Agents in ORIA Reasoner

How to Navigate to Agents

To view or manage your agents:

Sidebar Navigation: Locate the Agents section in the left navigation panel.
Agent List: Click Agents to view all active, paused, or historical recurring runs along with their execution counters.

How to Create an Agent and What Each Option Does

You can promote three types of sessions to an agent:

Individual sessions: Your own sessions.
Expert sessions: Sessions run from an Expert.
Space sessions: Sessions run within a Shared Space.

To create an agent, open the session, select the options icon in the top right of the session header, and choose Promote to Agent.... This opens the agent configuration modal with the following options:

Field / Option	Description & Function
Title	The name of the agent as it will appear in your agent list (e.g., Exploración de datos adjuntos).
What should Oria do each run?	The detailed instructions Oria will execute on every run. You can type instructions manually or click Generate from session to automatically draft a prompt based on your active session's history.
Frequency	Sets how often the agent runs (e.g., Daily, Weekly, Monthly).
Hour & Min	Defines the exact time of day when the agent should trigger.
Spread window (min)	Sets a time buffer (in minutes) to stagger execution times, preventing multiple agents from firing at the exact same second.
Notify	Controls execution alerts. Options include Every run, On failure, or Never.
Notification Channels	Checkboxes for Platform notification and Email. Unchecking both keeps the run recorded in the agent history without sending direct alerts.

Captured Context Note: Every agent run captures the exact nodes, tools, and model active at the moment of promotion. Each run executes in a fresh background session with this saved scope.

Saving Options: Click Create to activate the agent, or Cancel to exit without saving.

Key Behaviors of Agents

Fresh Session Scope: Each agent run starts a clean background session. It retains the original tool and data permissions without mixing conversation history across runs.

Use Cases

The examples below are illustrative. Each one assumes a session that already works well interactively, which you then promote so it runs on a schedule.

Use Case	Example	Typical Source Session	Typical Frequency
Recurring reports	A weekly summary of sales figures pulled from the same data source each Monday.	Individual session or Space session	Weekly
Data exploration on new files	A daily review of newly attached spreadsheets to flag missing values or outliers.	Individual session	Daily
Compliance and log reviews	A recurring check of access logs or policy controls against a documented checklist.	Expert session	Daily or weekly
Team monitoring	A monthly status digest for a shared project, sent to the team's Space.	Space session	Monthly
Standardized analysis	An Expert's analysis run on a fixed schedule so results stay comparable over time.	Expert session	Weekly or monthly

Tip: Promote a session only after its prompt and tools produce the output you want. Agents repeat the saved instructions as written, so a vague prompt produces vague output on every run.

When to Use an Agent

Situation	Solution
A daily or weekly report that requires running the same query on updated data	Agent
Periodic compliance checks or log reviews	Agent
Interactive, real-time collaboration with team members	Use a Shared Space
On-demand analysis with pre-configured tools	Use an Expert