).</p>
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-
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- <h3>Lost deployment key</h3>
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- <p>If you've lost the deployment key and need to recover, contact support. As a workaround, you can remove the domain and re-register it, but you'll need to update DNS records again.</p>
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- </div>
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-
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- <h2 id="related">Related Pages</h2>
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- <div class="nav">
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- <a href="/docs/vault.html">Vault</a> — Credentials encrypted with VAULT_KEY are tied to your deployment.
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- <a href="/docs/users.html">Users</a> — User access requires a reachable deployment URL.
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- <a href="/docs/compliance.html">Compliance</a> — Domain and deployment changes are logged in audit reports.
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- </div>
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- <div style="margin-top:40px;padding-top:16px;border-top:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;font-size:12px;color:var(--text-muted)">
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- <span>AgenticMail Enterprise Documentation</span>
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- <a href="https://github.com/agenticmail/enterprise/issues" target="_blank" style="display:inline-flex;align-items:center;gap:4px;color:var(--text-muted);text-decoration:none"><svg width="14" height="14" viewBox="0 0 24 24" fill="currentColor"><path d="M12 0C5.37 0 0 5.37 0 12c0 5.31 3.435 9.795 8.205 11.385.6.105.825-.255.825-.57 0-.285-.015-1.23-.015-2.235-3.015.555-3.795-.735-4.035-1.41-.135-.345-.72-1.41-1.23-1.695-.42-.225-1.02-.78-.015-.795.945-.015 1.62.87 1.845 1.23 1.08 1.815 2.805 1.305 3.495.99.105-.78.42-1.305.765-1.605-2.67-.3-5.46-1.335-5.46-5.925 0-1.305.465-2.385 1.23-3.225-.12-.3-.54-1.53.12-3.18 0 0 1.005-.315 3.3 1.23.96-.27 1.98-.405 3-.405s2.04.135 3 .405c2.295-1.56 3.3-1.23 3.3-1.23.66 1.65.24 2.88.12 3.18.765.84 1.23 1.905 1.23 3.225 0 4.605-2.805 5.625-5.475 5.925.435.375.81 1.095.81 2.22 0 1.605-.015 2.895-.015 3.3 0 .315.225.69.825.57A12.02 12.02 0 0024 12c0-6.63-5.37-12-12-12z"/></svg> Report an issue</a>
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- </div>
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- <a class="back" href="/dashboard/guardrails">&#8592; Back to Dashboard</a>
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-
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- <h1>Guardrails &amp; Policies</h1>
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- <p style="color: var(--text-muted); margin-bottom: 24px;">Define behavioral rules for your agents, enforce compliance, and intervene when things go wrong.</p>
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-
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- <div class="toc">
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- <h3>On This Page</h3>
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- <ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#tabs">Dashboard Tabs</a></li>
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- <li><a href="#policies">Creating &amp; Managing Policies</a></li>
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- <li><a href="#enforcement">Enforcement Levels</a></li>
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- <li><a href="#onboarding">Agent Onboarding</a></li>
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- <li><a href="#memory">Agent Memory</a></li>
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- <li><a href="#rules">Rules &amp; Automated Interventions</a></li>
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- <li><a href="#manual">Manual Interventions</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- <li><a href="#troubleshooting">Troubleshooting</a></li>
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- </ul>
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- </div>
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-
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- <h2 id="overview">Overview</h2>
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- <p>The Guardrails page is your central control panel for agent safety. It lets you define policies that agents must follow, track whether agents have acknowledged those policies, inspect agent memory, and set up automated rules that trigger interventions (pause, kill, alert) when agents misbehave.</p>
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- <p>Think of it as the compliance layer between your organization's rules and your AI agents' behavior. Policies are written in plain language (Markdown), and agents internalize them during an onboarding flow before they start operating.</p>
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-
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- <h2 id="tabs">Dashboard Tabs</h2>
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- <div class="card">
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- <table>
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- <tr><th>Tab</th><th>Purpose</th></tr>
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- <tr><td><strong>Overview</strong></td><td>Quick stats — policy count, onboarding progress, recent interventions. Also has agent pause/resume/kill controls.</td></tr>
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- <tr><td><strong>Policies</strong></td><td>Create, edit, and manage behavioral policies grouped by category.</td></tr>
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- <tr><td><strong>Onboarding</strong></td><td>Track which agents have acknowledged your policies. Force-complete or re-initiate onboarding.</td></tr>
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- <tr><td><strong>Agent Memory</strong></td><td>View and manage what agents remember — org knowledge, corrections, preferences, and more.</td></tr>
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- <tr><td><strong>Rules &amp; Interventions</strong></td><td>Configure automated guardrail rules, anomaly detection thresholds, and review the intervention log.</td></tr>
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- </table>
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- </div>
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- <div class="tip"><strong>Start here:</strong> The Overview tab gives you a quick health check. If everything looks green, you're good. Drill into specific tabs for detailed management.</div>
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-
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- <h2 id="policies">Creating &amp; Managing Policies</h2>
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- <p>Policies are the rules your agents must follow. Each policy has a name, category, enforcement level, and content written in Markdown.</p>
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-
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- <h3>Policy Categories</h3>
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- <table>
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- <tr><th>Category</th><th>Use For</th></tr>
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- <tr><td><strong>Code of Conduct</strong></td><td>General behavioral expectations — tone, professionalism, boundaries</td></tr>
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- <tr><td><strong>Communication</strong></td><td>Rules about how agents communicate — response style, escalation triggers, language</td></tr>
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- <tr><td><strong>Data Handling</strong></td><td>PII protection, data retention, what agents can and cannot store</td></tr>
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- <tr><td><strong>Brand Voice</strong></td><td>Tone, terminology, messaging guidelines</td></tr>
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- <tr><td><strong>Security</strong></td><td>Credential handling, API usage limits, prohibited actions</td></tr>
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- <tr><td><strong>Escalation</strong></td><td>When and how agents should escalate to humans</td></tr>
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- <tr><td><strong>Custom</strong></td><td>Anything else specific to your organization</td></tr>
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- </table>
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-
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- <h3>Creating a Policy</h3>
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- <ol>
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- <li>Go to the <strong>Policies</strong> tab and click <strong>Create Policy</strong></li>
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- <li>Enter a <strong>Name</strong> and choose a <strong>Category</strong></li>
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- <li>Set the <strong>Enforcement</strong> level (see below)</li>
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- <li>Write the policy <strong>Content</strong> in Markdown — be specific and actionable</li>
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- <li>Set <strong>Applies To</strong> — use <code>*</code> for all agents, or list specific agent IDs</li>
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- <li>Set <strong>Priority</strong> (0 = highest priority, shown first)</li>
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- <li>Click <strong>Create Policy</strong></li>
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- </ol>
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-
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- <div class="tip"><strong>Default Templates:</strong> Click <strong>Apply Default Templates</strong> to load a starter set of policies covering common scenarios like data handling, communication standards, and escalation procedures.</div>
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- <h3>Policy Content Tips</h3>
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- <p>Write policies as clear, actionable instructions. Agents internalize these during onboarding and store them in memory. Good policies are:</p>
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- <ul>
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- <li><strong>Specific:</strong> "Never share API keys in email" beats "Handle credentials carefully"</li>
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- <li><strong>Actionable:</strong> Tell the agent what to do, not just what not to do</li>
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- <li><strong>Testable:</strong> Could you check if the agent followed this? If not, make it more concrete</li>
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- </ul>
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- <h2 id="enforcement">Enforcement Levels</h2>
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- <div class="card">
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- <table>
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- <tr><th>Level</th><th>Behavior</th><th>Use When</th></tr>
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- <tr><td><span class="badge badge-advanced">Mandatory</span></td><td>Agent <strong>must</strong> acknowledge before operating. Violations can trigger interventions.</td><td>Security policies, legal compliance, data handling rules</td></tr>
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- <tr><td><span class="badge badge-medium">Recommended</span></td><td>Agent should follow but won't be blocked. Flagged in audits.</td><td>Best practices, style guides, preferred workflows</td></tr>
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- <tr><td><span class="badge badge-easy">Informational</span></td><td>Provided for context only. No enforcement.</td><td>Background info, org culture notes, nice-to-knows</td></tr>
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- </table>
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- </div>
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- <div class="warning"><strong>Versioning:</strong> When you update a mandatory policy, agents that already acknowledged the old version may need re-onboarding. Use the <strong>Check Policy Changes</strong> button in the Onboarding tab to detect stale acknowledgments.</div>
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- <h2 id="onboarding">Agent Onboarding</h2>
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- <p>Onboarding is the process by which agents acknowledge and internalize your organization's policies. Until an agent completes onboarding, it operates with limited capabilities.</p>
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-
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- <h3>Onboarding Statuses</h3>
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- <table>
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- <tr><th>Status</th><th>Meaning</th></tr>
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- <tr><td><strong style="color: #15803d;">Completed</strong></td><td>Agent has acknowledged all required policies</td></tr>
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- <tr><td><strong style="color: #eab308;">In Progress</strong></td><td>Agent has acknowledged some policies but not all</td></tr>
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- <tr><td><strong style="color: #ef4444;">Needs Renewal</strong></td><td>Policies changed since last acknowledgment — re-onboarding needed</td></tr>
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- <tr><td><strong style="color: #6b7394;">Not Started</strong></td><td>Agent hasn't begun onboarding</td></tr>
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- </table>
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- <h3>Managing Onboarding</h3>
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- <ul>
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- <li><strong>Initiate Onboarding:</strong> Select an agent and click to start the process</li>
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- <li><strong>Force Complete:</strong> Skip the acknowledgment flow and mark an agent as onboarded (use sparingly)</li>
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- <li><strong>Check Policy Changes:</strong> Scan for agents whose onboarding is stale due to policy updates</li>
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- </ul>
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- <h2 id="memory">Agent Memory</h2>
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- <p>The Agent Memory tab lets you inspect, create, and manage what agents remember. Memories are categorized and have confidence scores that decay over time.</p>
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- <h3>Memory Categories</h3>
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- <table>
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- <tr><th>Category</th><th>Examples</th></tr>
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- <tr><td><strong>Org Knowledge</strong></td><td>Company facts, team structure, product details</td></tr>
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- <tr><td><strong>Interaction Pattern</strong></td><td>How a specific user prefers to communicate</td></tr>
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- <tr><td><strong>Preference</strong></td><td>User likes morning summaries, prefers bullet points</td></tr>
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- <tr><td><strong>Correction</strong></td><td>"The CEO's name is spelled Kathryn, not Katherine"</td></tr>
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- <tr><td><strong>Skill</strong></td><td>Learned capabilities from training or experience</td></tr>
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- <tr><td><strong>Context</strong></td><td>Background information for ongoing projects</td></tr>
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- <tr><td><strong>Reflection</strong></td><td>Agent's self-assessment and lessons learned</td></tr>
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- </table>
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- <h3>Memory Management</h3>
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- <ul>
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- <li><strong>Add Memory:</strong> Manually inject knowledge into an agent's memory (e.g., "Our Q3 revenue target is $2M")</li>
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- <li><strong>Prune:</strong> Remove expired memory entries</li>
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- <li><strong>Decay:</strong> Reduce confidence scores on old memories, making them less influential</li>
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- <li><strong>Delete:</strong> Remove specific memory entries</li>
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- </ul>
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- <div class="tip"><strong>Confidence scores</strong> range from 0–100%. Memories above 70% are considered reliable. Below 30%, they're treated as uncertain. Use the Decay button to gradually reduce confidence on stale information.</div>
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- <h2 id="rules">Rules &amp; Automated Interventions</h2>
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- <p>Rules let you define automated responses to agent behavior. When a rule's conditions are met, the system automatically takes action — alerting admins, pausing agents, or killing sessions.</p>
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- <h3>Rule Categories</h3>
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- <table>
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- <tr><th>Category</th><th>What It Detects</th></tr>
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- <tr><td><strong>Anomaly Detection</strong></td><td>Unusual patterns — excessive API calls, error spikes, abnormal token usage</td></tr>
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- <tr><td><strong>Policy Compliance</strong></td><td>Violations of defined policies</td></tr>
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- <tr><td><strong>Communication</strong></td><td>Inappropriate messaging, tone violations</td></tr>
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- <tr><td><strong>Security</strong></td><td>Credential exposure, unauthorized access attempts</td></tr>
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- </table>
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- <h3>Rule Actions</h3>
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- <table>
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- <tr><th>Action</th><th>Effect</th></tr>
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- <tr><td><strong>Alert</strong></td><td>Send a notification to admins</td></tr>
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- <tr><td><strong>Pause Agent</strong></td><td>Temporarily suspend the agent — can be resumed from the dashboard</td></tr>
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- <tr><td><strong>Kill Agent</strong></td><td>Immediately terminate the agent session</td></tr>
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- <tr><td><strong>Notify Admin</strong></td><td>Send a notification without affecting the agent</td></tr>
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- <tr><td><strong>Log Only</strong></td><td>Record the event for auditing but take no action</td></tr>
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- </table>
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- <h3>Severity Levels</h3>
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- <p>Each rule has a severity (Low, Medium, High, Critical) that determines how urgently the intervention is surfaced in the dashboard and notifications.</p>
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- <h2 id="manual">Manual Interventions</h2>
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- <p>From the Overview tab, you can manually control any agent:</p>
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- <ul>
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- <li><strong>Pause:</strong> Temporarily suspends the agent. It stops processing but retains state.</li>
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- <li><strong>Resume:</strong> Resumes a paused agent.</li>
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- <li><strong>Kill:</strong> Immediately terminates the agent session. Use for emergencies.</li>
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- </ul>
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- <p>All interventions (manual and automated) are logged in the intervention history with timestamps, the triggering user or rule, and the reason.</p>
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- <div class="danger"><strong>Kill is irreversible for the current session.</strong> The agent's session is terminated immediately. You'll need to restart the agent from the Agents page.</div>
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- <h2 id="best-practices">Best Practices</h2>
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- <div class="card">
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- <ul>
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- <li><strong>Start with default templates</strong> — they cover common scenarios and give you a solid foundation</li>
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- <li><strong>Use mandatory enforcement sparingly</strong> — reserve it for security and compliance. Over-restricting agents reduces their effectiveness</li>
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- <li><strong>Review the intervention log weekly</strong> — patterns in interventions reveal whether your policies need tuning</li>
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- <li><strong>Keep policies concise</strong> — agents internalize every word. Long, vague policies dilute important rules</li>
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- <li><strong>Set up anomaly rules early</strong> — catch runaway agents before they cause damage</li>
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- <li><strong>Use cooldown periods</strong> on rules to prevent alert fatigue from repeated triggers</li>
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- <li><strong>Decay memory periodically</strong> — old information becomes less reliable. Let confidence scores reflect that</li>
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- </ul>
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- </div>
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- <h2 id="troubleshooting">Troubleshooting</h2>
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- <table>
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- <tr><th>Issue</th><th>Solution</th></tr>
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- <tr><td>Agent not following policies</td><td>Check the Onboarding tab — the agent may not have acknowledged the policy. Force-complete or re-initiate onboarding.</td></tr>
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- <tr><td>Too many intervention alerts</td><td>Increase cooldown periods on rules, or change severity from "alert" to "log only" for low-priority rules.</td></tr>
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- <tr><td>"Needs Renewal" showing for all agents</td><td>You recently updated a mandatory policy. Click <strong>Check Policy Changes</strong> to re-onboard affected agents.</td></tr>
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- <tr><td>Memory entries not appearing</td><td>Select the correct agent from the dropdown. Memories are per-agent. Also check category and importance filters.</td></tr>
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- <tr><td>Paused agent won't resume</td><td>Check if the agent was killed (not paused). Killed agents need to be restarted from the Agents page.</td></tr>
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- </table>
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- <h2>Related Pages</h2>
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- <div class="card">
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- <ul>
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- <li><a href="/docs/audit">Audit Log</a> — Review all administrative actions and policy changes</li>
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- <li><a href="/docs/multi-tenant">Multi-Tenant Guide</a> — Organization-scoped policies and agent assignment</li>
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- <li><a href="/docs/settings">Settings</a> — Configure security, tool permissions, and network rules</li>
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- </ul>
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- </div>
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- <p style="margin-top: 32px; color: var(--text-muted); font-size: 12px; text-align: center;">
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- AgenticMail Enterprise — Guardrails &amp; Policies Documentation
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- </p>
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- <div style="margin-top:40px;padding-top:16px;border-top:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;font-size:12px;color:var(--text-muted)">
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- <span>AgenticMail Enterprise Documentation</span>
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- <a href="https://github.com/agenticmail/enterprise/issues" target="_blank" style="display:inline-flex;align-items:center;gap:4px;color:var(--text-muted);text-decoration:none"><svg width="14" height="14" viewBox="0 0 24 24" fill="currentColor"><path d="M12 0C5.37 0 0 5.37 0 12c0 5.31 3.435 9.795 8.205 11.385.6.105.825-.255.825-.57 0-.285-.015-1.23-.015-2.235-3.015.555-3.795-.735-4.035-1.41-.135-.345-.72-1.41-1.23-1.695-.42-.225-1.02-.78-.015-.795.945-.015 1.62.87 1.845 1.23 1.08 1.815 2.805 1.305 3.495.99.105-.78.42-1.305.765-1.605-2.67-.3-5.46-1.335-5.46-5.925 0-1.305.465-2.385 1.23-3.225-.12-.3-.54-1.53.12-3.18 0 0 1.005-.315 3.3 1.23.96-.27 1.98-.405 3-.405s2.04.135 3 .405c2.295-1.56 3.3-1.23 3.3-1.23.66 1.65.24 2.88.12 3.18.765.84 1.23 1.905 1.23 3.225 0 4.605-2.805 5.625-5.475 5.925.435.375.81 1.095.81 2.22 0 1.605-.015 2.895-.015 3.3 0 .315.225.69.825.57A12.02 12.02 0 0024 12c0-6.63-5.37-12-12-12z"/></svg> Report an issue</a>
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