Layest separates Setup from Configuration so business users can see what an agent needs to run without wading through technical settings.
Setup answers: What goes in, when does it run, and where does it go?
The Setup page groups the current workflow into three plain-language areas:
- Input: the files, records, projects, inboxes, or connected folders the agent uses
- Trigger: manual starts, schedules, or file events
- Output: Data Collections, reports, PDFs, ERP exports, or external destinations
Required items appear as focused tasks. Once the requirements are met, the page shows Ready to run. Recommendations and optional additions remain available without blocking work.
Configuration answers: How should this agent behave?
Use Configuration to manage:
- agent name, icon, and URL slug
- persistent agent instructions
- field-specific extraction or relationship rules
- review policy for import workflows
- placement inside an Agent Group
- AI model selection where the feature is enabled for your environment
Persistent instructions
Add stable business context that should apply to every run, such as:
- terminology your team uses
- extraction preferences
- classification rules
- important exceptions
- how ambiguous information should be handled
Instructions for an individual run can be more specific. Technical output and security rules always remain in force.
Field instructions
When an output Data Collection is configured, you can add focused rules for individual fields, relationships, or file links. Field instructions take priority over general instructions for that field.
Review policy
Two policies are available for compatible imports:
- Always require review: every import waits for a person
- Automatically approve clean imports as drafts: only clean append imports skip review
Validation errors, warnings, schema changes, and unresolved decisions still require review.
Agent Groups
Move an agent into or out of an Agent Group from Configuration. The agent keeps its setup, but its workspace navigation and URL change.
Deleting an agent or Agent Group is permanent. An Agent Group deletion also removes every agent assigned to it.
