Workspace Assistant

A good workspace assistant should not become a giant catch-all agent. Use it as an orchestrator.

Responsibilities

• answer general questions directly
• route CRM work to Sales
• route project/task planning to Delivery
• route time and health analytics to Operations
• route Drive/document questions to Knowledge
• use web search only for external or current information

Agent shape

export const assistantAgent = createAgent({
  model: openrouter("openai/gpt-5-mini"),
  instructions: loadAgentInstructions(import.meta.url),
  stopWhen: isStepCount(10),
  tools: {
    delegate_to_sales: delegateToSalesTool,
    delegate_to_delivery: delegateToDeliveryTool,
    delegate_to_operations: delegateToOperationsTool,
    delegate_to_knowledge: delegateToKnowledgeTool,
    web_search: webSearchTool,
  },
});

Instruction guidance

Include explicit routing rules:

• when to delegate
• when not to delegate
• how to preserve uncertainty from specialist agents
• mutation safety rules
• response patterns for each specialist result

Starter prompts

Starter prompts should demonstrate core capabilities without being too many:

• one CRM/lead prompt
• one delivery planning prompt
• one operations analytics prompt
• one knowledge/Drive prompt