Custom AI Agents (Preview)

Waafir's AI work is done by its built-in agents — the Summariser, Redactor, Reviewer, Organiser, Translator, and the others described in the Agents overview. Each one runs from its own product action: the Summariser on upload, the Redactor from a document's redact action, and so on.

Custom agents are a preview. They do not run yet. There is no way to create a new custom agent, no trigger or schedule to choose, and no button that runs one. This page explains what the agent settings let you do today.

Where agent settings live

Agent settings are in the Add-ons hub → Config → AI agents. The panel lists every agent in your organisation: the built-in agents, which cannot be deleted, and any custom agent record your organisation created earlier.

What you can do today

Tune the built-in agents. For each built-in agent you can:

• Edit its system prompt — the instructions the AI follows when that agent runs from its product action. Be specific about the output and format you want.
• Change its model, choosing from the platform's supported list.
• Switch it active or inactive.

These changes take effect the next time the agent runs from its own product action. They do not change when the agent runs.

Manage earlier custom agent records. If your organisation created custom agents before this change, they still appear in the panel, labelled Preview — does not run. You can edit or delete them. A custom record of type Custom never runs. One exception: a custom record whose type is a built-in type (for example Summarize) is used in place of that built-in agent if the built-in one is switched off. Delete or deactivate such records if you do not want that.

What you cannot do yet

• Create a new custom agent.
• Choose a trigger (on upload, on a schedule, or from an API call) for any agent.
• Run a custom agent, from the app or otherwise.

If you need different behaviour from a capability Waafir already has — a different summary format, a stricter review focus — edit that built-in agent's system prompt or model.

Permissions

Changing agent settings is restricted to organisation owners and administrators. Other roles see the results of built-in agent runs (a summary, a proposal) but cannot reconfigure the agents, and investors never see the agent settings.

Review and audit

Built-in agents follow the rules in the Agents overview: read-only work such as summaries runs automatically, and anything that changes a document or what an investor sees produces a proposal you review before it takes effect. Editing a built-in agent's prompt or model does not change that review step.

External MCP providers

Next to agent settings, Add-ons hub → Config → MCP Providers lists the external MCP servers that Waafir's agents call out to. This is the reverse of Connect AI Tools, where your AI client calls Waafir. Only organisation owners and administrators see it.

• Providers Waafir sets up for a feature (for example the signing service behind e-signatures) are marked as system providers. You can switch one on or off, but not edit or remove it. Switching one off can stop the feature that relies on it.
• Providers you add take a name, URL and authentication mode: platform hosted (no key), bring your own key, or platform-managed with daily call and token caps. A key you save can never be read back; the list shows only its last four characters, and you can replace it at any time. No built-in feature uses a provider you add yet, and custom agents do not run, so adding one has no effect today.
• Tool-list changes are held for review. Waafir records the tools a provider offers the first time it is used. If that list later changes, every agent run against the provider is refused until an owner or administrator reviews the new list and accepts it from this tab. This stops a provider from silently gaining new tools. System providers are exempt.