Key Concepts

Agents

Definition

An agent in SquadOS is an AI configured with a system prompt, a language model, and optionally tools and knowledge bases — with behavior and limitations defined by you.

An agent is an AI configured with a system prompt, a language model, and optionally tools and knowledge bases. Each agent has specific behavior defined by you.

Knowledge Bases

Definition

Knowledge Bases are collections of your company’s documents and information indexed by SquadOS and automatically queried by the agent during conversations using semantic retrieval (RAG).

Knowledge Bases let agents query your company’s documents and information. Items are indexed and automatically retrieved during conversations (RAG).

Channels (Triggers)

Definition

Channels (called Triggers in the editor) are the contact points where the agent receives and sends messages — WhatsApp, Telegram, web widget, public URL, REST API, or scheduling.

Channels are the contact points where the agent talks to users. In SquadOS they appear as Triggers inside the agent editor. The native channels today are:

• Public URL — single link /a/:slug for anyone to chat
• Site Widget — embeddable chat bubble for any external site
• Telegram
• WhatsApp QR Code (unofficial, via Baileys)
• WhatsApp Official (Meta API)
• REST API (server-side calls authenticated by token)
• Schedule (cron)

Tools

Definition

Tools are extra capabilities you enable on the agent — native SquadOS actions, Composio integrations, or custom HTTP calls that the model can trigger during a conversation.

Tools give the agent extra capabilities — from native actions (generate image, query base, hand off to a human, AutoPrompt, AutoLearn, etc.) to external integrations via Composio (Google Calendar, Bubble, Gmail and hundreds of others) or custom HTTP.

AgentMaker

Definition

AgentMaker is the AI copilot built into the agent editor that chats with you to build and refine the system prompt using prompt-engineering best practices.

AgentMaker is an AI copilot inside the agent editor. It chats with you to build and refine the system prompt using prompt-engineering best practices. It shows up as the Edit with AgentMaker button in the Prompt tab.

In previous versions it was called “Architect Copilot” — the official name is now AgentMaker.

Organization, Teams, and Roles

Definition

An organization is the shared space where all agents, knowledge bases, and users of an account live. Roles and teams control each member’s level of access.

Every account lives inside an organization. Within it, users have one of these roles:

• Owner — full control, including billing
• Admin — configures agents, bases, tools, users
• Collaborator — uses the Hub and contributes to shared conversations
• User — uses the Hub to talk to agents

Teams inside the organization group users together and control which Agent Categories each group can see.