stagent 0.3.1 → 0.3.3

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Files changed (42) hide show
  1. package/dist/cli.js +2 -0
  2. package/docs/.last-generated +1 -0
  3. package/docs/features/agent-intelligence.md +60 -0
  4. package/docs/features/chat.md +119 -0
  5. package/docs/features/cost-usage.md +61 -0
  6. package/docs/features/dashboard-kanban.md +73 -0
  7. package/docs/features/design-system.md +73 -0
  8. package/docs/features/documents.md +76 -0
  9. package/docs/features/home-workspace.md +66 -0
  10. package/docs/features/inbox-notifications.md +67 -0
  11. package/docs/features/keyboard-navigation.md +62 -0
  12. package/docs/features/monitoring.md +59 -0
  13. package/docs/features/playbook.md +57 -0
  14. package/docs/features/profiles.md +57 -0
  15. package/docs/features/projects.md +67 -0
  16. package/docs/features/provider-runtimes.md +49 -0
  17. package/docs/features/schedules.md +68 -0
  18. package/docs/features/settings.md +85 -0
  19. package/docs/features/shared-components.md +78 -0
  20. package/docs/features/tool-permissions.md +57 -0
  21. package/docs/features/workflows.md +81 -0
  22. package/docs/getting-started.md +141 -0
  23. package/docs/index.md +50 -0
  24. package/docs/journeys/developer.md +303 -0
  25. package/docs/journeys/personal-use.md +209 -0
  26. package/docs/journeys/power-user.md +248 -0
  27. package/docs/journeys/work-use.md +226 -0
  28. package/docs/manifest.json +240 -0
  29. package/package.json +2 -1
  30. package/src/app/api/environment/checkpoints/[id]/route.ts +3 -2
  31. package/src/app/api/environment/checkpoints/route.ts +2 -1
  32. package/src/app/api/environment/scan/route.ts +2 -1
  33. package/src/lib/agents/claude-agent.ts +3 -2
  34. package/src/lib/agents/runtime/claude.ts +4 -3
  35. package/src/lib/agents/runtime/openai-codex.ts +4 -3
  36. package/src/lib/chat/engine.ts +2 -1
  37. package/src/lib/chat/model-discovery.ts +2 -1
  38. package/src/lib/docs/reader.ts +11 -1
  39. package/src/lib/environment/scanner.ts +2 -1
  40. package/src/lib/environment/sync/mcp-sync.ts +2 -1
  41. package/src/lib/environment/sync-engine.ts +2 -1
  42. package/src/lib/environment/workspace-context.ts +6 -1
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+ ---
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+ title: "Personal Use Guide"
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+ category: "user-journey"
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+ persona: "personal"
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+ difficulty: "beginner"
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+ estimatedTime: "28 minutes"
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+ sections: ["home-workspace", "dashboard-kanban", "projects", "chat", "playbook"]
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+ tags: ["beginner", "solo", "tasks", "kanban", "chat", "playbook"]
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+ lastUpdated: "2026-03-22"
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+ ---
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+
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+ # Personal Use Guide
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+
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+ Meet Alex, a solo developer who just discovered Stagent. Alex has a side project -- a personal portfolio website -- that needs planning and execution help, but has never used an AI agent workspace before. Over the next 28 minutes, Alex will explore the workspace, chat with AI, create a project, manage tasks on a kanban board, and discover the built-in documentation hub. By the end, Alex will have a fully organized project ready for AI-assisted execution.
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+
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+ ## Prerequisites
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+
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+ - Stagent installed and running locally (`npm run dev`)
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+ - A browser pointed at `http://localhost:3000`
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+ - A project idea in mind (we will use a "Portfolio Website" as our example)
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+
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+ ## Journey Steps
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+
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+ ### Step 1: Explore the Home Page
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+
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+ Alex opens Stagent for the first time. The home page greets with a sidebar on the left showing every section of the workspace -- Work, Manage, and Configure groups -- and the main content area displays an activity overview with navigation cards for quick access to key features.
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+
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+ ![Home page with sidebar expanded showing navigation and activity overview](../screengrabs/home-list.png)
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+
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+ 1. Open Stagent at `http://localhost:3000` to land on the home page
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+ 2. Scan the **sidebar** on the left -- notice the three groups: Work (Dashboard, Projects, Chat), Manage (Workflows, Documents, Schedules), and Configure (Settings, Environment)
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+ 3. Review the **navigation cards** in the main area that provide shortcuts to frequently used sections
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+ 4. Note the **activity feed** showing recent workspace events -- it will be sparse on a fresh install, but will fill up as you work
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+
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+ > **Tip:** The sidebar stays visible across every page. It is your primary way to move between sections. You can collapse it for more screen space by clicking the toggle at the top.
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+
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+ ### Step 2: Discover Below-the-Fold Content
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+
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+ Alex scrolls down the home page and discovers additional context -- workspace statistics, recent task activity, and summary metrics. This below-the-fold section gives a quick health check of the entire workspace without navigating away.
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+
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+ ![Home page scrolled down showing stats and recent activity](../screengrabs/home-below-fold.png)
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+
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+ 1. Scroll down past the navigation cards on the home page
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+ 2. Review the **workspace statistics** section showing task counts, project summaries, and completion rates
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+ 3. Check the **recent activity** timeline for the latest actions across all projects
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+ 4. Use these metrics as a daily check-in point to understand what needs attention
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+
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+ > **Tip:** The home page is designed as a morning dashboard. Start each session here to get an instant summary of your workspace before diving into specific tasks.
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+
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+ ### Step 3: Navigate with the Command Palette
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+
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+ Before diving deeper, Alex learns the fastest way to get around Stagent -- the Command Palette. One keyboard shortcut opens a search overlay that can jump to any page, project, or task in the workspace.
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+
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+ ![Command palette overlay showing search results](../screengrabs/command-palette-search.png)
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+
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+ 1. Press **Cmd+K** (Mac) or **Ctrl+K** (Windows/Linux) to open the Command Palette
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+ 2. Start typing a keyword like "dashboard" or "projects" to filter results
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+ 3. Use **arrow keys** to highlight a result, then press **Enter** to navigate there
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+ 4. Press **Escape** to dismiss the palette without selecting anything
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+
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+ > **Tip:** The Command Palette searches across pages, projects, tasks, and workflows. As your workspace grows with more content, this becomes the fastest way to find anything. Memorize Cmd+K -- you will use it constantly.
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+
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+ ### Step 4: Ask AI a Quick Question via Chat
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+
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+ Before setting up a formal project, Alex tries the Chat feature to brainstorm ideas. Chat provides a conversational interface with AI -- no tasks or projects required. It is a great starting point for exploring ideas before committing to structured work.
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+
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+ ![Chat empty state with suggested prompt categories and conversation sidebar](../screengrabs/chat-list.png)
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+
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+ 1. Click **Chat** in the sidebar under the **Work** group
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+ 2. Notice the **empty state** with a welcoming hero heading and suggested prompt categories
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+ 3. Browse the **suggested prompt tabs** -- they offer pre-built conversation starters organized by topic (Explore, Create, Analyze, etc.)
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+ 4. Type a question like "What pages should a developer portfolio website include?" and press Enter
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+ 5. Review the AI response and notice any **Quick Access pills** that link to related entities
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+
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+ > **Tip:** Chat is perfect for quick brainstorming sessions. You do not need to create a project first -- just ask a question. The conversation history stays in the sidebar so you can return to it later.
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+
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+ ### Step 5: Create a New Project
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+
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+ Inspired by the chat brainstorm, Alex decides to formalize the portfolio idea into a project. Projects in Stagent are containers that group related tasks, documents, and agent activity together.
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+
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+ ![Projects list view showing project cards](../screengrabs/projects-list.png)
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+
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+ 1. Click **Projects** in the sidebar under the **Work** group
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+ 2. Review the projects list -- it may show existing projects or an empty state on a fresh install
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+ 3. Click the **Create Project** button in the top-right corner
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+ 4. Enter a **Project Name** such as "Portfolio Website"
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+ 5. Add a **Description**: "Personal developer portfolio with project showcase, blog, and contact form"
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+ 6. Click **Create** to save the project
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+
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+ > **Tip:** You can also reach the Projects page instantly by pressing Cmd+K and typing "projects." Give your project a clear, descriptive name -- it will appear throughout the workspace whenever you filter tasks or assign work.
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+
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+ ### Step 6: Open the Dashboard Kanban Board
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+
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+ With a project created, Alex heads to the Dashboard to start organizing work. The Dashboard is the central task management hub, and it defaults to a kanban board view with columns for each task status.
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+ ![Dashboard kanban board with task cards organized across status columns](../screengrabs/dashboard-list.png)
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+
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+ 1. Click **Dashboard** in the sidebar under the **Work** group
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+ 2. Review the kanban board layout with columns like **Planned**, **In Progress**, **Completed**, and others
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+ 3. Notice the **view controls** in the header area -- the board view is selected by default
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+ 4. If you have existing tasks, observe how they are sorted into columns by their current status
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+
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+ > **Tip:** The kanban board gives you a visual pipeline of your work. Each column represents a stage in the task lifecycle. At a glance, you can see what is planned, what is active, and what is done.
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+
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+ ### Step 7: Switch to Table View
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+ Alex discovers that the Dashboard supports multiple view modes. The table view offers a denser, spreadsheet-like layout that is useful when you want to scan many tasks at once or sort by specific columns.
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+
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+ ![Dashboard table view with sortable columns and density options](../screengrabs/dashboard-table.png)
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+
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+ 1. Click the **Table** view toggle in the Dashboard header to switch from kanban to table layout
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+ 2. Review the columns: title, status, priority, project, and other metadata
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+ 3. Click any **column header** to sort tasks by that field
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+ 4. Experiment with the **density controls** if available -- compact mode fits more rows on screen
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+
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+ > **Tip:** Table view shines when you have many tasks and need to quickly sort, scan, or compare them. Switch back to the board view anytime for the visual kanban layout. Both views show the same data -- pick whichever fits your current workflow.
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+
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+ ### Step 8: Create a New Task
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+ Alex switches back to the kanban board and creates the first task for the portfolio project. Tasks are the atomic units of work in Stagent -- each one represents a specific deliverable that can be tracked and, optionally, executed by an AI agent.
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+
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+ ![Dashboard kanban board for creating a new task](../screengrabs/dashboard-list.png)
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+
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+ 1. Click the **Create Task** button in the Dashboard header
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+ 2. Enter a **Title**: "Design hero section with intro and call-to-action"
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+ 3. Write a **Description** with enough detail to be useful: "Create a responsive hero section for the portfolio home page. Include a headline, short bio paragraph, a professional photo placeholder, and a primary CTA button linking to the projects section."
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+ 4. Assign the task to the **Portfolio Website** project using the project dropdown
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+ 5. Set **Priority** to High and leave **Status** as Planned
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+ 6. Click **Create** to add the task to the board
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+
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+ > **Tip:** Write task descriptions as if you are briefing a colleague. The more specific you are about requirements and expected outcomes, the more useful the task becomes -- both for your own reference and for AI agent execution later.
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+
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+ ### Step 9: Quick-Edit a Task from the Kanban Board
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+ After creating a few tasks, Alex realizes one needs a priority change. Instead of opening the full detail view, Alex uses the quick-edit dialog available directly from the kanban card. This saves time for small adjustments.
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+ ![Task edit dialog opened from a kanban card](../screengrabs/dashboard-card-edit.png)
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+ 1. Hover over a task card on the kanban board
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+ 2. Click the **edit icon** (pencil) that appears on the card
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+ 3. The **edit dialog** opens with the task fields pre-filled
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+ 4. Change the **Priority** from Medium to High, or update the title and description
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+ 5. Click **Save** to apply the changes -- the card updates immediately on the board
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+
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+ > **Tip:** Quick-edit is designed for fast adjustments without losing your place on the board. For deeper changes -- like reviewing agent logs or adding documents -- use the full detail view instead (see next step).
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+
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+ ### Step 10: View Task Details
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+ Alex clicks on a task card to open the full detail sheet. This sliding panel shows everything about a task: description, metadata, status history, and links to related items. It opens without leaving the Dashboard.
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+ ![Task detail sheet showing full task information](../screengrabs/dashboard-card-detail.png)
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+ 1. Click on any **task card** in the kanban board (not the edit icon -- the card itself)
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+ 2. The **detail sheet** slides in from the right side of the screen
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+ 3. Review the full **Description**, **Priority**, **Status**, **Project** assignment, and timestamps
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+ 4. Check the **Agent Profile** field -- this determines which AI behavior profile handles the task when executed
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+ 5. Press **Escape** or click outside the sheet to close it and return to the board
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+
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+ > **Tip:** The detail sheet is your go-to view for reviewing task context before execution. It keeps the board visible in the background, so you can quickly close the sheet and move to another card without any page navigation.
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+
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+ ### Step 11: Track Progress on the Dashboard
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+ With several tasks created and organized, Alex returns to the kanban board to see the big picture. The board now reflects actual project progress -- tasks spread across columns show what is planned, in flight, and completed.
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+ ![Dashboard kanban board with tasks across multiple columns](../screengrabs/dashboard-list.png)
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+ 1. Return to the **Dashboard** kanban board view if not already there
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+ 2. Review tasks across the status columns -- **Planned**, **In Progress**, **Completed**
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+ 3. Drag a task card from **Planned** to **In Progress** to simulate starting work on it
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+ 4. Use the **filter controls** in the header to narrow the view to just the Portfolio Website project
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+ 5. Notice how the column counts update as tasks move through the pipeline
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+ > **Tip:** Make the kanban board your daily work surface. A quick scan of the columns tells you exactly where your project stands. Move cards between columns as you make progress -- this keeps your workspace honest and up to date.
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+ ### Step 12: Browse the Playbook
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+ Alex discovers the Playbook section -- a built-in documentation hub that ships with Stagent. It contains guides, reference articles, and best practices for getting the most out of the workspace.
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+ ![Playbook documentation hub with article cards](../screengrabs/playbook-list.png)
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+ 1. Click **Playbook** in the sidebar under the **Manage** group
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+ 2. Browse the **article cards** -- each one covers a specific topic like task management, agent profiles, or workflow creation
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+ 3. Click any article card to read the full content
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+ 4. Use the Playbook as a reference whenever you encounter an unfamiliar feature or want to learn a new workflow
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+ > **Tip:** The Playbook is especially useful when you are getting started. Before diving into advanced features like workflows or agent execution, skim the relevant Playbook articles. They are written in plain language and include practical examples.
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+ ### Step 13: Check the Home Dashboard
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+ After a productive session, Alex returns to the home page to see how the workspace summary has changed. The home dashboard now reflects the project, tasks, and activity created during this journey.
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+ ![Home page showing updated workspace activity and statistics](../screengrabs/home-list.png)
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+ 1. Click **Home** in the sidebar or press **Cmd+K** and type "home"
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+ 2. Review the **activity feed** -- it now shows the project creation and task activity from this session
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+ 3. Check the **workspace statistics** for updated task counts and project status
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+ 4. Use this view as a daily starting point to decide what to work on next
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+ > **Tip:** Bookmarking the home page as your browser start page for Stagent is a good habit. It gives you an instant summary every time you open the app, so you always know where you left off.
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+ ### Step 14: What's Next
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+ Alex now has a solid foundation: a project, organized tasks on a kanban board, and familiarity with the core workspace features. Here is where to go from here:
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+ - **[Work Use Guide](./work-use.md)** -- Scale up to team projects with documents, workflows, and scheduled tasks
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+ - **[Power User Guide](./power-user.md)** -- Unlock advanced features like autonomous agent loops, multi-agent swarms, and workflow blueprints
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+ - **[Developer Guide](./developer.md)** -- Configure settings, authentication, environment, and CLI tooling
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+ The Work Use Guide is the natural next step. It builds on everything covered here and introduces collaboration-oriented features like document management, workflow automation, and cost tracking -- all the tools Alex will need as the portfolio project grows beyond a solo effort.
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+ ---
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+ title: "Power User Guide"
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+ category: "user-journey"
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+ persona: "power-user"
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+ difficulty: "advanced"
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+ estimatedTime: "30 minutes"
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+ sections: ["dashboard-kanban", "profiles", "chat", "workflows", "schedules", "monitoring"]
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+ tags: ["advanced", "automation", "workflows", "profiles", "schedules", "monitoring", "bulk-operations"]
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+ lastUpdated: "2026-03-22"
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+ ---
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+
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+ # Power User Guide
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+
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+ Meet Sam, a DevOps engineer who automates everything that can be automated -- and most things that people assume cannot. Sam has already completed the Personal Use Guide and runs Stagent daily for task management. Now Sam is ready to go deeper: specialized agent profiles, multi-step workflow pipelines, scheduled autonomous loops, bulk operations, and real-time monitoring. This guide covers the advanced automation layer that transforms Stagent from a task manager into a hands-off operations engine.
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+
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+ ## Prerequisites
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+
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+ - Stagent installed and running locally (`npm run dev`)
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+ - An Anthropic API key configured in `.env.local`
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+ - Familiarity with basic Stagent concepts (projects, tasks, inbox) -- see [Personal Use Guide](./personal-use.md)
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+ - At least one project with several completed tasks (agents learn from past context)
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+
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+ ## Journey Steps
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+
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+ ### Step 1: Master Keyboard Navigation
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+ Sam refuses to reach for the mouse when a keystroke will do. The Command Palette is the nerve center of keyboard-driven navigation -- it searches across every entity in the workspace and launches actions instantly.
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+ ![Command palette overlay showing available commands and navigation](../screengrabs/command-palette-empty.png)
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+ 1. Press **Cmd+K** (Mac) or **Ctrl+K** (Windows/Linux) to open the Command Palette
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+ 2. Without typing anything, scan the **recent items** and **suggested actions** that appear by default
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+ 3. Type a partial name -- "deploy," "nightly," "code review" -- to filter across projects, tasks, workflows, schedules, and pages
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+ 4. Use **arrow keys** to highlight an item and press **Enter** to navigate or execute immediately
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+ 5. Press **Escape** to dismiss the palette and return focus to the current page
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+ > **Tip:** The Command Palette is contextual. It surfaces results from every section of Stagent, so you never need to remember which sidebar group a feature lives under. Power users open the palette dozens of times per session -- muscle memory for Cmd+K pays for itself on day one.
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+ ### Step 2: Explore Agent Profiles
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+ Before building any automation, Sam reviews the available agent profiles. Each profile shapes an agent's personality, system prompt, and tool permissions for a specific role -- assigning the right profile to the right task is the single biggest lever for output quality.
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+ ![Agent profiles grid showing available behavioral profiles with work and personal tabs](../screengrabs/profiles-list.png)
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+ 1. Open the Command Palette and type **"Profiles"**, or click **Profiles** in the sidebar under the **Manage** group
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+ 2. Browse the **profile cards** in the grid -- each displays the profile name, a short description, and a capability summary
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+ 3. Switch between the **Work** and **Personal** tabs to see profiles organized by context
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+ 4. Note the built-in profiles:
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+ - **General** -- balanced, all-purpose agent behavior
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+ - **Code Reviewer** -- focused on code quality, security, and best practices
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+ - **Researcher** -- optimized for information gathering and synthesis
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+ - **Document Writer** -- tuned for long-form content generation
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+ 5. Click any profile card to open its full detail page
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+
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+ > **Tip:** Think of profiles the way you think of IAM roles -- least privilege, purpose-fit. A task assigned to the Code Reviewer profile will produce actionable review comments with line references. The same task on the General profile will produce a softer, less specific summary.
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+
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+ ### Step 3: Deep-Dive into Profile Configuration
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+ Sam opens a profile detail page to understand exactly what an agent will do when assigned this profile. The detail view exposes the system prompt, tool permissions, and capability badges that govern agent behavior.
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+ ![Profile detail page showing capabilities, tools, and full configuration](../screengrabs/profiles-detail.png)
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+ 1. From the profiles grid, click a profile card (e.g., **Code Reviewer**) to open the detail page
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+ 2. Read the **system prompt** section -- this is the instruction set the agent receives before every task
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+ 3. Review the **capabilities** list to see which tools and actions the profile permits
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+ 4. Check the **tool permissions** section for any tools that are explicitly allowed or denied
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+ 5. Use the back button or Command Palette to return to the profiles grid
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+ > **Tip:** When a workflow step produces unexpected output, the profile detail page is the first place to investigate. Nine times out of ten, the system prompt or tool permissions explain the behavior. Small prompt refinements compound across every execution.
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+ ### Step 4: Optimize Chat with Model Selection
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+ Sam uses Chat strategically, switching between models based on query complexity. Model selection is the primary cost optimization lever -- the right model for the right question can cut chat costs dramatically.
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+ ![Chat model selector dropdown showing available models with cost tier indicators](../screengrabs/chat-model-selector.png)
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+ 1. Navigate to **Chat** in the sidebar under the **Work** group
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+ 2. Click the **model selector** in the input composer area to reveal the dropdown
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+ 3. Review the available models -- each displays a **cost tier indicator** ($ to $$$) alongside the model name
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+ 4. Select **Haiku ($)** for quick factual queries like "list my active schedules" or "how many tasks failed this week"
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+ 5. Switch to **Opus ($$$)** for multi-step reasoning like "analyze the error patterns across my last 10 workflow runs and suggest architectural fixes"
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+ 6. Notice the cost tier badge update as you switch between models
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+ > **Tip:** Haiku is 10-20x cheaper per token than Opus. Sam's rule of thumb: if the answer requires recalling a fact, use Haiku. If the answer requires *thinking*, use Opus. This habit alone can reduce monthly chat spend by 80% without sacrificing quality where it matters.
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+ ### Step 5: Use Chat for Complex Queries
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+ Sam sends a query and discovers that Chat responses include Quick Access pills -- interactive links that connect chat answers directly to the entities they reference. No more copy-pasting IDs to look up a task.
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+ ![Chat message with Quick Access entity navigation pills linking to tasks and projects](../screengrabs/chat-quick-access.png)
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+ 1. Type a complex query such as **"Which tasks in the Infrastructure project are blocked, and what's blocking them?"**
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+ 2. Read the agent's response -- it synthesizes information from across your workspace
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+ 3. Notice the **Quick Access pills** embedded in the response -- colored badges that link to specific tasks, projects, or workflows
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+ 4. Click a Quick Access pill to navigate directly to that entity's detail page
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+ 5. Use the browser back button or Command Palette to return to the chat conversation
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+ > **Tip:** Quick Access pills turn Chat into a navigation hub. Instead of manually browsing the sidebar to find a specific task the agent mentioned, click the pill. Sam often starts a session by asking Chat "what needs my attention today?" and then clicking through the linked entities.
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+ ### Step 6: Browse Workflow Blueprints
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+ Sam wants to build a multi-step automation pipeline but does not want to start from scratch. The Blueprint Gallery offers pre-built workflow templates designed for common DevOps patterns.
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+ ![Workflow blueprint gallery showing pre-built templates for common automation patterns](../screengrabs/workflows-blueprints.png)
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+ 1. Navigate to **Workflows** in the sidebar under the **Work** group
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+ 2. Click the **Blueprints** tab (or navigate directly to the blueprint gallery)
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+ 3. Browse the available templates -- each blueprint includes a name, description, step count, and recommended profile assignments
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+ 4. Look for templates that match your use case: deploy pipelines, code review chains, research synthesis, documentation generation
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+ 5. Click a blueprint to preview its step configuration before creating a workflow from it
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+ 6. Click **Use Blueprint** to create a new workflow pre-populated with the template's steps
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+ > **Tip:** Blueprints encode best practices. Even if you plan to customize heavily, starting from a blueprint ensures you get the step ordering, dependency chains, and profile assignments right. Sam always starts from a blueprint and then adjusts -- it is faster than building from zero.
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+ ### Step 7: Build a Multi-Step Workflow
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+ Sam customizes a workflow for a "Deploy & Verify" pipeline -- three steps, each depending on the previous one succeeding, each assigned to the right agent profile.
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+ ![Workflows list showing existing workflow definitions with tabs for All, Templates, and Runs](../screengrabs/workflows-list.png)
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+ 1. From the Workflows page, click **Create Workflow** (or customize a blueprint from Step 6)
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+ 2. Enter a **Workflow Name** such as "Nightly Deploy & Verify"
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+ 3. Add a description explaining the pipeline's purpose
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+ 4. Configure **Step 1 -- Run Tests**: assign the **Code Reviewer** profile, set the prompt to "Run the full test suite and report failures with root cause analysis"
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+ 5. Configure **Step 2 -- Deploy to Staging**: assign the **General** profile, set dependency on Step 1
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+ 6. Configure **Step 3 -- Verify Deployment**: assign the **Researcher** profile, set dependency on Step 2, prompt it to "Check all critical endpoints and report status"
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+ 7. Save the workflow
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+
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+ > **Tip:** Each step in a workflow can use a different agent profile. This is the key insight: match the profile to the step's purpose. Code Reviewer for testing, General for execution, Researcher for verification. Profile specialization across steps is what makes workflows more reliable than running a single general-purpose agent.
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+
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+ ### Step 8: Inspect Workflow Execution
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+ After triggering a run, Sam opens the workflow detail view to track step-by-step progress, inspect outputs, and diagnose any failures in the pipeline.
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+ ![Workflow detail page showing steps, dependency graph, and execution status](../screengrabs/workflows-detail.png)
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+ 1. Click on a workflow (e.g., "Nightly Deploy & Verify") to open the detail view
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+ 2. Review the **step sequence** and dependency chain displayed visually
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+ 3. Check each step's **status indicator** -- queued, running, completed, or failed
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+ 4. Click on a completed step to read its full output and see which tools the agent used
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+ 5. If a step failed, expand its error output to diagnose the issue
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+ 6. Use the **Run Workflow** button to trigger a new execution
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+
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+ > **Tip:** Independent steps (those without dependencies between them) execute concurrently. Sam designs workflows to maximize parallelism -- if two verification checks do not depend on each other, they run simultaneously and the pipeline finishes faster.
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+
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+ ### Step 9: Batch-Manage Tasks on the Kanban
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+ Sam switches to the Dashboard to clean up the task board. Bulk select mode lets you queue, reassign, or delete multiple tasks in a single action -- essential when autonomous workflows generate dozens of tasks overnight.
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+ ![Kanban board in bulk select mode with checkboxes and bulk action toolbar](../screengrabs/dashboard-bulk-select.png)
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+ 1. Navigate to the **Dashboard** (kanban board view)
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+ 2. Click the **Select** button in the toolbar to enter bulk select mode
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+ 3. Check the boxes on multiple task cards across any status column
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+ 4. Use the **bulk action toolbar** that appears at the top to:
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+ - **Queue** selected tasks for agent execution
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+ - **Move** selected tasks to a different status column
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+ - **Delete** selected tasks that are no longer needed
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+ 5. Confirm the bulk action and exit select mode
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+
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+ > **Tip:** After a weekend of autonomous loop runs, Sam's first Monday task is always a bulk cleanup. Enter select mode, check all the "completed" tasks that need archiving, and clear the board in one action. Keeping the kanban clean prevents cognitive overload as automation scales.
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+
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+ ### Step 10: Schedule Automated Prompt Loops
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+ Sam sets up a recurring schedule so the Deploy & Verify workflow runs every evening without manual intervention. Combining workflows with schedules creates fully autonomous operation loops.
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+ ![Schedules list showing configured recurring jobs with status, frequency, and next firing time](../screengrabs/schedules-list.png)
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+ 1. Navigate to **Schedules** in the sidebar under the **Manage** group
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+ 2. Click **Create Schedule**
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+ 3. Enter a **Name** such as "Nightly Deploy Pipeline"
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+ 4. Set the **Interval** using natural language: "every day at 10pm" or "every 6 hours"
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+ 5. Link the schedule to the **Nightly Deploy & Verify** workflow
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+ 6. Configure **stop conditions** to prevent runaway execution:
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+ - **Max iterations**: 1 per trigger (each night = one full pipeline run)
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+ - **Timeout**: 30 minutes per iteration
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+ - **Failure threshold**: 1 (pause after first failure for investigation)
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+ 7. Enable the schedule and click **Create**
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+
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+ > **Tip:** Always set at least one stop condition. Sam's rule: max iterations prevents infinite loops, timeout prevents hung agents, and failure threshold prevents burning tokens on a broken pipeline. All three together form a safety net for unattended operation.
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+
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+ ### Step 11: Monitor Schedule Execution
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+ Sam checks in on the nightly schedule to verify it fired correctly, review its execution history, and confirm the next scheduled run.
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+
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+ ![Schedule detail sheet showing configuration, stop conditions, and firing history](../screengrabs/schedules-detail.png)
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+
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+ 1. From the Schedules list, click on **Nightly Deploy Pipeline** to open the detail sheet
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+ 2. Review the **firing history** -- a list of past executions with timestamps and outcomes
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+ 3. Check the **next firing time** to confirm the schedule is correctly queued
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+ 4. Verify the **stop conditions** are configured as intended
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+ 5. Toggle **Pause/Resume** if you need to temporarily disable the schedule (e.g., during a maintenance window)
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+ 6. Close the detail sheet to return to the schedules list
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+
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+ > **Tip:** Iteration context is a powerful feature for improvement loops. When enabled, each run can reference the previous run's output. For deploy pipelines, this means a failed verification can inform the next deployment attempt -- agents learn from their own history.
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+
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+ ### Step 12: Watch Agent Execution in Real-Time
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+ Sam opens the Monitor section for a unified view of all agent activity across the workspace -- every task execution, workflow step, and scheduled run appears here with full trace logs.
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+
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+ ![Agent monitoring dashboard showing real-time execution logs and activity feed](../screengrabs/monitor-list.png)
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+
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+ 1. Click **Monitor** in the sidebar under the **Manage** group
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+ 2. Review the **execution log** showing all recent agent activity in reverse chronological order
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+ 3. Filter by **project**, **workflow**, or **agent profile** to focus on specific activity streams
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+ 4. Click on any log entry to expand the full execution trace -- tool calls, outputs, token counts, and timing
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+ 5. Watch for **error patterns** such as repeated failures on the same tool or profile
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+ 6. Use the monitor to verify that scheduled runs are completing within expected time bounds
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+
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+ > **Tip:** The Monitor is Sam's operational dashboard. When something goes wrong in an autonomous loop at 3am, the monitor's execution traces are the fastest path to diagnosis. Sam bookmarks this page and checks it first thing every morning.
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+
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+ ### Step 13: Use Chat Suggested Prompts
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+
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+ Sam returns to Chat and discovers the suggested prompts feature -- tabbed categories of pre-written prompts that cover common operations. Instead of typing from scratch, Sam picks a prompt and edits it.
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+
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+ ![Chat suggested prompts with Create tab selected showing categorized prompt templates](../screengrabs/chat-create-tab.png)
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+
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+ 1. Navigate to **Chat** (or open a new conversation)
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+ 2. Below the input composer, notice the **suggested prompt tabs** -- categories like Create, Analyze, Manage, and more
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+ 3. Click the **Create** tab to see prompts related to creating new entities (tasks, workflows, schedules)
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+ 4. Click a suggested prompt to populate the input composer with pre-written text
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+ 5. Edit the prompt to match your specific needs, then send it
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+ 6. Try other tabs to discover prompts for analysis, troubleshooting, and status checks
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+
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+ > **Tip:** Suggested prompts are not just shortcuts -- they are examples of how to phrase requests for the best agent response. Sam reads through them to learn the phrasing patterns that produce the most useful output, then adapts those patterns for custom queries.
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+
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+ ### Step 14: Chain Workflows and Schedules
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+
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+ Sam connects the dots: workflows define *what* to automate, schedules define *when* to automate, and profiles define *how* each step behaves. Chaining all three creates autonomous loops that run, learn, and improve without human intervention.
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+
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+ ![Workflows list showing automation pipelines ready for scheduling](../screengrabs/workflows-list.png)
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+
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+ 1. Review your existing workflows and identify which ones should run on a schedule
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+ 2. For each workflow, create a corresponding schedule with appropriate intervals and stop conditions
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+ 3. Assign specialized profiles to each workflow step for maximum output quality
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+ 4. Enable **iteration context** on schedules where the agent should learn from previous runs
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+ 5. Set up the Monitor as your oversight layer -- check it daily to catch issues early
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+ 6. Gradually increase automation scope: start with one nightly workflow, then add weekly research sweeps, then continuous monitoring loops
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+
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+ > **Tip:** Sam's automation philosophy: start small, observe, then expand. Run a workflow manually three times before scheduling it. Confirm the schedule fires correctly for a week before enabling iteration context. Trust builds incrementally -- and so should autonomy.
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+
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+ ### Step 15: What's Next
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+
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+ Sam's Stagent workspace is now a fully autonomous operations engine -- specialized agent profiles handling different task types, multi-step workflows executing complex pipelines, schedules firing on cadence, and the Monitor providing real-time oversight. The next step is going deeper into the platform layer.
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+
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+ - [Developer Guide](./developer.md) -- Configure authentication methods, runtime settings, CLI tooling, and permission presets
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+ - [Work Use Guide](./work-use.md) -- Explore team collaboration features, document management, and cost governance
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+ - [Personal Use Guide](./personal-use.md) -- Review the basics if you need a refresher on projects, tasks, and the inbox