Agent Types

Solo includes several built-in agent types, each designed for specific purposes. You can also create custom agent types for your unique needs.

Built-in Agent Types

Inbox Manager

Purpose: Manages your email inbox

Default Behavior:

  • Automatically created when you claim your Solo Identity
  • Active by default — handles all inbound email communications automatically
  • Can be disabled or deleted in the Team area if you don't want automatic inbox management

Capabilities:

  • Reads and categorizes emails
  • Drafts replies for your review
  • Creates tasks from actionable emails
  • Routes messages to appropriate recipients
  • Maintains conversation context
  • Handles all inbound email communications actively (when enabled)

Best For:

  • Email-heavy workflows
  • Customer support
  • General inbox management
  • First agent for most users

Disabling Inbox Management: If you don't want the Inbox Manager to handle your inbound emails automatically:

  1. Go to Team in the sidebar
  2. Find your Inbox Manager agent
  3. Either pause the agent (temporarily disable) or delete it (permanently remove)
  4. Without an active Inbox Manager, emails will still arrive but won't be automatically processed

Configuration Tips:

  • Set working hours to match your schedule
  • Configure HITL for important emails
  • Use specialists for specific topics (billing, scheduling)
  • Set appropriate response time SLAs

Assistant

Purpose: General help and task management

Capabilities:

  • Handles routine questions
  • Manages your task list
  • Provides information and answers
  • Coordinates with other agents
  • Handles general inquiries

Best For:

  • General assistance
  • Task management
  • Information lookup
  • Coordination between agents

Configuration Tips:

  • Set friendly, helpful tone
  • Enable context/knowledge base
  • Configure for quick responses
  • Use for non-email tasks

Chief of Staff

Purpose: High-level coordination and strategic support

Capabilities:

  • Manages priorities and deadlines
  • Coordinates between agents
  • Handles strategic decisions
  • Provides executive support
  • Oversees operations

Best For:

  • Executive support
  • Strategic coordination
  • Priority management
  • High-level decision making

Configuration Tips:

  • Set professional, decisive tone
  • Enable all tools and integrations
  • Configure for high-level context
  • Use specialists for specific domains

Custom Agent Types

You can create custom agent types for specific purposes:

Billing Coordinator

Purpose: Handle billing inquiries and operations

Capabilities:

  • Process billing questions
  • Handle payment issues
  • Create invoices
  • Manage refunds (with approval)
  • Track billing status

Configuration:

  • Use billing specialist
  • Set strict HITL for refunds
  • Enable payment tool integrations
  • Configure for financial accuracy

Customer Success

Purpose: Manage customer relationships

Capabilities:

  • Handle customer inquiries
  • Track customer satisfaction
  • Follow up on issues
  • Maintain customer relationships
  • Escalate when needed

Configuration:

  • Set friendly, empathetic tone
  • Enable CRM integrations
  • Configure for relationship building
  • Use customer success specialist

Marketing Coordinator

Purpose: Handle marketing tasks

Capabilities:

  • Create marketing content
  • Manage campaigns
  • Track metrics
  • Coordinate with team
  • Handle marketing inquiries

Configuration:

  • Set creative, engaging tone
  • Enable marketing tool integrations
  • Configure for content creation
  • Use marketing specialist

Project Manager

Purpose: Coordinate projects

Capabilities:

  • Track project status
  • Manage tasks and deadlines
  • Coordinate team members
  • Generate reports
  • Handle project inquiries

Configuration:

  • Set organized, detail-oriented tone
  • Enable project management tools
  • Configure for task tracking
  • Use project management specialist

Choosing an Agent Type

Consider Your Needs

  • What work needs to be done? Choose agent type that matches
  • What tools are needed? Ensure agent type supports them
  • What's the primary use case? Match agent to use case

Start Simple

  • Begin with Inbox Manager for most users
  • Add Assistant for general help
  • Add specialized agents as needs grow

Build a Team

  • Different agents for different purposes
  • Avoid overlap when possible
  • Let agents specialize in their strengths

Agent Type vs. Agent Instance

Agent Type (Kind)

  • The category: "inbox-manager", "assistant"
  • Defines capabilities: What the agent can do
  • Shared across instances: Multiple agents of same type

Agent Instance

  • A specific agent: "Jordan" (an Inbox Manager)
  • Has configuration: Settings specific to this agent
  • Unique identity: Own email, own settings

You can have multiple agents of the same type:

  • "Jordan" - Inbox Manager (personal)
  • "Alex" - Inbox Manager (business)
  • Both are Inbox Managers, but configured differently

Creating Custom Agent Types

To create a custom agent type:

  1. Go to Team → Add Agent
  2. Choose "Custom"
  3. Enter agent kind: e.g., "billing-coordinator"
  4. Configure capabilities: What this agent type can do
  5. Set default settings: Default configuration for this type
  6. Create agent: First instance of this type

Custom agent types:

  • Reusable: Create multiple instances
  • Configurable: Each instance can be customized
  • Specialized: Focus on specific use cases

Agent Type Capabilities

Each agent type declares:

  • Capabilities: What it can do (verbs)
  • Required integrations: Email, calendar, etc.
  • Default tools: Which tools are enabled
  • Suggested specialists: Which specialists to use

Best Practices

Use Built-in Types First

  • Built-in types are tested and optimized
  • Good defaults and configurations
  • Support and documentation available
  • Upgrade to custom types as needed

Specialize Agents

  • One agent type per major function
  • Avoid generic "do everything" agents
  • Let agents focus on their strengths
  • Better results from specialization

Document Custom Types

  • Note what the type does
  • Document required tools
  • List suggested specialists
  • Help team members understand

Next Steps

Version: 1.0
Last Updated: November 2025