Operations
Agent Guide
How Urmate's AI agents, community items, channels, and tasks fit together.
Agent Guide
Urmate uses agents in three related places: chat agents, channel agents, and task agents.
Agent Types
| Type | Where | Purpose |
|---|---|---|
| Chat agent | Chat workspace and modules | General assistant behavior for user chats and tools. |
| Channel agent | /dashboard/chat/agent and /dashboard/chat/channels | Replies to external messenger threads. |
| Task agent | /dashboard/chat/tasks | Works on assigned tasks and writes results to the task canvas/workroom. |
| Community agent | /dashboard/chat/community/agent/* | Catalog item that can be forked or installed into Urmate. |
Task Agent Flow
- User creates a task manually or through the AI panel.
- AI classifies priority, schedule, status, and recommended agent.
- Task appears in the right board column.
- Opening the task shows a canvas-first workroom.
- Agent produces research, drafts, code, or structured output.
- Task moves to pending review.
- User accepts, edits, or sends the agent back to work.
Channel Agent Flow
- User creates or edits a channel agent.
- User connects Telegram, Discord, WhatsApp, Instagram, or another platform.
- Incoming external messages create channel threads.
- The selected agent receives the message context.
- The agent replies through the external platform.
- History is visible per agent and per channel.
Community Flow
Community items are templates and capability packages. Installing or forking a community agent should create a local Urmate agent record. Installing a skill, MCP, workflow, prompt, or channel template should create a local configuration that can be reviewed before use.
Safety
External channel agents represent the user or business. Keep system prompts honest, avoid collecting passwords/OTPs/payment details through chat, and expose clear controls for pausing or disconnecting a channel.