Workforce Management

Manage your AI agents like employees — schedules, clock in/out, task assignment, and budget controls.

Overview

The Workforce Management page provides a complete human-resources-style interface for managing your agent fleet. It is organized into five tabs:

• Overview — Dashboard showing which agents are clocked in, off duty, or unscheduled
• Schedules — Create and manage work schedules with auto-wake and off-hours policies
• Task Queue — Assign, track, complete, and cancel tasks for specific agents
• Budgets — Set daily/weekly/monthly/annual token caps per agent
• Clock History — Audit trail of all clock-in/out events

How It Works

On page load, four API calls fire in parallel:

1. /workforce/status — Current clock status for all agents
2. /workforce/schedules — All configured schedules
3. /workforce/budget-overview — Token usage and caps per agent
4. /workforce/clock-records?limit=50 — Recent clock event history

The agent list is also fetched to resolve names and avatars.

Key Concepts

Clock Status

Each agent has one of three clock states:

Schedule Types

Off-Hours Actions

When an agent's schedule ends, the system can:

• Pause — Suspend the agent; it resumes at next scheduled start
• Stop — Fully stop the agent process
• Queue — Let incoming tasks queue until the agent's next shift

Overview Tab

Displays three stat cards at the top:

• Agents Clocked In (green) — Currently active agents
• Agents Off Duty (amber) — Scheduled agents not currently working
• Unscheduled (gray) — Agents with no workforce schedule

Below is a table showing every agent with columns: Agent, Status, Schedule, Next Event, and Actions (Clock In / Clock Out buttons).

Schedules Tab

Create and manage agent work schedules. Each schedule card shows:

• Agent name and schedule type badge
• Working hours and days
• Timezone
• Policy badges: Enforce Clock-In, Enforce Clock-Out, Auto-Wake, Off-hours action
• Edit and Delete buttons

Schedule Editor Modal

The modal includes:

• Agent selector — Choose which agent this schedule applies to
• Schedule type — Standard, Shift, or Custom (radio buttons)
• Time configuration — Start/end times for standard; named shifts with individual times for shift type
• Days of week — Toggle buttons for Sun–Sat
• Timezone — Full timezone selector
• Toggles: Enforce Clock-In, Enforce Clock-Out, Auto-Wake, Enabled
• Off-hours action — Pause, Stop, or Queue
• Grace period — Minutes of leeway before enforcing clock-out

Task Queue Tab

Assign tasks directly to agents with:

• Agent — Target agent for the task
• Title & Description — What the agent should do
• Priority — Low, Normal, High, Critical
• Type — New, Continue, Scheduled, Delegation

The task table shows all queued tasks with columns: Agent, Type, Title, Priority, Status, Created, and Actions (Done / Cancel).

Budgets Tab

Set token consumption limits per agent across four time windows:

• Daily Token Cap
• Weekly Token Cap
• Monthly Token Cap
• Annual Token Cap

Each agent card shows progress bars with color coding:

• Green — Under 50% usage
• Amber — 50–80% usage
• Red — Over 80% usage

Clock History Tab

An audit trail table with columns: Time, Agent, Event, Triggered By, Scheduled At, and Reason. Event types include:

Configuration & Setup

1. Navigate to the Schedules tab and click "Create Schedule"
2. Select the agent and configure working hours
3. Enable Auto-Wake if you want the agent to start automatically
4. Set token budgets in the Budgets tab to control costs
5. Use the Overview tab to monitor real-time status

API Reference

Best Practices

• Set schedules for all production agents: Unscheduled agents run without time boundaries, which can increase costs.
• Use Auto-Wake: Ensures agents reliably start at their scheduled time each day without manual intervention.
• Set budget caps conservatively: Start with lower caps and increase as you understand each agent's typical usage patterns.
• Review clock history regularly: Check for unexpected auto-pauses or errors that might indicate schedule misconfiguration.
• Use timezones correctly: Set each agent's timezone to match the audience it serves, not your own timezone.
• Grace periods: Set a 5–15 minute grace period to let agents finish current tasks before clock-out is enforced.

Troubleshooting

Related Pages