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Agents & policies in the dashboard

Agent list​

Agents → All agents shows name, status, Intents/Shroud badges, and created date. Empty state links to the agent wizard and self-enrollment docs.

Agent detail tabs​

In Simple mode the page shows Overview, Access, Wallets and Channels; the rest sit under More ▾. Flip the Advanced switch (top right, remembered per browser) to see every tab. Rotate key and Delete live in the Danger Zone at the foot of the page, whichever tab is open.

TabContents
OverviewAPI key prefix, auth method, vault binding, scopes, federation, token TTL
PoliciesLinked vault policies (jump to vault policy editor)
SigningIntents API toggle, TEE requirements, transaction guardrails, card ordering guardrails
ShroudEnable proxy, full shroud_config editor (threat detectors, rate limits, budgets)
IdentitySSH/ECDH key reveal, rotate identity keys
Signing keysPer-chain keys: provision, rotate, export (password re-auth)
Smart accountsSafe addresses per chain, import/deploy
Execution IntentsBindings, guardrails, execution log, playground
MemoryNamespace browser when memory_enabled
ChannelsTelegram/WhatsApp/Discord setup
DelegationsOutbound/inbound delegation tables
BankrKey lease management
Connected accountsOAuth provider connections

Creating an agent​

Agents → New Agent (the wizard; /agents/new redirects to it):

  1. Name, description, auth method (api_key default), scopes
  2. (Advanced) expiry, token scoping and vault binding, transaction policy, Shroud, execution intents, environment tag — all have safe defaults and are folded away in Simple mode with a one-line summary and Customise
  3. One-time API key display — copy before leaving the page

The wizard's Capabilities block (Shroud proxy, Intents API, execution intents) is likewise Advanced-only; Simple mode uses Shroud on, Intents on, execution intents off.

Approvals inbox​

Approvals (/approvals) lists pending agent requests with risk tier badges. Approve or reject; policy-change approvals auto-execute on approval.

Mobile app shares the same approval queue with passkey/TOTP step-up.

See also: Agents overview, Approvals, Policy engine.