Agents
How-to

Configure an Agent

Configure an Agent's model, Hermes approval and progress settings, and pinned behavior.

For
Agent operators, Agent editors, Agent owners, Organization administrators, and support engineers
On this page
  1. Progress messages
  2. Overview
  3. Configuration map
  4. Before you begin
  5. Apply behavior
  6. 1. Open Configuration
  7. 2. Configure the Profile
  8. Model inheritance and overrides
  9. 3. Select a Template version
  10. 4. Manage Communication Connections
  11. 5. Configure Skills
  12. 6. Configure Integrations
  13. 7. Create an Agent-owned override
  14. 8. Review the Danger zone
  15. 9. Verify the configuration
  16. Settings you cannot change
  17. Troubleshooting
  18. Next steps

Agent Configuration controls an Agent's identity, model behavior, exact Template and Skill versions, tool Integration credentials, private overrides, and its Communication Connections.

Configuration is version-aware, permission-aware, and lifecycle-aware: it pins exact published versions rather than tracking the newest, what you can edit depends on your effective Agent permissions, and how a change is applied depends on whether the Agent is running, stopped, or in error.

Overview

An Agent is a headless execution aggregate. It executes work; it does not itself hold provider routing.

Its configuration includes:

  • Agent name
  • Runtime choice established at creation
  • Runtime model preference
  • Hermes command-approval preference
  • An exact pinned Template version
  • Assigned and version-pinned Skills
  • Tool Integration credentials
  • An optional Agent-owned Template Override
  • Independently managed Communication Connections

Platform routing, provider tokens, channel allowlists, and mention policies are not Agent fields. They belong to individual Communication Connections, which have their own lifecycle.

Configuration map

The configuration page is organized in this order.

Section Purpose Primary permission
Profile Identity, model preference, Runtime, command approval, and deployment facts Agent update
Template selection Inspect and apply published shared or Agent-owned versions Agent update
Messaging Create and manage Communication Connections Agent update, plus secret management for credentials
Skills Assign, remove, and pin Skill versions Agent update
Integrations Manage encrypted tool Integration credentials Agent secret management
Agent-owned override Draft and publish private Template snapshots Agent update
Danger zone Irreversible Agent lifecycle actions Agent delete

The Messaging section is where Communication Connections are created and managed. Its label is Messaging, but the resources it manages are Communication Connections.

Agent General Access and direct Agent Access are managed through Share on the Agent detail page, not through Configuration. Retirement lives in Danger zone and is documented in Manage the Agent lifecycle.

Before you begin

You need:

  • Access to the Organization that owns the Agent
  • Visibility of the Agent
  • Agent update permission, for ordinary configuration
  • Agent secret-management permission, for credentials
  • Lifecycle permission, when a running Agent must restart
  • A model permitted by the Organization, when pinning an explicit model
  • Any new Template and Skill versions already published
  • Credentials required by newly assigned Skills

Permissions

Authorization comes from the effective Agent permissions Agent Barn computes for you, not from a role name on this page.

Action Required permission
Read the configuration pageVisibility of the Agent
Edit Agent configurationagent.update
Create, edit, enable, disable, or retire a Communication Connectionagent.update
Create, replace, or retire Connection credentialsagent.update and agent.secret.manage
Change Integration credentialsagent.secret.manage
Restart a running Agent to apply a changeagent.lifecycle.manage
Delete the Agentagent.delete
Manage Agent AccessAgent access-management permission

Without the applicable action, the configuration appears read-only or the mutation control is not shown. A user with Agent update permission but without secret-management permission cannot change Integration or Connection credentials.

Apply behavior

Runtime-relevant changes include Profile settings, Template selection, Skills, and Integration credentials. Agent Barn changes the apply action based on lifecycle state.

Agent state Action Result
RunningApply & RestartStops the Agent, saves the configuration, and starts it again
StoppedApplySaves the change and leaves the Agent stopped
ERRORApplySaves the change; resolve the cause, then Start

Direct Agent configuration updates are not accepted while the Agent remains running, so the web application performs the stop and start around the update.

An Agent in ERROR must have its underlying configuration or Runtime problem resolved before it can start successfully. Saving a change does not by itself clear the error.

After a failed Apply & Restart, confirm both whether the requested value changed and whether the Agent returned to a working state. The previous persisted configuration may still be active.

Open Configuration

Open the Organization that owns the Agent. From Home, select the Agent, then select Configuration.

The page opens with the configuration sections listed above. Finish or cancel the current section edit before moving to another section.

Configure the Profile

Open Profile and select Edit.

Editable settings

Setting Behavior
Agent nameChanges the display name used across Agent Barn and in regenerated Runtime configuration
Model preferenceFollows the Organization default, or pins a specific allowed model
Command approvalConfigurable for Hermes Agents

Command approval

Command approval is currently configurable only for Hermes, which supports three modes:

Mode Behavior
autoAutomatically approves low-risk commands
manualRequests approval before commands run
offSkips command approval prompts

For OpenClaw, the effective auto behavior is reported as managed by OpenClaw. OpenClaw does not accept an explicit non-default command-approval mode.

Command approval is a Runtime execution preference. It is not a Platform or Communication Connection policy.

Read-only facts

Profile also displays operational facts rather than editable fields:

  • Runtime: Hermes or OpenClaw, established at creation
  • Current lifecycle state
  • Runtime deployment inventory
  • Managed storage, services, Secrets, and configuration resources
  • Communications being managed as independent Connections

You cannot switch the Runtime from Profile, and there is no Platform field to switch. Starting or stopping the Agent reconciles its managed deployment, Service, storage, Secret, and configuration.

Select Apply or Apply & Restart, depending on the Agent state.

Model inheritance and overrides

An Agent's model is not permanently copied at creation. There are two choices.

Use organization default

  • The Agent stores no explicit model override.
  • It follows the Organization's effective default model.
  • The Organization default may itself follow the platform default.
  • The effective model is resolved whenever the Agent starts.
  • Changing the Organization default affects what an inheriting Agent will use on its next start.

Choose a specific model

  • The Agent stores an explicit model override.
  • Organization default changes do not alter the override.
  • The selected model remains subject to the Organization's model policy and applicable allowlist checks.

Clearing a specific selection returns the Agent to inheritance. Through the API, sending model: null on update clears the override.

Reading the displayed model state

Field Meaning
model_source Whether the value comes from default or override
effective_model The model the Agent would use if started now
running_model The model used when the current Runtime instance started
pending_model The model a running Agent will switch to after restart

An inheriting Agent may continue running its previous model until it is restarted after an Organization default changes. Changing an Organization default does not mutate a running Runtime; the new value appears as the pending model and takes effect on the next start.

Organization-level defaults are managed outside this page. See Manage Organizations and members.

Select a Template version

Open Template selection. Every Agent pins an exact published Template version.

The selector can include:

  • Published shared Platform Templates
  • Published Organization Templates
  • Published Agent-owned Override versions

How pinning behaves:

  • Publishing a newer Template version does not automatically move an existing Agent.
  • Applying another published version repins the Agent.
  • Required Skills are revalidated when applying a Template version.
  • A stopped Agent remains stopped after applying a Template.
  • A running Agent uses Apply & Restart.

To change reusable Template content, publish a new version of the Template itself, or use an Agent-owned override for Agent-specific behavior. Direct per-Agent editing of the active shared Template is not the workflow. See Work with Templates.

Manage Communication Connections

Open Messaging to create and manage the Agent's Communication Connections.

  • An Agent may own zero, one, or many Communication Connections.
  • Multiple Connections may use the same Platform.
  • Each Connection selects a shipped Platform Plugin.
  • The plugin defines its own settings and credential schema.
  • Provider credentials belong to the Connection.
  • Conversations, identities, provider health, and delivery diagnostics are Connection-scoped.
  • Creating or editing a Connection does not modify the Agent Runtime configuration.

Slack Connections can hold the Agent's one default delivery target for scheduled work created outside a conversation. Configure it in the Connection editor. Jobs with a recorded conversation origin keep that origin; changing the default does not move them. See the Slack guide for setup and runtime limitations.

Connection operations

Communication Connections have their own lifecycle, separate from this page's Apply workflow:

  • Create
  • Edit
  • Enable
  • Disable
  • Retire
  • Reconnect, where supported
  • Retry eligible failed deliveries

These operations:

  • Reconcile through the Communications Gateway.
  • Do not stop, rebuild, or restart the Agent Runtime.
  • Can be performed while the Agent is running.

Retiring a Connection preserves its canonical Conversation history. Deleting the Agent retires its owned Connections as part of Agent deletion.

For the full model, see Communication Connections.

Configure Skills

Open Skills to assign, remove, and pin Skill versions.

  • Assigned Skills are independent from the Markdown Template snapshot.
  • Template-required Skills cannot be removed while they are required.
  • Each assignment pins an exact Skill version.
  • Publishing a newer Skill version does not automatically move an Agent's existing pin.
  • Applying Skill assignment or version changes restarts a running Agent.
  • Skill provider requirements are validated against the resulting tool Integration credentials.

Skills are tool and instruction capabilities. They are not Communication Platforms, and assigning a Skill does not create or change a Connection. See Work with Skills.

Configure Integrations

Open Integrations to manage the encrypted credentials that give the Runtime tool access.

  • Agent Secrets and Shared Credentials provide tool Integration access.
  • Their plaintext values are encrypted and omitted from reads.
  • Connection credentials have a separate encrypted lifecycle.

Changing an Integration credential requires secret-management permission and restarts a running Agent, because the Runtime configuration is regenerated. See Manage Agent credentials.

Create an Agent-owned override

Open Agent-owned override for a private Template workflow scoped to this Agent.

  • One private editable draft per Agent
  • Explicit publishing into immutable versions
  • Read-only version history
  • Explicit selection of a published Override version
  • Rollback by selecting an earlier published version

An override reaches an Agent in six ordered steps.

  1. Create draft Agent Barn copies the complete active source version into a private draft
  2. Edit and save the draft Saving preserves the draft without changing the active configuration
  3. Publish an immutable Agent-owned version Publishing freezes the draft and clears the editable draft slot
  4. Open Template selection The published override appears alongside shared Template versions
  5. Select the published override version Review its artifacts and required Skills first
  6. Apply, or Apply & Restart Only this step activates the override on the Agent

Publishing does not automatically activate the new version. Applying an Override follows the same stopped-versus-running Apply behavior as Template selection.

See Use Agent Overrides for the complete workflow.

Review the Danger zone

Danger zone holds irreversible Agent lifecycle actions, including retiring the Agent.

Deleting the Agent also retires its owned Communication Connections. Review every Connection before retiring an Agent, since retiring one Connection is a separate and much smaller action.

These actions require Agent delete permission and are documented in Manage the Agent lifecycle.

Verify the configuration

After applying a change, confirm what actually took effect.

  • The saved value appears in the section you edited
  • A running Agent returned to a working state after Apply & Restart
  • The effective model matches your intent, and the running model matches after a restart
  • The pinned Template and Skill versions are the ones you selected
  • Required Skills and their provider credentials are satisfied
  • Connection health is unchanged by a Runtime-only change

Check Connection health separately from Agent health. See Verify your Agent for the layered checks.

Settings you cannot change

Property Why
OrganizationAn Agent belongs to exactly one Organization
Agent IDStable identity for activity, costs, and Runtime resources
Creator provenanceA historical record, not an authorization setting
RuntimeHermes or OpenClaw is established at creation

There is no Platform field to change. To reach a different Platform, add another Communication Connection rather than recreating the Agent.

Troubleshooting

The section is read-only

Your effective Agent permissions do not include the required action. Ordinary configuration needs agent.update; credentials additionally need agent.secret.manage.

The update is rejected while the Agent is running

Direct configuration updates are not accepted for a running Agent. Use Apply & Restart, which stops the Agent, saves the change, and starts it again. That requires lifecycle permission.

The running model did not change

Compare the model state fields. An inheriting Agent keeps its running model until restarted, and a pending model indicates the value that applies on the next start.

If you expected inheritance but see an override, clear the specific model selection to return the Agent to the Organization default.

A newly published Template or Skill version did not appear on the Agent

This is expected. Pins are explicit, so publishing a new version never moves an existing Agent. Apply the version you want.

A required Skill cannot be removed

The pinned Template version requires it. Apply a Template version that does not require the Skill, or keep the assignment.

Messaging is not working after a configuration change

Connection behavior is not governed by this page's Apply workflow. Open the Connection and review its health, policy, and credentials.

Do not restart the Agent to fix a provider or policy problem.

The Agent stays in ERROR after Apply

Saving a change does not clear the error. Resolve the underlying configuration or Runtime problem (model availability, Runtime image, Kubernetes capacity, Template rendering, Skills, or Integration credentials), then Start the Agent.

Next steps

Progress messages

Hermes supports an Agent-level verbose_mode setting for progress updates while work is in progress. OpenClaw does not have a supported progress relay through its current external HTTP path; the API rejects verbose_mode=true for an OpenClaw Agent.

Progress visibility is separate from command approval. Email suppresses progress updates even when Agent-level verbosity is enabled, but approval prompts can still be delivered. Existing running Agents need a rebuilt runtime configuration to receive changed adapter behavior.

Documentation