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Agents An agent is a standing job. It runs on a schedule or when something happens, works the brief you wrote for it, and produces something you can use. Set it up once and it keeps going without you.
The Agents page
Open Agents in the sidebar. Two tabs sit at the top. Agents holds everything running in your workspace. By Squad is a gallery of ready-made agents you can start from, covered in Agent templates. New agent in the top right opens the builder.

Agent templates

Five ready-made agents written by Squad. Create one in a click, or open it prefilled and change anything first.

Agent triggers

What makes an agent run: a schedule, a workspace event, or an event from a connected integration.

Tools and access

One list that decides what an agent can reach and what it can do there.

Run history

Every time an agent ran, what it changed, and what it produced.

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The agents list

The list opens as a grid of cards, one per agent, with a toggle in the toolbar to switch to compact rows. The toolbar also carries search, filters, and sort. Filter by Status (Active, Paused, Error) or by Cadence (Hourly, Daily, Weekly, Monthly, Quarterly, Annually). Your choice of view, filters, and sort stays in the URL, so a filtered list is shareable. Each card and row shows the agent’s name with a second line naming the page it watches or the opening of its brief, then its cadence, when it last ran, and its status. The overflow menu holds Run now, Pause or Resume, and Delete. Right-clicking a row opens the same menu. Click anywhere else to open the agent.

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Statuses

An agent is in one of three states.
Scheduled and event triggers fire normally.
Nothing fires. The agent keeps its configuration and history. Hit Resume to bring it back.
The last run broke badly enough to stop the agent. It does not recover on its own, which keeps a dead source from being retried forever. Open the agent, expand the most recent run, read the error, fix the cause, then Resume.

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Building an agent

New agent opens one scrolling form. Fill it top to bottom and click Create agent.
The New agent form

Details

The name (unique in your workspace) and an optional description. The description is a note for your future self and is never fed to the agent.

Triggers

Decide when the agent runs. A schedule, a workspace event, an integration event, or a mix. See Triggers for every option.

Instructions

The standing brief the agent reads on every run, written in plain English. Say what to look at, what counts as worth flagging, and what a good result looks like. The agent decides each run what to reach for within the access you gave it.

Tools and access

What the agent may touch: your knowledge base, insights, goals, the open web, and any connections you add.
Levels are enforced, not suggested. See Tools and access.

Outputs

What the agent produces.

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The three outputs

Three independent switches. Turn on any combination.

Discover insights

Extracts product signals from what the agent read this run and pushes them into the pipeline, where they cluster into insights alongside everything else.

Gain knowledge

Lets the agent update or create documents in your knowledge base from what it found.

Generate report

Produces a written brief answering a question you set. Turning it on opens the report settings underneath it.
At least one output must be on or the form blocks the submit and tells you so.
Signals and knowledge route themselves. A report is the only output with delivery options.

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Report settings

The Report question is what every report from this agent answers. Squad drafts one from your instructions the first time you turn reports on, and redrafts it when you edit the instructions and click away. Regenerate rewrites it on demand. Edit it freely. Report title is optional and accepts {{date}} and {{agent.name}} as placeholders.
Report when nothing changed is off by default, so a quiet run produces no report. Turn it on for standing digests that should ship every period regardless.
Every report is saved to the system Agent Reports folder, so it is always editable and searchable even with no delivery configured. Delivery adds copies elsewhere: a Slack channel (available once Slack is connected) or Email to selected org members. Knowledge and insights are not delivery channels. The Gain knowledge and Discover insights outputs already cover that ground.

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The agent detail page

Opening an agent gives you the whole thing on one page. The header carries the name, description, and the lifecycle controls: Run now, Edit, Pause or Resume, and an overflow menu with Delete. Deleting stops future runs and removes the agent. Reports it already wrote stay in your knowledge base. Below that, every part of the configuration is editable in place: Instructions, Triggers, Tools and access, Report (shown only when reports are on), and Run History. The sidebar holds an Info panel with Status, Next run, Last run, and Created, a Latest Report card linking to the newest report, and an Output panel summarising what this agent produces.

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Run now

Run now needs an active, idle agent. On the detail page the button stays visible and goes disabled with a tooltip saying why: the agent is paused (resume it first), it has errored (review the latest run first), or a run is already in progress.
One run at a time per agent is a hard rule. In the list menus the item behaves the same way. It appears for active agents and greys out while a run is in flight.
See Run history for what a run records and how to read it.

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Recipes

Point the instructions at the pricing page, add a weekly schedule, add the page under Web pages in Tools and access, and turn on Generate report. Accept the drafted question and add a Slack delivery to your competitive channel.
Describe what to capture, add a daily schedule, give the agent the sources it needs, and turn on Gain knowledge only. No report, no delivery.
Add a workspace trigger for Insight created with a minimum score, turn on Generate report, and email the result to whoever needs to act. No schedule required.
Add a monthly schedule, turn on Generate report with Report when nothing changed on so the digest always ships, and add an Email delivery.