Manage agents and workflows
Change an agent's instructions and plan, edit a workflow and its versions, compare pass rates, and pause or remove work.
Agents and workflows belong to the workspace, so everyone in it sees the same ones and can change them. This page covers where to change each one, and what happens to a workflow's versions when you do.
Problems this solves
| Problem | What Kavela does |
|---|---|
| Changing a working automation breaks it, with no way back | Every change is a new version with its own pass rate, and any earlier version can be restored |
| You can't tell whether a change made things better | Kavela compares two versions run by run once each has 10 checked runs |
| Handing an automation to a teammate or client | Workflows, files and connections belong to the workspace, so anyone you invite works with the same ones |
Agents
Open Agents in the sidebar and pick an agent.
| To | Do this |
|---|---|
| Change its instructions | Open Soul and edit them |
| Change its skills | Open Playbooks |
| Run it on your Claude or Codex plan | Set Runs on, in the agent's header. See Connect your Claude or Codex plan |
| Set the model for the whole workspace | Settings, under Default model |
| See its recent work | Open Activity |
| Change it in plain words | Tell Kav: "Have the support agent always link the refund policy." Kav files the change as a task for the builder |
Workflows
Open a workflow from the calendar or the Workflows list. Its page shows the steps drawn from your words, the instructions, the reviewer and the runs.
| To | Do this |
|---|---|
| Rewrite the instructions | Instructions, then Edit |
| Change one step | Click the step, then Change these words |
| Ask Kav to change a step | Comment on the step, then Ask Kav to change it |
| Change the checklist | Reviewer, then Edit checklist or Add a line |
| Go back to an earlier version | Instructions, then History, then Restore |
| Run it once now | Run now |
| Pause or resume a schedule | Pause, or ask Kav |
| Change when it runs | Ask Kav. See Schedule a routine |
| Remove it | Ask Kav. Kav asks you to confirm first |
How changes become versions
| Change made by | What happens |
|---|---|
| You, on the page | A new version, live at once |
| You, asking Kav in chat | A new version, live at once, with a note on what changed |
| Kav's own suggestion, or a comment on a step | A proposal you accept or dismiss |
| An unattended run | A proposal, unless the workspace is set to Autonomous |
Restoring an earlier version creates a new version with that version's words, so the history keeps every step.
Compare versions
Each version keeps its own record, for example "v4: 8 of 10 passed, 2 didn't finish", with the checklist line it missed most. Compare two runs or two versions side by side to see the changed words and the changed checklist. Kavela says whether a version did better or worse only once both versions have 10 checked runs.