Members & Roles

Understanding the building blocks of your AI workforce: member types, roles, and configuration options.

Member Types

Every workforce member falls into one of three types, which determines their position in the hierarchy and expected responsibilities.

Manager
Level 0

Top-level members who coordinate work and delegate to specialists. They have the broadest context and make strategic decisions.

Specialist
Level 1+

Domain experts who handle specific tasks. They report to managers and may delegate to support members.

Support
Level 2+

Task-focused members who handle specific, repeatable operations. They receive delegated work from specialists.

Member Properties

Each workforce member has several configurable properties that define their identity and capabilities:

PropertyDescriptionExample
roleDisplay name shown on the org chart"Sales Manager"
responsibilityShort job description (1-2 sentences)"Oversees sales pipeline and coaches SDRs"
levelHierarchy position (0 = top-level manager)0, 1, 2
toolsExternal integrations via Composio + built-in toolsGmail, Slack, Calendar, Web Search
knowledgeBaseReference materials (docs, URLs, PDFs)Product docs, sales playbook
approvalPolicyWhen to require human approvalauto, require, custom rules

Hierarchy Diagram

A typical workforce follows a tree structure where work flows downward through delegation:

CEO Agent
Level 0 - Manager
Manager A
Level 1 - Specialist
Manager B
Level 1 - Specialist
Specialist 1
Level 2
Specialist 2
Level 2
Specialist 3
Level 2
Specialist 4
Level 2

Configuring Member Tools

Composio Tools

Connect to external services like Gmail, Slack, Calendar, CRMs, and more through Composio integrations.

  • Email: Gmail, Outlook
  • Calendar: Google Calendar, Outlook
  • Messaging: Slack, Discord
  • CRM: HubSpot, Salesforce
  • Project: Jira, Linear, Asana
Built-in Tools

Standard capabilities available to all agents without external configuration.

  • Web Search
  • News Search
  • Scholar Search
  • Google Maps
  • Memory Read/Write

Approval Policies

Control when and how actions require human approval:

Auto

Agent executes all actions immediately without waiting for approval. Best for low-risk, high-volume tasks.

Require Approval

All tool invocations require human approval before execution. Best for sensitive operations.

Custom Rules

Define per-tool approval rules. For example, auto-approve web search but require approval for sending emails.