@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>Vault — 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>Vault</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Encrypted secrets management — securely store API keys, passwords, and credentials used by your agents.</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="#secrets">Managing Secrets</a></li>
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- <li><a href="#platform-presets">Platform Presets</a></li>
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- <li><a href="#categories">Secret Categories</a></li>
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- <li><a href="#rotation">Key Rotation</a></li>
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- <li><a href="#audit-log">Audit Log</a></li>
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- <li><a href="#vault-status">Vault Status</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> The Vault is a secure safe for all the passwords and API keys your AI agents need. Instead of putting credentials directly in agent configs (where they could be leaked), you store them in the Vault. The Vault encrypts everything so even if someone accesses the database, they can't read your secrets. Every time anyone looks at or changes a secret, it's logged.</p>
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- <p><strong>For technical users:</strong> The Vault implements AES-256-GCM authenticated encryption with PBKDF2 key derivation (100,000 iterations). Each secret gets a unique random salt and initialization vector. The master encryption key is derived from <code>AGENTICMAIL_VAULT_KEY</code> in the .env file. Platform presets auto-name secrets as <code>skill:&lt;platform&gt;:&lt;key&gt;</code> for automatic discovery by agent tools. Full audit trail via <code>/vault/audit-log</code>.</p>
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- <div class="tip">
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- <strong>Organization Scoping:</strong> Use the <strong>org switcher</strong> in the page header to view and manage vault secrets per organization. Secrets are scoped — each organization has its own isolated vault.
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- </div>
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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>Store a secret</strong> — select a platform preset or create a custom secret. The value is encrypted before being written to the database.</li>
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- <li><strong>Agents use secrets</strong> — agent tools automatically discover secrets named <code>skill:&lt;platform&gt;:&lt;key&gt;</code> and decrypt them on demand.</li>
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- <li><strong>Access is logged</strong> — every read, create, delete, and rotate operation is recorded in the audit trail.</li>
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- <li><strong>Rotate periodically</strong> — re-encrypt secrets with fresh salts and IVs without changing the actual credential value.</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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-
48
- <h3>Encryption Details</h3>
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- <table>
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- <thead><tr><th>Property</th><th>Value</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Algorithm</strong></td><td>AES-256-GCM (authenticated encryption with tamper detection)</td></tr>
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- <tr><td><strong>Key Derivation</strong></td><td>PBKDF2 with 100,000 iterations</td></tr>
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- <tr><td><strong>Salt</strong></td><td>Unique random salt per secret</td></tr>
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- <tr><td><strong>IV</strong></td><td>Unique random initialization vector per secret</td></tr>
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- <tr><td><strong>Master Key</strong></td><td>Derived from <code>AGENTICMAIL_VAULT_KEY</code> environment variable</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Secret Naming Convention</h3>
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- <p>Platform preset secrets follow the naming pattern <code>skill:&lt;platform&gt;:&lt;key&gt;</code>:</p>
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- <pre><code>skill:openai:access_token
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- skill:anthropic:access_token
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- skill:stripe:access_token
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- skill:stripe:webhook_secret
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- skill:aws:access_key_id
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- skill:aws:secret_access_key</code></pre>
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- <p>Agent tools automatically discover and use secrets matching this pattern.</p>
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-
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- <h2 id="secrets">Managing Secrets</h2>
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-
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- <h3>Adding Secrets</h3>
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- <p>Click <strong>"Add Secret"</strong> to open the modal:</p>
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- <ol>
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- <li><strong>Select Platform/Service</strong> — choose from presets or "Custom Secret."</li>
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- <li><strong>Fill in fields</strong> — each platform has specific fields (API key, token, etc.). Required fields are marked with *.</li>
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- <li><strong>Click "Store Secret"</strong> — the value is encrypted and saved.</li>
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- </ol>
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-
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- <h3>Viewing Secrets</h3>
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- <p>Click any secret in the table (or the eye icon) to open the view modal:</p>
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- <ul>
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- <li>Secret metadata: category, created by, created date, last rotated date.</li>
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- <li><strong>Reveal/hide toggle</strong> — click the eye icon to show the decrypted value.</li>
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- <li><strong>Copy button</strong> — copies decrypted value to clipboard.</li>
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- <li>Every view is logged in the audit trail.</li>
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- </ul>
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-
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- <div class="warning">
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- <strong>Warning:</strong> Viewing a secret creates an audit log entry. Be mindful of who has access to view secrets in production.
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- </div>
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-
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- <h3>Deleting Secrets</h3>
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- <p>Click the trash icon and confirm. Deletion is permanent and immediately revokes access for any services using the secret.</p>
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-
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- <div class="danger">
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- <strong>Danger:</strong> Deleting a secret cannot be undone. Any agents or services using the secret will immediately lose access. Make sure the credential is no longer needed before deleting.
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- </div>
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-
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- <h3>Searching and Filtering</h3>
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- <ul>
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- <li><strong>Search bar</strong> — search by name, category, or creator.</li>
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- <li><strong>Category filter</strong> — filter by Deploy Credentials, Cloud Storage, API Key, Skill Credential, or Custom.</li>
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- </ul>
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-
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- <h2 id="platform-presets">Platform Presets</h2>
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- <p>The Vault includes presets for common platforms. Each preset auto-configures the secret name, category, and required fields:</p>
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-
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- <table>
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- <thead><tr><th>Platform</th><th>Category</th><th>Fields</th></tr></thead>
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- <tbody>
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- <tr><td><strong>OpenAI</strong></td><td>Skill Credential</td><td>API Key (<code>sk-...</code>)</td></tr>
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- <tr><td><strong>Anthropic</strong></td><td>Skill Credential</td><td>API Key (<code>sk-ant-...</code>)</td></tr>
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- <tr><td><strong>Google Cloud / Gemini</strong></td><td>Skill Credential</td><td>API Key, OAuth Client ID*, OAuth Client Secret*</td></tr>
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- <tr><td><strong>ElevenLabs</strong></td><td>Skill Credential</td><td>API Key (<code>xi_...</code>)</td></tr>
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- <tr><td><strong>Telegram Bot</strong></td><td>Skill Credential</td><td>Bot Token</td></tr>
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- <tr><td><strong>Slack</strong></td><td>Skill Credential</td><td>Bot Token (<code>xoxb-...</code>), Signing Secret*</td></tr>
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- <tr><td><strong>GitHub</strong></td><td>Skill Credential</td><td>Personal Access Token (<code>ghp_...</code>)</td></tr>
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- <tr><td><strong>Stripe</strong></td><td>Skill Credential</td><td>Secret Key (<code>sk_live_...</code>), Webhook Secret*</td></tr>
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- <tr><td><strong>SendGrid</strong></td><td>Skill Credential</td><td>API Key (<code>SG...</code>)</td></tr>
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- <tr><td><strong>Twilio</strong></td><td>Skill Credential</td><td>Account SID (<code>AC...</code>), Auth Token</td></tr>
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- <tr><td><strong>AWS</strong></td><td>Cloud Storage</td><td>Access Key ID (<code>AKIA...</code>), Secret Access Key, Region*</td></tr>
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- <tr><td><strong>Cloudflare</strong></td><td>Skill Credential</td><td>API Token, Account ID*</td></tr>
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- <tr><td><strong>Notion</strong></td><td>Skill Credential</td><td>Integration Token (<code>secret_...</code>)</td></tr>
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- <tr><td><strong>HubSpot</strong></td><td>Skill Credential</td><td>Private App Token (<code>pat-...</code>)</td></tr>
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- <tr><td><strong>SMTP / Email</strong></td><td>Deploy Credentials</td><td>Host, Port*, Username, App Password</td></tr>
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- <tr><td><strong>Database</strong></td><td>Deploy Credentials</td><td>Connection String</td></tr>
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- </tbody>
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- </table>
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- <p>* = optional field</p>
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-
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- <h2 id="categories">Secret Categories</h2>
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- <table>
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- <thead><tr><th>Category</th><th>Color</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Deploy Credentials</strong></td><td>Indigo</td><td>Infrastructure and deployment secrets (SMTP, database connections)</td></tr>
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- <tr><td><strong>Skill Credentials</strong></td><td>Green</td><td>API keys for agent tools (OpenAI, Slack, GitHub, etc.)</td></tr>
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- <tr><td><strong>Cloud Storage</strong></td><td>Blue</td><td>AWS, GCP, and other cloud provider credentials</td></tr>
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- <tr><td><strong>API Keys</strong></td><td>Amber</td><td>General-purpose API keys</td></tr>
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- <tr><td><strong>Custom</strong></td><td>Gray</td><td>User-defined secrets with custom names</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="rotation">Key Rotation</h2>
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- <p>Rotating a secret re-encrypts it with a fresh salt and initialization vector <strong>without changing the actual credential value</strong>. This limits the window of exposure if encryption material is compromised.</p>
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-
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- <h3>Single Secret Rotation</h3>
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- <p>Click the rotate icon on any secret, or use the "Rotate" button in the view modal.</p>
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-
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- <h3>Bulk Rotation</h3>
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- <p>Click <strong>"Rotate All"</strong> to re-encrypt every secret in the vault at once. Use after security incidents or as periodic hygiene.</p>
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- <div class="tip">
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- <strong>Tip:</strong> Rotate secrets periodically (monthly or quarterly). Use "Rotate All" immediately after any suspected security incident.
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- </div>
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-
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- <h2 id="audit-log">Audit Log</h2>
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- <p>The <strong>Audit Log</strong> tab records every vault operation. Each entry includes:</p>
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- <table>
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- <thead><tr><th>Field</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Action</strong></td><td>encrypt, decrypt, delete, rotate, migrate, read, create</td></tr>
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- <tr><td><strong>Secret</strong></td><td>Name or ID of the secret accessed</td></tr>
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- <tr><td><strong>Actor</strong></td><td>User or system that performed the action</td></tr>
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- <tr><td><strong>Timestamp</strong></td><td>When the action occurred</td></tr>
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- <tr><td><strong>Details</strong></td><td>Additional metadata (IP address, etc.)</td></tr>
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- </tbody>
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- </table>
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-
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- <p>Features:</p>
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- <ul>
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- <li><strong>Search</strong> — search across all fields</li>
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- <li><strong>Action filter</strong> — filter by specific action types</li>
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- <li><strong>Pagination</strong> — 25 entries per page with full navigation</li>
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- <li><strong>Click to expand</strong> — view full metadata including IP address and entry ID</li>
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- </ul>
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-
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- <h2 id="vault-status">Vault Status</h2>
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- <p>The <strong>Status</strong> tab shows:</p>
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- <ul>
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- <li><strong>Vault Status</strong> — Active or Not Configured</li>
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- <li><strong>Total Secrets</strong> — count of stored secrets</li>
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- <li><strong>Encryption method</strong> — AES-256-GCM</li>
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- <li><strong>Key Derivation</strong> — PBKDF2</li>
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- <li><strong>Secrets by Category</strong> — breakdown chart showing how many secrets are in each category</li>
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- </ul>
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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>/vault/secrets?orgId=</code></td><td>List all secrets (metadata only, not decrypted)</td></tr>
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- <tr><td>POST</td><td><code>/vault/secrets</code></td><td>Create/encrypt a new secret</td></tr>
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- <tr><td>GET</td><td><code>/vault/secrets/:id</code></td><td>Decrypt and retrieve a secret value</td></tr>
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- <tr><td>DELETE</td><td><code>/vault/secrets/:id</code></td><td>Permanently delete a secret</td></tr>
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- <tr><td>POST</td><td><code>/vault/secrets/:id/rotate</code></td><td>Re-encrypt a single secret</td></tr>
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- <tr><td>POST</td><td><code>/vault/rotate-all</code></td><td>Re-encrypt all secrets</td></tr>
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- <tr><td>GET</td><td><code>/vault/audit-log</code></td><td>Query audit log (supports search, action filter, pagination)</td></tr>
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- <tr><td>GET</td><td><code>/vault/status</code></td><td>Vault status and statistics</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Create Secret Request</h3>
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- <pre><code>POST /vault/secrets
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- {
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- "orgId": "org-123",
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- "name": "skill:openai:access_token",
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- "value": "sk-...",
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- "category": "skill_credential"
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- }</code></pre>
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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 platform presets</strong> — they auto-configure naming so agent tools can discover credentials automatically.</li>
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- <li><strong>Rotate regularly</strong> — monthly rotation limits cryptographic exposure.</li>
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- <li><strong>Review audit logs</strong> — check for unexpected decrypt operations, especially from unfamiliar actors.</li>
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- <li><strong>Limit vault access</strong> — use the Users page to restrict which users can access the Vault page.</li>
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- <li><strong>Back up VAULT_KEY</strong> — without this environment variable, all secrets are permanently unrecoverable.</li>
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- <li><strong>Use Rotate All after incidents</strong> — if any encryption material may have been compromised, rotate everything immediately.</li>
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- <li><strong>Don't duplicate secrets</strong> — if a platform needs multiple credentials (e.g., Stripe key + webhook secret), the preset handles this automatically.</li>
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- <li><strong>Prefer vault over inline config</strong> — never put credentials directly in agent configurations. Always use the vault.</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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- <h3>"Decryption failed" when viewing a secret</h3>
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- <p>The <code>AGENTICMAIL_VAULT_KEY</code> in your .env may have changed or been corrupted. If you migrated to a new machine, ensure you copied the exact same .env file. Secrets encrypted with a different key cannot be recovered.</p>
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- <h3>Agent can't find credentials</h3>
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- <p>Verify the secret follows the <code>skill:&lt;platform&gt;:&lt;key&gt;</code> naming convention. Check the secret name in the vault list — it must match exactly what the agent tool expects.</p>
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-
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- <h3>"Vault not configured" status</h3>
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- <p>The <code>AGENTICMAIL_VAULT_KEY</code> environment variable is missing. Add it to <code>~/.agenticmail/.env</code> and restart the server.</p>
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-
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- <h3>Audit log shows unexpected access</h3>
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- <p>Check the actor column for the user or system that accessed the secret. Review user permissions on the Users page and consider restricting Vault access to fewer users.</p>
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-
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- <h3>Bulk rotation fails partway</h3>
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- <p>Some secrets may have been rotated while others weren't. Check the audit log for which secrets were rotated successfully, then manually rotate the remaining ones.</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/users.html">Users</a> — Control who can access the Vault.
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- <a href="/docs/dlp.html">DLP</a> — Prevents agents from leaking credentials stored in the Vault.
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- <a href="/docs/compliance.html">Compliance</a> — Vault audit logs feed into SOC2 and audit reports.
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- <a href="/docs/database-access.html">Database Access</a> — Database credentials can be stored in the Vault.
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- <a href="/docs/domain-status.html">Domain &amp; Deployment</a> — VAULT_KEY migration is critical during server moves.
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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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- </body></html>
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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>Workforce Management — 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>Workforce Management</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Manage your AI agents like employees — schedules, clock in/out, task assignment, and budget controls.</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="#overview-tab">Overview Tab</a></li>
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- <li><a href="#schedules-tab">Schedules Tab</a></li>
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- <li><a href="#task-queue-tab">Task Queue Tab</a></li>
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- <li><a href="#budgets-tab">Budgets Tab</a></li>
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- <li><a href="#clock-history-tab">Clock History Tab</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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-
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- <div class="tip">
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- <strong>Non-technical summary:</strong> Think of this page as HR for your AI agents. You can set their working hours, clock them in and out, assign them tasks, and set spending limits — just like managing a team of employees.
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- </div>
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-
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- <p>The Workforce Management page provides a complete human-resources-style interface for managing your agent fleet. It is organized into five tabs:</p>
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- <ul>
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- <li><strong>Overview</strong> — Dashboard showing which agents are clocked in, off duty, or unscheduled</li>
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- <li><strong>Schedules</strong> — Create and manage work schedules with auto-wake and off-hours policies</li>
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- <li><strong>Task Queue</strong> — Assign, track, complete, and cancel tasks for specific agents</li>
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- <li><strong>Budgets</strong> — Set daily/weekly/monthly/annual token caps per agent</li>
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- <li><strong>Clock History</strong> — Audit trail of all clock-in/out events</li>
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- </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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- <p>On page load, four API calls fire in parallel:</p>
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- <ol>
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- <li><code>/workforce/status</code> — Current clock status for all agents</li>
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- <li><code>/workforce/schedules</code> — All configured schedules</li>
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- <li><code>/workforce/budget-overview</code> — Token usage and caps per agent</li>
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- <li><code>/workforce/clock-records?limit=50</code> — Recent clock event history</li>
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- </ol>
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- <p>The agent list is also fetched to resolve names and avatars.</p>
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-
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- <h2 id="key-concepts">Key Concepts</h2>
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-
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- <h3>Clock Status</h3>
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- <p>Each agent has one of three clock states:</p>
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- <table>
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- <thead><tr><th>Status</th><th>Badge Color</th><th>Meaning</th></tr></thead>
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- <tbody>
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- <tr><td>Clocked In</td><td>Green</td><td>Agent is active and processing tasks</td></tr>
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- <tr><td>Clocked Out</td><td>Amber</td><td>Agent is off duty (has a schedule but not currently working)</td></tr>
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- <tr><td>No Schedule</td><td>Gray</td><td>Agent has no workforce schedule configured</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Schedule Types</h3>
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- <table>
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- <thead><tr><th>Type</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Standard</strong></td><td>Fixed start/end time with specific days of the week (e.g., Mon–Fri 9:00–17:00)</td></tr>
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- <tr><td><strong>Shift</strong></td><td>Multiple named shifts with individual time windows and day selections</td></tr>
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- <tr><td><strong>Custom</strong></td><td>Flexible schedule for advanced configurations</td></tr>
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- </tbody>
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- </table>
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-
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- <h3>Off-Hours Actions</h3>
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- <p>When an agent's schedule ends, the system can:</p>
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- <ul>
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- <li><strong>Pause</strong> — Suspend the agent; it resumes at next scheduled start</li>
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- <li><strong>Stop</strong> — Fully stop the agent process</li>
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- <li><strong>Queue</strong> — Let incoming tasks queue until the agent's next shift</li>
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- </ul>
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-
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- <h2 id="overview-tab">Overview Tab</h2>
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-
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- <p>Displays three stat cards at the top:</p>
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- <ul>
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- <li><strong>Agents Clocked In</strong> (green) — Currently active agents</li>
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- <li><strong>Agents Off Duty</strong> (amber) — Scheduled agents not currently working</li>
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- <li><strong>Unscheduled</strong> (gray) — Agents with no workforce schedule</li>
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- </ul>
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-
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- <p>Below is a table showing every agent with columns: Agent, Status, Schedule, Next Event, and Actions (Clock In / Clock Out buttons).</p>
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- <div class="tip">
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- <strong>Tip:</strong> You can manually clock in an agent at any time, even outside their scheduled hours. This is useful for urgent tasks.
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- </div>
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-
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- <h2 id="schedules-tab">Schedules Tab</h2>
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-
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- <p>Create and manage agent work schedules. Each schedule card shows:</p>
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- <ul>
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- <li>Agent name and schedule type badge</li>
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- <li>Working hours and days</li>
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- <li>Timezone</li>
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- <li>Policy badges: Enforce Clock-In, Enforce Clock-Out, Auto-Wake, Off-hours action</li>
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- <li>Edit and Delete buttons</li>
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- </ul>
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-
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- <h3>Schedule Editor Modal</h3>
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- <p>The modal includes:</p>
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- <ul>
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- <li><strong>Agent selector</strong> — Choose which agent this schedule applies to</li>
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- <li><strong>Schedule type</strong> — Standard, Shift, or Custom (radio buttons)</li>
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- <li><strong>Time configuration</strong> — Start/end times for standard; named shifts with individual times for shift type</li>
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- <li><strong>Days of week</strong> — Toggle buttons for Sun–Sat</li>
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- <li><strong>Timezone</strong> — Full timezone selector</li>
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- <li><strong>Toggles:</strong> Enforce Clock-In, Enforce Clock-Out, Auto-Wake, Enabled</li>
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- <li><strong>Off-hours action</strong> — Pause, Stop, or Queue</li>
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- <li><strong>Grace period</strong> — Minutes of leeway before enforcing clock-out</li>
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- </ul>
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-
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- <div class="warning">
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- <strong>Note:</strong> Auto-Wake means the agent will automatically start working at their scheduled time without manual intervention. Disable this if you want to manually control when agents start.
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- </div>
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-
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- <h2 id="task-queue-tab">Task Queue Tab</h2>
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-
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- <p>Assign tasks directly to agents with:</p>
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- <ul>
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- <li><strong>Agent</strong> — Target agent for the task</li>
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- <li><strong>Title &amp; Description</strong> — What the agent should do</li>
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- <li><strong>Priority</strong> — Low, Normal, High, Critical</li>
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- <li><strong>Type</strong> — New, Continue, Scheduled, Delegation</li>
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- </ul>
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-
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- <p>The task table shows all queued tasks with columns: Agent, Type, Title, Priority, Status, Created, and Actions (Done / Cancel).</p>
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-
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- <h2 id="budgets-tab">Budgets Tab</h2>
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-
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- <p>Set token consumption limits per agent across four time windows:</p>
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- <ul>
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- <li>Daily Token Cap</li>
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- <li>Weekly Token Cap</li>
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- <li>Monthly Token Cap</li>
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- <li>Annual Token Cap</li>
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- </ul>
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-
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- <p>Each agent card shows progress bars with color coding:</p>
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- <ul>
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- <li><strong>Green</strong> — Under 50% usage</li>
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- <li><strong>Amber</strong> — 50–80% usage</li>
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- <li><strong>Red</strong> — Over 80% usage</li>
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- </ul>
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-
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- <div class="warning">
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- <strong>Important:</strong> When an agent hits its token cap, its behavior depends on your configuration. Set reasonable caps to prevent runaway costs while allowing agents enough room to complete their work.
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- </div>
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-
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- <h2 id="clock-history-tab">Clock History Tab</h2>
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-
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- <p>An audit trail table with columns: Time, Agent, Event, Triggered By, Scheduled At, and Reason. Event types include:</p>
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- <table>
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- <thead><tr><th>Event</th><th>Color</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>Clocked In</td><td>Green</td><td>Agent started working</td></tr>
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- <tr><td>Clocked Out</td><td>Amber</td><td>Agent stopped working</td></tr>
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- <tr><td>Auto Wake</td><td>Blue</td><td>Agent automatically started at scheduled time</td></tr>
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- <tr><td>Auto Pause</td><td>Gray</td><td>Agent automatically paused at end of schedule</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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- <ol>
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- <li>Navigate to the <strong>Schedules</strong> tab and click "Create Schedule"</li>
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- <li>Select the agent and configure working hours</li>
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- <li>Enable Auto-Wake if you want the agent to start automatically</li>
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- <li>Set token budgets in the <strong>Budgets</strong> tab to control costs</li>
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- <li>Use the <strong>Overview</strong> tab to monitor real-time status</li>
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- </ol>
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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>/workforce/status</code></td><td>GET</td><td>All agents' clock status</td></tr>
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- <tr><td><code>/workforce/schedules</code></td><td>GET/POST</td><td>List or create schedules</td></tr>
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- <tr><td><code>/workforce/schedules/:id</code></td><td>PUT/DELETE</td><td>Update or delete a schedule</td></tr>
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- <tr><td><code>/workforce/clock-in/:agentId</code></td><td>POST</td><td>Clock in an agent</td></tr>
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- <tr><td><code>/workforce/clock-out/:agentId</code></td><td>POST</td><td>Clock out an agent</td></tr>
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- <tr><td><code>/workforce/tasks</code></td><td>GET/POST</td><td>List or create tasks</td></tr>
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- <tr><td><code>/workforce/tasks/:id/complete</code></td><td>POST</td><td>Mark task as completed</td></tr>
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- <tr><td><code>/workforce/tasks/:id/cancel</code></td><td>POST</td><td>Cancel a task</td></tr>
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- <tr><td><code>/workforce/budget-overview</code></td><td>GET</td><td>Budget data for all agents</td></tr>
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- <tr><td><code>/workforce/budgets/:agentId</code></td><td>PUT</td><td>Update token caps</td></tr>
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- <tr><td><code>/workforce/clock-records</code></td><td>GET</td><td>Clock event history</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>Set schedules for all production agents:</strong> Unscheduled agents run without time boundaries, which can increase costs.</li>
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- <li><strong>Use Auto-Wake:</strong> Ensures agents reliably start at their scheduled time each day without manual intervention.</li>
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- <li><strong>Set budget caps conservatively:</strong> Start with lower caps and increase as you understand each agent's typical usage patterns.</li>
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- <li><strong>Review clock history regularly:</strong> Check for unexpected auto-pauses or errors that might indicate schedule misconfiguration.</li>
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- <li><strong>Use timezones correctly:</strong> Set each agent's timezone to match the audience it serves, not your own timezone.</li>
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- <li><strong>Grace periods:</strong> Set a 5–15 minute grace period to let agents finish current tasks before clock-out is enforced.</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>Agent won't clock in</td><td>Check if the agent exists and is not in an error state. Verify the agent is in the selected organization.</td></tr>
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- <tr><td>Auto-wake not working</td><td>Ensure the schedule has Auto-Wake enabled and the schedule is marked as Enabled. Check timezone settings.</td></tr>
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- <tr><td>Budget shows 0/0</td><td>No caps have been set. Click "Edit Caps" on the budget card to configure limits.</td></tr>
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- <tr><td>Tasks not appearing</td><td>Switch to the Task Queue tab and click Refresh. Tasks may also need the correct agent ID.</td></tr>
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- <tr><td>Schedule not applying</td><td>Verify the schedule is enabled (toggle in the edit modal). Also confirm the correct agent is selected.</td></tr>
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- </tbody>
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- </table>
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-
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- <div class="danger">
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- <strong>Destructive actions:</strong> Deleting a schedule is immediate and cannot be undone. Cancelling a task stops the agent's work on it permanently.
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- </div>
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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/task-pipeline.html">Task Pipeline</a> — Visual flow of all agent tasks
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- <a href="/docs/activity.html">Activity Log</a> — Events and tool call history
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- <a href="/docs/org-chart.html">Organization Chart</a> — Agent hierarchy
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- <a href="/docs/messages.html">Agent Messages</a> — Inter-agent communication
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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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