Agent Config guides
Set the agent’s access and behavior, find reusable playbooks, and understand the history and memory behind its work.
Configure the agent
Work with playbooks
Manage skills and memory
Browse Agent Config articles
8 guides, organized around the work you need to do.
Agent credits and usage
Read the Credits used, Usage forecast and Credits remaining tiles on Agent Home, understand what the credit period is, find which services, clients and playbooks spent your credits, and know what happens near the limit.
Configure and run a playbook
Find a playbook on the Agent's Playbooks page, read its badges and chips, understand why a draft never runs on its own, attach a report template, and create one by describing the routine in plain English.
Read the Agent audit log
Read the four summary tiles for what they measure, narrow the log by client, capability, initiator, status and date, open one action to see its asks, steps and approval state, and export the view you are looking at.
Connect a custom MCP server
Read the Capabilities page, see what comes included and what you connected, search Discover first, then add a custom MCP server or API of your own and choose which clients use it.
Set up Sydekick
Set up and test Sydekick
See whether your agent is set up, enable it and run the connection check if it is not, prove it works with one small real task, and point its work at your Slack channel.
Shared vs Dedicated Agent environments
See which plans use a Shared or Dedicated Agent environment, what stays the same, where to find your plan's Parallel agent tasks, and what you see when all of them are busy.
Skills
Understand Sydekick skills
Browse the Skills library by category or owner, turn skills on or off for one client, read what a skill does and which phrases start it, and make your own copy of a built-in.
Teach a new skill
Describe a job in one sentence, check what the agent understood, keep the approval step on, practise it once before you save, and make sure the clients you want can use it.