@agenticmail/enterprise 0.5.327 → 0.5.329

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 (888) hide show
  1. package/dist/agent-tools-F3CYENMK.js +13949 -0
  2. package/dist/browser-tool-P57PLVW2.js +4002 -0
  3. package/dist/chunk-3RI3AIJN.js +1519 -0
  4. package/dist/chunk-AD4DFKHR.js +4928 -0
  5. package/dist/chunk-UQXPVWXG.js +5101 -0
  6. package/dist/cli-agent-K6UFZRXC.js +2473 -0
  7. package/dist/cli-serve-4MT7RDEL.js +260 -0
  8. package/dist/cli.js +3 -3
  9. package/dist/dashboard/app.js +1 -1
  10. package/dist/dashboard/components/transport-encryption.js +0 -62
  11. package/dist/dashboard/pages/agent-detail/index.js +5 -2
  12. package/dist/dashboard/pages/agent-detail/manager.js +1 -1
  13. package/dist/dashboard/pages/agent-detail/overview.js +4 -2
  14. package/dist/dashboard/pages/agent-detail/tool-security.js +1 -1
  15. package/dist/dashboard/pages/domain-status.js +3 -6
  16. package/dist/dashboard/pages/memory-transfer.js +1 -1
  17. package/dist/dashboard/pages/messages.js +0 -1
  18. package/dist/dashboard/pages/roles.js +0 -2
  19. package/dist/dashboard/pages/workforce.js +0 -1
  20. package/dist/index.js +3 -3
  21. package/dist/runtime-L5ADJORP.js +45 -0
  22. package/dist/server-KSN56EZQ.js +28 -0
  23. package/dist/setup-UUNBBOQH.js +20 -0
  24. package/logs/cloudflared-error.log +42 -0
  25. package/logs/enterprise-out.log +6 -0
  26. package/package.json +1 -1
  27. package/src/admin/page-registry.ts +0 -290
  28. package/src/admin/routes.ts +0 -2968
  29. package/src/agent-tools/common.ts +0 -260
  30. package/src/agent-tools/index.ts +0 -542
  31. package/src/agent-tools/merge.ts +0 -62
  32. package/src/agent-tools/middleware.ts +0 -436
  33. package/src/agent-tools/schema/typebox.ts +0 -25
  34. package/src/agent-tools/security.ts +0 -352
  35. package/src/agent-tools/tool-resolver.ts +0 -1018
  36. package/src/agent-tools/tools/agenticmail.ts +0 -1017
  37. package/src/agent-tools/tools/bash.ts +0 -179
  38. package/src/agent-tools/tools/browser-tool.schema.ts +0 -112
  39. package/src/agent-tools/tools/browser-tool.ts +0 -388
  40. package/src/agent-tools/tools/browser.ts +0 -764
  41. package/src/agent-tools/tools/edit.ts +0 -100
  42. package/src/agent-tools/tools/enterprise-code-sandbox.ts +0 -395
  43. package/src/agent-tools/tools/enterprise-database.ts +0 -377
  44. package/src/agent-tools/tools/enterprise-diff.ts +0 -580
  45. package/src/agent-tools/tools/enterprise-documents.ts +0 -896
  46. package/src/agent-tools/tools/enterprise-http.ts +0 -485
  47. package/src/agent-tools/tools/enterprise-security-scan.ts +0 -528
  48. package/src/agent-tools/tools/enterprise-spreadsheet.ts +0 -825
  49. package/src/agent-tools/tools/glob.ts +0 -129
  50. package/src/agent-tools/tools/google/calendar.ts +0 -230
  51. package/src/agent-tools/tools/google/chat.ts +0 -725
  52. package/src/agent-tools/tools/google/contacts.ts +0 -209
  53. package/src/agent-tools/tools/google/docs.ts +0 -162
  54. package/src/agent-tools/tools/google/drive.ts +0 -392
  55. package/src/agent-tools/tools/google/forms.ts +0 -367
  56. package/src/agent-tools/tools/google/gmail.ts +0 -897
  57. package/src/agent-tools/tools/google/index.ts +0 -86
  58. package/src/agent-tools/tools/google/maps.ts +0 -543
  59. package/src/agent-tools/tools/google/meeting-voice.ts +0 -885
  60. package/src/agent-tools/tools/google/meetings.ts +0 -1094
  61. package/src/agent-tools/tools/google/sheets.ts +0 -215
  62. package/src/agent-tools/tools/google/slides.ts +0 -559
  63. package/src/agent-tools/tools/google/tasks.ts +0 -200
  64. package/src/agent-tools/tools/grep.ts +0 -178
  65. package/src/agent-tools/tools/integrations/_factory.ts +0 -102
  66. package/src/agent-tools/tools/integrations/activecampaign.ts +0 -14
  67. package/src/agent-tools/tools/integrations/adobe-sign.ts +0 -14
  68. package/src/agent-tools/tools/integrations/adp.ts +0 -14
  69. package/src/agent-tools/tools/integrations/airtable.ts +0 -14
  70. package/src/agent-tools/tools/integrations/apollo.ts +0 -14
  71. package/src/agent-tools/tools/integrations/asana.ts +0 -14
  72. package/src/agent-tools/tools/integrations/auth0.ts +0 -14
  73. package/src/agent-tools/tools/integrations/aws.ts +0 -14
  74. package/src/agent-tools/tools/integrations/azure-devops.ts +0 -14
  75. package/src/agent-tools/tools/integrations/bamboohr.ts +0 -14
  76. package/src/agent-tools/tools/integrations/basecamp.ts +0 -14
  77. package/src/agent-tools/tools/integrations/bigcommerce.ts +0 -14
  78. package/src/agent-tools/tools/integrations/bitbucket.ts +0 -14
  79. package/src/agent-tools/tools/integrations/box.ts +0 -14
  80. package/src/agent-tools/tools/integrations/brex.ts +0 -14
  81. package/src/agent-tools/tools/integrations/buffer.ts +0 -14
  82. package/src/agent-tools/tools/integrations/calendly.ts +0 -14
  83. package/src/agent-tools/tools/integrations/canva.ts +0 -14
  84. package/src/agent-tools/tools/integrations/chargebee.ts +0 -14
  85. package/src/agent-tools/tools/integrations/circleci.ts +0 -14
  86. package/src/agent-tools/tools/integrations/clickup.ts +0 -14
  87. package/src/agent-tools/tools/integrations/close.ts +0 -14
  88. package/src/agent-tools/tools/integrations/cloudflare.ts +0 -14
  89. package/src/agent-tools/tools/integrations/confluence.ts +0 -14
  90. package/src/agent-tools/tools/integrations/contentful.ts +0 -14
  91. package/src/agent-tools/tools/integrations/copper.ts +0 -14
  92. package/src/agent-tools/tools/integrations/crisp.ts +0 -14
  93. package/src/agent-tools/tools/integrations/crowdstrike.ts +0 -14
  94. package/src/agent-tools/tools/integrations/datadog.ts +0 -14
  95. package/src/agent-tools/tools/integrations/digitalocean.ts +0 -14
  96. package/src/agent-tools/tools/integrations/discord.ts +0 -14
  97. package/src/agent-tools/tools/integrations/docker.ts +0 -14
  98. package/src/agent-tools/tools/integrations/docusign.ts +0 -14
  99. package/src/agent-tools/tools/integrations/drift.ts +0 -14
  100. package/src/agent-tools/tools/integrations/dropbox.ts +0 -14
  101. package/src/agent-tools/tools/integrations/figma.ts +0 -14
  102. package/src/agent-tools/tools/integrations/firebase.ts +0 -14
  103. package/src/agent-tools/tools/integrations/flyio.ts +0 -14
  104. package/src/agent-tools/tools/integrations/freshbooks.ts +0 -14
  105. package/src/agent-tools/tools/integrations/freshdesk.ts +0 -14
  106. package/src/agent-tools/tools/integrations/freshsales.ts +0 -14
  107. package/src/agent-tools/tools/integrations/freshservice.ts +0 -14
  108. package/src/agent-tools/tools/integrations/front.ts +0 -14
  109. package/src/agent-tools/tools/integrations/github-actions.ts +0 -14
  110. package/src/agent-tools/tools/integrations/github.ts +0 -14
  111. package/src/agent-tools/tools/integrations/gitlab.ts +0 -14
  112. package/src/agent-tools/tools/integrations/gong.ts +0 -14
  113. package/src/agent-tools/tools/integrations/google-ads.ts +0 -14
  114. package/src/agent-tools/tools/integrations/google-analytics.ts +0 -14
  115. package/src/agent-tools/tools/integrations/google-cloud.ts +0 -14
  116. package/src/agent-tools/tools/integrations/gotomeeting.ts +0 -14
  117. package/src/agent-tools/tools/integrations/grafana.ts +0 -14
  118. package/src/agent-tools/tools/integrations/greenhouse.ts +0 -14
  119. package/src/agent-tools/tools/integrations/gusto.ts +0 -14
  120. package/src/agent-tools/tools/integrations/hashicorp-vault.ts +0 -14
  121. package/src/agent-tools/tools/integrations/heroku.ts +0 -14
  122. package/src/agent-tools/tools/integrations/hibob.ts +0 -14
  123. package/src/agent-tools/tools/integrations/hootsuite.ts +0 -14
  124. package/src/agent-tools/tools/integrations/hubspot.ts +0 -14
  125. package/src/agent-tools/tools/integrations/huggingface.ts +0 -14
  126. package/src/agent-tools/tools/integrations/index.ts +0 -474
  127. package/src/agent-tools/tools/integrations/intercom.ts +0 -14
  128. package/src/agent-tools/tools/integrations/jira.ts +0 -14
  129. package/src/agent-tools/tools/integrations/klaviyo.ts +0 -14
  130. package/src/agent-tools/tools/integrations/kubernetes.ts +0 -14
  131. package/src/agent-tools/tools/integrations/lattice.ts +0 -14
  132. package/src/agent-tools/tools/integrations/launchdarkly.ts +0 -14
  133. package/src/agent-tools/tools/integrations/lever.ts +0 -14
  134. package/src/agent-tools/tools/integrations/linear.ts +0 -14
  135. package/src/agent-tools/tools/integrations/linkedin.ts +0 -14
  136. package/src/agent-tools/tools/integrations/livechat.ts +0 -14
  137. package/src/agent-tools/tools/integrations/loom.ts +0 -14
  138. package/src/agent-tools/tools/integrations/mailchimp.ts +0 -14
  139. package/src/agent-tools/tools/integrations/mailgun.ts +0 -14
  140. package/src/agent-tools/tools/integrations/miro.ts +0 -14
  141. package/src/agent-tools/tools/integrations/mixpanel.ts +0 -14
  142. package/src/agent-tools/tools/integrations/monday.ts +0 -14
  143. package/src/agent-tools/tools/integrations/mongodb-atlas.ts +0 -14
  144. package/src/agent-tools/tools/integrations/neon.ts +0 -14
  145. package/src/agent-tools/tools/integrations/netlify.ts +0 -14
  146. package/src/agent-tools/tools/integrations/netsuite.ts +0 -14
  147. package/src/agent-tools/tools/integrations/newrelic.ts +0 -14
  148. package/src/agent-tools/tools/integrations/notion.ts +0 -14
  149. package/src/agent-tools/tools/integrations/okta.ts +0 -14
  150. package/src/agent-tools/tools/integrations/openai.ts +0 -14
  151. package/src/agent-tools/tools/integrations/opsgenie.ts +0 -14
  152. package/src/agent-tools/tools/integrations/outreach.ts +0 -14
  153. package/src/agent-tools/tools/integrations/paddle.ts +0 -14
  154. package/src/agent-tools/tools/integrations/pagerduty.ts +0 -14
  155. package/src/agent-tools/tools/integrations/pandadoc.ts +0 -14
  156. package/src/agent-tools/tools/integrations/paypal.ts +0 -14
  157. package/src/agent-tools/tools/integrations/personio.ts +0 -14
  158. package/src/agent-tools/tools/integrations/pinecone.ts +0 -14
  159. package/src/agent-tools/tools/integrations/pipedrive.ts +0 -14
  160. package/src/agent-tools/tools/integrations/plaid.ts +0 -14
  161. package/src/agent-tools/tools/integrations/postmark.ts +0 -14
  162. package/src/agent-tools/tools/integrations/power-automate.ts +0 -14
  163. package/src/agent-tools/tools/integrations/quickbooks.ts +0 -14
  164. package/src/agent-tools/tools/integrations/recurly.ts +0 -14
  165. package/src/agent-tools/tools/integrations/reddit.ts +0 -14
  166. package/src/agent-tools/tools/integrations/render.ts +0 -14
  167. package/src/agent-tools/tools/integrations/ringcentral.ts +0 -14
  168. package/src/agent-tools/tools/integrations/rippling.ts +0 -14
  169. package/src/agent-tools/tools/integrations/salesforce.ts +0 -14
  170. package/src/agent-tools/tools/integrations/salesloft.ts +0 -14
  171. package/src/agent-tools/tools/integrations/sanity.ts +0 -14
  172. package/src/agent-tools/tools/integrations/sap.ts +0 -14
  173. package/src/agent-tools/tools/integrations/segment.ts +0 -14
  174. package/src/agent-tools/tools/integrations/sendgrid.ts +0 -14
  175. package/src/agent-tools/tools/integrations/sentry.ts +0 -14
  176. package/src/agent-tools/tools/integrations/servicenow.ts +0 -14
  177. package/src/agent-tools/tools/integrations/shopify.ts +0 -14
  178. package/src/agent-tools/tools/integrations/shortcut.ts +0 -14
  179. package/src/agent-tools/tools/integrations/slack.ts +0 -14
  180. package/src/agent-tools/tools/integrations/smartsheet.ts +0 -14
  181. package/src/agent-tools/tools/integrations/snowflake.ts +0 -14
  182. package/src/agent-tools/tools/integrations/snyk.ts +0 -14
  183. package/src/agent-tools/tools/integrations/splunk.ts +0 -14
  184. package/src/agent-tools/tools/integrations/square.ts +0 -14
  185. package/src/agent-tools/tools/integrations/statuspage.ts +0 -14
  186. package/src/agent-tools/tools/integrations/stripe.ts +0 -14
  187. package/src/agent-tools/tools/integrations/supabase.ts +0 -14
  188. package/src/agent-tools/tools/integrations/teamwork.ts +0 -14
  189. package/src/agent-tools/tools/integrations/telegram.ts +0 -14
  190. package/src/agent-tools/tools/integrations/terraform.ts +0 -14
  191. package/src/agent-tools/tools/integrations/todoist.ts +0 -14
  192. package/src/agent-tools/tools/integrations/trello.ts +0 -14
  193. package/src/agent-tools/tools/integrations/twilio.ts +0 -14
  194. package/src/agent-tools/tools/integrations/twitter.ts +0 -14
  195. package/src/agent-tools/tools/integrations/vercel.ts +0 -14
  196. package/src/agent-tools/tools/integrations/weaviate.ts +0 -14
  197. package/src/agent-tools/tools/integrations/webex.ts +0 -14
  198. package/src/agent-tools/tools/integrations/webflow.ts +0 -14
  199. package/src/agent-tools/tools/integrations/whatsapp.ts +0 -14
  200. package/src/agent-tools/tools/integrations/whereby.ts +0 -14
  201. package/src/agent-tools/tools/integrations/woocommerce.ts +0 -14
  202. package/src/agent-tools/tools/integrations/wordpress.ts +0 -14
  203. package/src/agent-tools/tools/integrations/workday.ts +0 -14
  204. package/src/agent-tools/tools/integrations/wrike.ts +0 -14
  205. package/src/agent-tools/tools/integrations/xero.ts +0 -14
  206. package/src/agent-tools/tools/integrations/youtube.ts +0 -14
  207. package/src/agent-tools/tools/integrations/zendesk.ts +0 -14
  208. package/src/agent-tools/tools/integrations/zoho-crm.ts +0 -14
  209. package/src/agent-tools/tools/integrations/zoom.ts +0 -14
  210. package/src/agent-tools/tools/integrations/zuora.ts +0 -14
  211. package/src/agent-tools/tools/knowledge-search.ts +0 -318
  212. package/src/agent-tools/tools/local/coding.ts +0 -626
  213. package/src/agent-tools/tools/local/dependency-manager.ts +0 -647
  214. package/src/agent-tools/tools/local/file-edit.ts +0 -31
  215. package/src/agent-tools/tools/local/file-list.ts +0 -39
  216. package/src/agent-tools/tools/local/file-ops.ts +0 -48
  217. package/src/agent-tools/tools/local/file-read.ts +0 -39
  218. package/src/agent-tools/tools/local/file-search.ts +0 -46
  219. package/src/agent-tools/tools/local/file-write.ts +0 -28
  220. package/src/agent-tools/tools/local/filesystem.ts +0 -5
  221. package/src/agent-tools/tools/local/index.ts +0 -55
  222. package/src/agent-tools/tools/local/resolve-path.ts +0 -18
  223. package/src/agent-tools/tools/local/shell.ts +0 -277
  224. package/src/agent-tools/tools/local/system-info.ts +0 -29
  225. package/src/agent-tools/tools/management.ts +0 -425
  226. package/src/agent-tools/tools/mcp-bridge.ts +0 -142
  227. package/src/agent-tools/tools/mcp-server-tools.ts +0 -91
  228. package/src/agent-tools/tools/meeting-lifecycle.ts +0 -438
  229. package/src/agent-tools/tools/memory.ts +0 -509
  230. package/src/agent-tools/tools/messaging/index.ts +0 -6
  231. package/src/agent-tools/tools/messaging/telegram.ts +0 -167
  232. package/src/agent-tools/tools/messaging/whatsapp.ts +0 -651
  233. package/src/agent-tools/tools/microsoft/contacts.ts +0 -176
  234. package/src/agent-tools/tools/microsoft/excel-vba.ts +0 -331
  235. package/src/agent-tools/tools/microsoft/excel.ts +0 -261
  236. package/src/agent-tools/tools/microsoft/graph-api.ts +0 -161
  237. package/src/agent-tools/tools/microsoft/index.ts +0 -95
  238. package/src/agent-tools/tools/microsoft/onedrive.ts +0 -429
  239. package/src/agent-tools/tools/microsoft/onenote.ts +0 -186
  240. package/src/agent-tools/tools/microsoft/outlook-calendar.ts +0 -286
  241. package/src/agent-tools/tools/microsoft/outlook-mail.ts +0 -723
  242. package/src/agent-tools/tools/microsoft/planner.ts +0 -200
  243. package/src/agent-tools/tools/microsoft/powerbi.ts +0 -266
  244. package/src/agent-tools/tools/microsoft/powerpoint.ts +0 -186
  245. package/src/agent-tools/tools/microsoft/sharepoint.ts +0 -328
  246. package/src/agent-tools/tools/microsoft/teams.ts +0 -463
  247. package/src/agent-tools/tools/microsoft/todo.ts +0 -181
  248. package/src/agent-tools/tools/oauth-token-provider.ts +0 -101
  249. package/src/agent-tools/tools/read.ts +0 -160
  250. package/src/agent-tools/tools/visual-memory/capture.ts +0 -217
  251. package/src/agent-tools/tools/visual-memory/diff.ts +0 -283
  252. package/src/agent-tools/tools/visual-memory/index.ts +0 -698
  253. package/src/agent-tools/tools/visual-memory/phash.ts +0 -120
  254. package/src/agent-tools/tools/visual-memory/similarity.ts +0 -354
  255. package/src/agent-tools/tools/visual-memory/storage.ts +0 -534
  256. package/src/agent-tools/tools/visual-memory/types.ts +0 -100
  257. package/src/agent-tools/tools/web-fetch-utils.ts +0 -202
  258. package/src/agent-tools/tools/web-fetch.ts +0 -464
  259. package/src/agent-tools/tools/web-search.ts +0 -480
  260. package/src/agent-tools/tools/web-shared.ts +0 -232
  261. package/src/agent-tools/tools/write.ts +0 -68
  262. package/src/agent-tools/types.ts +0 -214
  263. package/src/agenticmail/index.ts +0 -34
  264. package/src/agenticmail/manager.ts +0 -253
  265. package/src/agenticmail/providers/google.ts +0 -391
  266. package/src/agenticmail/providers/imap.ts +0 -454
  267. package/src/agenticmail/providers/index.ts +0 -28
  268. package/src/agenticmail/providers/microsoft.ts +0 -260
  269. package/src/agenticmail/types.ts +0 -173
  270. package/src/auth/routes.ts +0 -1589
  271. package/src/browser/bridge-auth-registry.ts +0 -34
  272. package/src/browser/bridge-server.ts +0 -93
  273. package/src/browser/cdp.helpers.ts +0 -180
  274. package/src/browser/cdp.ts +0 -466
  275. package/src/browser/chrome.executables.ts +0 -625
  276. package/src/browser/chrome.profile-decoration.ts +0 -198
  277. package/src/browser/chrome.ts +0 -349
  278. package/src/browser/client-actions-core.ts +0 -259
  279. package/src/browser/client-actions-observe.ts +0 -184
  280. package/src/browser/client-actions-state.ts +0 -284
  281. package/src/browser/client-actions-types.ts +0 -16
  282. package/src/browser/client-actions-url.ts +0 -11
  283. package/src/browser/client-actions.ts +0 -4
  284. package/src/browser/client-fetch.ts +0 -253
  285. package/src/browser/client.ts +0 -337
  286. package/src/browser/config.ts +0 -301
  287. package/src/browser/constants.ts +0 -8
  288. package/src/browser/control-auth.ts +0 -94
  289. package/src/browser/control-service.ts +0 -81
  290. package/src/browser/csrf.ts +0 -87
  291. package/src/browser/enterprise-compat.ts +0 -562
  292. package/src/browser/extension-relay.ts +0 -834
  293. package/src/browser/http-auth.ts +0 -63
  294. package/src/browser/navigation-guard.ts +0 -50
  295. package/src/browser/paths.ts +0 -49
  296. package/src/browser/playwright.d.ts +0 -12
  297. package/src/browser/profiles-service.ts +0 -187
  298. package/src/browser/profiles.ts +0 -114
  299. package/src/browser/proxy-files.ts +0 -41
  300. package/src/browser/pw-ai-module.ts +0 -52
  301. package/src/browser/pw-ai-state.ts +0 -9
  302. package/src/browser/pw-ai.ts +0 -65
  303. package/src/browser/pw-role-snapshot.ts +0 -434
  304. package/src/browser/pw-session.ts +0 -810
  305. package/src/browser/pw-tools-core.activity.ts +0 -68
  306. package/src/browser/pw-tools-core.downloads.ts +0 -281
  307. package/src/browser/pw-tools-core.interactions.ts +0 -646
  308. package/src/browser/pw-tools-core.responses.ts +0 -124
  309. package/src/browser/pw-tools-core.shared.ts +0 -70
  310. package/src/browser/pw-tools-core.snapshot.ts +0 -213
  311. package/src/browser/pw-tools-core.state.ts +0 -209
  312. package/src/browser/pw-tools-core.storage.ts +0 -128
  313. package/src/browser/pw-tools-core.trace.ts +0 -37
  314. package/src/browser/pw-tools-core.ts +0 -8
  315. package/src/browser/resolved-config-refresh.ts +0 -59
  316. package/src/browser/routes/agent.act.shared.ts +0 -52
  317. package/src/browser/routes/agent.act.ts +0 -575
  318. package/src/browser/routes/agent.debug.ts +0 -149
  319. package/src/browser/routes/agent.shared.ts +0 -143
  320. package/src/browser/routes/agent.snapshot.ts +0 -333
  321. package/src/browser/routes/agent.storage.ts +0 -451
  322. package/src/browser/routes/agent.ts +0 -13
  323. package/src/browser/routes/basic.ts +0 -202
  324. package/src/browser/routes/dispatcher.ts +0 -126
  325. package/src/browser/routes/index.ts +0 -11
  326. package/src/browser/routes/path-output.ts +0 -1
  327. package/src/browser/routes/tabs.ts +0 -217
  328. package/src/browser/routes/types.ts +0 -26
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- <a class="back" href="/dashboard/community-skills">&#8592; Back to Dashboard</a>
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- <h1>Community Skills Marketplace</h1>
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- <p style="color: var(--text-muted); margin-bottom: 24px;">Browse, install, and manage integration skills that give your agents new capabilities.</p>
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- <li><a href="#overview">Overview</a></li>
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- <p>The Community Skills Marketplace is where you discover and install integration packages that give your agents new capabilities. Each skill defines a set of tools — like "create GitHub issue," "send Slack message," or "query Salesforce contacts" — that agents can use once the skill is installed and connected.</p>
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- <li><strong>Install</strong> — Adds the skill to your organization. No credentials needed yet.</li>
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- <li><strong>Connect credentials</strong> — Add an API key, OAuth token, or bot token for the service.</li>
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- <li><strong>Assign to agents</strong> — Enable the skill per-agent or org-wide from the agent's Skills tab.</li>
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- <li><strong>Agent uses tools</strong> — The agent can now call the skill's tools during conversations.</li>
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- <tr><th>Tab</th><th>Shows</th></tr>
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- <tr><td><strong>Browse</strong></td><td>All available skills, searchable and filterable</td></tr>
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- <tr><td><strong>Installed</strong></td><td>Skills you've installed — manage credentials, enable/disable, uninstall</td></tr>
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- <tr><td><strong>Featured</strong></td><td>Editor's picks and popular skills</td></tr>
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- <p>Click any skill card to view full details including tool list, tags, reviews, and repository link.</p>
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- <p>Click <strong>Connect</strong> on any skill card to open the credential setup modal. Depending on the skill's authentication type, you'll see different options:</p>
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- <h3 style="margin-top: 0;">OAuth 2.0 Skills</h3>
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- <p>Two options (tabbed interface):</p>
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- <ul>
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- <li><strong>OAuth App (Recommended):</strong> Enter Client ID and Secret from the service's developer portal. The system handles the full OAuth flow with token refresh.</li>
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- <li><strong>Access Token:</strong> Paste a Personal Access Token for quick setup. May have limited scopes.</li>
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- </ul>
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- <p>For OAuth App setup, use this redirect URI in the service's developer portal:</p>
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- <pre><code>https://your-domain.com/api/engine/oauth/callback</code></pre>
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- </div>
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-
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- <div class="card">
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- <h3 style="margin-top: 0;">API Key / Token Skills</h3>
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- <p>Paste the API key or token from the service's settings page. One field, encrypted with AES-256-GCM.</p>
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- </div>
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- <div class="card">
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- <h3 style="margin-top: 0;">Multi-Field Credential Skills</h3>
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- <p>Some services require multiple values (e.g., AWS Access Key ID + Secret Key). Each field is labeled and encrypted separately.</p>
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- </div>
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-
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- <h2 id="credentials">Credential Scopes</h2>
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- <p>When connecting a skill, you choose the credential scope:</p>
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- <table>
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- <tr><th>Scope</th><th>Behavior</th><th>Use When</th></tr>
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- <tr><td><strong>Organization-wide</strong></td><td>One set of credentials shared by all agents</td><td>Most cases — shared Slack bot, company GitHub token</td></tr>
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- <tr><td><strong>Per-Agent</strong></td><td>Each agent gets its own credentials</td><td>Different permission levels per agent (read-only vs. write)</td></tr>
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- </table>
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- <div class="tip"><strong>All credentials are encrypted with AES-256-GCM</strong> and stored in the secure vault. They're never exposed in logs or the UI after saving.</div>
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-
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- <h2 id="updates">Skill Updates</h2>
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- <p>The <strong>Updates</strong> tab manages the lifecycle of installed skills.</p>
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-
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- <h3>Update Configuration</h3>
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- <table>
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- <tr><th>Setting</th><th>Options</th><th>Default</th></tr>
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- <tr><td><strong>Auto-Update</strong></td><td>Enabled / Disabled</td><td>Disabled</td></tr>
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- <tr><td><strong>Check Interval</strong></td><td>Hourly, Daily, Weekly, Manual Only</td><td>Daily</td></tr>
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- <tr><td><strong>Max Risk Level</strong></td><td>Low, Medium, High, Critical</td><td>Medium</td></tr>
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- </table>
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- <p>When <strong>Max Risk Level</strong> is set to "Medium," auto-updates will only apply updates that don't increase risk above medium. Higher-risk updates require manual approval.</p>
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- <h3>Managing Updates</h3>
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- <ul>
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- <li><strong>Check for Updates:</strong> Manually scan for new versions of installed skills</li>
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- <li><strong>Apply:</strong> Update a single skill to the latest version</li>
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- <li><strong>Skip:</strong> Dismiss an update (it won't be shown again until a newer version is available)</li>
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- <li><strong>Apply All:</strong> Update all skills at once</li>
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- </ul>
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- <p>Each update shows the version change (e.g., v1.2 → v1.3), any risk level changes, and a changelog when available.</p>
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- <h3>Update History</h3>
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- <p>The update history table shows all past updates with skill name, version change, status (applied/failed/skipped), date, and who applied it.</p>
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-
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- <h2 id="importing">Importing from GitHub</h2>
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- <p>You can import custom skills from GitHub repositories:</p>
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- <ol>
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- <li>Click <strong>Import from GitHub</strong></li>
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- <li>Paste the repository URL</li>
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- <li>The system fetches the <code>agenticmail-skill.json</code> manifest</li>
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- <li>Review the manifest and click <strong>Publish</strong></li>
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- </ol>
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- <div class="warning"><strong>Important:</strong> Imported skills are stored in the database, not your codebase. They define tool schemas but need an MCP server or API endpoint to execute tools. Package updates don't affect imported skills.</div>
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-
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- <h2 id="publishing">Publishing Skills</h2>
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- <p>To publish a skill to the marketplace, create a repository with an <code>agenticmail-skill.json</code> manifest that defines:</p>
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- <ul>
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- <li>Skill metadata (name, description, author, version, category)</li>
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- <li>Tool definitions (name, description, input/output schemas)</li>
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- <li>Authentication requirements (OAuth, API key, etc.)</li>
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- <li>Risk assessment</li>
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- </ul>
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-
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- <h2 id="risk">Risk Levels</h2>
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- <p>Each skill has a risk assessment that indicates its potential impact:</p>
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- <table>
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- <tr><th>Level</th><th>Meaning</th><th>Examples</th></tr>
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- <tr><td><span class="badge badge-easy">Low</span></td><td>Read-only access, no sensitive data</td><td>Weather API, public data queries</td></tr>
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- <tr><td><span class="badge badge-medium">Medium</span></td><td>Write access to non-critical systems</td><td>Slack messaging, calendar events</td></tr>
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- <tr><td><span class="badge badge-advanced">High</span></td><td>Write access to critical systems</td><td>GitHub code changes, database writes</td></tr>
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- <tr><td><span class="badge" style="background: rgba(239,68,68,0.3); color: #ef4444;">Critical</span></td><td>Can cause significant damage if misused</td><td>Payment processing, infrastructure changes</td></tr>
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- </table>
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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>Start with verified skills</strong> — they've been reviewed for security and reliability</li>
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- <li><strong>Review tools before installing</strong> — click on a skill to see exactly what tools it provides</li>
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- <li><strong>Set conservative auto-update limits</strong> — use "Medium" max risk to prevent unexpected permission escalation</li>
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- <li><strong>Use org-wide credentials</strong> unless you need per-agent permission differences</li>
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- <li><strong>Check reviews</strong> — community ratings help identify well-maintained skills</li>
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- <li><strong>Uninstall unused skills</strong> — fewer skills = smaller attack surface</li>
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- <li><strong>Monitor the Updates tab</strong> — the yellow dot indicates available updates</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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- <table>
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- <tr><th>Issue</th><th>Solution</th></tr>
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- <tr><td>Skill installed but tools not available</td><td>Credentials not configured. Click Connect on the skill in the Installed tab.</td></tr>
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- <tr><td>"Connected" but agent can't use tools</td><td>The skill may be disabled for that agent. Check the agent's Skills tab.</td></tr>
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- <tr><td>OAuth popup closes without connecting</td><td>Check browser popup blocker. Ensure redirect URI matches. Try the Access Token approach instead.</td></tr>
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- <tr><td>GitHub import fails</td><td>Verify the repository has an <code>agenticmail-skill.json</code> file at the root. The repo must be public or accessible.</td></tr>
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- <tr><td>Auto-update not working</td><td>Check Update Configuration — auto-update may be disabled or interval set to "Manual Only."</td></tr>
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- <tr><td>Skill shows "Update Available" dot</td><td>Go to the Updates tab to review and apply the update, or skip it.</td></tr>
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- </table>
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-
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- <h2>Related Pages</h2>
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- <div class="card">
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- <ul>
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- <li><a href="/docs/skills">Skills &amp; Integrations</a> — Manage installed skills and integrations catalog</li>
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- <li><a href="/docs/settings">Settings</a> — Tool security and platform configuration</li>
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- <li><a href="/docs/guardrails">Guardrails</a> — Control agent behavior with policies</li>
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- </ul>
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- </div>
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-
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- <p style="margin-top: 32px; color: var(--text-muted); font-size: 12px; text-align: center;">
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- AgenticMail Enterprise — Community Skills Marketplace Documentation
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- </p>
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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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- </body>
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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>Compliance Reporting — 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>Compliance Reporting</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Generate and manage compliance reports for SOC2, GDPR, and audit requirements.</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="#report-types">Report Types</a></li>
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- <li><a href="#generating">Generating Reports</a></li>
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- <li><a href="#report-history">Report History</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 Compliance page helps you stay audit-ready by generating official reports about how your AI agents handle data. Whether you need to prove your security controls for SOC2, export personal data for GDPR, or review administrative actions, this page generates the documents you need — in formats auditors and regulators can work with.</p>
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- <p><strong>For technical users:</strong> The compliance module generates structured reports by querying the engine's audit trail, agent activity logs, DLP violations, and access patterns. Reports are generated asynchronously via <code>POST /compliance/reports/:type</code> and downloadable in JSON or CSV format. Agent-scoped and date-range-scoped queries are supported.</p>
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- </div>
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-
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- <h2 id="how-it-works">How It Works</h2>
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- <ol>
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- <li><strong>Select report type</strong> — choose SOC2 Summary, GDPR Export, or Audit Summary.</li>
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- <li><strong>Configure scope</strong> — set date range, select specific agents (optional).</li>
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- <li><strong>Generate</strong> — the report is created asynchronously on the server.</li>
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- <li><strong>Download</strong> — once completed, download in JSON (programmatic) or CSV (spreadsheet) format.</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>Report Scoping</h3>
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- <p>Reports can be scoped by:</p>
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- <ul>
45
- <li><strong>Date range</strong> — for SOC2 and Audit reports, specify a start and end date.</li>
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- <li><strong>Agent</strong> — for GDPR exports, select a specific agent (required). For Audit reports, optionally filter to one agent.</li>
47
- <li><strong>Organization</strong> — all reports are automatically scoped to the current organization.</li>
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- </ul>
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-
50
- <h3>Report Lifecycle</h3>
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- <table>
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- <thead><tr><th>Status</th><th>Meaning</th></tr></thead>
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- <tbody>
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- <tr><td><span class="badge badge-easy">completed</span></td><td>Report is ready for download</td></tr>
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- <tr><td><span class="badge badge-medium">pending</span></td><td>Report is being generated</td></tr>
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- <tr><td><span class="badge badge-advanced">failed</span></td><td>Report generation encountered an error</td></tr>
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- </tbody>
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- </table>
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-
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- <h2 id="report-types">Report Types</h2>
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-
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- <h3>SOC2 Summary</h3>
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- <div class="card">
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- <p>Documents security controls, access patterns, and policy enforcement for SOC2 auditors. Includes:</p>
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- <ul>
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- <li>User access and authentication activity</li>
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- <li>Agent permission boundaries and enforcement</li>
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- <li>DLP rule configurations and violation counts</li>
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- <li>Vault access patterns</li>
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- <li>Administrative action summary</li>
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- </ul>
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- <p><strong>Scope:</strong> Date range + optional agent filter</p>
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- </div>
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-
75
- <h3>GDPR Export</h3>
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- <div class="card">
77
- <p>Generates a data subject access report for a specific agent, showing all personal data processed. Useful for responding to data subject access requests (DSARs). Includes:</p>
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- <ul>
79
- <li>All emails sent and received by the agent</li>
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- <li>Personal data detected in agent communications</li>
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- <li>Data processing activities and legal basis</li>
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- <li>Third-party data sharing records</li>
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- </ul>
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- <p><strong>Scope:</strong> Specific agent (required)</p>
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- </div>
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-
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- <div class="tip">
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- <strong>Tip:</strong> GDPR exports require selecting a specific agent because the report is about data processed by that agent. You cannot generate a GDPR export for "all agents" — create one per agent as needed.
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- </div>
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-
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- <h3>Audit Summary</h3>
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- <div class="card">
93
- <p>Aggregated view of all administrative actions over a date range. Useful for internal reviews and general audit readiness. Includes:</p>
94
- <ul>
95
- <li>User creation, deletion, and permission changes</li>
96
- <li>Agent configuration modifications</li>
97
- <li>Secret access and rotation events</li>
98
- <li>DLP rule changes</li>
99
- <li>System configuration changes</li>
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- </ul>
101
- <p><strong>Scope:</strong> Date range + optional agent filter</p>
102
- </div>
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-
104
- <h2 id="generating">Generating Reports</h2>
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- <ol>
106
- <li>Navigate to the <strong>Generate</strong> tab.</li>
107
- <li>Select the <strong>Report Type</strong> from the dropdown.</li>
108
- <li>For SOC2/Audit: set the <strong>From</strong> and <strong>To</strong> dates (defaults to last 30 days).</li>
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- <li>For GDPR: select the target <strong>Agent</strong> (required).</li>
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- <li>For Audit: optionally select a specific <strong>Agent</strong> to filter.</li>
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- <li>Click <strong>Generate Report</strong>.</li>
112
- <li>Switch to the <strong>Reports</strong> tab to monitor status and download when complete.</li>
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- </ol>
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-
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- <div class="tip">
116
- <strong>Tip:</strong> For SOC2 audits, generate monthly reports to maintain a continuous compliance record. This makes annual audits much smoother.
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- </div>
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-
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- <h2 id="report-history">Report History</h2>
120
- <p>The <strong>Reports</strong> tab shows all previously generated reports with:</p>
121
- <table>
122
- <thead><tr><th>Column</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td><strong>Title</strong></td><td>Auto-generated descriptive title</td></tr>
125
- <tr><td><strong>Type</strong></td><td>SOC2, GDPR, or AUDIT badge</td></tr>
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- <tr><td><strong>Status</strong></td><td>Completed, pending, or failed</td></tr>
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- <tr><td><strong>Generated</strong></td><td>Timestamp of report creation</td></tr>
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- <tr><td><strong>By</strong></td><td>User who generated the report</td></tr>
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- <tr><td><strong>Actions</strong></td><td>Download as JSON or CSV (completed reports only)</td></tr>
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- </tbody>
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- </table>
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-
133
- <h3>Download Formats</h3>
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- <ul>
135
- <li><strong>JSON</strong> — structured data for programmatic processing, integrations, or archival.</li>
136
- <li><strong>CSV</strong> — tabular format for spreadsheet review, sharing with auditors, or importing into GRC tools.</li>
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- </ul>
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-
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- <h2 id="configuration">Configuration &amp; Setup</h2>
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-
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- <h3>API Endpoints</h3>
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- <table>
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- <thead><tr><th>Method</th><th>Endpoint</th><th>Description</th></tr></thead>
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- <tbody>
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- <tr><td>GET</td><td><code>/compliance/reports?orgId=</code></td><td>List all reports</td></tr>
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- <tr><td>POST</td><td><code>/compliance/reports/soc2</code></td><td>Generate SOC2 summary</td></tr>
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- <tr><td>POST</td><td><code>/compliance/reports/gdpr</code></td><td>Generate GDPR export</td></tr>
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- <tr><td>POST</td><td><code>/compliance/reports/audit</code></td><td>Generate audit summary</td></tr>
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- <tr><td>GET</td><td><code>/compliance/reports/:id/download?format=</code></td><td>Download report (json or csv)</td></tr>
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- </tbody>
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- </table>
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-
153
- <h3>Request Body Examples</h3>
154
- <pre><code>// SOC2 Summary
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- POST /compliance/reports/soc2
156
- {
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- "orgId": "org-123",
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- "dateRange": { "from": "2026-01-01", "to": "2026-01-31" },
159
- "agentIds": ["agent-1", "agent-2"] // optional
160
- }
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-
162
- // GDPR Export
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- POST /compliance/reports/gdpr
164
- {
165
- "orgId": "org-123",
166
- "agentId": "agent-1" // required
167
- }
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-
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- // Audit Summary
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- POST /compliance/reports/audit
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- {
172
- "orgId": "org-123",
173
- "dateRange": { "from": "2026-01-01", "to": "2026-03-01" },
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- "agentIds": ["agent-1"] // optional
175
- }</code></pre>
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-
177
- <h2 id="best-practices">Best Practices</h2>
178
- <div class="card">
179
- <ul>
180
- <li><strong>Generate monthly SOC2 reports</strong> — maintain a continuous compliance trail rather than scrambling before audits.</li>
181
- <li><strong>Process GDPR requests promptly</strong> — regulations typically require response within 30 days of a DSAR.</li>
182
- <li><strong>Archive reports externally</strong> — download and store completed reports in your document management system. Reports on the dashboard are not guaranteed to persist indefinitely.</li>
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- <li><strong>Use agent scoping wisely</strong> — generate agent-specific reports when investigating incidents; use org-wide reports for periodic reviews.</li>
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- <li><strong>Review Audit Summaries before releasing access changes</strong> — after modifying user permissions or agent configurations, generate an audit summary to verify the changes are recorded correctly.</li>
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- <li><strong>Keep date ranges manageable</strong> — very large date ranges (years) may take longer to generate. Quarterly or monthly is ideal.</li>
186
- <li><strong>Download both formats</strong> — JSON for your systems, CSV for auditors and compliance teams.</li>
187
- </ul>
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- </div>
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-
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- <h2 id="troubleshooting">Troubleshooting</h2>
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-
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- <div class="card">
193
- <h3>Report stuck in "pending" status</h3>
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- <p>Large reports with wide date ranges may take several minutes. Wait and refresh the Reports tab. If it stays pending for more than 10 minutes, there may be a backend issue — check server logs.</p>
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-
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- <h3>Report shows "failed" status</h3>
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- <p>Common causes: invalid date range (from > to), agent ID not found, or database timeout for very large datasets. Fix the parameters and regenerate.</p>
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-
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- <h3>GDPR export has no data</h3>
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- <p>Verify the selected agent has actually processed data during the reporting period. Newly created agents with no activity will produce empty reports.</p>
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-
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- <h3>Download not starting</h3>
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- <p>The download opens in a new tab via <code>/api/engine/compliance/reports/:id/download</code>. Ensure your browser isn't blocking popups. Try right-clicking the download button and selecting "Open in new tab."</p>
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-
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- <h3>Cannot generate reports</h3>
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- <p>Report generation requires admin-level access. Check your user role and permissions on the Users page.</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/dlp.html">DLP</a> — DLP violations feed into compliance reports.
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- <a href="/docs/vault.html">Vault</a> — Vault audit logs are included in SOC2 and Audit summaries.
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- <a href="/docs/users.html">Users</a> — User activity is tracked in Audit Summary reports.
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- <a href="/docs/database-access.html">Database Access</a> — Database query audit logs can inform compliance reviews.
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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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- <!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>Dashboard Overview — 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>Dashboard Overview</h1>
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- <p style="color:var(--text-muted);margin-bottom:24px">Your command center — real-time stats, agent health, and recent activity at a glance.</p>
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-
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- <div class="toc"><h3>Contents</h3><ul>
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- <li><a href="#overview">Overview</a></li>
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- <li><a href="#stats">Stat Cards</a></li>
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- <li><a href="#org-switching">Organization Switching</a></li>
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- <li><a href="#events">Recent Events</a></li>
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- <li><a href="#checklist">Setup Checklist</a></li>
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- <li><a href="#best-practices">Best Practices</a></li>
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- </ul></div>
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-
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- <h2 id="overview">Overview</h2>
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- <p>The Dashboard is the first page you see after logging in. It provides a high-level snapshot of your entire agent workforce: how many agents are running, how many tasks are in progress, recent activity events, and any pending approvals that need your attention.</p>
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- <div class="tip"><strong>For non-technical users:</strong> Think of the Dashboard as a control room. The stat cards at the top are your gauges — they tell you instantly if everything is running smoothly or if something needs attention.</div>
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-
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- <h2 id="stats">Stat Cards</h2>
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- <p>The top row shows four key metrics:</p>
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- <table>
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- <tr><th>Card</th><th>What It Shows</th><th>Why It Matters</th></tr>
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- <tr><td><strong>Total Agents</strong></td><td>Number of agents in your organization</td><td>Capacity planning — know your workforce size</td></tr>
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- <tr><td><strong>Active Agents</strong></td><td>Agents currently online and processing</td><td>Operational health — are your agents running?</td></tr>
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- <tr><td><strong>Pending Approvals</strong></td><td>Actions waiting for human review</td><td>Compliance — don't let tasks pile up</td></tr>
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- <tr><td><strong>Recent Events</strong></td><td>Activity in the last 24 hours</td><td>Situational awareness — what happened today</td></tr>
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- </table>
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- <div class="tip"><strong>Organization filtering:</strong> When you select a client organization from the org switcher, the "Total Agents" count updates to show only that org's agents.</div>
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-
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- <h2 id="org-switching">Organization Switching</h2>
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- <p>If you have client organizations set up, a dropdown appears at the top of the Dashboard labeled <strong>"Viewing:"</strong>. This lets you switch context between:</p>
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- <ul>
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- <li><strong>My Organization</strong> — Shows all internal agents and data (the default)</li>
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- <li><strong>[Client Org Name]</strong> — Filters everything to show only that client's agents, tasks, and activity</li>
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- </ul>
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- <div class="card">
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- <h3>How It Works Technically</h3>
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- <p>The org switcher calls <code>GET /api/agents?clientOrgId=xxx</code> which filters agents by their <code>client_org_id</code> column. All downstream data (tasks, events, stats) is then scoped to those agents.</p>
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- <p>Users bound to a client organization (via the <code>client_org_id</code> field on their user record) see the switcher <strong>locked</strong> to their org — they cannot switch to other orgs or see internal data.</p>
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- </div>
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-
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- <h2 id="events">Recent Events</h2>
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- <p>The bottom section shows the 10 most recent activity events across all agents. Each event shows:</p>
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- <ul>
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- <li><strong>Timestamp</strong> — When it happened</li>
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- <li><strong>Agent</strong> — Which agent generated the event (shown as a colored badge)</li>
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- <li><strong>Event type</strong> — Task completed, email sent, tool called, error occurred, etc.</li>
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- <li><strong>Summary</strong> — Brief description of what happened</li>
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- </ul>
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- <p>Click any event to see full details in a modal.</p>
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-
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- <h2 id="checklist">Setup Checklist</h2>
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- <p>When you first set up AgenticMail Enterprise, a setup checklist appears at the top of the Dashboard. It guides you through essential configuration steps:</p>
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- <ol>
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- <li>Create your first agent</li>
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- <li>Configure a communication channel (email, WhatsApp, etc.)</li>
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- <li>Set up a knowledge base</li>
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- <li>Deploy an agent</li>
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- <li>Configure branding (optional)</li>
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- </ol>
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- <p>The checklist disappears once all steps are completed.</p>
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-
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- <h2 id="best-practices">Best Practices</h2>
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- <ul>
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- <li><strong>Check daily:</strong> Make the Dashboard your first stop each morning. Glance at pending approvals and active agents.</li>
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- <li><strong>Monitor events:</strong> If you see a spike in error events, investigate immediately via the Activity tab.</li>
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- <li><strong>Use org switching:</strong> If you manage multiple client organizations, switch context to review each client's health separately.</li>
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- </ul>
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-
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- <div class="nav"><strong>Related:</strong>
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- <a href="/docs/agents">Agents</a>
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- <a href="/docs/task-pipeline">Task Pipeline</a>
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- <a href="/docs/organizations">Organizations</a>
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- <a href="/docs/multi-tenant">Multi-Tenant Guide</a>
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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>