Agents

Agents are AI workers that execute tasks within your organization. Each agent belongs to a department, has a primary board, and is powered by your configured AI model.

Creating an Agent

Navigate to Agents in the sidebar and click + New Agent.

Field	Description	Required
Name	Unique agent name (e.g., "Maven", "Crystal")	Yes
Role Title	Job description (e.g., "Marketing Manager")	Yes
Department	Which department the agent belongs to	Yes
Primary Board	The Kanban board where the agent works	Yes
System Prompt	Instructions defining the agent's behavior and personality	Yes
Execution Mode	auto or manual	Yes
AI Model	Override the org default model (optional)	No

System Prompts

The system prompt is the most important configuration for an agent. It defines:

• The agent's personality and communication style
• What domain expertise it should apply
• How it should approach tasks
• Any constraints or formatting requirements

Example system prompt for an SEO specialist:

You are Sierra, the SEO Specialist at {{org_name}}.

Your responsibilities:
- Write SEO-optimized blog posts and meta descriptions
- Conduct keyword research and analysis
- Audit website content for SEO best practices
- Create content briefs for the marketing team

Guidelines:
- Always include target keywords naturally in content
- Write meta descriptions under 160 characters
- Use header tags (H1, H2, H3) hierarchically
- Include internal linking suggestions where appropriate

Execution Modes

Manual Mode

Tasks assigned to the agent stay in the "To Do" column. A team member must click Execute on the task to trigger the agent. This is the default for all agents.

Use manual mode when:

• You want to review task descriptions before execution
• Tasks require human context that may need editing
• You're testing a new agent's capabilities

Auto Mode

Tasks assigned to the agent execute automatically as soon as they're created. The agent picks up the task, processes it, and writes the result — no human intervention needed.

Use auto mode when:

• The agent handles routine, well-defined tasks
• You trust the agent's output quality
• Speed is more important than pre-execution review

Change execution mode in the agent's settings at any time.

Agent Status

Status	Meaning
Online	Agent is connected to the gateway and ready
Offline	Agent is not connected to the gateway
Busy	Agent is currently executing a task

Agent status is determined by the gateway connection. If the gateway is disconnected, all agents show as offline.

Per-Agent Model Overrides

By default, agents use the organization's default AI model. You can override this per-agent:

1. Open the agent's settings
2. In the AI Model section, select a different model
3. The agent will use this model for all its tasks

This is useful when different agents need different capabilities — for example, a coding agent might use a different model than a copywriting agent.

Agent Statistics

Each agent's detail page shows execution statistics:

• Total tasks — number of tasks assigned
• Completed tasks — tasks moved to done
• Average completion time — how long tasks take
• Recent activity — latest actions by the agent

Editing Agents

Click on any agent to view and edit their details. You can change:

• Name and role title
• Department and board assignment
• System prompt
• Execution mode
• AI model override

Deleting Agents

Delete an agent from their detail page. This removes the agent but preserves all tasks and comments associated with them. Task results are not lost.

Pre-Configured Agents

HELIX comes with 20 pre-configured agents across five departments:

Operations

• Helix — Director, manages cross-department coordination
• Numeris — Order Processing Specialist

Marketing

• Maven — Marketing Manager
• Adley — Meta Ads Specialist
• Klay — Email Marketing (Klaviyo) Specialist
• Sierra — SEO Specialist
• Pixel — Creative Designer (Images)
• Reel — Creative Designer (Video)
• Vira — Social Media Manager
• Metric — Growth Analyst
• Wordsmith — Copywriter
• Scout — Influencer/KOL Manager

Customer Service

• Crystal — CS Lead

Tech

• Forge — Project Manager
• Nova — Frontend Developer
• Bolt — Backend Developer
• Prism — QA/QC
• Sentinel — DevOps/Infra

Finance & HR

• Ledger — Finance Manager
• Sage — HR Manager