Member Configuration Panel

The detailed configuration interface for each workforce member, accessible by clicking any node on the canvas.

Panel Overview

When you click a member node, a configuration panel slides in from the right. This panel has multiple tabs for organizing different aspects of the member's configuration.

Configure name, role, and responsibility

Tab Details

Basics Tab

Core identity information for the member.

Sarah Johnson
Sales Manager
Oversees sales pipeline, coaches SDRs, and reports weekly metrics to leadership.
Prompt Tab

The system prompt that defines the member's behavior, personality, and instructions.

You are Sarah Johnson, a Sales Manager at [Company]. Your responsibilities: - Oversee the sales pipeline and track key metrics - Coach and mentor SDR team members - Review and approve outreach strategies - Report weekly performance to leadership Communication style: - Professional but approachable - Data-driven decision making - Focus on actionable feedback
Tools Tab

Select external integrations and capabilities for this member.

Composio Integrations
GmailGoogle CalendarSlackHubSpot+ Add Tool
Built-in Tools
Web SearchMemory Read/Write
Agent-as-Tool

Members reporting to this agent automatically appear as callable tools.

SDR Agent 1SDR Agent 2Research Analyst
Knowledge Base Tab

Upload reference materials that this member can access during conversations.

Uploaded Files
PDF
sales-playbook-2024.pdf
2.4 MB
DOC
product-specs.docx
890 KB
Reference URLs
https://docs.company.com/products
Approval Policy Tab

Configure when this member's actions require human approval.

Default Policy
Voice Tab

Enable real-time voice capabilities for this member.

Enable Voice
Allow voice conversations with this member
Voice Provider
OpenAI Realtime
GPT-4o voice model
Gemini Live
Google's voice model