Agent Orchestration
Orchestrate multiple agents as a team—define roles, set routing and handoffs, share context, and grant per‑role tool access so work flows reliably between agents.
Overview
Agent Orchestration lets you build specialized collaborators that work as a team:
- Roles: e.g., Researcher, Writer, Reviewer.
- Routing: intent/keyword rules, manual handoffs, or explicit commands.
- Shared context: internal knowledge, variables, policies, prompt templates.
- Tools: allow per‑role tool access (built‑in and custom tools).
Core Concepts
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Roles and responsibilities
- Give each role a clear mandate (input → output). Keep scopes narrow.
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Routing and handoff
- Automatic (intent, keywords) or manual (user/agent directive).
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Shared context
- Attach Notes/Files, Variables (readonly for system values), and Prompt Templates.
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Tooling per role
- Enable only the tools a role needs; set confirmation for side‑effects.
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Where this lives in the UI
- Your Agents tab: create and manage child agents that belong to your account. Configure persona/behavior, enable tools, and set defaults.
- Agent Settings → Agent-to-Agent: define connections and workflow between agents (who can delegate to whom, routing, and handoff rules).
Getting Started
- Open Dashboard → Settings.
- Create child agents under Your Agents:
- Click Add Agent, set name/username, configure persona/behavior.
- Enable required tools (Built-in Agents, Custom) and confirmations.
- Optionally attach Prompt Templates and Knowledge for grounding.
- Configure orchestration under Agent Settings → Agent-to-Agent:
- Add connections: select source agent → target agent, give the connection a clear name.
- Define when to delegate (intent/keywords) or keep it manual.
- Tip: Use descriptive names like "Research→Write Draft" to make handoffs obvious in reviews.
- Add shared Variables (readonly where appropriate) and attach Knowledge sources.
- Save and test the workflow in Chat (try a prompt that triggers a handoff).
Route When Conditions
Both Built-in Agents and Agent-to-Agent connections support optional Route When conditions that guide the AI on when to invoke specific agents or route to specific agents.
For Built-in Agents:
- Navigate to Agent Settings → Built-in Agents.
- Enable an agent, expand the "Route When" section.
- Click "Edit" to specify when this agent should be used.
- Example: "user asks about web search or needs current information"
For Agent-to-Agent connections:
- Navigate to Agent Settings → Agent-to-Agent.
- Create or select an existing connection.
- Click the chevron to expand the routing condition section.
- Click "Edit" to specify when to route to this agent.
- Example: "user needs detailed research or information gathering"
Benefits:
- Intelligent routing: The AI automatically selects the right agent or tool based on user intent.
- Reduced manual intervention: Clear routing rules minimize the need for explicit routing commands.
- Better orchestration: Agents can work together more seamlessly with well-defined boundaries.
- Context-aware delegation: The parent agent understands when to delegate and to whom.
Best practices for Route When conditions:
- Use clear, natural language descriptions.
- Focus on user intent and task characteristics.
- Avoid overlapping conditions between agents.
- Test your conditions with real user queries.
- Update conditions based on actual usage patterns.
Orchestration Patterns
- Hand‑off pipeline
- Researcher gathers sources → Writer drafts → Reviewer polishes and cites.
- Parallel split
- Research + Data analysis run in parallel → Merge into one answer.
- Guardrail review
- Reviewer checks style, PII, policy, or compliance before send.
Tip: Use Agent Settings → Agent-to-Agent to encode these patterns explicitly as connections, and keep role prompts in Prompt Templates for consistency.
Examples
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Release Notes Flow
- Input: sprint notes, issue list
- Roles: Researcher, Writer, Reviewer
- Output: concise release notes with links and sign‑off checklist
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Sales Brief Flow
- Input: customer website, discovery notes
- Roles: Researcher (web), Analyst (CSV), Writer
- Output: 1‑pager brief with pain points and tailored value props
Best Practices
- Keep roles narrow and well‑named; expand only as needed.
- Start simple (2–3 roles), then iterate on routing precision.
- Use Need confirmation for tools/roles with side effects; log agent actions.
- Standardize tone/structure with Prompt Templates; ground with internal knowledge.