Agents

Build and edit agents

Use the agent builder to design repeatable legal processes. The builder shows a graph of steps with a right-side edit sheet. Switch between read-only viewing and edit mode to modify the agent.

Builder canvas modes

The builder canvas shows the agent graph in a read-only view by default. Switch to Edit mode to add, remove, or change steps. In edit mode, steps are displayed as compact one-line rows with a right-side edit sheet that opens when you select a node.

Add and manage steps

Start from the empty state message No steps yet and click Add your first step to begin building. Between the input and output nodes, you can Add step after, Add step at start, or Delete step from the context menu. The sidebar shows fields such as Name, Description, Purpose, Branches, Output, and Agent inputs. A Saving… indicator appears while the agent is being persisted.

Branch rejoin controls

Condition steps create branches in the agent graph. Each branch can be configured with one of three rejoin behaviors:

  • Convergence step: Set an explicit step where the branches rejoin.

  • Auto-rejoin: The graph automatically infers where branches should rejoin.

  • Never rejoin: Keep the branches separate so they never merge back into a single path.

Branch labels sit under condition handles with extra spacing to make the graph readable.

Chained outputs and terminal completion

Agents can have multiple outputs chained across milestone steps. Only the terminal output should complete the run; intermediate outputs do not prematurely finish execution. The backend blocks runs from completing on intermediate outputs, and output source steps keep their downstream connections intact.

Agent email tasks create or edit Outlook drafts by default and do not send. Agents can send email automatically only when agent email sending is enabled for your firm and the agent has a send grant for the specific recipient addresses. Sends are limited to the granted recipients; a send to any other address is refused. Without both, the run produces a draft rather than sending. To enable agent email sending and request a grant, contact your August account team or admin.

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