Managing Multiple Agents

As you add more agents to your Solo Identity, managing them effectively becomes important. This guide covers best practices for managing multiple agents.

Viewing Your Agents

Team Page

The Team page shows all your agents:

  • List view: All agents in a list
  • Card view: Visual cards for each agent
  • Filters: Filter by type, status, tags
  • Search: Find agents by name

Agent Details

Click on an agent to see:

  • Overview: Status, activity, recent actions
  • Config: All configuration settings
  • Activity: Recent agent actions and decisions
  • Settings: Agent-specific settings

Organizing Agents

Use Tags

Tags help organize agents:

  • By function: "ops", "sales", "support"
  • By priority: "critical", "standard", "low"
  • By team: "marketing", "engineering", "sales"
  • Custom: Any labels that help you

Filtering by Tags:

  • Use tag filters in Team view
  • Quickly find agents by category
  • Manage groups of agents together

Naming Conventions

Use consistent naming:

  • Include purpose: "Jordan - Inbox", "Alex - Billing"
  • Be descriptive: Clear what agent does
  • Stay consistent: Same pattern for all agents
  • Keep it short: Easy to scan and find

Grouping Strategies

Group agents logically:

  • By function: All inbox managers together
  • By priority: Critical agents first
  • By status: Active agents, then paused
  • By team: If using team-based organization

Managing Agent Status

Active Agents

  • Running: Processing work
  • Monitor: Check activity regularly
  • Optimize: Adjust configuration as needed
  • Limit: Stay within plan limits

Paused Agents

  • Temporarily disabled: Not processing work
  • Use for: Testing, maintenance, seasonal
  • Free up slots: Pause to add new agents
  • Easy to resume: Reactivate anytime

Disabling or Deleting the Inbox Manager

The Inbox Manager is active by default and handles all inbound email communications automatically. If you don't want automatic inbox management:

To Temporarily Disable:

  1. Go to Team in the sidebar
  2. Find your Inbox Manager agent
  3. Click on it to open agent details
  4. Change status to Paused
  5. Emails will still arrive but won't be automatically processed

To Permanently Remove:

  1. Go to Team in the sidebar
  2. Find your Inbox Manager agent
  3. Click on it to open agent details
  4. Click Delete (or use bulk delete if managing multiple agents)
  5. Confirm deletion
  6. Without an Inbox Manager, emails will still arrive at your Solo Identity but won't be automatically processed

Note: You can always create a new Inbox Manager agent later if you change your mind.

Bulk Actions

Manage multiple agents at once:

  • Select agents: Check multiple agents
  • Bulk pause: Pause selected agents
  • Bulk activate: Activate multiple
  • Bulk tag: Add/remove tags from multiple
  • Bulk delete: Remove multiple agents

Monitoring Agents

Activity Monitoring

Track what agents are doing:

  • Recent actions: See agent activity
  • Decision logs: Review agent decisions
  • Error tracking: Monitor for issues
  • Performance metrics: Response times, success rates

Usage Monitoring

Track resource usage:

  • Token usage: AI tokens consumed
  • Executions: Number of agent runs
  • Per agent: See usage by agent
  • Total usage: Identity-wide usage

View usage in Settings → Workflow.

Health Checks

Regular health checks:

  • Status: Are agents active and working?
  • Errors: Any recurring errors?
  • Performance: Are agents performing well?
  • Configuration: Are settings optimal?

Best Practices

Start Small

  • Begin with 1-2 agents: Get comfortable
  • Add gradually: Add agents as needs grow
  • Learn from each: Understand what works
  • Scale thoughtfully: Don't add too many at once

Specialize Agents

  • Different agents for different purposes: Avoid overlap
  • Let agents focus: Better results from specialization
  • Clear boundaries: Know which agent handles what
  • Avoid duplication: Don't create redundant agents

Monitor Regularly

  • Check activity: Review agent actions
  • Review errors: Fix issues promptly
  • Optimize configuration: Adjust based on results
  • Update as needed: Keep agents current

Use Tags Effectively

  • Consistent tagging: Use same tags across agents
  • Logical groups: Tags that make sense
  • Not too many: Avoid tag overload
  • Regular cleanup: Remove unused tags

Document Your Setup

  • Note agent purposes: What each agent does
  • Document configurations: Key settings
  • Track changes: What you changed and why
  • Help team members: Share knowledge

Common Scenarios

Scenario 1: Managing Email

Setup:

  • Inbox Manager (primary)
  • Assistant (backup)
  • Customer Success (support emails)

Organization:

  • Tag: "email"
  • Different agents for different email types
  • Clear routing rules

Scenario 2: Business Operations

Setup:

  • Chief of Staff (coordination)
  • Billing Coordinator (billing)
  • Project Manager (projects)
  • Marketing Coordinator (marketing)

Organization:

  • Tags: "ops", "billing", "projects", "marketing"
  • Each agent specialized
  • Chief of Staff coordinates

Scenario 3: Scaling Up

Setup:

  • Start with Inbox Manager
  • Add Assistant for tasks
  • Add specialized agents as needed
  • Use blueprints for complete teams

Organization:

  • Add agents gradually
  • Test before adding more
  • Use blueprints when ready
  • Monitor usage and limits

Troubleshooting

Too many agents?

  • Pause unused agents: Free up slots
  • Consolidate: Combine similar agents
  • Upgrade plan: Get more agent slots
  • Review needs: Do you need all agents?

Agents overlapping?

  • Review agent purposes: Ensure clear boundaries
  • Adjust routing: Make sure work goes to right agent
  • Specialize more: Make agents more focused
  • Remove duplicates: Delete redundant agents

Hard to find agents?

  • Use tags: Organize with tags
  • Better naming: Use descriptive names
  • Use search: Search by name or tag
  • Group logically: Organize by function

Agents not working well?

  • Review configuration: Check settings
  • Monitor activity: See what's happening
  • Provide feedback: Correct mistakes
  • Adjust gradually: Make small changes

Next Steps

Version: 1.0
Last Updated: November 2025