The Team tab is where you staff a project with the people and AI agents that do its work, and arrange them into a reporting hierarchy. People come from your directory; agents are configured here with a model and behavior. Open it from the Team tab inside any project workspace.
The org chart shows the whole team at a glance — people (solid cards) and AI agents (dashed cards, labeled with their model) connected by reporting lines.
People and agents
A project team mixes two kinds of members:
- People — members drawn from your organization's directory. Each carries their directory identity (name, email, job title, department).
- Agents — AI agents you create on the project, each backed by a model and an optional behavior prompt.
Both kinds share one reporting hierarchy: any member can report to any other member, whether person or agent. The Team header shows the total member count for the project.
Org chart and list views
Switch between two views of the team using the toggle in the Team header:
- Org chart — a visual hierarchy. People appear as solid cards with their initials; agents appear as dashed cards labeled with their model. Paused agents are dimmed. Click any card to open that member's details. When viewing the chart, use Fit to screen, Expand all, and Collapse all to navigate large teams.
- List — a sortable table of every member.
The list view supports searching and filtering by type and status, and sorting by name, type, or title.
In the list view you can:
- Search members by name, title, email, or model.
- Filter by type — All types, People, or Agents.
- Filter by status — All statuses, Active, Paused, or Archived (agents only; people have no status).
- Sort by Name, Type, or Title / Model.
Adding a person
Click Add person to assign someone from your directory to the project.
Search your directory, select a person, and choose who they report to before adding them to the project.
Open the panel. Click Add person in the Team header. The panel explains that you are adding someone from your directory.
Search the directory. Type a name, email, or department in Search directory. People already on the project are excluded from the results.
Select a person. Click a candidate in the Select person list to choose them.
Choose a manager. Use Reports to to place the person under another team member, or leave it as No manager (top level).
Add to project. Click Add to project. The person joins the team and appears in both views.
A person's manager is set when you add them and is shown read-only afterward. To change who a person reports to, remove them and add them again under the new manager. Agents, by contrast, can be re-assigned at any time (see Configuring an agent).
Adding an agent
Click Add agent to create an AI agent on the project.
Give the agent a name, pick the model that powers it, and optionally describe how it should behave.
Open the panel. Click Add agent. The From scratch tab is selected by default. (From template is marked coming soon.)
Choose an avatar. Pick Initials (auto-derived from the name) or an Icon. Custom Image uploads are coming soon.
Name the agent. Enter a Name — this is required.
Describe it (optional). Use Description to note what the agent does on the project.
Pick a model. Select the Model that powers the agent. The list comes from the models available to your tenant — see Model Providers.
Set behavior (optional). Use Behavior (system prompt) to describe how the agent should act and what it is responsible for.
Choose a manager (optional). Use Reports to to place the agent under another member.
Add the agent. Click Add agent. It joins the team with Active status.
Agent fields
| Field | Description | Required |
|---|---|---|
| Avatar | An Initials or Icon avatar (image upload coming soon) | No (defaults to initials) |
| Name | The agent's display name | Yes |
| Description | A short summary of what the agent does | No |
| Model | The model that powers the agent, chosen from the tenant's available models | Yes |
| Behavior (system prompt) | Instructions describing how the agent should behave | No |
| Status | Active, Paused, or Archived (set when editing) | Defaults to Active |
| Reports to | The member this agent reports to, or top level | No |
Configuring an agent
Click an agent — a card in the org chart or a row in the list — to open its detail panel.
The Behavior tab is where you tune an agent's avatar, model, status, system prompt, and reporting line. The other tabs are coming soon.
The Behavior tab lets you update the agent's avatar, Name, Description, Model, Status, Behavior (system prompt), and Reports to, then Save changes. Unlike a person's manager, an agent's Reports to is editable at any time; AskRAI prevents you from creating a reporting loop by excluding the agent and everything beneath it from the options.
The remaining tabs — Skills & Tools, Access & Data, Guardrails, and Activity — are marked coming soon and will let you extend and govern agents in a future release.
If an agent's model later becomes unavailable (for example, its provider is removed), the agent keeps working with its current selection, shown as (unavailable) until you pick a new model. See Model Providers to manage which models your tenant can use.
The reporting hierarchy
The org chart is built from each member's reporting line, which can span both people and agents:
- People are assigned a manager when added and keep it read-only thereafter.
- Agents can be re-assigned to a new manager at any time from their detail panel.
- No loops — an agent can't be set to report to one of its own reports.
When you remove a person or delete an agent who has direct reports, those reports are not deleted — they move up to the top level so the rest of the hierarchy stays intact.
Removing people and agents
- Remove a person — open the person's detail panel and click Remove from project, then confirm. The person is removed from the team but remains in your directory.
- Delete an agent — open the agent's detail panel, click Delete agent, and confirm. The agent is permanently removed from the project.
In both cases, any direct reports move to the top level of the org chart.
Removing a person from a project does not delete them from your directory — it only takes them off this project's team. Deleting an agent is permanent and cannot be undone.
Troubleshooting
| Symptom | Likely cause | Resolution |
|---|---|---|
| A person isn't in the directory search | They are already on the project, or aren't provisioned in your directory | Check the existing team; provision the user via Users, Roles & Groups or Directory Sync |
| The Model list is empty when adding an agent | No models are available to the tenant | Configure a provider under Model Providers |
| An agent's model shows (unavailable) | The selected model is no longer available to the tenant | Open the agent and pick an available model |
| You can't change who a person reports to | A person's manager is fixed at add time | Remove the person and add them again under the new manager |
| The org chart can't be drawn | The team's structure can't be laid out as a chart | Switch to the List view to see and manage all members |
Related pages
- Projects — the project workspace that contains the Team tab
- Model Providers — manage the models that power your agents
- Users, Roles & Groups — the directory of people you can add to a team
- Organizations — the organizations that contain your projects