Adding Agents

Adding agents to your Solo Identity is simple. This guide walks you through the process step by step.

Before You Start

Make sure you have:

• ✅ Activated your Solo Identity (claimed your @solomail.io address)
• ✅ Access to Team page (should be available after activation)

Adding Your First Agent

Step 1: Go to Team

1. Click "Team" in the sidebar
2. You'll see your existing agents (if any)
3. Click "Add Agent" button

Step 2: Choose Agent Type

Select the type of agent you want to add:

Inbox Manager (Recommended for first agent)

• Manages your email inbox
• Handles email replies and routing
• Creates tasks from emails
• Best for: Email management

Assistant

• General help and task management
• Handles routine questions
• Coordinates with other agents
• Best for: General assistance

Chief of Staff

• High-level coordination
• Manages priorities
• Strategic decision support
• Best for: Executive support

Custom

• Create your own agent type
• Define custom capabilities
• Best for: Specific needs

Step 3: Basic Information

Fill in the basic information:

Name

• Display name for the agent
• Example: "Jordan", "Alex", "Inbox Manager"
• This is how you'll refer to the agent

Role ID (for Custom agents)

• Unique identifier for email routing
• Must be in kebab-case (lowercase with hyphens)
• Example: billing-coordinator, customer-success, support-tier-2
• Becomes part of the agent's email address: yourhandle+role-id@solomail.io
• Must be unique within your identity

Tags (Optional)

• Labels for organizing agents
• Example: "ops", "email", "billing"
• Helps filter and find agents later

Step 4: Initial Configuration

You can configure the agent now or later:

Quick Setup (Recommended)

• Use default settings
• Configure later as needed
• Get started quickly

Full Configuration

• Set up all settings now
• More control from the start
• Takes more time

Step 5: Create Agent

1. Review your settings
2. Click "Create Agent"
3. Agent is created and added to your team

After Adding an Agent

Agent Email Address

Every agent gets a unique email address for direct routing:

{your-handle}+{role-id}@solomail.io

Examples:

• Inbox Manager → acme+inbox-manager@solomail.io
• Custom Support Agent → acme+support-tier-2@solomail.io

You can find the agent's email address:

• On the agent card in the Team view
• In the agent configuration page (Basic tab)
• Via the API (GET /identity/agents)

View Your Agent

• Go to Team to see all agents
• Click on an agent to view details
• See agent status, activity, and configuration

Configure Your Agent

• Click on the agent
• Go to Config tab
• Adjust settings as needed
• See Configuring Agents for details

Activate Your Agent

• Agents are active by default
• You can pause an agent anytime
• Paused agents don't process work

Adding Multiple Agents

You can add as many agents as your plan allows:

1. Free Plan: 3 active agents
2. Solopreneur Plan: 10 active agents
3. Small Business Plan: 30 active agents
4. Enterprise Plan: Unlimited agents

Tips for Multiple Agents

Organize with Tags

• Use tags to group agents
• Example: "ops", "sales", "support"
• Filter by tags in Team view

Name Clearly

• Use descriptive names
• Include purpose in name if helpful
• Example: "Jordan - Inbox", "Alex - Billing"

Specialize Agents

• Different agents for different purposes
• Avoid overlap when possible
• Let agents focus on their strengths

Adding Agents from Blueprints

When you install a blueprint:

• All agents in the blueprint are created automatically
• Agents are pre-configured according to the blueprint
• You can customize them after installation

See Blueprints for details.

Agent Status

Agents can be:

• Active: Running and processing work
• Paused: Temporarily disabled
• Error: Needs attention (check configuration)

Change status in Team → [Agent] → Config → Basics.

Troubleshooting

Can't see "Add Agent" button?

• Make sure your Solo Identity is activated
• Check you're on the Team page
• Verify you haven't reached your agent limit
• Refresh the page

Agent not appearing?

• Check agent was created successfully
• Verify you're viewing the correct identity
• Use the account switcher if needed
• Refresh the page

Reached agent limit?

• Upgrade your plan for more agents
• Pause unused agents to free up slots
• Delete agents you no longer need
• Contact support for assistance

Next Steps

• Configure your agent
• Learn about agent types
• Explore managing multiple agents

Version: 1.1

Last Updated: December 2025