
Who configures what
| Role | What they can do |
|---|---|
| Workspace admin | Turn value capture on or off, define value categories, enable each capture method, set workspace-wide required/optional rules, and control the owner-facing warning banner |
| Team admin | Tighten requirements for their team (never loosen below workspace rules) and view compliance on the team settings tab |
| Agent owner / editor | Fill in value entries and criticality under Settings → Main Settings → Value capture |
Capture methods
When enabled, a workspace can use one or both methods:Quantifiable value
Each entry combines a category (for example Cost reduction, Revenue increase, Speed increase) with a free-text description. Use monthly figures where possible (e.g. ”~$8,400 / month”) so values stay comparable across agents. Workspace admins manage the category list — rename, reorder, recolor, add, or delete unused categories. Categories in use by an agent cannot be deleted until those agents are updated.Criticality for operations
A single choice: If this agent was removed…- Impossible to operate
- Major impact
- Minor impact
- No impact
Required fields and compliance
Workspace admins can require at least one quantifiable value entry and/or a criticality level for all agents. Team admins may tighten these rules for their team but cannot make a field optional if the workspace requires it. When fields are required but empty:- Agent owners see a warning banner in the Value capture section on Main Settings (when enabled by the workspace admin)
- Main Settings shows a warning indicator when required fields are missing
- The agent management table shows a warning icon and summarizes captured value in the Value & criticality column
- Team admins can view compliance counts on the team’s Settings tab
Where to find it
- Workspace → Settings → Value capture — master toggle, categories, workspace requirements, and owner warning banner
- Team → Settings → Agent value capture — team requirement overrides and compliance summary (when teams are enabled)
- Agent → Settings → Main Settings → Value capture — owner entry form (when the feature is enabled for the workspace)
- Agent management — column summary and missing-field indicators for admins
Learn more
Agent management
Centralized view of agents including value summaries
Teams
Team settings and per-team governance

