Agent Surface Overview

The Agent Surface is the umbrella term for everything Mission Control exposes around AI-driven workflows: the Automations engine (triggers + actions), the Agent Builder (custom LangGraph agents), the Skills library (composable prompt+tool blocks), the Knowledge Bases (RAG storage with cosine kNN retrieval), and the Live Operations dashboard + Run History that surface what’s running and what just ran. These are gated as a single surface — superusers and elevated agency roles can access all of them; client-tenant users see none of them. See Permissions for the full access matrix.

What’s in the surface

Automations

Trigger → conditions → action chains. 15 triggers (note lifecycle, schedule, agent runs, creative.hook_exhausted, …) and 15 actions (Slack, Notes, KB writes, run an agent, webhooks).

Agent Builder

Define custom LangGraph agents with their own system prompts, tool sets, and avatars. Agents live alongside Houston / Space Bob / Social Sally in the multi-agent swarm.

Skills

Reusable, composable prompt + tool bundles. Agents pull skills in as building blocks (e.g., “summarize a campaign”, “explain a creative”).

Knowledge Bases

Per-account RAG stores. Documents are chunked, embedded into pgvector, and retrieved via cosine kNN. Includes a Google Drive ingestion path.

Live Operations

Real-time dashboard of running automation runs, agent runs, and worker health. WebSocket-pushed via the automations consumer.

Run History

Paginated, filterable history of every automation run (success / failure / replay). Each row links to the input payload, the action chain, and the resulting log lines.

How the pieces fit

┌─────────────────────────────────────────────────────────────────┐
│  TRIGGER  (note.created, schedule.tick, creative.hook_exhausted, │
│           webhook.incoming, agent.run_failed, ...)              │
└─────────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│  AUTOMATION RULE                                                 │
│   - filters / payload_match conditions                           │
│   - one or more ordered actions                                  │
│   - rate limit / dedup config                                    │
└─────────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│  ACTION  (send_slack, change_status, run_agent, add_to_kb, ...)  │
│                                                                  │
│  run_agent and run_agent_chain are the bridges into the agent    │
│  swarm — they invoke a registered agent with the trigger payload │
│  as initial context, optionally through a Skill.                 │
└─────────────────────────────────────────────────────────────────┘
                               │
                ┌──────────────┼──────────────┐
                ▼              ▼              ▼
┌──────────────────┐  ┌──────────────┐  ┌──────────────┐
│ Built-in agents  │  │ Custom agent │  │ Skill        │
│ Houston, Space   │  │ (CustomAgent │  │ (Skill model │
│ Bob, Social Sally│  │  model)      │  │  with prompt │
│                  │  │              │  │  + tool list)│
└──────────────────┘  └──────────────┘  └──────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│  Tool calls                                                      │
│   - get_creative_performance, find_similar_creatives,            │
│     analyze_hook_exhaustion, search_knowledge_base, ...          │
│   - knowledge_base/* tools retrieve from the KBs above           │
│   - tools_creative/* tools read the creative-analysis pipeline   │
└─────────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│  Run history + live ops                                          │
│   - automations.live consumes WebSocket events                   │
│   - automations.tasks logs every run / step / agent invocation   │
│   - failures fan out via agent.run_failed → user automations     │
└─────────────────────────────────────────────────────────────────┘

Triggers

15 triggers ship in automations/triggers/__init__.py. Each registers a payload schema that downstream actions can reference.

Key	Fires when
`note.created`	A `notes.Notes` row is inserted.
`note.status_changed`	A note’s status field changes.
`note.status_unchanged`	A note has been in the same status for N days (sweep).
`note.assignment_changed`	An assignee is added or removed.
`note.due_date_set`	A note gains a `due_date` value.
`note.due_date_arrived`	A note’s `due_date` is today (sweep).
`note.custom_field_set`	A custom field on a note is set.
`kb.document_added`	A `Document` enters `STATUS_READY` in any knowledge base.
`creative.hook_exhausted`	A `(client × archetype)` transitions from healthy to exhausted. See Hook Exhaustion.
`agent.run_succeeded`	A LangGraph swarm run finishes successfully.
`agent.run_failed`	A LangGraph swarm run errors out.
`schedule.tick`	A user-defined recurring schedule fires (cron).
`schedule.weekly`	Weekly cron with day-of-week selector.
`schedule.monthly`	Monthly cron with day-of-month selector.
`webhook.incoming`	An inbound HTTP request hits the automation’s webhook URL.

Each trigger key has a config_schema (the form fields the UI shows) and a payload shape (the keys the trigger emits when it fires). The dispatcher passes the payload to actions verbatim — actions reference {{ payload.something }} in their templates.

Actions

15 actions ship in automations/actions/. Each is decorated with @register_action(...).

Key	What it does
`send_slack`	Post to a Slack channel via the connected workspace.
`send_email`	Send a transactional email via the configured SMTP.
`change_status`	Set a note’s status. Idempotent.
`assign_users`	Add / remove assignees on a note.
`set_due_date`	Set or clear `notes.Notes.due_date`.
`set_custom_field`	Set a custom field value on a note.
`update_note`	Bulk-update fields on a note.
`inline_comment_mention`	Post a comment on a note (with `@mentions`).
`apply_template`	Apply a note template (clones fields + creates subtasks).
`create_subtasks`	Create one or more subtasks under a parent note.
`create_or_move_task`	Create a new note or move an existing one between folders.
`add_to_kb`	Write a Document into a knowledge base.
`webhook_call`	Outbound HTTP call to a configured URL.
`run_agent`	Invoke a LangGraph swarm with the trigger payload as initial context.
`run_agent_chain`	Invoke another automation rule (chained workflows).

run_agent is the action that bridges the automation engine into the agent swarm. Pair it with the agent.run_succeeded / agent.run_failed triggers to build retry / fallback / Slack-on-failure chains.

Engine

automations/engine.py is the single entry point:

from automations.engine import dispatch
dispatch('creative.hook_exhausted', {
    'client_id': '123',
    'archetype': 'before_after',
    ...
})

dispatch(trigger_key, payload) finds matching automation rules for the tenant, evaluates each rule’s filters / payload_match conditions, and enqueues the action chain on the automations_standard Celery queue. Every step writes a row in automations.AutomationRun for the Run History view.

Live Operations + Run History

Live Operations is at /automations/operations. WebSocket consumer (automations/consumers.py) pushes events: run started, action completed, run failed. The dashboard shows in-flight automation runs alongside in-flight agent runs.
Run History is at /automations/history. Server-side paginated, filterable by trigger, action, status, date range, client. Each row deep-links to the run detail (input payload + action chain + per-step logs).

The agent.run_failed trigger fires automatically on any errored swarm run, so you can wire a Slack alert to surface failures back to the team.

API + WebSocket reference

Concern	Path
Automation CRUD	`/api/automations/automations/`
Run history	`/api/automations/runs/`
Run replay	`/api/automations/runs/<id>/replay/`
Cancel run	`/api/automations/runs/<id>/cancel/`
Operations history	`/api/automations/operations/history/`
Agent surface system check	`/api/automations/system-checks/` (returns `agent_surface.W001 / W002`)
Live operations websocket	`/ws/automations/live/`
Trigger / action registry	`/api/automations/registry/`

All endpoints are gated by shared.permissions.AgentSurfaceAllowed (mirrors shared.auth.agent_surface_allowed).

Where the code lives

Area	Path
Engine	`automations/engine.py`, `automations/registry.py`
Triggers	`automations/triggers/__init__.py` (registry), `automations/signals.py` (emitters), `automations/sweeps.py` (cron-driven triggers)
Actions	`automations/actions/*.py` (one file per action)
Live ops WebSocket	`automations/consumers.py`, `automations/live.py`
Run history	`automations/api/views.py`, `automations/models.py:AutomationRun`
Agent swarm wiring	`ai_chat/agents.py`, `ai_chat/graph.py`
Custom agents	`custom_agents/`
Skills	`skills/`
Knowledge Bases	`knowledge_base/`
Permission gate	`shared/auth.py:agent_surface_allowed`, `shared/permissions.py:AgentSurfaceAllowed`, `l5ui/.../agent-surface.guard.ts`

Getting Started

Onboarding

Platform

Configuration

AI Agents

Agent Surface

Creative Analytics

Development

Lunar Interns

Performance Reports

Attribution & Reporting

Notes / PMT

What’s in the surface

Automations

Agent Builder

Skills

Knowledge Bases

Live Operations

Run History

How the pieces fit

Triggers

Actions

Engine

Live Operations + Run History

API + WebSocket reference

Where the code lives

​What’s in the surface

Automations

Agent Builder

Skills

Knowledge Bases

Live Operations

Run History

​How the pieces fit

​Triggers

​Actions

​Engine

​Live Operations + Run History

​API + WebSocket reference

​Where the code lives

What’s in the surface

How the pieces fit

Triggers

Actions

Engine

Live Operations + Run History

API + WebSocket reference

Where the code lives