diff --git a/maps/feature-map/agents.md b/maps/feature-map/agents.md index c8873671720..25730a0620d 100644 --- a/maps/feature-map/agents.md +++ b/maps/feature-map/agents.md @@ -85,14 +85,28 @@ resource allocation waits for approval. ### `agent-configuration` Open `/agents/:agentId` and the configuration/instruction surfaces it exposes. +The agent nav has two sections: **Agent** (Overview, Identity at +`/agents/:agentId/identity`, Harness / Runtime, Secrets & variables, +Permissions / Trust, Advanced) and **Audit** (Activity, Runs, Costs, Budgets), +which render inside the agent, filtered to it. Skills, Tools, Channels, API Keys +and Revisions are not in the nav but still open by URL. Edit the name and title +in place in the header (Enter or blur saves, Escape cancels); while a tab has +unsaved changes, the header refuses the edit and asks to save or discard first. +Assign task is the header's one button (Finish setup while setup is pending); +Run now, Pause/Resume, Clear error, **Agent history** (a dialog listing +revisions with a confirmed Restore), Duplicate, Copy ID, Reset sessions and +Terminate are in the actions menu. On Identity, **Advanced settings** → +**Load profile** switches to an external root only when the root directory and +entry file already exist; otherwise the server refuses and the panel shows why. Open **Advanced** at `/agents/:agentId/advanced` for the compact agent [YAML configuration](../../doc/agent-configuration-yaml.md). Edit a name, budget, runtime setting, and adapter key; save, reload, and check the ordinary settings -and Revisions. Try malformed YAML, an unknown field, omitted settings, a removed adapter key, +and Agent history. Try malformed YAML, an unknown field, omitted settings, a removed adapter key, and a concurrent settings edit. Errors must retain the draft; stale saves return -a conflict. Unchanged secret markers must preserve their stored values. Navigating -away with a draft must show the existing unsaved-change guard. **Reload saved** +a conflict. Unchanged secret markers must preserve their stored values. Following +a link away from a draft must open the Discard unsaved changes? dialog; Back/Forward +keeps the browser confirmation. **Reload saved** discards the draft. Also edit instruction text, skill pins, direct tool installs, channel settings/resources, permissions/trust/project boundaries, secret operations, and API key operations. Verify each result in its owning tab. Revision restore is @@ -132,12 +146,13 @@ Use the roster’s organization view; `/org` redirects to the roster in the stre ### `personal-primary-agent` -Open an agent profile and choose **Set as my primary**. Inspect its crown on the -profile/roster and its position in the Agents sidebar, then open a new task or Chat. +Open an agent profile and choose the outlined crown beside its name (**Set as my +primary**). Inspect the filled crown on the profile, the crown on the roster and +its position in the Agents sidebar, then open a new task or Chat. ### `agent-api-keys` -Open `/agents/:agentId/api-keys` → **API Keys** with an authenticated person who can manage agents. The operator CLI also supports `paperclipai token agent create -C --agent --name