@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>Organization Chart — 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>Organization Chart</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Visual hierarchy of all agents — reporting structure, status indicators, and interactive tree layout on a zoomable canvas.</p>
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-
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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="#canvas-interactions">Canvas Interactions</a></li>
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- <li><a href="#node-cards">Node Cards</a></li>
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- <li><a href="#summary-metrics">Summary Metrics</a></li>
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- <li><a href="#hover-tooltip">Hover Tooltip</a></li>
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- <li><a href="#external-managers">External Managers</a></li>
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- <li><a href="#configuration">Configuration &amp; Setup</a></li>
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- <li><a href="#api-reference">API Reference</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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-
31
- <div class="tip">
32
- <strong>Non-technical summary:</strong> This page shows your AI agents organized like a company org chart — who reports to whom, who's online, and who's busy. Hover over any agent to see their details, and drag/zoom to explore large teams.
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- </div>
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-
35
- <p>The Organization Chart renders a top-down tree layout of all agents in your organization. Each agent is a card node showing name, role, state, and activity badges. Edges (SVG curved paths) connect agents to their managers, forming a visual reporting hierarchy.</p>
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-
37
- <p>Key features:</p>
38
- <ul>
39
- <li>Automatic tree layout with top-down hierarchy</li>
40
- <li>Color-coded state indicators (running, stopped, error, paused)</li>
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- <li>External (human) manager support with purple styling</li>
42
- <li>Interactive zoom, pan, and hover highlighting</li>
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- <li>Summary metrics bar</li>
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- <li>Rich hover tooltips with agent details</li>
45
- </ul>
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-
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- <h2 id="how-it-works">How It Works</h2>
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-
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- <ol>
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- <li><strong>Fetch data</strong> — Two API calls: <code>/hierarchy/org-chart</code> for hierarchy data, and <code>/agents</code> for avatars and metadata.</li>
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- <li><strong>Build tree</strong> — Agents are grouped by <code>managerId</code>. Agents without a manager (or with an unresolvable manager) become root nodes.</li>
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- <li><strong>External managers</strong> — Agents with <code>managerType: 'external'</code> are grouped under synthetic purple nodes representing human managers.</li>
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- <li><strong>Compute layout</strong> — A recursive algorithm calculates subtree widths, then positions nodes top-down with even spacing (220×72px nodes, 40px horizontal gap, 80px vertical gap).</li>
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- <li><strong>Render</strong> — SVG cubic Bézier curves for edges, HTML div cards for nodes, all on a zoomable/pannable canvas.</li>
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- <li><strong>Auto-fit</strong> — On first render, the canvas auto-zooms to fit all nodes in view.</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>Agent States</h3>
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- <table>
62
- <thead><tr><th>State</th><th>Color</th><th>Meaning</th></tr></thead>
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- <tbody>
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- <tr><td>Running</td><td><span class="badge" style="background:#15803d22;color:#15803d">Green</span></td><td>Agent is active and processing</td></tr>
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- <tr><td>Stopped</td><td><span class="badge" style="background:#6b739422;color:#6b7394">Gray</span></td><td>Agent is not running</td></tr>
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- <tr><td>Error</td><td><span class="badge" style="background:#ef444422;color:#ef4444">Red</span></td><td>Agent encountered an error</td></tr>
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- <tr><td>Paused</td><td><span class="badge" style="background:#991b1b22;color:#991b1b">Amber</span></td><td>Agent is temporarily paused</td></tr>
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- <tr><td>Deploying</td><td><span class="badge" style="background:#06b6d422;color:#06b6d4">Cyan</span></td><td>Agent is being deployed</td></tr>
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- <tr><td>External</td><td><span class="badge" style="background:#8b5cf622;color:#8b5cf6">Purple</span></td><td>Human/external manager node</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Manager Types</h3>
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- <ul>
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- <li><strong>Internal</strong> — Reports to another AI agent in the system</li>
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- <li><strong>External</strong> — Reports to a human manager (shown as a purple node)</li>
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- <li><strong>None</strong> — Root-level agent with no manager</li>
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- </ul>
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-
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- <h2 id="canvas-interactions">Canvas Interactions</h2>
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-
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- <table>
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- <thead><tr><th>Action</th><th>Effect</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Hover</strong> on a node</td><td>Highlights the full chain (ancestors + descendants), dims everything else. Shows detail tooltip.</td></tr>
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- <tr><td><strong>Scroll wheel</strong></td><td>Zoom in/out (15%–300%)</td></tr>
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- <tr><td><strong>Click + drag</strong> background</td><td>Pan the canvas</td></tr>
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- <tr><td><strong>Fit button</strong></td><td>Auto-zoom to fit all nodes</td></tr>
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- <tr><td><strong>Refresh button</strong></td><td>Reload hierarchy data</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="node-cards">Node Cards</h2>
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-
95
- <p>Each agent node (220×72px) displays:</p>
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- <ul>
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- <li><strong>Avatar</strong> — Agent avatar image or colored initial circle with state-colored border</li>
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- <li><strong>State dot</strong> — Small circle at bottom-right of avatar showing current state</li>
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- <li><strong>Name</strong> — Agent name (truncated with ellipsis if too long)</li>
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- <li><strong>Role</strong> — Agent role description</li>
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- <li><strong>Badges:</strong>
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- <ul>
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- <li><span class="badge" style="background:#6366f122;color:#6366f1">MGR</span> — Agent is a manager (has subordinates)</li>
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- <li><span class="badge" style="background:#991b1b22;color:#991b1b">N tasks</span> — Count of active tasks</li>
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- <li><span class="badge" style="background:#ef444422;color:#ef4444">N err</span> — Errors today</li>
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- </ul>
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- </li>
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- </ul>
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-
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- <h2 id="summary-metrics">Summary Metrics</h2>
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-
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- <p>Below the toolbar, a compact metrics bar shows:</p>
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- <ul>
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- <li><strong>Agents</strong> — Total count (excluding external managers)</li>
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- <li><strong>Running</strong> — Active agents (green)</li>
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- <li><strong>Stopped</strong> — Inactive agents (gray, shown only if &gt; 0)</li>
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- <li><strong>Error</strong> — Agents in error state (red, shown only if &gt; 0)</li>
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- <li><strong>Paused</strong> — Paused agents (amber, shown only if &gt; 0)</li>
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- <li><strong>Human</strong> — External manager nodes (purple, shown only if &gt; 0)</li>
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- <li><strong>Managers</strong> — Agents with subordinates</li>
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- <li><strong>Active Tasks</strong> — Total across all agents</li>
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- <li><strong>Errors Today</strong> — Total errors across all agents</li>
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- </ul>
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-
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- <h2 id="hover-tooltip">Hover Tooltip</h2>
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-
127
- <p>Hovering over any node shows a fixed-position tooltip with:</p>
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- <ul>
129
- <li>Agent avatar, name, and role</li>
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- <li>Current state</li>
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- <li>Clocked-in status (Yes/No)</li>
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- <li>Type (Internal AI / External Human)</li>
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- <li>Reports to (manager name)</li>
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- <li>Direct reports count</li>
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- <li>Active tasks count</li>
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- <li>Errors today count</li>
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- <li>Last active timestamp (relative, e.g., "5m ago")</li>
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- </ul>
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-
140
- <h2 id="external-managers">External Managers</h2>
141
-
142
- <p>When agents have <code>managerType: 'external'</code> with a <code>managerName</code> and/or <code>managerEmail</code>, the system creates synthetic purple nodes representing human managers. These nodes:</p>
143
- <ul>
144
- <li>Use a purple gradient avatar</li>
145
- <li>Show "External Manager" as role</li>
146
- <li>Group all agents reporting to that human under a single node</li>
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- <li>Are always shown as the root of their subtree</li>
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- </ul>
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-
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- <div class="tip">
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- <strong>Tip:</strong> External manager nodes let you visualize the complete reporting structure including human oversight, not just the AI-to-AI hierarchy.
152
- </div>
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-
154
- <h2 id="configuration">Configuration &amp; Setup</h2>
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-
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- <h3>Setting Up the Hierarchy</h3>
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- <p>The org chart automatically reflects agent configurations. To create hierarchy:</p>
158
- <ol>
159
- <li>Set <code>managerId</code> on agent config to point to another agent's ID for internal reporting</li>
160
- <li>Or set <code>managerType: 'external'</code> with <code>externalManagerName</code> and <code>externalManagerEmail</code> for human managers</li>
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- <li>Agents without a manager appear as root nodes</li>
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- </ol>
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-
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- <h3>Agent Avatars</h3>
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- <p>Avatars are resolved from (in priority order):</p>
166
- <ol>
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- <li><code>config.identity.avatar</code></li>
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- <li><code>config.avatar</code></li>
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- <li><code>config.persona.avatar</code></li>
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- </ol>
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- <p>If none is set, a colored circle with the first letter of the agent's name is shown.</p>
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-
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- <h2 id="api-reference">API Reference</h2>
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-
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- <table>
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- <thead><tr><th>Endpoint</th><th>Method</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><code>/hierarchy/org-chart</code></td><td>GET</td><td>Full hierarchy with nodes (agentId, name, role, state, managerId, subordinates, etc.)</td></tr>
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- <tr><td><code>/agents</code></td><td>GET</td><td>Agent list with config (for avatar resolution)</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Org Chart Node Fields</h3>
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- <table>
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- <thead><tr><th>Field</th><th>Type</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><code>agentId</code></td><td>string</td><td>Unique agent identifier</td></tr>
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- <tr><td><code>name</code></td><td>string</td><td>Display name</td></tr>
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- <tr><td><code>role</code></td><td>string</td><td>Agent role description</td></tr>
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- <tr><td><code>state</code></td><td>string</td><td>running, stopped, error, paused, deploying</td></tr>
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- <tr><td><code>managerId</code></td><td>string?</td><td>ID of parent agent</td></tr>
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- <tr><td><code>managerType</code></td><td>string</td><td>internal, external, or none</td></tr>
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- <tr><td><code>subordinateCount</code></td><td>number</td><td>Number of direct reports</td></tr>
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- <tr><td><code>isManager</code></td><td>boolean</td><td>Whether this agent manages others</td></tr>
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- <tr><td><code>activeTasks</code></td><td>number</td><td>Current active tasks</td></tr>
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- <tr><td><code>errorsToday</code></td><td>number</td><td>Errors in the last 24h</td></tr>
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- <tr><td><code>clockedIn</code></td><td>boolean</td><td>Workforce clock status</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="best-practices">Best Practices</h2>
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-
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- <ul>
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- <li><strong>Define clear reporting lines:</strong> Set <code>managerId</code> on every agent to create a clean hierarchy. Orphan agents cluster at the root level.</li>
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- <li><strong>Use external managers:</strong> If humans oversee AI agents, set them as external managers for a complete picture.</li>
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- <li><strong>Monitor error badges:</strong> Red error badges on nodes indicate agents needing attention — investigate promptly.</li>
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- <li><strong>Keep teams balanced:</strong> If one manager agent has 20+ direct reports, consider adding intermediate management layers.</li>
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- <li><strong>Set avatars:</strong> Custom avatars make the chart much easier to scan visually, especially with large teams.</li>
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- <li><strong>Use Fit to View:</strong> After making hierarchy changes, click "Fit" to re-center the chart.</li>
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- </ul>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <table>
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- <thead><tr><th>Issue</th><th>Solution</th></tr></thead>
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- <tbody>
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- <tr><td>Chart shows "No Organization Hierarchy Yet"</td><td>Add agents and set <code>managerId</code> to create reporting relationships. If agents exist but hierarchy endpoint returns null, the chart falls back to a flat list from <code>/agents</code>.</td></tr>
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- <tr><td>All agents at root level</td><td>No <code>managerId</code> set on any agent. Configure manager relationships in agent settings.</td></tr>
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- <tr><td>External manager not showing</td><td>Set <code>managerType: 'external'</code> with <code>externalManagerName</code> on the agent config. The email is optional but helps deduplicate.</td></tr>
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- <tr><td>Avatars not showing</td><td>Set <code>config.identity.avatar</code> to a valid image URL on the agent.</td></tr>
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- <tr><td>Canvas blank after loading</td><td>Click "Fit" to auto-zoom. The nodes may be outside the visible area.</td></tr>
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- <tr><td>Nodes overlapping</td><td>The tree layout should prevent this. If it happens, check for circular manager references (Agent A manages B, B manages A).</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="related">Related Pages</h2>
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-
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- <div class="nav">
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- <a href="/docs/workforce.html">Workforce Management</a> — Agent schedules and clock management
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- <a href="/docs/task-pipeline.html">Task Pipeline</a> — Task flow and delegation chains
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- <a href="/docs/messages.html">Agent Messages</a> — Inter-agent communications
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- <a href="/docs/activity.html">Activity Log</a> — Event and tool call history
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- </div>
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-
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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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- <!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>Organizations — 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>Organizations</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Multi-tenant client management with billing, agent assignment, and revenue tracking</p>
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-
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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="#creating-organizations">Creating Organizations</a></li>
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- <li><a href="#detail-view">Detail View</a></li>
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- <li><a href="#billing">Billing &amp; Revenue Tracking</a></li>
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- <li><a href="#api-reference">API Reference</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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-
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- <div class="tip">
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- <strong>Non-technical summary:</strong> Organizations represent your clients or departments. Each organization is a separate tenant — you assign AI agents to organizations, set billing rates, and track revenue vs. costs. Think of it like managing client accounts at an agency: each client has their own agents, their own billing, and their own data boundary.
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- </div>
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-
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- <p>The Organizations page (<code>OrganizationsPage</code>) provides full CRUD management for client organizations in a multi-tenant AgenticMail deployment. Organizations act as logical boundaries for agent assignment, knowledge base isolation, billing, and access control. Each organization has a unique slug, contact information, billing configuration, and a set of assigned agents.</p>
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-
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- <h2 id="how-it-works">How It Works</h2>
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-
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- <ol>
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- <li><strong>Create an organization</strong> — Provide a name (auto-generates a URL-safe slug), contact details, description, and optional billing rate per agent per month.</li>
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- <li><strong>Assign agents</strong> — Open the organization detail view and assign existing agents to it. Agents can be reassigned from other orgs.</li>
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- <li><strong>Set billing rates</strong> — Configure a default per-agent monthly rate, or set custom rates per agent.</li>
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- <li><strong>Monitor revenue</strong> — The billing tab shows revenue vs. token cost charts, margin calculations, and per-agent breakdowns.</li>
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- <li><strong>Manage lifecycle</strong> — Activate, deactivate, or delete organizations as needed.</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>Organization Slug</h3>
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- <p>A URL-safe identifier auto-generated from the organization name (e.g., "AgenticMail" → <code>agenticmail</code>). Slugs are immutable after creation and used throughout the system for routing and identification. You can manually edit the slug during creation.</p>
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-
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- <h3>Active vs. Inactive</h3>
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- <p>Organizations can be toggled active/inactive. Deactivating an organization effectively suspends all linked agents. The toggle endpoint is <code>POST /api/organizations/{id}/toggle</code>.</p>
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-
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- <h3>Agent Assignment</h3>
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- <p>Agents are assigned to organizations via <code>POST /api/agents/{id}/assign-org</code>. An agent can belong to only one organization at a time. Assigning an agent that's currently in another org will move it. Unassigning returns the agent to the default (internal) org.</p>
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-
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- <h2 id="creating-organizations">Creating Organizations</h2>
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-
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- <h3>Form Fields</h3>
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- <table>
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- <thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>Name</td><td>Yes</td><td>Display name of the organization</td></tr>
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- <tr><td>Slug</td><td>Yes</td><td>URL-safe identifier, auto-generated from name</td></tr>
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- <tr><td>Contact Name</td><td>No</td><td>Primary contact person</td></tr>
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- <tr><td>Contact Email</td><td>No</td><td>Primary contact email address</td></tr>
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- <tr><td>Description</td><td>No</td><td>Brief description of the organization</td></tr>
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- <tr><td>Billing Rate</td><td>No</td><td>Monthly rate per agent (default: 0.00)</td></tr>
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- <tr><td>Currency</td><td>No</td><td>USD, EUR, GBP, NGN, CAD, or AUD (default: USD)</td></tr>
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- </tbody>
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- </table>
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-
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- <pre><code>POST /api/organizations
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- Content-Type: application/json
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-
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- {
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- "name": "AgenticMail",
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- "slug": "agenticmail",
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- "contact_name": "Ope Olatunji",
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- "contact_email": "ope@agenticmail.com",
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- "description": "Enterprise client — Q1 2026 onboarding",
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- "billing_rate_per_agent": 99.00,
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- "currency": "USD"
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- }</code></pre>
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-
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- <h2 id="detail-view">Detail View</h2>
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-
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- <p>Clicking an organization card opens a detail modal with two tabs:</p>
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-
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- <h3>Agents Tab</h3>
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- <ul>
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- <li><strong>Linked agents list</strong> — Shows all agents assigned to this org with name, email, status badge, and an "Unassign" button</li>
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- <li><strong>Assign agent dropdown</strong> — Lists all agents not currently in this org (including those in other orgs, labeled accordingly)</li>
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- <li><strong>Status indicators</strong> — Active (green), Running (green), Suspended (yellow), Archived (gray)</li>
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- </ul>
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-
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- <h3>Billing Tab</h3>
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- <ul>
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- <li><strong>Revenue vs Cost chart</strong> — Bar chart showing monthly revenue (green) and token cost (red) side by side</li>
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- <li><strong>Summary stats</strong> — Total revenue, token cost, margin percentage, total tokens</li>
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- <li><strong>Per-agent billing rates</strong> — Editable rate inputs for each agent (blank = uses org default)</li>
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- <li><strong>Billing records table</strong> — Detailed monthly breakdown per agent: revenue, token cost, profit, tokens used</li>
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- </ul>
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- <div class="tip">
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- <strong>How billing works:</strong> Each agent's monthly cost is calculated from LLM token usage. Revenue is the billing rate you set. The difference is your margin. Setting a billing rate of $99/agent/month with $3 in token costs gives you a 97% margin.
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- </div>
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- <h2 id="billing">Billing &amp; Revenue Tracking</h2>
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- <p>Billing data is loaded from two endpoints:</p>
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- <ul>
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- <li><code>GET /api/organizations/{id}/billing-summary</code> — Monthly aggregated revenue, cost, and token counts</li>
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- <li><code>GET /api/organizations/{id}/billing</code> — Individual billing records per agent per month</li>
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- </ul>
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- <p>Custom per-agent rates are saved via <code>PATCH /api/agents/{id}</code> with a <code>billingRate</code> field. The effective rate for an agent is: custom rate if set, otherwise the org's default rate.</p>
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- <h2 id="api-reference">API Reference</h2>
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- <table>
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- <thead><tr><th>Endpoint</th><th>Method</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><code>/api/organizations</code></td><td>GET</td><td>List all organizations</td></tr>
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- <tr><td><code>/api/organizations</code></td><td>POST</td><td>Create a new organization</td></tr>
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- <tr><td><code>/api/organizations/{id}</code></td><td>GET</td><td>Get organization detail with linked agents</td></tr>
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- <tr><td><code>/api/organizations/{id}</code></td><td>PATCH</td><td>Update organization fields</td></tr>
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- <tr><td><code>/api/organizations/{id}</code></td><td>DELETE</td><td>Delete organization (must have 0 agents)</td></tr>
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- <tr><td><code>/api/organizations/{id}/toggle</code></td><td>POST</td><td>Toggle active/inactive status</td></tr>
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- <tr><td><code>/api/organizations/{id}/billing-summary</code></td><td>GET</td><td>Monthly billing aggregation</td></tr>
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- <tr><td><code>/api/organizations/{id}/billing</code></td><td>GET</td><td>Per-agent billing records</td></tr>
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- <tr><td><code>/api/agents/{id}/assign-org</code></td><td>POST</td><td>Assign agent to org</td></tr>
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- <tr><td><code>/api/agents/{id}/unassign-org</code></td><td>POST</td><td>Remove agent from org</td></tr>
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- <tr><td><code>/api/agents/{id}</code></td><td>PATCH</td><td>Update agent billing rate</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="best-practices">Best Practices</h2>
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-
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- <ul>
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- <li><strong>One org per client</strong> — Create a separate organization for each client to maintain data isolation and independent billing.</li>
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- <li><strong>Set billing rates early</strong> — Configure rates before agents start processing tasks to ensure accurate revenue tracking from day one.</li>
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- <li><strong>Use custom per-agent rates</strong> — Premium agents (e.g., with expensive models) should have higher billing rates to maintain margins.</li>
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- <li><strong>Deactivate before deleting</strong> — Deactivate an organization first to confirm no critical workflows depend on it. Delete only when agent count is zero.</li>
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- <li><strong>Monitor margins monthly</strong> — The billing tab's revenue vs. cost chart quickly reveals whether you're pricing correctly.</li>
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- <li><strong>Slugs are permanent</strong> — Choose meaningful slugs during creation. They cannot be changed after the fact.</li>
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- </ul>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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- <div class="card">
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- <h4>Cannot delete organization</h4>
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- <p>Organizations can only be deleted when they have zero assigned agents. Unassign all agents first, then delete.</p>
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- </div>
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- <div class="card">
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- <h4>Agent shows "[assigned elsewhere]" in dropdown</h4>
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- <p>The agent is currently assigned to a different organization. Assigning it to this org will remove it from the previous one.</p>
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- </div>
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- <div class="card">
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- <h4>Billing data shows $0.00 everywhere</h4>
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- <p>Billing records are created as agents process tasks and accumulate token costs. New organizations will have empty billing until agents start working.</p>
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- </div>
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-
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- <div class="danger">
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- <strong>Deleting an organization is permanent.</strong> All billing history and configuration will be lost. Ensure you've exported any needed billing data before deletion.
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- </div>
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-
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- <div class="nav">
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- <h3 id="related">Related Pages</h3>
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- <ul>
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- <li><a href="/docs/agents.html">Agents</a> — Create and manage agents assigned to organizations</li>
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- <li><a href="/docs/knowledge.html">Knowledge Bases</a> — Org-scoped document collections</li>
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- <li><a href="/docs/approvals.html">Approvals</a> — Approve agent actions per organization</li>
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- <li><a href="/docs/journal.html">Action Journal</a> — Org-filtered audit trail</li>
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- </ul>
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- </div>
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-
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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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- <!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>Agent Roles — 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>Agent Roles</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Create and manage agent role templates that appear in the Create Agent wizard — defining personality, skills, tone, and expertise for each agent type.</p>
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-
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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="#built-in-roles">Built-in Roles</a></li>
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- <li><a href="#custom-roles">Creating Custom Roles</a></li>
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- <li><a href="#personality">Personality / SOUL.md</a></li>
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- <li><a href="#skills">Skills &amp; Presets</a></li>
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- <li><a href="#org-scoping">Organization Scoping</a></li>
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- <li><a href="#preview">Role Preview</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> The Roles page manages the role templates that appear when creating a new AI agent. Each role template is like a job description — it defines who the agent is, how it communicates, what tools it uses, and what it's an expert in. When you select a role in the Create Agent wizard, all of this gets auto-configured, saving you from building each agent from scratch.</p>
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- <p><strong>For technical users:</strong> Role templates are stored in two places: 51 built-in templates in <code>soul-templates.json</code> and custom templates in the <code>custom_roles</code> database table (migration v32). Custom roles can be org-scoped via <code>org_id</code>. The <code>/souls/by-category</code> API merges both sources, so custom roles appear alongside built-in ones in the Create Agent wizard. Each template contains a full SOUL.md personality prompt, identity metadata (role title, tone, language), suggested skills, and tags for search.</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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- <div class="card">
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- <ol>
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- <li><strong>Admin creates a role template</strong> via the Roles page — defining name, category, personality, skills, and tone.</li>
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- <li><strong>Template appears in Create Agent wizard</strong> — Step 1 "Choose a Role Template" shows all built-in and custom templates grouped by category.</li>
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- <li><strong>User selects the role</strong> — the wizard auto-fills the agent's personality (SOUL.md), job title, communication tone, suggested skills, and permission preset.</li>
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- <li><strong>User customizes</strong> — all auto-filled fields can be edited before creating the agent.</li>
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- </ol>
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- <p>Custom role templates are merged with built-in templates in real-time. When the wizard loads, it queries <code>/api/engine/souls/by-category</code> which returns both sources combined.</p>
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- </div>
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-
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- <h2 id="key-concepts">Key Concepts</h2>
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- <div class="card">
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- <table>
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- <tr><th>Concept</th><th>Description</th></tr>
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- <tr><td><strong>Role Template</strong></td><td>A complete agent identity definition — personality, skills, tone, tags. Used as a starting point when creating new agents.</td></tr>
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- <tr><td><strong>Category</strong></td><td>One of 14 departments: Support, Sales, Engineering, Operations, HR, Finance, Marketing, Legal, Research, Creative, Executive, Data, Security, Education.</td></tr>
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- <tr><td><strong>Personality</strong></td><td>The full SOUL.md prompt that defines the agent's identity, approach, communication style, expertise, principles, and boundaries. This is the core of what makes each role unique.</td></tr>
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- <tr><td><strong>Identity</strong></td><td>Metadata: job title (e.g., "Customer Support Lead"), tone (formal/casual/professional/friendly), and language code.</td></tr>
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- <tr><td><strong>Suggested Skills</strong></td><td>Tools auto-enabled when this role is selected — like agenticmail, web-search, memory, etc.</td></tr>
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- <tr><td><strong>Suggested Preset</strong></td><td>Permission preset auto-applied when this role is selected (e.g., "Customer Support Agent").</td></tr>
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- <tr><td><strong>Tags</strong></td><td>Searchable keywords (e.g., "support", "triage", "sla", "empathy") that help users find the right role.</td></tr>
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- </table>
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- </div>
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-
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- <h2 id="built-in-roles">Built-in Roles</h2>
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- <div class="card">
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- <p>AgenticMail ships with <strong>51 built-in role templates</strong> across 14 categories. These cover common enterprise agent roles from Customer Support Lead to Security Operations Analyst. Built-in roles:</p>
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- <ul>
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- <li>Cannot be edited or deleted (they're part of the core platform)</li>
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- <li>Can be <strong>duplicated</strong> as a starting point for custom roles</li>
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- <li>Are shown to all users regardless of organization</li>
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- <li>Each has a comprehensive personality prompt with sections for Identity, Approach, Mental Models, Decision Framework, Communication Style, Expertise, Principles, and Boundaries</li>
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- </ul>
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- </div>
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-
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- <h2 id="custom-roles">Creating Custom Roles</h2>
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- <div class="card">
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- <p>Click <strong>"Create Role"</strong> to open the role form with four tabs:</p>
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- <h4>General Tab</h4>
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- <ul>
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- <li><strong>Role Name</strong> — e.g., "Customer Onboarding Specialist". Auto-generates a slug ID.</li>
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- <li><strong>Category</strong> — Which department this role belongs to (determines grouping in the wizard).</li>
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- <li><strong>Description</strong> — Brief summary shown in the role card.</li>
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- <li><strong>Job Title</strong> — The role title that appears in the agent's identity badges.</li>
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- <li><strong>Tone</strong> — Formal, Casual, Professional, or Friendly.</li>
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- <li><strong>Language</strong> — Language code (default: en).</li>
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- <li><strong>Organization Scope</strong> — Global or restricted to a specific client org.</li>
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- <li><strong>Tags</strong> — Keywords for searchability in the wizard.</li>
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- </ul>
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- <h4>Personality Tab</h4>
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- <p>A large text editor for the full SOUL.md personality prompt. Aim for 500+ characters for a well-defined role. See <a href="#personality">Personality section</a>.</p>
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- <h4>Skills &amp; Preset Tab</h4>
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- <p>Select skills from the full catalog and optionally set a permission preset. See <a href="#skills">Skills section</a>.</p>
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- <h4>Preview Tab</h4>
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- <p>See exactly how the role will appear in the Create Agent wizard — the "resume card" with badges, skills, and personality excerpt.</p>
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- </div>
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-
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- <h2 id="personality">Personality / SOUL.md</h2>
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- <div class="card">
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- <p>The personality is the most important part of a role template. It's a comprehensive prompt (typically 1000-5000 characters) that uses Markdown headings to define sections:</p>
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- <pre><code># Role Name
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-
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- ## Identity
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- You are the... (who this agent is, their core mission)
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-
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- ## Approach
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- You... (how they work, their methodology)
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-
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- ## Mental Models
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- ... (frameworks they use to think about problems)
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-
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- ## Decision Framework
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- ... (how they prioritize and make decisions)
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-
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- ## Communication Style
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- ... (how they write, their tone in practice)
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-
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- ## Expertise
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- ... (comma-separated areas of knowledge)
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-
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- ## Principles
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- - ... (operating rules they follow)
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-
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- ## Boundaries
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- - ... (what they won't do, limitations)</code></pre>
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- <p>The Create Agent wizard parses these sections to display a rich "resume card" preview when the role is selected.</p>
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- </div>
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-
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- <h2 id="skills">Skills &amp; Presets</h2>
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- <div class="card">
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- <p>Each role template can suggest:</p>
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- <ul>
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- <li><strong>Skills</strong> — Tools auto-enabled when the role is selected. Browse the full skill catalog organized by category and check the ones relevant to this role. Common skills include <code>agenticmail</code>, <code>web-search</code>, <code>web-fetch</code>, <code>memory</code>, <code>summarize</code>.</li>
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- <li><strong>Permission Preset</strong> — A named preset (e.g., "Customer Support Agent") that auto-configures tool permissions, rate limits, and risk levels.</li>
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- </ul>
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- <p>These are suggestions — users can always modify skills and permissions after selecting the role template.</p>
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- </div>
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-
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- <h2 id="org-scoping">Organization Scoping</h2>
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- <div class="card">
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- <p>Custom roles can be scoped to control who sees them:</p>
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- <ul>
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- <li><strong>Global</strong> (no org selected) — Visible to all users across all organizations in the Create Agent wizard.</li>
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- <li><strong>Org-scoped</strong> — Only visible to users who belong to that specific client organization.</li>
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- </ul>
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- <p>Use org-scoping when different clients need different agent templates. For example, a law firm client might need a "Legal Intake Specialist" role that isn't relevant to your other clients.</p>
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- <p>The org switcher in the Roles page header lets you filter custom roles by organization.</p>
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- </div>
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-
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- <h2 id="preview">Role Preview</h2>
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- <div class="card">
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- <p>The Preview tab shows the exact "resume card" that appears in the Create Agent wizard when a user selects this role. It includes:</p>
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- <ul>
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- <li>Role avatar (first letter), name, and description</li>
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- <li>Identity badges: job title, tone, language, suggested preset</li>
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- <li>Org-scoped indicator (if applicable)</li>
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- <li>Suggested skills as colored pills</li>
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- <li>Tags</li>
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- <li>Personality excerpt (first 800 characters)</li>
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- </ul>
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- <p>Use this preview to verify the role looks polished before saving.</p>
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- </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>Duplicate built-in roles to customize.</strong> Start from a built-in template that's close to what you need, then modify the personality and skills.</li>
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- <li><strong>Write detailed personalities.</strong> The personality prompt is what makes each agent unique. Aim for 1000+ characters covering identity, approach, communication style, expertise, and boundaries.</li>
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- <li><strong>Use structured Markdown headings.</strong> The wizard parses ## Identity, ## Approach, ## Expertise etc. to create the rich preview card.</li>
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- <li><strong>Add relevant tags.</strong> Tags power the search in the Create Agent wizard. Add synonyms and related terms.</li>
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- <li><strong>Scope org-specific roles.</strong> Don't clutter the global role list — if a role is only for one client, scope it to their org.</li>
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- <li><strong>Select minimal skills.</strong> Only suggest skills the role actually needs. Users can always add more later.</li>
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- <li><strong>Review in Preview tab.</strong> Always check the preview before saving to ensure it looks professional.</li>
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- </ul>
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- </div>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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- <div class="card">
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- <table>
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- <tr><th>Issue</th><th>Solution</th></tr>
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- <tr><td>Custom role doesn't appear in Create Agent wizard</td><td>Check that the role is active and either global or scoped to the user's org. The wizard calls <code>/api/engine/souls/by-category</code> which merges both sources.</td></tr>
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- <tr><td>Role preview looks empty</td><td>Ensure the personality field has content. The preview card is built from the personality text.</td></tr>
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- <tr><td>"Role with this name already exists"</td><td>Slug must be unique within the same org scope. Use a different name or different org.</td></tr>
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- <tr><td>Skills list is empty in the form</td><td>Skills are loaded from <code>/api/engine/skills/by-category</code>. Ensure the engine is running and skills are registered.</td></tr>
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- <tr><td>Built-in role can't be edited</td><td>By design. Use the "Duplicate" button to create an editable copy.</td></tr>
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- </table>
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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="related">
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- <a href="/docs/agents.html">Agents</a> — Create agents using role templates.
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- <a href="/docs/skills.html">Skills</a> — Manage the skill catalog that roles reference.
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- <a href="/docs/organizations.html">Organizations</a> — Client orgs that roles can be scoped to.
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- <a href="/docs/agent-permissions.html">Agent Permissions</a> — Permission presets that roles can suggest.
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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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