Agent Configurator
The Agent Configurator is where administrators configure Oliver's AI agents — the specialist workers that handle tasks such as document search, workflow management, metadata extraction, and redaction. Administrators can adjust which model each agent uses, which tools and memory topics it can access, which other agents it can delegate to, and how it manages context.
Access: New > AI AGENTS CONFIGURATION > Agent Configurator
The Agent Configurator agents list.
Overview
The Agent Configurator has four tabs.
| Tab | What it contains |
|---|---|
| Agents | All agent configurations — built-in and custom. Open an agent to view or change its settings. |
| System Prompts | The system prompt library used by agents. Built-in prompts are read-only; custom prompts can be created and edited. |
| Memory Topics | Long-term knowledge topics that agents can read from and write to. System topics are read-only; user topics can be created and managed. |
| Agent Tools | The tool library available to agents, organized by category. Built-in tools are read-only; custom tools can be added. |
Each tab includes a search bar and a Create New button.
Agents
The Agents tab lists all agent configurations. Each card shows the agent name, tool and memory topic counts, the model it uses, and its approximate prompt token size.
Docwize includes thirteen built-in agents.
| Agent | What it does |
|---|---|
| Document Ingestion Agent | Guides freshly uploaded documents through filing. Default handler for uploads with no specific destination. |
| Document Search Agent | Corpus-wide document search using keyword and semantic retrieval with citation verification. |
| Search Verification Agent | Verifies and summarises search result sets; performs batch relevance checks and citation verification. |
| Metadata Search Agent | Finds and manages structured metadata: custom fields, gridlinks, records, contacts, and reference data. |
| Document Redaction Agent | Redacts sensitive content from document pages. |
| Document Template Agent | Assists with creating and editing Word and Excel document templates. |
| Workflow Agent | Handles workflow inbox queries, action requests, workflow details, and workflow actions. |
| Chart & Virtual Interface Agent | Builds charts and virtual interface dashboards. |
| System Configurator | Configures system settings — custom fields, gridlinks, workflows, and plugins. |
| Email Template Agent | Creates and edits HTML email templates. |
| Agent Configurator | Configures agents, tools, and system prompts via the Agent Configurator surface. |
| Oliver Supervisor | Routes user requests to the appropriate specialist agent. |
| Test Automation Agent | Manages automated test execution pipelines. |
Custom agents created by administrators also appear in this list and can be fully edited.
Configuring an agent
Click any agent card to open its configuration. Built-in agents show a notice at the top:
built-in — You can change the model, default agent setting, delegable agents, and openable surfaces. Other fields are read-only.
All fields are editable on custom agents.
Agent and System Prompt sections for a built-in agent.
Agent section
| Field | Description |
|---|---|
| Agent Name | The name displayed in Oliver's agent selector. Read-only on built-in agents. |
| Model | The AI model this agent uses. Can be changed on built-in agents. |
| Reasoning | Reasoning effort level applied to each model turn — for example, Medium. Can be changed on built-in agents. |
| Max LLM Turns | Maximum number of model turns the agent can take before stopping. Can be changed on built-in agents. |
| Set as Default Agent | When enabled, this agent is auto-selected in the Oliver chat popup. Only one agent can be the default at a time. |
| Total Tokens | Read-only display of the agent's total prompt token count, updated as configuration changes. |
System Prompt section
| Field | Description |
|---|---|
| System Prompt Mode | How the agent's system prompt is supplied — for example, Use Existing Prompt. Read-only on built-in agents. |
| Select System Prompt | The system prompt assigned to this agent. Built-in agents display the prompt text for reference; custom agents can select any prompt from the library. |
Allowed Tools
Controls which tools are available to the agent, organized into 15 categories. The count next to each category shows how many tools are enabled out of the total in that category — for example, 4/10.
Categories: Contacts, Core, Custom Fields, Documents, Document Templates, Email, Email Templates, Folders, Interfaces, Oliver Core, Plugin System, Records, Redaction, Search & Retrieval, Workflows.
Memory Topics
Controls which memory topics the agent can access. Topics are divided into System (shared platform knowledge, read-only) and User (organisation-specific observations written by agents during sessions). The count shows how many topics of each type are currently enabled for this agent.
Delegable Agents
The list of other agents this agent is permitted to delegate sub-tasks to. Use Select All to enable all agents, or toggle individual agents.
Openable Surfaces
Controls which embedded Docwize surfaces the agent can open for the user. The open native surface tool must be enabled under Allowed Tools for surface links to take effect.
Available surfaces: Agent Configuration, Custom Fields, Custom Field Viewer, Document Template Builder, Email Send, Email Template Builder, Exploration, PDF Preview, Plugin Configurator, Search Surface, Virtual Interface.
Allowed Workflows
Controls which workflow templates the agent can start. The start workflow tool must be enabled under Allowed Tools for workflow links to take effect.
Enable Allow all workflows the user can access to grant access to all available workflows, or select individual templates. Templates marked inactive are disabled workflow templates that remain listed for reference.
Important Documents
A document picker that provides the agent with specific documents as persistent context. Documents added here are available to the agent across all sessions.
Context Management
Fine-tunes how Oliver manages its in-session context window. Leave all fields blank to use server defaults.
| Setting | Default | Description |
|---|---|---|
| L1 Offload Threshold | 8192 bytes | Tool results larger than this are stored as artifacts rather than held in context. |
| L1 Preview Bytes | Server default | Number of bytes shown as a preview when a result is offloaded to an artifact. |
| L2 Age Threshold | 6 turns | Tool results older than this many turns are compressed (stubbed) in context. |
| L2 Keep Recent | Server default | Number of recent turns to keep fully intact before stubbing begins. |
| L3 Compaction Trigger | 70% | When context reaches this percentage of the model limit, old messages are summarized. |
| L3 Keep Recent | Server default | Number of recent messages to keep when mid-step compaction runs. |
| L4 Emergency Trigger | 85% | When context reaches this percentage, context is aggressively trimmed. |
| L4 Keep | Server default | Number of messages to keep during emergency compaction. |
| Compaction Buffer | 9% | Headroom kept free so the prompt never reaches the model window limit. |
System Prompts
The System Prompts tab lists all system prompt templates. Each card shows the prompt name, its version, an internal identifier, and a preview of the prompt text.
Built-in prompts are read-only. Click Create New to add a custom system prompt. Custom prompts can then be assigned to any agent via the Select System Prompt field in that agent's configuration.
Memory Topics
The Memory Topics tab lists all knowledge topics that agents can reference and update during sessions.
| Type | Description |
|---|---|
| System (read-only) | Built-in platform knowledge topics — for example, custom fields, document management, and workflow behaviour. Agents can read these but cannot modify them. |
| User | Organisation-specific topics created automatically by agents from observations, or added manually. Can be edited and deleted. |
Click Create New to add a custom memory topic.
Agent Tools
The Agent Tools tab lists all tools available to agents, organized by category. Each card shows the tool name, its internal identifier, the category it belongs to, and a description of what it does.
Built-in tools cover: Contacts, Core, Custom Fields, Documents, Document Templates, Email, Email Templates, Folders, Interfaces, Oliver Core, Plugin System, Records, Redaction, Search & Retrieval, Workflows.
Click Create New to add a custom tool. Custom tools can then be enabled for any agent via that agent's Allowed Tools section.
Creating a custom agent
Click Create New on the Agents tab to create a new custom agent. A new agent starts with no tools, no memory topics, and no system prompt assigned. Configure all sections before putting the agent into use.
To make a custom agent available to users in the Oliver chat popup, enable Set as Default Agent or ensure it appears in the agent selector.