Agent Forge User Guide

Product Overview

Agent Forge (Agents Workshop) is a multi-agent (Multi-Agent) collaboration and orchestration platform.

In short, here you can:

1. Create AI agents (Agents), setting a role, personality, and working pace for each agent.
2. Group multiple agents into a Board, so they can divide work and collaborate to complete tasks.
3. Combine different Boards into a Board Group to support different business scenarios.
4. Use the War Room to observe agents' work progress and interactions.

Before you begin, please prepare:

• System URL: Request it from your administrator (or directly from our company's relevant personnel).
• Invitation code: Issued uniformly by our company.
• Browser: Any common browser works, such as 360 Speed or Google Chrome.
• Confirm your role: Confirm with your administrator or our company's relevant personnel whether you are an administrator or a regular member.

Registration & Login

Registration with Invitation Code

Path: Open the system URL →「Register」page

1. Go to the registration page and fill in the following information in order:

Field	Requirements
Phone number	The following formats are supported. Do not add spaces or hyphens when entering: Mainland China (11 digits, starting with 1, e.g., 13800138000) Taiwan (starts with 09, 10 digits total, e.g., 0912345678) Japan (starts with 070/080/090, 11 digits total, e.g., 09012345678) Other countries/regions (starts with + and includes the country code, e.g., +886912345678)
Invitation code	Obtain it from your administrator; if it becomes invalid after entry, you will need to request a new one
Company name	The name of your company or organization
Email	A valid email address for receiving notifications
Password	At least 10 characters, and must contain at least one uppercase letter, one lowercase letter, one number, and one special symbol
Confirm password	Re-enter the same password as above

2. Click the「Register & Log In」button.
3. The system redirects to the profile page: enter your name (customizable) and time zone (Shanghai is recommended), then click「Save Profile」to complete registration.

Exception handling:

• Invalid invitation code: request a new invitation code from your administrator.
• Phone number already registered: this phone number already has an account. Please log in directly or register with a different phone number.

Log In

Path: Enter the system URL in the browser address bar

1. Open the system URL provided by the administrator or our company.
2. On the login page, enter either phone number and password, or email and password (choose either one).
3. Check the service agreement and click the「Log In」button.
4. After successful login, the page redirects to the War Room.

Exception handling:

• If it shows "Incorrect phone number or password": check whether the phone number is correct, or confirm whether it has been registered.
• If it shows "Incorrect email or password": check whether the email is correct, or confirm whether it has been registered.
• Forgot password: click「Forgot Password」and enter the registered phone number; you will be redirected to a page for entering a new password. Enter the new password and click「Reset Password」to reset it.

Roles & Permissions

The system has two types of organization roles:

Role	Primary capabilities
Administrator (admin)	Manage organization members, configure models, create Board Groups and Boards, create Agents
Member (member)	Use the pre-configured Board Groups and Agents, mainly operating in the War Room

In addition to organization roles, administrators can also set two types of permissions:

• Menu permissions: determine which feature entries members can see.
• Board Group permissions: determine which Board Groups members can read or edit.

Quick Start

In the Agents Workshop, different roles need to do completely different things:

If you are a standard user, the Board Groups and Agents are all pre-configured by the administrator; you only need to focus on the War Room and Files. Please follow the steps below to get started.

Standard User: Starting from the War Room

Step 1: Log In

Path: Enter the system URL in the browser address bar

Open the system URL provided by the administrator and log in with your registered account and password. After logging in, you will land on the War Room page by default.

Step 2: Operating the War Room

The War Room is your main place for communicating with Agents. The page is laid out from top to bottom as follows:

• Top Navigation Bar: language switching, user menu
• Tab Bar: switch between「Timeline Collaboration Matrix」and「Dynamic Dashboard」
• Board Group Selector: a dropdown menu for selecting the business scenario
• Timeline Collaboration Matrix (swimlane diagram): shows the flow of messages between Agents
• Message Area: shows the full conversation content and Agent replies
• Bottom Input Area: attach files, enter messages, send

Step 3: Selecting a Business Scenario

Path: Top right of the War Room page → Board Group dropdown menu

In the Board Group menu at the top of the page, select the Board Group that matches your current needs; that is the business scenario.

Each Board Group corresponds to a business scenario, for example:

• Urgent Orders & Scheduling
• AIoT Device Anomaly Monitoring
• Energy & Carbon Emission Management
• Smart After-Sales Service
• Supply Chain & Procurement
• AOI Quality Management
• Production & Sales Coordination
• Order-to-Delivery OTD

After switching the Board Group, the Timeline Collaboration Matrix, Message Area, and Dynamic Dashboard will all switch to that Board Group's content.

Step 4: Communicating with Agents

Enter your request or question in the bottom input box and send it:

• Ask directly: describe your needs in natural language, for example「Help me check today's inventory anomalies」.
• @ Mention a specific Agent: enter @ and select the Agent to notify, similar to @ mentions in group chats, to ensure the corresponding agent receives the message.
• Send attachments: click the「Attach File」button to upload a file; Agents can read and process the attachment content.

After clicking「Send」, the message appears in the Message Area and the Agent starts processing it.

Step 5: Viewing Agent Replies

After you send a message, the Agent automatically processes it and replies:

• Timeline Collaboration Matrix: arrow lines show the flow of messages between Agents, so you can see which Agent is responding and what it responded.
• Message Area: shows the full conversation content, including Agents' text replies. Next to each Agent message, there are a「Hard Stop」button (to interrupt that Agent's current work) and a「Favorite」button (to bookmark that conversation).
• Dynamic Dashboard: click the「Dynamic Dashboard」tab at the top to switch to it. When an Agent generates charts, metrics, or status cards, they are automatically displayed in the dashboard area.

Step 6: Ongoing Follow-up and Intervention

During task execution, you can do the following at any time:

• Monitor progress: keep track of each Agent's work progress and collaboration status in real time via the Timeline Collaboration Matrix.
• Add instructions: keep sending messages in the input box to add requirements details or adjust direction.
• Filter messages: click「Favorites Only」in the toolbar to show only favorited messages.
• Interrupt conversations: click「Stop All」to interrupt all replies currently being generated.
• Adjust text size: click「Adjust Text Size」to enlarge or reduce the text size in the Message Area.

Administrator: System Configuration

If you are an administrator, you need to complete the following 7 configuration steps in order before standard users can use the War Room normally:

It is recommended to follow this order so that everything can be linked up step by step.

Step 1: Configure Models (Model Maintenance)

Path: Left navigation → Management → Model Maintenance

• Model settings: in the「Model Settings」area, click「Add Model」.
• In the pop-up dialog, select the provider, Model ID protocol, and enter the「API Key」, then click「Add Model」.

Step 2: Configure the Organization (Add Members and Set Permissions)

Path: Left navigation → Management → Organization

• Click the「Add Member」button to go to the add page.
• Enter the member's phone number, select the role, and configure menu permissions and Board permissions.
• Click「Save」.

The added members are displayed in the member list.

Step 3: Create a Board

Path: Left navigation → Collaboration Resources → Boards

• Click「New Board」.
• Fill in: Board name (required), select Board Group (optional; can be linked later), description (required).
• Click「Save」.

The newly created Board and its Board Group (pending configuration) appear in the Board list; they can be edited or deleted.

Guided Feature Setup (available in the Growth, Business, and Enterprise editions; not available in the Foundation edition)

The guided setup is a preconfigured configuration wizard that helps you quickly complete the injection rule configuration for a Board through a Q&A process. It writes the injection rules (Injection Rules) automatically, so you don't need to fill them in manually item by item.

Path: Board list → the「Edit」button of the corresponding Board → the「Start Guided Setup」button

Steps:

1. In the Board list, click the「Edit」button of the corresponding Board to enter the edit page.

2. On the right side of the notice bar at the top of the page, click the「Start Guided Setup」button.

3. A guided setup dialog appears and automatically generates questions based on the Board description you entered (e.g., what type of content does this Board handle).

4. Select the option that best fits your business needs, then click「Next」.

5. Answer all the questions in order until the guided setup is complete.

6. The system automatically writes the guided results to the Board's injection rules.

7. After the guided setup is complete, the configured results appear in the injection rules, and Agents will work according to the rules set by the guided setup.

Step 4: Create a Board Group and Link the Board

Path: Left navigation → Collaboration Resources → Board Groups

• Click「New Board Group」.
• Fill in: Board Group name (required), description (optional), Board (optional; link the Board created in Step 3).
• Click「Save」.

The newly created Board Group appears in the Board Group list and can be edited or deleted.

Step 5: Create Agents (Agent Workshop)

Path: Left navigation → Management → Agent Workshop

1. Click「New Agent」.
2. Fill in the basic configuration: Agent name (required), role (e.g., Generalist), Board (required; select the Board created in Step 3), emoji, communication style, and interval.
3. Click「Save」.

The newly created Agent appears in the Agent list with its status shown as「ONLINE (Online)」.

Step 6: Assign a Model to the Agent

Path: Left navigation → Management → Model Maintenance → Agent Models

1. In the「Agent Models」area, select a Board and locate the Agent created in Step 5 by its Board.
2. Assign the model it should use (e.g., DeepSeek-V3).

The model column for the Agent shows the assigned model name. You can click「Switch Model」to change it.

Step 7: Verification

Path: Left navigation → Overview → War Room

• In the Board Group dropdown menu at the top of the page, select the Board Group created in Step 4.
• Confirm that the Agent created in Step 5 appears in the Agent list with a status of「Online」.
• Enter a test message in the bottom input box (e.g.,「Hello」) and click「Send」.
• Confirm that the Agent replies.

The Message Area shows the Agent's reply, and message flows appear in the Timeline Collaboration Matrix.

Overview

The Overview module helps you quickly get familiar with the overall functionality of the platform.

War Room

Displays the real-time conversation process among multiple agents within the same Board in the form of a Timeline Collaboration Matrix (swimlane diagram).

The page is laid out from top to bottom as follows:

• Top Navigation Bar: language switching, user menu
• Tab Bar: switch between「Timeline Collaboration Matrix」and「Dynamic Dashboard」
• Board Group Selector: a dropdown menu for selecting the business scenario
• Timeline Collaboration Matrix (swimlane diagram): shows the flow of messages between Agents
• Message Area: shows the full conversation content and Agent replies
• Bottom Input Area: attach files, enter messages, send

Area descriptions:

Area	Function description
Timeline Collaboration Matrix	Displays the flow of messages between Agents as a swimlane diagram; each swimlane represents an Agent, and arrow lines show the direction of message delivery
Dynamic Dashboard	Click the「Dynamic Dashboard」tab at the top to switch to it. When an Agent generates charts, metrics, or status cards, they are automatically displayed in this area
Message Area	Shows the full conversation content, including Agents' text replies and attachments. Next to each Agent message, there are an「Interrupt This Agent's Current Work」button and a「Favorite This Conversation」button
Bottom Input Area	Contains the「Attach File」button, the message input box, and the「Send」button. Enter @ to mention a specific Agent
Business Scenario Selector	The dropdown menu at the top of the page for switching between different Board Groups. After switching, the matrix, messages, and dashboard all switch to that Board Group's content
Message Toolbar	Contains: the「Broadcast」checkbox, the「Stop All」button, the「Adjust Text Size」button, and the「Favorites Only」button

Files

Centrally manages files and attachments uploaded to the platform.

Path: Left navigation → Overview → Files

• Upload files: drag and drop files into the upload area, or click the area to select files.

Files appear in the file list with their file names and file types shown.

• Find files: enter a file name in the search box, or filter by「Type」or「Source」.

The file list shows matching results according to the filter conditions.

• File list: shows all uploaded files or files generated by War Room Agents that need to be downloaded.

Collaboration Resources

The Collaboration Resources module includes Board Groups and Boards.

Board Groups

A Board Group is a multi-step template for tasks, defining which stages a task must go through from start to finish, for example "Order intake → Production scheduling → Manufacturing → Quality inspection → Shipping, with each step handled by a different Agent".

Path: Left navigation → Collaboration Resources → Board Groups

Creating a Board Group:

1. Click「New Board Group」.
2. Fill in the following information: name (required), description (optional), Board (optional; link a Board).
3. Click「Save」to complete the creation.
4. The newly created Board Group appears in the Board Group list.

Boards

A Board brings different agents together for collaboration.

Path: Left navigation → Collaboration Resources → Boards

Creating a Board:

1. Click「New Board」.
2. Fill in the following information: Board name (required), select Board Group (optional), description (required).
3. Click「Save」.
4. The newly created Board appears in the Board list.

Guided Feature Setup (available in the Growth, Business, and Enterprise editions; not available in the Foundation edition)

The guided setup is a preconfigured configuration wizard that helps you quickly complete the injection rule configuration for a Board through a Q&A process. It writes the injection rules (Injection Rules) automatically, so you don't need to fill them in manually item by item.

Path: Board list → the「Edit」button of the corresponding Board → the「Start Guided Setup」button

Steps:

1. In the Board list, click the「Edit」button of the corresponding Board to enter the edit page.
2. On the right side of the notice bar at the top of the page, click the「Start Guided Setup」button.
3. A guided setup dialog appears and automatically generates questions based on the Board description you entered (e.g., what type of content does this Board handle).
4. Select the option that best fits your business needs, then click「Next」.
5. Answer all the questions in order until the guided setup is complete.
6. The system automatically writes the guided results to the Board's injection rules.
7. After the guided setup is complete, the configured results appear in the injection rules, and Agents will work according to the rules set by the guided setup.

Management

The Management module handles the platform's basic configuration, including organizations, agents, and models.

Organization

Path: Left navigation → Management → Organization

Manage the members, permissions, and basic information of the current organization.

• Number of members, number of Boards, number of pending items.
• Member list: shows all members in the organization.

Agent Workshop

Path: Left navigation → Management → Agent Workshop

Agent Workshop is the core page for creating and managing AI agents.

Creating an Agent:

1. Click「New Agent」.
2. Fill in the basic configuration: Agent name (required), role (e.g., Generalist), Board (required), emoji, communication style, and interval.
3. Click「Save」.
4. The newly created Agent appears in the Agent list.

Model Maintenance

Path: Left navigation → Management → Model Maintenance

Configure content related to large language model providers. Only administrators can perform maintenance operations; members have view-only permission.

1. Model settings: in the「Model Settings」area, click「Add Model」.
2. In the pop-up dialog, select the provider, Model ID protocol, and enter the「API Key」, then click「Add Model」.
3. In the「Agent Models」area, specify the model each agent should use; the model column for the Agent shows the assigned model name.

Account & Preferences

User Menu

Click the user icon in the top-right corner to go to the Home page, Settings, official documentation, or to log out.

Account Settings

Forgot Password

On the login page, click「Forgot Password」and follow the on-screen prompts to set a new password. If the page does not provide a reset function, please contact your administrator for assistance.

Language & Theme

• Language: you can switch between Simplified Chinese, Traditional Chinese, English, or Japanese from the language menu on the page.
• Theme: you can switch between light and dark appearance at the bottom of the left menu.

FAQ

Cannot See a Menu

• Confirm the current organization is correct (check from the organization menu at the top).
• Confirm your role (administrator / member).
• Ask the administrator to check your menu permissions and Board Group permissions.

Cannot See a Board Group or Agent

• Confirm you have switched to the correct organization.
• Confirm you have read permission for the corresponding Board Group.
• Agents only appear within the scope of their owning organization and Board Group.

Agent Does Not Reply

• Confirm the Agent is shown as available (ONLINE).
• Confirm the task or message was sent to the correct Board Group / Board.
• Confirm the Board Group the Agent belongs to matches the Board Group you are currently working in.
• Check again later once the live connection is restored.
• If it keeps happening, provide the Agent name, Board Group name, and the time it occurred to your administrator.

War Room Does Not Update Automatically

• Confirm the Board currently selected.
• Wait for the system to reconnect.
• Reload the page.
• If messages only appear after reloading, please provide the time of occurrence and the environment URL to the administrator.

Upload Failed

• Check the file size and type limits shown on the page.
• Select the file again and try once more.
• If it still fails, provide the file name, size, and the page error message to your administrator.

A War Room Agent Shows「Offline」

Troubleshoot by following the steps below in order:

• Send a message in the Message Area to wake it up, for example "@all test connectivity, please reply ok".
• Confirm the provider's API Key is valid and has sufficient balance.
• If it still cannot come online, try clicking「Restart Gateway」on the Model Maintenance page.

Need Further Assistance

When contacting your administrator, please provide the following information so the issue can be quickly identified:

• The time and time zone of occurrence
• The page you were on
• The organization, Board Group, Board, or Agent name
• The error message displayed on the page
• The steps you took that can be safely shared