Adding Agents

Adding agents to your Solo Identity is simple. This guide walks you through the process step by step.

Before You Start

Make sure you have:

  • ✅ Activated your Solo Identity (claimed your @solomail.io address)
  • ✅ Access to Team page (should be available after activation)

Adding Your First Agent

Step 1: Go to Team

  1. Click "Team" in the sidebar
  2. You'll see your existing agents (if any)
  3. Click "Add Agent" button

Step 2: Choose Agent Type

Select the type of agent you want to add:

Inbox Manager (Recommended for first agent)

  • Manages your email inbox
  • Handles email replies and routing
  • Creates tasks from emails
  • Best for: Email management

Assistant

  • General help and task management
  • Handles routine questions
  • Coordinates with other agents
  • Best for: General assistance

Chief of Staff

  • High-level coordination
  • Manages priorities
  • Strategic decision support
  • Best for: Executive support

Custom

  • Create your own agent type
  • Define custom capabilities
  • Best for: Specific needs

Step 3: Basic Information

Fill in the basic information:

Name

  • Display name for the agent
  • Example: "Jordan", "Alex", "Inbox Manager"
  • This is how you'll refer to the agent

Kind (if Custom)

  • Agent type identifier
  • Example: "billing-coordinator", "customer-success"
  • Used for routing and organization

Tags (Optional)

  • Labels for organizing agents
  • Example: "ops", "email", "billing"
  • Helps filter and find agents later

Step 4: Initial Configuration

You can configure the agent now or later:

Quick Setup (Recommended)

  • Use default settings
  • Configure later as needed
  • Get started quickly

Full Configuration

  • Set up all settings now
  • More control from the start
  • Takes more time

Step 5: Create Agent

  1. Review your settings
  2. Click "Create Agent"
  3. Agent is created and added to your team

After Adding an Agent

View Your Agent

  • Go to Team to see all agents
  • Click on an agent to view details
  • See agent status, activity, and configuration

Configure Your Agent

  • Click on the agent
  • Go to Config tab
  • Adjust settings as needed
  • See Configuring Agents for details

Activate Your Agent

  • Agents are active by default
  • You can pause an agent anytime
  • Paused agents don't process work

Adding Multiple Agents

You can add as many agents as your plan allows:

  1. Free Plan: 3 active agents
  2. Solopreneur Plan: 10 active agents
  3. Small Business Plan: 30 active agents
  4. Enterprise Plan: Unlimited agents

Tips for Multiple Agents

Organize with Tags

  • Use tags to group agents
  • Example: "ops", "sales", "support"
  • Filter by tags in Team view

Name Clearly

  • Use descriptive names
  • Include purpose in name if helpful
  • Example: "Jordan - Inbox", "Alex - Billing"

Specialize Agents

  • Different agents for different purposes
  • Avoid overlap when possible
  • Let agents focus on their strengths

Adding Agents from Blueprints

When you install a blueprint:

  • All agents in the blueprint are created automatically
  • Agents are pre-configured according to the blueprint
  • You can customize them after installation

See Blueprints for details.

Agent Status

Agents can be:

  • Active: Running and processing work
  • Paused: Temporarily disabled
  • Error: Needs attention (check configuration)

Change status in Team → [Agent] → Config → Basics.

Troubleshooting

Can't see "Add Agent" button?

  • Make sure your Solo Identity is activated
  • Check you're on the Team page
  • Verify you haven't reached your agent limit
  • Refresh the page

Agent not appearing?

  • Check agent was created successfully
  • Verify you're viewing the correct identity
  • Use the account switcher if needed
  • Refresh the page

Reached agent limit?

  • Upgrade your plan for more agents
  • Pause unused agents to free up slots
  • Delete agents you no longer need
  • Contact support for assistance

Next Steps

Version: 1.0
Last Updated: November 2025