Editing Agent Workflows

This guide explains how to modify the configuration of your existing Agent Workflows (agent teams) in the Bourne AI console.

Accessing the Workflow Editor

1. Navigate to the Agent Workflow List: Go to the main "Agent" section from the dashboard.
2. Select the Workflow: Locate the workflow you wish to edit in the list.
3. Click the Workflow Title or Edit Action:
   • Click directly on the workflow's Title in the list.
   • Alternatively, click the More Options icon

This will open the workflow's detail page, which includes the chat interface and the configuration panel.

Using the Configuration Panel

The configuration settings are typically located in a collapsible side panel or drawer.

• Open/Close Panel: You can usually toggle the panel's visibility by:
  • Clicking a Settings icon or similar button.
  • Using the keyboard shortcut: ⌘J (Mac) or Ctrl+J (Windows/Linux).

Modifying Workflow Settings

Within the configuration panel, you can adjust various aspects of the workflow:

1. Workflow Title: Click into the title field at the top to rename the workflow.
2. Workflow Mode: Change the collaboration style between agents by selecting either Sequential or Supervisor radio buttons.
   • (See Creating New Agent Workflows documentation for mode details).
3. Managing Agents:
   • Add Agents: Use the "Add Agent" button
   • Reorder Agents: If using Sequential mode, you can drag and drop agent panels using the drag handle
   • Edit Agent Details: Expand an individual agent's panel by clicking on its title/role. Here you can modify:
     • Role: Agent's name/title.
     • Instructions/Backstory: The core guidance for the agent. Remember to specify the target API endpoint URL here if the agent uses the API Call tool.
     • LLM: The language model used.
     • Message Context: Preserve or refresh history.
     • Tools: Search for and add/remove tools from the available 32 tools across five categories (Social Media, Content Creation, Search & Research, Business Integration, Automation). See Tools & Integrations Reference for complete details.
     • Tool Credentials: For tools requiring credentials (OAuth2 or API keys), select the specific credential from the dropdown that appears when you add the tool.
     • Prompts: Click the Add prompts button to attach reusable prompt templates from your Prompt Library. Attached prompts provide additional instructions for output formatting, brand voice, compliance, etc.
     • Files: Click the Add files button to attach media from your Media Manager. Files provide context to the agent during execution.
     • Knowledge Base Documents: If "Search Documents" tool is enabled, attach documents the agent can search during execution.
       • (See Managing Knowledge Base Documents documentation for details).
     • Supervisor Status (Supervisor mode only): Check/uncheck the "Is Supervisor?" box to designate this agent as the workflow manager.
     • Deep Research (Supervisor mode only): Enable deep research capabilities for comprehensive multi-phase research workflows. See Running Agent Workflows for details.
   • Delete Agents: Expand the agent's panel and click the delete button
4. API Call Credentials: If an agent uses the "API Call" tool, select the appropriate pre-configured credential from the dropdown within that agent's panel.

Saving Changes

• After making any modifications, click the Save button Save located near the top of the configuration panel.
• You can also use the keyboard shortcut: ⌘⇧S (Mac) or Ctrl+Shift+S (Windows/Linux).
• A confirmation indicator will briefly appear once the changes are saved successfully.

Testing Changes

Use the chat interface on the right side of the screen to interact with your workflow and test the impact of your configuration changes.