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Guides/Agent Sharing and Access

Agent Sharing and Access

Share agents with team members, create public chat links, organize with tags and system views, and manage on the go with Mobile Admin.

Team Sharing

Share agents with team members via email. Shared users get access to interact with the agent but cannot modify its configuration.

1

Open the agent detail page and click the Sharing tab (visible to the owner only).

2

Enter the email address of the person you want to share with.

3

Click Share. The email is automatically added to the platform whitelist.

4

The shared user can now see and interact with the agent (chat, tasks, view files).

Agent sharing tab showing team sharing, Slack channel, and public links

Access Levels

LevelPermissions
OwnerFull control — create, delete, configure, share, manage credentials and schedules.
SharedInteract only — chat, run tasks, view files and logs. Cannot modify config, credentials, or permissions.
AdminFull access to all agents regardless of ownership.

All API endpoints check ownership or sharing status before granting access. Shared users see only their own chat messages. Admins see all messages. Deleting an agent cascades to remove all associated sharing records.

Sharing API

EndpointMethodDescription
/api/agents/{name}/sharePOSTShare agent with an email address
/api/agents/{name}/share/{email}DELETERemove a share
/api/agents/{name}/sharesGETList all shares for an agent

Public Links

Shareable URLs that let unauthenticated users chat with agents. Supports optional email verification, session persistence, per-user memory, and rate limiting.

Key Features

Email Verification — Optional. If enabled, users must verify their email before chatting. Rate limiting is applied per-email.
Session Persistence — Multi-turn conversations persist across page refreshes. Sessions are email-based (verified) or anonymous.
Per-User Memory — Email-verified sessions maintain persistent per-user memory scoped to (agent_name, user_email). Updated via background summarization every 5 messages.
Dynamic Thinking Status — Real-time status labels showing agent activity (same as authenticated chat).

How It Works

1

Open the agent detail page and go to the Sharing tab.

2

Click Create Public Link.

3

Configure: email verification on/off, rate limits, custom welcome message.

4

Copy the generated URL and share it with recipients.

5

Recipients open the URL and start chatting immediately. Conversations persist — users can return later and continue.

Public Link API

EndpointMethodDescription
/api/agents/{name}/public-linksGET/POSTList or create public links
/api/agents/{name}/public-links/{id}PUT/DELETEUpdate or delete a public link
/api/public/chat/{token}POSTSend a message via public chat
/api/public/history/{token}GETRetrieve chat history

Tags and Organization

Organize agents with tags, saved system views, and tag clouds for visual grouping on the Dashboard.

1

Tag agents from the agent detail page, or programmatically via API/MCP.

2

Tags appear as colored badges on agent tiles throughout the UI.

3

The Dashboard shows tag clouds — agents grouped visually by tag.

4

On the Agents page, filter by tags. Filters persist across navigation.

5

Create System Views to save filter combinations (tags plus other criteria) for quick access.

Tag Management

• Add or remove individual tags from any agent.

• Replace all tags at once with a bulk set operation.

• Tags are shared across the platform — any tag applied to one agent is available for others.

Tag API

EndpointMethodDescription
/api/tagsGETList all tags
/api/agents/{name}/tagsGET/POST/PUTGet, add, or replace tags
/api/agents/{name}/tags/{tag}DELETERemove a tag
/api/system-viewsGET/POSTList or create system views

Mobile Admin

Standalone mobile-optimized PWA at /m for managing agents on the go.

1

Navigate to http://localhost/m on a mobile device (or any browser).

2

Install as a PWA via Add to Home Screen for a native app experience.

3

The interface has three tabs:

Agents — List agents, tap to chat, toggle autonomy, send tasks.

Ops — View and act on operating room queue items.

System — System-level controls and status.

Designed for quick interactions: check agent status, respond to agent questions, toggle autonomy on or off. Mobile Admin uses the same backend API as the desktop UI — no additional endpoints required.