REF: AIO-014
Agents
Phase 4 agent architecture for templates, versions, client instances, cheat sheet context, and deployment controls.
Agent Template Library
AIO-014| Name | Purpose | Agent Type | Description | Default Permissions | Supported Workflow Types | Recommended Platform | Active/Inactive Status |
|---|---|---|---|---|---|---|---|
| PHO Workflow Orchestrator | Coordinate PHO workflow system and route work to specialized agents. | pho-workflow-orchestrator | Maintains system priorities, routing decisions, integration gaps, and Daniel approval gates. | Read PHO Brain, Read workflow state, Create routing notes, Request Daniel approval | Slack notification routing, Workflow orchestration, Approval queue | Hermes profile pho-orchestrator | Active |
| PHO Project Command | Keep projects moving and Daniel informed. | pho-project-command | Drafts daily/weekly briefs, approval prompts, blocker summaries, and draft client updates. | Read PHO Brain, Read scoped Gmail/Calendar/Drive, Draft Gmail replies, Request approval | Daily command brief and email draft review, Proposal and fee workflow, Closeout | Hermes profile pho-command | Active |
| PHO Project Knowledge | Maintain source-of-truth project context. | pho-project-knowledge | Organizes meeting notes, decisions, site notes, file indexes, and durable PHO project memory. | Read PHO Brain, Read approved Dropbox/Drive sources, Update internal notes, Create source indexes | Project setup, Meeting notes processor, Project file/source watcher, Site and measurement workflow | Hermes profile pho-knowledge | Active |
| PHO Delivery & Coordination | Track consultants, permits, revisions, and outside coordination. | pho-delivery-coordination | Maintains consultant tracker, permit/comment matrices, missing deliverables, and draft-only follow-ups. | Read scoped Gmail/Drive/Dropbox, Update internal trackers, Draft follow-ups, Request Daniel approval | Consultant coordination, Permit set, Permit review and revisions | Hermes profile pho-delivery | Active |
Agent Version Tracking
AIO-015| Template Reference | Version Number | Release Notes | What Changed | Known Issues | Rollback Notes | Created By | Approved By | Date Released | Client Instances Using Version |
|---|---|---|---|---|---|---|---|---|---|
| PHO Workflow Orchestrator | 1.0.0-pho | Initial PHO orchestration operating spec from PHO Brain. | Added approval boundaries, routing model, and Slack notification routing. | Slack notifications must route through default/gslack; specialist PHO profiles should not share one Slack socket token. | Stop profile gateway or revert to manual PHO Brain workflows. | AIO Ops Orchestrator | G. Bains | Today | pho-orchestrator |
| PHO Project Command | 1.0.0-pho | Initial Project Command agent spec. | Added daily brief, weekly report, approval queue, blocker and email draft workflows. | Draft-only: Daniel must review before external send. | Disable scheduled draft job and use manual Gmail review. | AIO Ops Orchestrator | G. Bains | Today | pho-command |
| PHO Project Knowledge | 1.0.0-pho | Initial Project Knowledge agent spec. | Added source index, meeting notes, site measurement, and file provenance responsibilities. | Only approved Dropbox/Drive paths should be watched. | Pause file watchers and maintain Obsidian manually. | AIO Ops Orchestrator | G. Bains | Today | pho-knowledge |
| PHO Delivery & Coordination | 1.0.0-pho | Initial Delivery & Coordination agent spec. | Added consultant tracker, permit/revision watcher, and draft follow-up boundaries. | Permit/code claims require Tier 1 source verification. | Pause watcher jobs and revert to manual tracker review. | AIO Ops Orchestrator | G. Bains | Today | pho-delivery |
Client Agent Instances
AIO-016| Client Workspace | Agent Template | Agent Version | Instance Name | Status | Permissions | Connected Workflows | Connected Integrations | Last Run | Last Success | Last Failure | Client-Visible Toggle |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHO Architects | PHO Workflow Orchestrator | 1.0.0-pho | pho-orchestrator | active | Read PHO Brain, Route work, Request Daniel approval | Slack notification routing, 01 Intake | integration-pho-brain, integration-pho-slack | Today | Today | None | Client visible |
| PHO Architects | PHO Project Command | 1.0.0-pho | pho-command | active | Draft briefs, Draft Gmail replies, Queue approvals | 02 Proposal and fee workflow, Daily command brief and email draft review, 08 Closeout | integration-pho-google-workspace | Today | Today | None | Client visible |
| PHO Architects | PHO Project Knowledge | 1.0.0-pho | pho-knowledge | active | Update Obsidian, Index approved files, Summarize meeting notes | 03 Project setup, 04 Design and iterations, Meeting notes processor, Project file/source watcher, Site and measurement workflow | integration-pho-brain, integration-pho-dropbox | Today | Today | None | Client visible |
| PHO Architects | PHO Delivery & Coordination | 1.0.0-pho | pho-delivery | active | Read scoped project/Gmail signals, Update internal trackers, Draft follow-ups only | 05 Consultant coordination, 06 Permit set, 07 Permit review and revisions | integration-pho-google-workspace, integration-pho-brain | Today | Today | None | Client visible |
Auto-Updating Agent Cheat Sheet
04 Matches| Agent Name | Purpose | Current Versions | What Each Version Does | Which Clients Use Each Version | Supported Workflows | Risk Level | Notes |
|---|---|---|---|---|---|---|---|
| PHO Workflow Orchestrator | Coordinate PHO workflow system and route work to specialized agents. | 1.0.0-pho | 1.0.0-pho: Added approval boundaries, routing model, and Slack notification routing. | PHO Architects | Slack notification routing, 01 Intake | normal | Specialist profiles stay always-on; Slack delivery is centralized through default/gslack. |
| PHO Project Command | Keep projects moving and Daniel informed. | 1.0.0-pho | 1.0.0-pho: Added daily brief, weekly report, approval queue, blocker and email draft workflows. | PHO Architects | 02 Proposal and fee workflow, Daily command brief and email draft review, 08 Closeout | normal | Draft-only: Daniel approves before external send. |
| PHO Project Knowledge | Maintain source-of-truth project context. | 1.0.0-pho | 1.0.0-pho: Added source index, meeting notes, site measurement, and file provenance responsibilities. | PHO Architects | 03 Project setup, 04 Design and iterations, Meeting notes processor, Project file/source watcher, Site and measurement workflow | normal | Use PHO Brain as context; do not store raw token material. |
| PHO Delivery & Coordination | Track consultants, permits, revisions, and outside coordination. | 1.0.0-pho | 1.0.0-pho: Added consultant tracker, permit/revision watcher, and draft follow-up boundaries. | PHO Architects | 05 Consultant coordination, 06 Permit set, 07 Permit review and revisions | high | Permit/code claims require Tier 1 source verification. |
Deployment Controls
AIO-018| Version | Test Version | Deploy To One Client | Deploy To Selected Clients | Pause Agent | Roll Back Version | Require Approval Before Deployment | Record Deployment Event In Audit Log |
|---|---|---|---|---|---|---|---|
| No records to display. | |||||||
Audit Log Entry After DecisionNo deployment action selected.
Agent Registry
Client Scoped| Agent | Client | Purpose | State | Visibility |
|---|---|---|---|---|
| AIO Ops Orchestrator | PHO Architects | Routes PHO tickets, approvals, reports, and operator next steps across the AIO workspace | Smoke tested | Client visible |
| AIO Systems Monitor | PHO Architects | Checks AIO Ops Mac, Hermes profile readiness, integrations, workflow health, and incidents | Smoke tested | Internal only |
| AIO Client Ops Analyst | PHO Architects | Turns PHO workflow data into client-safe summaries and ROI/status reporting | Ready for data wiring | Client visible |
| AIO Remediation Builder | PHO Architects | Runs approval-gated fixes, scripts, integration glue, and runbooks | Approval gated | Internal only |
| PHO Workflow Orchestrator | PHO Architects | Routes work across PHO workflow agents, tracks integration gaps, setup priorities, and Daniel approval boundaries. | Always-on gateway | Client visible |
| PHO Project Command | PHO Architects | Daily briefs, weekly reports, blocker summaries, approval queue, and draft client updates for Daniel review. | Always-on gateway | Client visible |
| PHO Project Knowledge | PHO Architects | Maintains project source-of-truth context, meeting notes, source indexes, decisions, site history, and file provenance. | Always-on gateway | Client visible |
| PHO Delivery & Coordination | PHO Architects | Tracks consultants, permit sets, AHJ comments, revisions, resubmissions, and draft follow-ups for approval. | Always-on gateway | Client visible |
| PHO Architects General | PHO Architects | General PHO Hermes profile for client-scoped local context and manual PHO work. | Always-on gateway | Internal only |
Agent Signals
Event Stream| Client | Severity | Source | Summary | Visibility |
|---|---|---|---|---|
| PHO Architects | Info | hermes | Loaded PHO workflow/agent/integration inventory from PHO MacBook into AIO Ops app. | Client visible |
| PHO Architects | Info | hermes | Permit/consultant watcher routes Slack notifications through default gateway to #pho-permits-consultants. | Client visible |