Overview
Manage Agents page: templates, create, search, tabs, list/grid/calendar views, sidebar, empty states, and how agents differ from Home chat.
What is an Agent?
An Agent is a saved AI worker with a name, instructions, connectors/toolboxes, optional channels (Slack / email / SMS / WhatsApp), automations (schedules / event triggers), memory, and its own recent-chat history.
| Home chat | Agent | |
|---|---|---|
| Lifespan | Ad-hoc thread | Reusable configuration |
| Tools | Project chat toolboxes | Explicit toolboxes/connectors you attach |
| Scheduling / channels | Mostly interactive | Can include Slack, email, SMS, WhatsApp, cron schedules, event triggers |
| Entry | /home | Manage list, sidebar Agents section, or /agents/[agentId] |
Manage route: /projects/:id/agents
Top bar title: Agents
Manage page — chrome
Top bar actions
- Browse Templates — opens the templates modal
- Create Agent — navigates to
/agents/new?fresh=1(choreographed leave animation into the builder)
Header
- Title: Agents
- Subtitle: Keep work moving 24/7 with Agents.
- Search field placeholder: Search agents (filters by name, case-insensitive)
Tabs
| Tab | Filter |
|---|---|
| Created by me | createdByUserId === current user |
| Created by anyone | All agents (default on first load) |
| Pinned | isPinned |
Views
Segmented control (tooltips): List view · Grid view · Calendar view
- List — rows with avatar, name, last-updated date; hover Rename / Delete. Collapsed list shows fewer rows while the empty carousel is visible (limit 3); after dismiss, up to 20 before Load N more agents / Show fewer agents.
- Grid — card grid with the same rename/delete actions
- Calendar — schedule-oriented view (lazy-loaded)
Row open target: /projects/:id/agents/[agentId].
Empty / filtered / error
| State | Copy / UI |
|---|---|
| No agents at all | Create your first agent · body “Start from scratch or use a template to monitor funnels, replays, and users automatically.” · Create Agent |
| Agents exist but tab/search filters to zero | No agents match this view. |
| Load failure | Destructive banner with error message |
| Idea carousel (until dismissed per project) | Auto-advancing slides + template idea cards (e.g. Sales Assistant, Customer Reply Drafter, SQL Crafter, Data Analysis, Chief of Staff, Meeting Prep). Dismiss stored in localStorage as hb:agents-carousel-dismissed:<projectId>. |
Browse Templates / carousel cards can seed /agents/new?template=<id>.
Built-in Daily Report is hidden here
The dashboard Daily Report is a system agent (agentConfig.system.builtInDailyReport). The agents list API excludes it — you will not see “Daily Report” as a normal row on Manage. Configure it from the Dashboard card (Report settings) or /agents/edit/:id?builtin=report. See Daily report.
Sidebar — Agents section
| Control | Behavior |
|---|---|
| Agent rows | Link to /agents/[agentId] |
| Manage Agents | /agents |
| Empty New Agent | Also /agents (manage), not always straight to /new |
| Section + | Often manage page |
| Icon buttons Agent options / See all agents | Tooltip chrome in the section header |
Built-in / project-chat agents may be filtered out of some Home agent pickers even when they exist for the project.
Other agent routes
| Route | Purpose | Guide |
|---|---|---|
/agents/new | Create / prompt-first builder | Create |
/agents/edit/[id] | Same builder (edit mode) | Create |
/agents/[agentId] | Agent home: chat, recent chats, memory, automations | Runs |
/agents/[agentId]?c= | Conversation deep link (may promote into Home chat) | Runs |
Permissions gotcha
Only project owners can create agents or set agent instructions (builder shows: “Only project owners can create agents or set agent instructions.”). Connect/reconnect integrations is similarly owner-gated.