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Overview

Background agents are scheduled AI agents that execute tasks automatically on a recurring basis. They can search across your connected sources, look up people, and send emails — all without manual interaction.
Background agents are disabled by default. Set AGENTS_ENABLED=true in your environment to enable this feature.

Enabling Background Agents

  1. Set the AGENTS_ENABLED environment variable to true in your .env file:
AGENTS_ENABLED=true
  1. Restart your services

Agent Types

TypeScopeDescription
User AgentPersonalRuns on behalf of a single user, scoped to their allowed sources
Org AgentOrganizationRuns with access to all data, with an explicit action whitelist

User Agents

User agents are personal — they run with the permissions of their creator and can only access sources the user has specified. Useful for recurring personal tasks like weekly summaries or monitoring specific topics.

Org Agents

Org agents have broader access across all connected data sources. They use an action whitelist to control which tools they can use (e.g., search, people lookup, email sending). Only admins can create org agents.

Available Tools

Agents can use the following tools during execution:
ToolDescriptionAvailability
SearchSearch across connected sourcesAll agents
People SearchLook up people in your organizationAll agents
Document ReaderRead and process documents, emails, Slack threads, Jira tickets, etc.All agents
EmailSend emails (with configured email provider)Org agents only

Configuration

These environment variables control agent behavior. See Configuration Reference for details.
VariableDefaultDescription
AGENT_SCHEDULER_POLL_INTERVAL30Seconds between scheduler checks for due agents
AGENT_MAX_CONCURRENT_RUNS3Maximum agents running simultaneously
AGENT_MAX_ITERATIONS15Maximum tool calls per agent run

Creating an Agent

  1. Navigate to the Agents section in the Omni sidebar
  2. Click Create Agent
  3. Configure the agent:
    • Name: A descriptive name for the agent
    • Prompt: Instructions for what the agent should do
    • Schedule: Cron expression or interval (e.g., every 6 hours, daily at 9am)
    • Type: User or Org
    • Model: Optionally select a specific LLM model
  4. Click Save
The agent will run automatically according to its schedule. You can view run history and results in the agent’s detail page.

Monitoring

Each agent run is tracked with:
  • Status: Pending, Running, Completed, or Failed
  • Summary: An auto-generated summary of what the agent accomplished
  • Duration: How long the run took
  • Tool calls: Number of tool invocations during the run
Navigate to an agent’s detail page to view its run history and outputs.