Managing Automation Agents

Easily manage your automation agents—edit drafts, copy agents, schedule runs, and collaborate with your team.

1. Editing Drafts

Unfinished agents automatically become drafts.
Access the Drafts tab in the Automation Agents page to view all your drafts.
Click on any draft to continue editing and configuring it.
Drafts let you refine instructions, steps, and scheduling before activation.

💡 Tip: Use drafts to experiment with agent setups before making them live.

On the Reports tab in Automation Agents, each agent card has a menu (three horizontal dots) with powerful options:

Re-run: Regenerate the report using the current agent code and settings.
Fresh Re-run: Regenerate both the agent code and the report for a fresh analysis.
Copy: Create a deep copy of the agent, including all instructions and steps.
Schedule: View or edit scheduling preferences (e.g., daily, weekly).
View Instructions: See the agent’s context and step-by-step instructions.
Share: Collaborate by sharing agents.
Rename: Change the agent’s title as needed.
Delete: Permanently remove the agent.

⚠️ Note: Deleted agents cannot be recovered.

Set how often your agent should run: one-off, daily, weekly, etc.
Edit scheduling preferences anytime from the agent card menu.
Scheduled agents automatically generate reports and send notifications as configured.

Share Globally: Make the agent available to all users in your organization.
Share a Copy (via Email): Send a duplicate workflow to a user (recipient must have an Aliveo AI account). They can edit independently.
Share a View (via Email): Allow a user to view your workflow as-is (recipient must have an Aliveo AI account). They cannot edit or change it.

⚠️ Note: Copies and shared views are independent and do not affect your original agent.

Managing your automation agents is simple and flexible!