Agents and seats: who's who on your AI team

In two lines: an agent is who it is — its face, its name, its role, its tone, its base knowledge and its engine. A seat is the job it does inside a module. One agent, several seats: you change who it is in AI Agents, and how the job is done in the module that owns the seat.

What is an agent?

It's each card you see in AI Agents > Agents: a face, a name, the role it plays, a description and the engine that powers it. MB Suite brings a cast ready to work (Martina, the CRM's setter; Mora, the community manager; and so on) and you can Duplicate them, Personalize them or create your own from Add a member. Agents that talk to leads or to your audience carry a channel chip on the portrait: WhatsApp or Social.

Name, role and face: three different things

Name — what your agent is called (Valentina). It's optional: leave it empty and it takes the name of the MB Suite team face it has chosen or inherited.
Role — what it's for (Report writer). It's the line the card shows under the name.
Face — the portrait, which you pick with Change face and is never repeated on your team.

The name follows the face: take an MB Suite team face and write no Name, and your agent is called like that face. The moment you write your own, yours wins.

When you Duplicate an agent, the copy is born with no face and no name of its own and the editor highlights the portrait so you pick a free face — that way two identical agents never coexist on your team. When you Personalize a system agent, by contrast, your version keeps the original's face and name and takes its place in the team view.

When you open an agent that talks to leads (WhatsApp or Social), the editor shows only General and Knowledge: its cadence, channels, fields, schedule and extra knowledge belong to the seat, not to the agent. A notice in the editor reminds you and links you to the module.

What is a seat?

A seat is a job inside the product that an agent occupies. There are three families:

Module seats — each area of the product (Analytics, Paid Media, Social Media, SEO, Email Marketing, CRM, Management, Accounts) has an agent that answers there. You see and change them in the Assigned modules & seats panel of each area.
Specialized seats you assign in AI Agents — the indented ones under Paid Media and Analytics, for a specific job inside that area.
Seats you hire in their module — the CRM's (AI Team: Qualifier, Setter, Seller, the scoring seats and the deal coach) and the Social Inbox's (Community Manager, as many as you need, and the Analyst). These are created with Add AI position in the CRM or with Add position in the Inbox's settings, and each one has its own name, its own configuration and its own on/off switch.

How do the two levels fit together?

One agent can hold several seats. If Martina is the agent behind two Setters, her card shows a Works in: CRM · 2 seats pill that takes you straight to the module. An agent working in both places gets one pill per module.
Every seat has exactly one agent. If you didn't pick one, it runs on the default agent for that job — that's what the DEFAULT badge means on the seat's row.
Changing the agent doesn't change the job. Swap who holds a Setter seat and its criteria, fields, channels and schedule stay exactly as they were: you changed the agent, not the role.
The picker filters by channel. A seat that talks over WhatsApp only offers WhatsApp agents; the Social Inbox's only offer social ones; the CRM's analytical seats only offer in-app agents from Sales or General. A choice you already saved is always kept, tagged Off-channel.

Knowledge on two levels

The agent carries the base that's shared by every seat it holds; each seat adds what's specific to that job. In the seat's Knowledge section, the Inherits from {agent} block lists what's coming from the agent, with an Edit agent link that opens its file in a new tab. If the two sources say different things, the seat's knowledge wins.

A simple criterion: in the agent goes what doesn't change from one seat to another (who you are, how you speak, your general policies); in the seat goes what belongs to that job (the offer it's selling, its qualification criteria, what it must never say).

Where do I edit each thing?

The agent (name, role, face, description, engine, base knowledge) → AI Agents, on the agent's card. See Create and configure your own AI agent.
Who answers in an area → the Assigned modules & seats panel of that area. See System agents: an expert for each area.
A CRM seat's job (criteria, fields, channels, schedule, catalog) → CRM > Settings > AI Team. See The CRM's AI Team: Qualifier, Setter and Seller.
The Social Inbox seats' job (reply mode, territory, working hours, instructions) → the Inbox's settings. See The AI Community Manager of the Social Inbox.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.