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Step 1: Create a Squad

1

Open Squads Page

In the left sidebar, click the Builder category, then open the Squads page.
2

Create New Squad

Click the New Squad button in the top-right corner of the page, then select Hierarchical or Horizontal mode based on your needs.
3

Set the Name

In the Name field, enter a clear identifier — for example, “Technical Support” or “Inbound Sales”.
4

Add a description (optional)

The Description field is optional, but recommended for larger teams. Use it to document the Squad’s purpose and the types of conversations it should handle.
5

Click Create Squad

Confirm creation. The Squad is saved in an inactive state — you still need to add Agents before linking it to a channel.
6

Assign

Assign the Manager Agent (Hierarchical mode), or the Principal Agent (Horizontal mode).
7

Save the Squad

Click Save to apply all Squad settings.

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Step 2: Add Agents to the Squad

Once the Squad is created, you can add Agents in two ways:
  • Link an existing Agent
    Use the link icon to attach an Agent to the Squad.
  • Create a new Agent
    Use the + button to create a new Agent that is automatically linked to the Squad.
Each Squad can contain multiple Agents, but only one Manager or Principal at a time.

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Promoting an Agent to Manager / Principal

You can change leadership at any time.
  • In the Squad’s Agents list, open the Agent’s options menu
  • Select Promote to Manager (or Principal)
  • The previous Manager/Principal is replaced automatically
This is useful when:
  • Reorganizing responsibilities
  • Testing different orchestration strategies
  • Iterating on Squad behavior without recreating it

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Copying the Squad ID

Each Squad has a unique identifier.
  • Open the Squad’s options menu
  • Click Copy ID
The Squad ID is useful for:
  • Advanced inspection and debugging
  • API-based interactions
  • Referencing Squads in external systems or logs
Tip: Keep the Squad ID handy when working with APIs or internal diagnostics.

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Managing Squads Over Time

Best practices for ongoing management:
  • Keep Squad descriptions updated to reflect their real purpose
  • Avoid adding Agents without a clear role
  • Regularly review who acts as Manager/Principal
  • Prefer small Squads with clear responsibilities