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Settings Reference

The fixed values in Project. Item names follow what the screen shows. How to choose between them is covered in the guides.

Project​

ItemValue
TagsUp to 10
Retries per step (failed / timed out)0 to 10. The default is 2. Used in workflow runs for failures on the platform's side (such as an abnormality in the runtime, or a timeout), and counted for each agent placed on the step, each time the run enters that step
Send-back limit (per target step)1 to 10. 3 by default. How many times one run can be sent back to the same step. Both reviewers' send-backs and automatic ones at the deadline count. A change applies to runs started afterwards
Workflow runs in progress at onceUp to 3. Runs that are running and runs awaiting review are counted. Starting a new one while there are already 3 is refused
Organization“No organization”, or an organization the person setting it currently belongs to. Once set, it cannot be changed

Steps​

ItemValue
Number of stepsUp to 12. You cannot delete steps to go below 2
Steps when you create a project without specifying anyA workflow gets 3: “Run by Agent” → “Human review” → “Run by Agent”. A cycle gets 2 “Run by Agent” steps
Trigger (workflow)The default is “Right after the previous step”. Choose “At a set time” and the initial value is 9:00 every day
Handling of results (workflow)“When not allowed by rules” defaults to “Ask for review (awaiting review)”. “When the agent reports it could not finish” defaults to “Ask for review”. Either can be set to “Go to a specific step”, choosing the destination from the later enabled steps (in the same lane where there are lanes; outside the lanes, from the same side of the split — before it, or after the join)
Run at the same time (workflows)Off by default (one at a time, in placement order). Available on a “Run by Agent” step with two or more agents placed, except on the step the lanes split from
Lanes (workflows)One split. It divides into 2 to 11 lanes, joining once every lane has finished. Lane names up to 50 characters. Each lane needs at least one step

Agents​

ItemValue
NameRequired
Goal (instructions)Required
GuardrailOptional
DescriptionOptional
Playbook0 or 1
SkillsUp to 10
Input filesUp to 10

Review steps​

ItemValue
Kind of review“Review (a person judges the Agent's result)” or “Manual work (AI does not run; a person does the work, then proceeds)”. The default is Review
ReviewersUp to 20, from the project's members. A workflow cannot start while an enabled review step has no reviewer
Review method“Stop and wait for a decision” or “Notify and proceed after the deadline”. The default is “Stop and wait for a decision”
Deadline (hours)1 to 720 hours. Left empty, it is 24 hours
When the deadline passes“Notify and keep waiting”, “Proceed automatically”, “Send back automatically” or “Reject automatically”. The default is “Notify and keep waiting”. It cannot be chosen when the review method is “Notify and proceed after the deadline”
Destination options2 to 5 steps after this one (in the same lane where there are lanes; outside the lanes, from the same side of the split — before it, or after the join). Display names up to 100 characters. With options, “When the deadline passes” cannot be chosen, and they cannot be combined with “Notify and proceed after the deadline”
Escalation contact when overdueOne of the project's members. The default is “None”

Execution rules​

ItemValue
Basic rulesOpen / Guarded / Strict. A newly created project starts on “Use the global basic rules”. A copied project keeps the execution rules of the project it was copied from
Forbidden operations added by the projectUp to 50

Connectors and notifications​

ItemValue
ConnectorsUp to 50
Notifications (workflow)Two: “Review requested” and “Review overdue”. Both are on by default

Triggers​

ItemValue
Time trigger (workflow)You can attach several. When you add one, the initial value is “Daily” at 9:00
Start stepThe default is “First enabled step”
Sweep schedule (cycle)Not set at first. Switch on “Enable sweeping” and it becomes “Interval”, every 15 minutes
Start by emailAvailable where the email feature is enabled. One address per project. Up to 20 allowed external senders (each a complete address). The body can be up to 20,000 characters. Up to 10 attachments, each up to 10 MiB
Ways to give the timeInterval / Hourly / Daily / Weekdays / Weekly / Custom (cron). Weekly takes one or more days
Interval1 to 1440 minutes. Under 60 minutes, only a number of minutes that divides 60 (1, 2, 3, 4, 5, 6, 10, 12, 15, 20 or 30); from 60 minutes up, only a number of hours that divides 24 (1, 2, 3, 4, 6, 8, 12 or 24)
TimezoneAlways chosen. Times are taken in the timezone you choose. Before saving, check that the timezone is the one you intend

Writing a Custom (cron) expression​

Write five fields separated by single-byte spaces. The times are taken in the timezone you chose.

PositionFieldValues
1Minute0–59
2Hour0–23
3Day of month1–31
4Month1–12, or JAN–DEC
5Day of week0–7, or SUN–SAT (0 and 7 are both Sunday)

Every field accepts the following forms.

FormMeaningExample
*Every value* * * * * (every minute)
A numberThat value0 9 * * * (9:00 every day)
n,mA list0 9,18 * * * (9:00 and 18:00 every day)
n-mA range0 9 * * 1-5 (9:00 on weekdays)
*/nEvery n*/15 * * * * (every 15 minutes)
n-m/kEvery k within a range0 9-17/2 * * * (every 2 hours from 9:00 to 17:00)

Records and metrics​

ItemValue
KPI period (project Overview)7 days / 30 days / 90 days. The initial value is 7 days
Insights period7 days / 30 days / 90 days. The initial value is 30 days
CSV export of Records (audit trail)Up to 5000, newest first
Search terms (project list, Records (audit trail), editor lists, Agent library, member candidates)Up to 100 characters
Search terms (execution history)Up to 200 characters

Creating with AI​

The features for creating with the AI are alpha, and these values may change (Design Guide).

ItemValue
Number of steps the AI creates (Create through consultation)Up to 8. To use up to 12, add them after the project is created
Number of steps the AI creates (Guided setup)Up to 8. When a workflow template with a fixed step structure is used as a workflow, the template's number of steps (up to 12)