@defai.digital/automatosx 5.3.4 → 5.3.7

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@@ -1,6 +1,6 @@
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  # AutomatosX Agent Directory
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- **v5.3.4 Update**: Team-based configuration complete. Best practices guide added.
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+ **v5.3.6 Update**: Bob & Frank upgraded to depth 1 for specialist consultation. Daisy configuration clarified.
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  AutomatosX agents have **human-friendly names** to make them easier to remember and use. Each agent has both a technical role name and a memorable display name.
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@@ -38,340 +38,382 @@ Instead of directly commanding agents with slash commands, **let Claude Code coo
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  ---
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- ## 🎯 v5.0.12: Agent Governance & Delegation Controls
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+ ## 🎯 Agent Classification by Delegation Strategy (v5.3.5)
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- **Key Changes**:
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- - ✅ **Role Ownership**: Quality owns code-review/debugging, Security owns security-audit
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- - ✅ **Delegation Depth**: Most agents (1), Research only (0)
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- - ✅ **Smart Ability Loading**: `abilitySelection` reduces prompt tokens by 30-50%
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- - ✅ **Role-Specific Stages**: 8 unique workflow sequences
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- - ✅ **No Cycles**: maxDelegationDepth: 1 prevents re-delegation
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+ AutomatosX uses a **tiered delegation architecture** to orchestrate complex workflows while preventing delegation cycles.
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- **Agent Categories by Delegation Depth**:
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- - **Implementers** (depth 1): backend, frontend, fullstack, mobile, devops, security, design, writer
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- - **Data Specialists** (depth 1): data (engineer), data-scientist
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- - **Quality** (depth 1): quality (can delegate fixes to implementers)
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- - **Coordinators** (depth 1): product, ceo, cto (delegate to implementers)
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- - **Research** (depth 0): researcher (executes directly, no delegation)
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+ ### Tier 1: Strategic Coordinators (Depth 3) 🎖️
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- ## 🚀 Quick Overview: 15 Agents, 5 Teams, 3 Providers
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+ **Purpose**: Orchestrate complex multi-layer workflows across teams and domains.
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- AutomatosX agents are organized into **5 professional teams**, each optimized with the best AI provider for their domain:
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+ | Agent | Display Name | Why Depth 3? | Typical Workflow |
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+ |-------|--------------|--------------|------------------|
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+ | **cto** | Tony | Cross-team technical initiatives | Strategy → Team Coordination → Implementation |
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+ | **devops** | Oliver | Multi-stage deployment pipelines | Planning → Build → Test → Deploy → Monitor |
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+ | **data-scientist** | Dana | End-to-end ML pipelines | Data → Feature → Model → Deploy → Monitor |
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- | Team | Primary Provider | Agent Count | Expertise |
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- |------|------------------|-------------|-----------|
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- | **💻 Engineering Team** | 🟣 **Claude** (claude-code) | 6 | Backend, frontend, fullstack, mobile, DevOps, security |
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- | **💾 Data Team** | 🔵 **Gemini** (gemini-cli) | 2 | Data engineering, data science & ML |
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- | **🎯 Quality Team** | 🟣 **Claude** (claude-code) | 1 | Code review, debugging, testing (sole ownership) |
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- | **🎨 Content Team** | Various | 2 | UX/UI design, technical documentation |
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- | **📊 Leadership Team** | Various | 4 | CEO, CTO, Product Management, research & feasibility analysis |
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+ **Delegation Pattern**:
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+ - **Layer 1**: Strategic planning and coordination
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+ - **Layer 2**: Team/domain delegation
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+ - **Layer 3**: Specialist execution
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- ### 🛡️ Intelligent 3-Layer Fallback System
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+ **Example Workflow**:
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+ ```
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+ Tony (CTO): "Implement microservices architecture"
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+ └─> Oliver (DevOps): "Set up K8s infrastructure"
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+ └─> Bob (Backend): "Create service templates"
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+ └─> Steve (Security): "Review security configs"
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+ ```
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- Each agent uses a **smart fallback strategy** to ensure maximum reliability:
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+ ---
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- 1. **Primary Provider**: Team-optimized AI (🟢 OpenAI / 🟣 Claude / 🔵 Gemini)
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- 2. **Fallback Provider**: Agent-specific backup (configured per agent)
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- 3. **Router Fallback**: Auto-routing through all available providers (priority-based)
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+ ### Tier 2: Tactical Coordinators (Depth 1-2) 🎯
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- **Example**: If an Engineering agent (primary: claude-code) encounters an issue:
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- - ✅ Try Claude first (primary: `claude-code`)
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- - ✅ Fall back to OpenAI (configured fallback: `openai`)
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- - ✅ Try Gemini (router fallback: `gemini-cli`)
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+ **Purpose**: Coordinate work within their domain, with limited cross-domain delegation.
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- This ensures **99.9% uptime** even if one provider has issues!
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+ | Agent | Display Name | Depth | Role | Why This Depth? |
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+ |-------|--------------|-------|------|-----------------|
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+ | **quality** | Queenie | **2** | QA Engineer | Needs to coordinate complex multi-layer testing workflows |
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+ | **product** | Paris | 1 | Product Manager | Delegates to implementers, no sub-delegation needed |
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+ | **fullstack** | Felix | 1 | Full-stack Dev | Handles end-to-end features, occasional specialist help |
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+ | **mobile** | Maya | 1 | Mobile Dev | Mobile-specific work, backend/design delegation |
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+ | **ceo** | Eric | 1 | Business Strategy | Strategic direction, delegates execution |
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+ | **creative-marketer** | Cynthia | 1 | Creative Marketing | Marketing campaigns, content delegation |
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- ## Why Names?
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+ **Delegation Pattern**:
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+ - **Depth 2**: Coordinator → Implementer → Specialist
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+ - **Depth 1**: Coordinator → Implementer (no sub-delegation)
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- Research shows humans remember names better than roles. Instead of remembering "backend engineer", you can just think "ask Bob".
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+ **Example Workflow (Depth 2 - Queenie)**:
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+ ```
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+ Queenie (Quality): "Comprehensive E2E testing with security audit"
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+ └─> Bob (Backend): "Implement API tests"
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+ └─> Steve (Security): "Audit security test coverage"
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+ └─> Frank (Frontend): "Implement UI tests"
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+ └─> Debbee (Design): "Validate visual regression"
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+ ```
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- ## Agent Directory
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+ **Example Workflow (Depth 1 - Paris)**:
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+ ```
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+ Paris (Product): "Build user authentication feature"
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+ └─> Bob (Backend): "Implement auth API" [Stops here]
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+ └─> Frank (Frontend): "Implement login UI" [Stops here]
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+ ```
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- ### 💻 Engineering Team (Implementers)
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+ ---
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- **maxDelegationDepth: 1** - Can delegate once for cross-domain needs, no re-delegation
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+ ### Tier 3: Pure Implementers (Depth 0) ⚙️
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Bob** | backend | API design, database modeling, caching | Backend development, microservices | 🟣 claude-code | 🟢 openai | frontend, data, security, quality, devops |
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- | **Frank** | frontend | Component architecture, state management | Frontend development, React, accessibility | 🟣 claude-code | 🟢 openai | backend, design, security, quality, devops |
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- | **Felix** | fullstack | End-to-end features, API integration, E2E testing | Full-stack development, cross-layer features | 🟣 claude-code | 🟢 openai | backend, frontend, design, devops, quality |
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- | **Maya** | mobile | Native iOS/Android, React Native, Flutter | Mobile app development (native & cross-platform) | 🟣 claude-code | 🟢 openai | backend, design, devops, quality |
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- | **Oliver** | devops | Infrastructure as code, CI/CD pipelines | DevOps, deployment, observability | 🟣 claude-code | 🟢 openai | backend, frontend, security, quality |
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- | **Steve** | security | **SOLE OWNER** of security-audit | Security review, threat modeling | 🟢 openai | 🔵 gemini-cli | backend, frontend, devops, quality |
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+ **Purpose**: Execute work directly with deep domain expertise, no delegation capability.
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- ### 🎯 Quality Team (Coordinator Role)
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+ | Agent | Display Name | Role | Why Depth 0? |
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+ |-------|--------------|------|--------------|
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+ | **backend** | Bob | Backend Engineer | Focus on backend execution, cross-domain via coordinators |
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+ | **frontend** | Frank | Frontend Engineer | Focus on frontend execution |
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+ | **data** | Daisy | Data Engineer | Focus on data pipeline execution |
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+ | **design** | Debbee | UX/UI Designer | Focus on design execution |
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+ | **security** | Steve | Security Engineer | Focus on security assessment |
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+ | **writer** | Wendy | Technical Writer | Focus on documentation |
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+ | **researcher** | Rodman | Researcher | Focus on research, recommend handoff |
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- **maxDelegationDepth: 1** - Can delegate fixes back to implementers, no re-delegation
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+ **Why No Delegation?**:
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+ - ✅ Prevents delegation cycles
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+ - ✅ Clearer responsibility boundaries
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+ - ✅ Cross-domain needs handled by coordinators
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+ - ✅ Focus on execution excellence
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Queenie** | quality | **SOLE OWNER** of code-review & debugging | Test planning, automation, quality gates | 🟢 openai | 🔵 gemini-cli | backend, frontend, security, devops, data |
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+ **Example Workflow**:
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+ ```
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+ Bob (Backend): "Optimize database queries"
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+ [Executes directly - no delegation]
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+ ```
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- ### 🎨 Content Team (Implementers)
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+ ---
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- **maxDelegationDepth: 1** - Can delegate once for cross-domain needs, no re-delegation
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+ ## 📊 Quick Reference: Agent Distribution
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Debbee** | design | UX research, wireframes, design systems | UX design, prototyping, accessibility | 🔵 gemini-cli | 🟢 openai | frontend, writer, quality |
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- | **Wendy** | writer | API docs, ADRs, release notes | Technical writing, documentation | 🟢 openai | 🟣 claude-code | backend, frontend, design, quality |
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+ ### By Team and Depth
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- ### 📊 Leadership Team (Coordinators)
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+ | Team | Depth 3 | Depth 2 | Depth 1 | Depth 0 |
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+ |------|---------|---------|---------|---------|
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+ | **Engineering** | Oliver, Dana | - | Felix, Maya, **Bob**, **Frank** | - |
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+ | **Core/Quality** | - | **Queenie** | - | - |
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+ | **Business** | - | - | Paris, Eric | - |
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+ | **Content** | - | - | - | Debbee, Wendy |
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+ | **Data** | Dana | - | - | Daisy |
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+ | **Security** | - | - | - | Steve |
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+ | **Research** | - | - | - | Rodman |
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+ | **Marketing** | - | - | Cynthia | - |
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- **maxDelegationDepth: 1** - Delegate to implementers, focus on strategy, no re-delegation
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+ ### Total: 16 Agents
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Paris** | product | User research, feature planning, prioritization | Product strategy, roadmap planning | 🔵 gemini-cli | 🟣 claude-code | backend, frontend, design, writer, quality |
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- | **Eric** | ceo | Business strategy, market analysis, vision | Strategic decisions, organizational leadership | 🔵 gemini-cli | 🟣 claude-code | paris, tony, all agents |
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- | **Tony** | cto | Architecture governance, tech strategy, innovation | Technology roadmap, platform decisions | 🟢 openai | 🟣 claude-code | backend, frontend, devops, security, quality |
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+ - **3 Strategic Coordinators** (Depth 3): Tony, Oliver, Dana
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+ - **6 Tactical Coordinators** (Depth 1-2): Queenie (2), Paris, Felix, Maya, Eric, Cynthia
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+ - **2 Tactical Implementers** (Depth 1): Bob, Frank NEW in v5.3.6
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+ - **5 Pure Implementers** (Depth 0): Daisy, Debbee, Steve, Wendy, Rodman
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- ### 🔬 Research Team (Specialist)
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+ ---
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- **maxDelegationDepth: 0** - Execute research work directly, no delegation
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+ ## 🚀 How Delegation Works
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Rodman** | researcher | Idea validation, feasibility analysis | Research reports, literature review | 🟢 openai | 🔵 gemini-cli | None (depth: 0) |
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+ ### Understanding Delegation Depth
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- ### 💾 Data Team (Specialists)
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+ **Delegation Depth** controls how many layers of work coordination an agent can orchestrate:
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- **maxDelegationDepth: 1** - Can delegate once for cross-domain needs, no re-delegation
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+ - **Depth 0**: Do it yourself, no delegation
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+ - **Depth 1**: Can delegate to others, but they can't delegate further
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+ - **Depth 2**: Can delegate to others, who can then delegate to specialists
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+ - **Depth 3**: Can orchestrate complex multi-layer workflows across multiple teams
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- | Name | Agent | Expertise | Best For | Primary | Fallback | Can Delegate To |
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- |------|-------|-----------|----------|---------|----------|-----------------|
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- | **Daisy** | data | ETL pipelines, data infrastructure, SQL optimization | Data engineering, data pipelines | 🔵 gemini-cli | 🟣 claude-code | backend, security, quality |
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- | **Dana** | data-scientist | Statistical analysis, ML modeling, data visualization | Data science, analytics, predictive modeling | 🔵 gemini-cli | 🟣 claude-code | data, backend, quality |
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+ ### Delegation Flow Examples
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+
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+ #### Example 1: Strategic Initiative (Depth 3)
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+ ```
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+ Tony (CTO): "Implement microservices architecture"
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+ └─> Oliver (DevOps): "Set up K8s infrastructure" [Layer 1]
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+ └─> Bob (Backend): "Create service templates" [Layer 2]
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+ └─> Steve (Security): "Review configs" [Layer 3]
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+ ```
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+
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+ #### Example 2: Quality Workflow (Depth 2)
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+ ```
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+ Queenie (Quality): "Comprehensive E2E testing with security audit"
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+ └─> Bob (Backend): "Implement API tests" [Layer 1]
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+ └─> Steve (Security): "Audit security coverage" [Layer 2]
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+ └─> Frank (Frontend): "Implement UI tests" [Layer 1]
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+ └─> Debbee (Design): "Validate visual" [Layer 2]
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+ ```
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+
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+ #### Example 3: Tactical Coordination (Depth 1)
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+ ```
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+ Paris (Product): "Build user authentication feature"
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+ └─> Bob (Backend): "Implement auth API" [Layer 1]
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+ [Stops here - Bob cannot delegate further]
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+ └─> Frank (Frontend): "Implement login UI" [Layer 1]
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+ [Stops here - Frank cannot delegate further]
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+ ```
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+
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+ #### Example 4: Pure Implementation (Depth 0)
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+ ```
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+ Bob (Backend): "Optimize database queries"
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+ [Executes directly - no delegation allowed]
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+ ```
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  ---
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- **Note**: General-purpose agents (assistant, coder, debugger, reviewer) have been moved to templates (`examples/templates/`) to prevent delegation cycles. Use `ax agent create` to add them when specifically needed for your project.
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+ ## 🎯 Agent Selection Guide
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+
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+ ### Choose by Task Complexity
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+
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+ **Strategic/Multi-team Tasks** → Tony, Oliver, Dana (Depth 3)
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+ - Cross-team initiatives
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+ - Multi-phase deployments
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+ - Complex ML pipelines
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+
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+ **Domain Coordination** → Queenie, Paris, Felix, Maya, Eric (Depth 1-2)
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+ - Quality assurance workflows
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+ - Feature planning
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+ - Mobile app development
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+ - Product strategy
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+
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+ **Direct Implementation** → Bob, Frank, Daisy, Debbee, Steve, Wendy, Rodman (Depth 0)
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+ - Backend development
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+ - Frontend development
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+ - Data engineering
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+ - Design work
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+ - Security audits
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+ - Documentation
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+ - Research
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+
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+ ### Choose by Domain
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+
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+ | Domain | Implementation | Coordination | Strategy |
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+ |--------|---------------|--------------|----------|
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+ | **Backend** | Bob (0) | Felix (1) | Tony (3) |
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+ | **Frontend** | Frank (0) | Felix (1) | Tony (3) |
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+ | **Quality** | - | **Queenie (2)** | Tony (3) |
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+ | **Infrastructure** | - | - | Oliver (3) |
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+ | **Data Science** | Daisy (0) | - | Dana (3) |
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+ | **Product** | - | Paris (1) | Eric (1) |
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+ | **Design** | Debbee (0) | - | - |
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+ | **Security** | Steve (0) | - | Tony (3) |
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+ | **Mobile** | - | Maya (1) | Tony (3) |
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- ## Provider Configuration
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+ ---
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- ### Best Practice: Model Parameters
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+ ## 📋 Detailed Agent Directory
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- **v5.0.11+ Recommendation**: Let provider CLIs use their optimized defaults
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+ ### 💻 Engineering Team
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- **What Changed**:
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- - All `temperature` and `maxTokens` parameters have been **removed from default agents**
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- - Provider CLIs (Claude, Gemini, OpenAI) use their own optimized settings
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- - This gives agents **full access to provider capabilities** (Claude: 200K tokens, Gemini: 2M tokens)
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+ **Provider**: 🟣 Claude (claude-code) primary, 🟢 OpenAI fallback
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- **Why This Is Better**:
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- 1. **No Artificial Limits**: Agents can generate complete, comprehensive answers
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- 2. **Provider Optimization**: Each CLI is tuned for its model's strengths
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- 3. **Simpler Configuration**: Less to maintain and understand
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- 4. **Fewer Mistakes**: Can't accidentally limit powerful models to 4K tokens
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+ #### Strategic Coordinators (Depth 3)
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- **When to Add Parameters** (optional):
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- - **Cost Control**: Set `maxTokens` to limit API usage for specific agents
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- - **Determinism**: Set `temperature: 0` for QA/testing agents that need consistent output
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- - **OpenAI Only**: Currently only OpenAI provider supports these parameters
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Oliver** | devops | Infrastructure as code, CI/CD, K8s | Complex multi-stage deployments | 3 layers (Planning → Build → Deploy) |
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+ | **Dana** | data-scientist | ML modeling, statistical analysis | End-to-end ML pipelines | 3 layers (Data → Train → Deploy) |
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- **How to Add Parameters** (if needed):
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- ```yaml
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- # Example: Cost-controlled agent
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- config:
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- maxTokens: 2000 # Limit output length
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+ #### Tactical Coordinators (Depth 1)
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- # Example: Deterministic QA agent
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- config:
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- temperature: 0 # Consistent output
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- ```
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Felix** | fullstack | End-to-end features, API integration | Full-stack features | 1 layer (can delegate to specialists) |
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+ | **Maya** | mobile | Native iOS/Android, React Native | Mobile app development | 1 layer (can delegate to backend/design) |
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- **References**:
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- - See `CLAUDE.md` § Provider Model Parameters for technical details
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- - Track Gemini CLI support: [Issue #5280](https://github.com/google-gemini/gemini-cli/issues/5280)
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+ #### Tactical Implementers (Depth 1) ⭐ NEW in v5.3.6
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+
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Bob** | backend | API design, database modeling, caching | Backend development | 1 layer (can consult security, design, quality) |
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+ | **Frank** | frontend | React, component architecture, state mgmt | Frontend development | 1 layer (can consult design, security, quality) |
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+
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+ #### Pure Implementers (Depth 0)
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+
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Steve** | security | **SOLE OWNER** of security-audit | Security reviews, threat modeling | None (executes directly) |
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  ---
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- AutomatosX uses a **3-layer fallback system** for maximum reliability:
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+ ### 🎯 Quality Team
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- 1. **Primary Provider**: Each agent's preferred AI provider (configured in agent YAML)
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- 2. **Fallback Provider**: Optional per-agent fallback (can be configured via `fallbackProvider` field)
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- 3. **Router Fallback**: Auto-routing through multiple providers (OpenAI → Gemini)
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+ **Provider**: 🟢 OpenAI (codex) primary, 🔵 Gemini fallback
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- ### Supported AI Providers
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+ #### Tactical Coordinator (Depth 2) ⭐ NEW in v5.3.5
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- | Brand | CLI Tool | Best For |
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- |-------|----------|----------|
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- | 🟣 **Claude** | `claude` or `claude-code` | General purpose, coding, analysis, debugging |
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- | 🟢 **OpenAI** | `codex` | Code generation, planning |
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- | 🔵 **Gemini** | `gemini` | Creative tasks, multimodal |
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Queenie** | quality | **SOLE OWNER** of code-review & debugging | Multi-layer QA workflows, test coordination | 2 layers (QA → Implementation → Specialist) |
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- ### Current Provider Distribution
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+ **Why Depth 2?**: Quality assurance requires coordinating complex workflows where implementers need to delegate to specialists (e.g., Backend implements tests → Security audits security aspects).
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- | AI Provider | Agent Count | Agents |
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- |-------------|-------------|--------|
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- | 🔵 **Gemini** (gemini-cli) | 5 | Eric, Paris, Daisy, Dana, Debbee |
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- | 🟣 **Claude** (claude-code) | 6 | Bob, Frank, Felix, Maya, Oliver |
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- | 🟢 **OpenAI** (openai) | 4 | Tony, Wendy, Queenie, Steve, Rodman |
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-
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- ### Provider Selection Logic
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-
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- ```text
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- Agent Request → Try Primary Provider (varies by team)
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- ↓ (if fails)
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- Try Fallback Provider (configured per agent)
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- ↓ (if fails)
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- Use Auto-Routing Priority:
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- 1. 🟢 OpenAI (priority 1)
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- 2. 🔵 Gemini (priority 2)
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- 3. 🟣 Claude (priority 3)
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- ```
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+ ---
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- **Example 1**: If Sofia (Core Team: primary 🟢 **OpenAI**, fallback 🟣 **Claude**) encounters an error:
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+ ### 💾 Data Team
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- 1. Try 🟢 **OpenAI** first
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- 2. If fails, try fallback 🟣 **Claude**
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- 3. If still fails, router tries 🔵 **Gemini** (remaining provider)
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+ **Provider**: 🔵 Gemini (gemini-cli) primary, 🟣 Claude fallback
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- **Example 2**: If Bob (Engineering: primary 🟣 **Claude**, fallback 🟢 **OpenAI**) encounters an error:
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+ #### Strategic Coordinator (Depth 3)
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- 1. Try 🟣 **Claude** first
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- 2. If fails, try fallback 🟢 **OpenAI**
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- 3. If still fails, router tries 🔵 **Gemini** (remaining provider)
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+ | Name | Agent | Expertise | Best For | Delegation Capability |
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+ |------|-------|-----------|----------|-----------------------|
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+ | **Dana** | data-scientist | Statistical analysis, ML modeling | Complete ML pipelines | 3 layers (Data → Feature → Model → Deploy) |
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302
 
237
- **Example 3**: If Eric (Business: primary 🔵 **Gemini**, fallback 🟣 **Claude**) encounters an error:
303
+ #### Pure Implementer (Depth 0)
238
304
 
239
- 1. Try 🔵 **Gemini** first
240
- 2. If fails, try fallback 🟣 **Claude**
241
- 3. If still fails, router tries 🟢 **OpenAI** (remaining provider)
305
+ | Name | Agent | Expertise | Best For | Delegation Capability |
306
+ |------|-------|-----------|----------|-----------------------|
307
+ | **Daisy** | data | ETL pipelines, data infrastructure | Data engineering | None (executes directly) |
242
308
 
243
- ### Customizing Provider Configuration
309
+ ---
244
310
 
245
- You can customize provider preferences for any agent:
311
+ ### 🎨 Content Team
246
312
 
247
- ```yaml
248
- # Example 1: Core Team configuration (OpenAI → Claude → Gemini)
249
- name: assistant
250
- displayName: Alex
251
- provider: openai # Primary: 🟢 OpenAI
252
- fallbackProvider: claude-code # Fallback: 🟣 Claude
253
-
254
- # Example 2: Engineering Team configuration (Claude → OpenAI → Gemini)
255
- name: backend
256
- displayName: Bob
257
- provider: claude # Primary: 🟣 Claude
258
- fallbackProvider: openai # Fallback: 🟢 OpenAI (using 'codex' CLI)
259
-
260
- # Example 3: Business Team configuration (Gemini → Claude → OpenAI)
261
- name: ceo
262
- displayName: Eric
263
- provider: gemini-cli # Primary: 🔵 Gemini
264
- fallbackProvider: claude # Fallback: 🟣 Claude
265
-
266
- # Example 4: Design Team configuration (Gemini → OpenAI → Claude)
267
- name: design
268
- displayName: Debbee
269
- provider: gemini-cli # Primary: 🔵 Gemini
270
- fallbackProvider: openai # Fallback: 🟢 OpenAI
271
-
272
- # Available provider options:
273
- # - claude or claude-code (🟣 Claude - both are Anthropic Claude)
274
- # - openai or codex (🟢 OpenAI - both use 'codex' CLI)
275
- # - gemini-cli or gemini (🔵 Gemini - both use 'gemini' CLI)
276
- ```
313
+ **Provider**: Various
277
314
 
278
- **Why choose each provider?**
315
+ #### Pure Implementers (Depth 0)
279
316
 
280
- - 🟣 **Claude**: Best for general reasoning, long-context tasks, detailed analysis, and coding
281
- - 🟢 **OpenAI**: Excellent for code generation, technical planning, and structured outputs
282
- - 🔵 **Gemini**: Great for creative tasks, multimodal processing, and strategic thinking
317
+ | Name | Agent | Expertise | Best For | Delegation Capability |
318
+ |------|-------|-----------|----------|-----------------------|
319
+ | **Debbee** | design | UX research, wireframes, design systems | UX/UI design | None (executes directly) |
320
+ | **Wendy** | writer | API docs, ADRs, release notes | Technical writing | None (executes directly) |
283
321
 
284
- ## Usage Examples
322
+ ---
285
323
 
286
- ### Using Agent Names
324
+ ### 📊 Leadership Team
287
325
 
288
- ```bash
289
- # Use the agent name from the table above
290
- automatosx run backend "Design a RESTful API for user management"
291
- automatosx run frontend "Create a React login component"
292
- automatosx run security "Review this authentication code"
293
- ```
326
+ **Provider**: Various
294
327
 
295
- ### Using Display Names (Human-Friendly)
328
+ #### Strategic Coordinator (Depth 3)
296
329
 
297
- ```bash
298
- # More memorable! Use the human-friendly display name
299
- automatosx run Bob "Design a RESTful API for user management"
300
- automatosx run Frank "Create a React login component"
301
- automatosx run Felix "Build an end-to-end user registration feature"
302
- automatosx run Maya "Create a mobile app login screen for iOS and Android"
303
- automatosx run Steve "Review this authentication code"
330
+ | Name | Agent | Expertise | Best For | Delegation Capability |
331
+ |------|-------|-----------|----------|-----------------------|
332
+ | **Tony** | cto | Architecture governance, tech strategy | Technology roadmap, platform decisions | 3 layers (Strategy → Team → Implementation) |
304
333
 
305
- # Quick help from experts
306
- automatosx run Eric "Should we prioritize mobile or web?"
307
- automatosx run Tony "What's our cloud migration strategy?"
308
- automatosx run Paris "How should we price this feature?"
334
+ #### Tactical Coordinators (Depth 1)
309
335
 
310
- # Get insights
311
- automatosx run Daisy "Build an ETL pipeline for user data"
312
- automatosx run Dana "Analyze our user engagement trends with ML models"
313
- automatosx run Debbee "Review this dashboard design"
314
- ```
336
+ | Name | Agent | Expertise | Best For | Delegation Capability |
337
+ |------|-------|-----------|----------|-----------------------|
338
+ | **Eric** | ceo | Business strategy, market analysis | Strategic decisions, organizational leadership | 1 layer (can delegate execution) |
339
+ | **Paris** | product | User research, feature planning | Product strategy, roadmap planning | 1 layer (can delegate to implementers) |
315
340
 
316
- ## Complete Agent List
317
-
318
- ### Old Version (v3.x) Name Mapping
319
-
320
- For reference, here are the names from AutomatosX v3.x:
321
-
322
- | v4.0 Name | v3.x Name | Agent |
323
- |-----------|-----------|-------|
324
- | Alex | Alex | assistant |
325
- | Sofia | - | coder (new) |
326
- | Ryan | - | reviewer (new) |
327
- | Danny | - | debugger (new) |
328
- | Wendy | - | writer (new) |
329
- | Bob | Bob | backend |
330
- | Frank | Frank | frontend |
331
- | Oliver | Oliver | devops |
332
- | Steve | Steve | security |
333
- | Queenie | Queenie | quality |
334
- | Eric | Eric | ceo |
335
- | Tony | Tony | cto |
336
- | Paris | Paris | product |
337
- | Daisy | Daisy | data |
338
- | Debbee | Debbee | design |
339
-
340
- ### Additional Agents from v3.x
341
-
342
- These agents are available in v3.x but not yet ported to v4.0:
343
-
344
- - **Adrian** - Architect (Solution Architect)
345
- - **Anna** - Analyst (Business Analyst)
346
- - **Flora** - CFO (Chief Financial Officer)
347
- - **Doris** - Docs (Documentation Specialist)
348
- - **Emily** - Edge (Edge Computing Engineer)
349
- - **Louis** - Legal (Legal Counsel)
350
- - **Maggie** - Marketer (Marketing Manager)
351
- - **Nicolas** - Network (Network Engineer)
352
- - **Quian** - Quantum (Quantum Computing Specialist)
341
+ ---
353
342
 
354
- ## Customizing Agents
343
+ ### 🔬 Research & Specialist Teams
355
344
 
356
- You can customize any agent or create new ones:
345
+ #### Pure Implementer (Depth 0)
357
346
 
358
- ```bash
359
- # Copy an example agent
360
- cp examples/agents/backend.yaml .automatosx/agents/my-backend.yaml
347
+ | Name | Agent | Expertise | Best For | Delegation Capability |
348
+ |------|-------|-----------|----------|-----------------------|
349
+ | **Rodman** | researcher | Idea validation, feasibility analysis | Research reports, literature review | None (recommends handoff) |
361
350
 
362
- # Edit the profile
363
- vim .automatosx/agents/my-backend.yaml
364
- ```
351
+ #### Tactical Coordinator (Depth 1)
365
352
 
366
- Change the `displayName` field to give your agent a memorable name:
353
+ | Name | Agent | Expertise | Best For | Delegation Capability |
354
+ |------|-------|-----------|----------|-----------------------|
355
+ | **Cynthia** | creative-marketer | GenAI prompting, digital marketing | Marketing campaigns, content creation | 1 layer (can delegate content work) |
367
356
 
368
- ```yaml
369
- name: my-backend
370
- displayName: MyBob # Your custom name!
371
- role: Custom Backend Engineer
372
- ```
357
+ ---
358
+
359
+ ## 🛡️ Intelligent 3-Layer Fallback System
360
+
361
+ Each agent uses a **smart fallback strategy** to ensure maximum reliability:
362
+
363
+ 1. **Primary Provider**: Team-optimized AI (🟢 OpenAI / 🟣 Claude / 🔵 Gemini)
364
+ 2. **Fallback Provider**: Agent-specific backup (configured per agent)
365
+ 3. **Router Fallback**: Auto-routing through all available providers (priority-based)
366
+
367
+ **Example**: If an Engineering agent (primary: claude-code) encounters an issue:
368
+ - ✅ Try Claude first (primary: `claude-code`)
369
+ - ✅ Fall back to OpenAI (configured fallback: `openai`)
370
+ - ✅ Try Gemini (router fallback: `gemini-cli`)
371
+
372
+ This ensures **99.9% uptime** even if one provider has issues!
373
+
374
+ ---
375
+
376
+ ## 📝 Agent Governance Principles (v5.3.5)
377
+
378
+ ### When to Use Each Depth
373
379
 
374
- ## Tips for Remembering
380
+ **Depth 3** - Strategic Coordination
381
+ - ✅ Cross-team initiatives
382
+ - ✅ Multi-phase complex workflows
383
+ - ✅ Strategic technical decisions
384
+ - Example: CTO coordinating microservices migration
385
+
386
+ **Depth 2** - Tactical Multi-layer Coordination
387
+ - ✅ Domain-specific complex workflows
388
+ - ✅ Requires coordinating specialists
389
+ - ✅ Multi-stage quality/testing processes
390
+ - Example: QA coordinating comprehensive testing
391
+
392
+ **Depth 1** - Simple Coordination
393
+ - ✅ Single-layer delegation
394
+ - ✅ Coordinate within domain
395
+ - ✅ No sub-delegation needed
396
+ - Example: Product manager delegating to developers
397
+
398
+ **Depth 0** - Pure Implementation
399
+ - ✅ Deep domain expertise
400
+ - ✅ Execute directly
401
+ - ✅ No delegation complexity
402
+ - Example: Backend developer writing APIs
403
+
404
+ ### Adding New Agents
405
+
406
+ When creating agents, choose depth based on:
407
+
408
+ - **Scope**: Team-level (3), Domain-level (1-2), Task-level (0)
409
+ - **Coordination Need**: Multi-layer (2-3), Single-layer (1), None (0)
410
+ - **Decision Authority**: Strategic (3), Tactical (1-2), Implementation (0)
411
+
412
+ ---
413
+
414
+ ## Why Names?
415
+
416
+ Research shows humans remember names better than roles. Instead of remembering "backend engineer", you can just think "ask Bob".
375
417
 
376
418
  ### Mnemonic Devices
377
419
 
@@ -389,157 +431,102 @@ role: Custom Backend Engineer
389
431
  - **Dana** - "**D**ana does **D**ata science"
390
432
  - **Debbee** - "**D**ebbee **D**esigns beautifully"
391
433
 
392
- ### Team Analogy
393
-
394
- Think of AutomatosX like assembling your dream team:
395
-
396
- - Need backend work? **Call Bob**
397
- - UI problems? **Ask Frank**
398
- - Full-stack features? **Work with Felix**
399
- - Mobile apps? **Reach out to Maya**
400
- - Security concerns? **Talk to Steve**
401
- - Data pipelines? **Contact Daisy**
402
- - Data science & ML? **Collaborate with Dana**
403
- - Strategy questions? **Consult Eric**
404
- - Product decisions? **Meet with Paris**
405
- - Design feedback? **Chat with Debbee**
406
-
407
- ## Next Steps
408
-
409
- - Browse `examples/agents/` to see all agent profiles
410
- - Copy agents to `.automatosx/agents/` to use them
411
- - Customize agent personalities and abilities
412
- - Create your own agents with memorable names!
413
-
414
434
  ---
415
435
 
416
- ## 🎯 Agent Maintenance Principles (v5.0.11+)
417
-
418
- To prevent delegation cycles and maintain a clean agent ecosystem, AutomatosX follows these principles:
436
+ ## Usage Examples
419
437
 
420
- ### Core Principles
438
+ ### Using Agent Names
421
439
 
422
- 1. **Unique Responsibility**: Each default agent must have a clearly defined, non-overlapping responsibility area.
423
- 2. **Prevent Duplication**: No two agents should cover the same type of task.
424
- 3. **Prefer Specialization**: Default agents should be specialists, not generalists.
425
- 4. **Templates for Flexibility**: General-purpose agents should be templates, not defaults.
440
+ ```bash
441
+ # Use the agent name from the table above
442
+ ax run backend "Design a RESTful API for user management"
443
+ ax run frontend "Create a React login component"
444
+ ax run security "Review this authentication code"
445
+ ```
426
446
 
427
- ### Delegation Strategy
447
+ ### Using Display Names (Human-Friendly)
428
448
 
429
- **Broad-scope agents** (CEO, CTO, Product) are configured with:
430
- - `maxDelegationDepth: 1` - Limits multi-layer delegation
431
- - **Delegation evaluation guidance** in systemPrompt:
432
- ```
433
- Before delegating, evaluate:
434
- 1. Can I handle this with my expertise? If yes, do it yourself.
435
- 2. Does this require specialized skills? If yes, delegate to specialists.
436
- 3. Delegation should be intentional, not automatic.
437
- ```
449
+ ```bash
450
+ # More memorable! Use the human-friendly display name
451
+ ax run Bob "Design a RESTful API for user management"
452
+ ax run Frank "Create a React login component"
453
+ ax run Felix "Build an end-to-end user registration feature"
454
+ ax run Maya "Create a mobile app login screen for iOS and Android"
455
+ ax run Steve "Review this authentication code"
438
456
 
439
- ### Adding New Agents
457
+ # Quality coordination (NEW depth 2 capability)
458
+ ax run Queenie "Implement comprehensive E2E tests with security audit"
440
459
 
441
- When creating or modifying agents:
460
+ # Quick help from experts
461
+ ax run Eric "Should we prioritize mobile or web?"
462
+ ax run Tony "What's our cloud migration strategy?"
463
+ ax run Paris "How should we price this feature?"
442
464
 
443
- 1. **Check for overlaps**: Ensure the new agent doesn't duplicate existing agents
444
- 2. **Update team configuration**: Assign to appropriate team (core/engineering/business/design)
445
- 3. **Set delegation limits**: For coordinators, set `maxDelegationDepth: 1`
446
- 4. **Add delegation guidance**: Include evaluation criteria in systemPrompt
447
- 5. **Document responsibilities**: Update this file with the agent's clear scope
465
+ # Get insights
466
+ ax run Daisy "Build an ETL pipeline for user data"
467
+ ax run Dana "Analyze our user engagement trends with ML models"
468
+ ax run Debbee "Review this dashboard design"
469
+ ```
448
470
 
449
- ### Templates vs. Default Agents
471
+ ---
450
472
 
451
- **Default Agents** (`automatosx/agents/`):
452
- - Specialized roles with clear boundaries
453
- - Always available by default
454
- - Current: backend, frontend, devops, security, quality, data, product, design, writer, ceo, cto
473
+ ## Provider Configuration
455
474
 
456
- **Templates** (`examples/templates/`):
457
- - General-purpose or situational roles
458
- - Created on-demand with `ax agent create`
459
- - Current: assistant, fullstack-developer, code-reviewer, debugger, developer, analyst, designer, qa-specialist
475
+ ### Supported AI Providers
460
476
 
461
- ### How to Re-enable Template Agents
477
+ | Brand | CLI Tool | Best For |
478
+ |-------|----------|----------|
479
+ | 🟣 **Claude** | `claude` or `claude-code` | General purpose, coding, analysis, debugging |
480
+ | 🟢 **OpenAI** | `codex` | Code generation, planning |
481
+ | 🔵 **Gemini** | `gemini` | Creative tasks, multimodal |
462
482
 
463
- If your project genuinely needs a general-purpose agent (e.g., assistant, fullstack-developer), follow these steps:
483
+ ### Current Provider Distribution
464
484
 
465
- #### Evaluation Checklist
485
+ | AI Provider | Agent Count | Agents |
486
+ |-------------|-------------|--------|
487
+ | 🔵 **Gemini** (gemini-cli) | 5 | Eric, Paris, Daisy, Dana, Debbee |
488
+ | 🟣 **Claude** (claude-code) | 6 | Bob, Frank, Felix, Maya, Oliver, Tony |
489
+ | 🟢 **OpenAI** (openai) | 5 | Queenie, Steve, Wendy, Rodman, Cynthia |
466
490
 
467
- **Before creating a template agent, ask:**
468
- 1. ✅ Can specialized agents (backend, frontend, quality) handle this task?
469
- 2. ✅ Will this agent overlap with existing default agents?
470
- 3. ✅ Is this for a specific project phase or temporary need?
471
- 4. ✅ Have I read the template's "TEMPLATE ROLE NOTICE"?
491
+ ---
472
492
 
473
- **If all answers are satisfactory, proceed:**
493
+ ## Customizing Agents
474
494
 
475
- #### Step 1: Create from Template
495
+ You can customize any agent or create new ones:
476
496
 
477
497
  ```bash
478
- # Interactive creation (recommended)
498
+ # Create from template
479
499
  ax agent create my-assistant --template assistant --interactive
480
500
 
481
- # Or non-interactive
482
- ax agent create my-fullstack --template fullstack-developer \
483
- --display-name "Sofia" \
484
- --role "Full-stack Developer" \
485
- --team engineering
501
+ # Or copy an existing agent
502
+ cp examples/agents/backend.yaml .automatosx/agents/my-backend.yaml
503
+ vim .automatosx/agents/my-backend.yaml
486
504
  ```
487
505
 
488
- #### Step 2: Review Configuration
489
-
490
- After creation, review the agent YAML in `.automatosx/agents/`:
491
- - ✅ Check `maxDelegationDepth` (set to 1 for general-purpose agents)
492
- - ✅ Review delegation guidance in systemPrompt
493
- - ✅ Ensure abilities don't completely overlap with existing agents
494
-
495
- #### Step 3: Test for Delegation Cycles
496
-
497
- Run a test task and monitor delegation behavior:
498
- ```bash
499
- # Test the agent
500
- ax run my-assistant "Create a simple REST API"
506
+ Change the `displayName` field to give your agent a memorable name:
501
507
 
502
- # Watch for delegation patterns
503
- # ❌ Bad: Agent immediately delegates to backend/frontend
504
- # ✅ Good: Agent attempts task first, delegates only when necessary
508
+ ```yaml
509
+ name: my-backend
510
+ displayName: MyBob # Your custom name!
511
+ role: Custom Backend Engineer
512
+ maxDelegationDepth: 0 # Choose appropriate depth
505
513
  ```
506
514
 
507
- #### Step 4: Adjust if Needed
515
+ ---
508
516
 
509
- If delegation cycles occur:
510
- - Lower `maxDelegationDepth` to 1
511
- - Add stronger "do it yourself first" guidance in systemPrompt
512
- - Consider removing the agent and using specialized agents instead
517
+ ## Next Steps
513
518
 
514
- #### Step 5: Document Your Decision
519
+ - Browse `examples/agents/` to see all agent profiles
520
+ - Copy agents to `.automatosx/agents/` to use them
521
+ - Customize agent personalities and abilities
522
+ - Create your own agents with memorable names!
515
523
 
516
- Add a comment to your project's `CLAUDE.md`:
517
- ```markdown
518
- ## Custom Agents
524
+ **Pro tip**: You can list all available agents with:
519
525
 
520
- ### my-assistant (General Assistant)
521
- - **Why needed**: Handles cross-domain tasks during prototyping phase
522
- - **Overlap mitigation**: maxDelegationDepth=1, explicit self-evaluation
523
- - **Review date**: 2025-11-01
526
+ ```bash
527
+ ax list agents
524
528
  ```
525
529
 
526
- ### Preventing Delegation Cycles
527
-
528
- Common causes of infinite delegation:
529
- - ❌ Two generalists with overlapping skills
530
- - ❌ Agents with identical abilities but different names
531
- - ❌ No clear "stop condition" in delegation logic
532
-
533
- Solutions:
534
- - ✅ Move generalists to templates
535
- - ✅ Limit maxDelegationDepth for broad-scope agents
536
- - ✅ Add explicit delegation evaluation in systemPrompt
537
- - ✅ Prefer specialized agents with clear boundaries
538
-
539
530
  ---
540
531
 
541
- **Pro tip**: You can list all available agents with:
542
-
543
- ```bash
544
- automatosx list agents
545
- ```
532
+ **Note**: General-purpose agents (assistant, coder, debugger, reviewer) have been moved to templates (`examples/templates/`) to prevent delegation cycles. Use `ax agent create` to add them when specifically needed for your project.