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Agent Configuration

Orient uses an agent registry system that lets you create and manage specialized AI agents, each with their own personality, skills, and tool permissions.

Agent Registry​

The Agent Registry is accessible from the dashboard at Settings → Agent Registry. Each agent is a configuration that defines:

  • Name — display name for the agent
  • System prompt — instructions that shape the agent's behavior
  • Platform — which platform(s) this agent serves (WhatsApp, Slack, all)
  • Tools — which tools and integrations the agent can access
  • Model — which LLM to use (if you have multiple configured)

Default Agents​

Orient ships with default agents for each platform:

  • WhatsApp Agent — optimized for mobile messaging, concise responses
  • Slack Agent — formatted for Slack markdown, channel-aware
  • CLI Agent — developer-focused, verbose output

Creating a Custom Agent​

  1. Navigate to Dashboard → Agent Registry
  2. Click Add Agent
  3. Configure the agent:

System Prompt​

The system prompt defines how the agent behaves. Example:

You are a project management assistant. You help the team track sprint progress,
update Jira tickets, and summarize daily standups.

When asked about sprint status, always check Jira first.
When asked to update a ticket, confirm the changes before applying.
Keep responses concise and use bullet points.

Tool Permissions​

Select which tools the agent can access:

  • Scheduling tools — create/manage scheduled messages
  • Calendar tools — read/write Google Calendar
  • Jira tools — query/update Jira tickets
  • Mini-app tools — create mini applications
  • File tools — read/write files
  • Webhook tools — manage webhooks

Platform Assignment​

Assign the agent to specific platforms. An agent assigned to "WhatsApp" will handle all WhatsApp conversations. You can also set different agents for different Slack channels.

Agent Behavior​

Context Awareness​

Agents maintain context across conversations. They remember:

  • Previous messages in the current conversation
  • User preferences (configured through the system prompt)
  • Integration state (connected services, recent actions)

Proactive Actions​

Agents can be configured to take proactive actions:

  • Send morning briefings
  • Alert on schedule conflicts
  • Remind about upcoming deadlines
  • Summarize daily activity

Configure proactive behaviors through scheduled messages tied to the agent.

Multi-Agent Setup​

You can run multiple agents simultaneously:

WhatsApp → "Personal Assistant" (scheduling, reminders)
Slack #general → "Team Bot" (announcements, questions)
Slack #engineering → "Dev Assistant" (Jira, Git, deploys)
CLI → "Power User" (all tools, verbose mode)

Agent Customization Tips​

  1. Be specific in system prompts — vague instructions lead to inconsistent behavior
  2. Limit tool access — only give agents the tools they need
  3. Test on CLI first — the CLI agent is the easiest to iterate on
  4. Use platform-specific formatting — WhatsApp and Slack have different formatting capabilities
  5. Set boundaries — tell the agent what it should NOT do as well as what it should do