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12 changes: 6 additions & 6 deletions docs/ai-coder/agents/architecture.md
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Expand Up @@ -290,12 +290,12 @@ plane, not from the workspace's network.

### Centralized enforcement

Administrators control which models are available, the system prompt, and tool
configuration from the control plane. Developers can select from the set of
admin-enabled models when starting or continuing a chat, but cannot add their
own providers or override system prompts or tool permissions. When an
administrator removes a model or modifies the system prompt, the change applies
to all agent sessions immediately.
Administrators control which models are available, the system prompt, and tool configuration from the control plane.
The system prompt and the tool configuration are deployment-wide.
The model list belongs to an organization, so a chat can only use the models of its own organization.
Developers can select from the set of admin-enabled models when starting or continuing a chat, but cannot add their own providers or override system prompts or tool permissions.
When an administrator removes a model or modifies the system prompt, the change applies to all affected agent sessions immediately.
Refer to [Organization scope](./platform-controls/organizations.md) for the settings that belong to each scope.

### User identity on every action

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27 changes: 20 additions & 7 deletions docs/ai-coder/agents/getting-started.md
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@@ -1,4 +1,4 @@
# Getting Started

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Heading starts with an -ing word ('Getting'); prefer the imperative ('Install') or the noun ('Installation'). See capitalization-and-punctuation.md#no-gerund-leading-headings.

This guide walks platform teams and administrators through setting up Coder
Agents, preparing your deployment, and running your first Coder Agent.
Expand All @@ -17,6 +17,9 @@
[descriptive name and description](./platform-controls/template-optimization.md)
for the agent to select when provisioning workspaces.
- **Admin access** to the Coder deployment for configuring providers.
- **Access to configure models** in each organization where you configure models.
The **Organization Admin** role and the **Owner** role include this access.
A custom role with model configuration access also works.
- **Coder Agents User role** assigned to each user who needs to interact with Coder Agents.
This role is granted **per organization**. Owners and organization admins can
assign it from **Admin settings** > **Organizations** > _[your organization]_ >
Expand All @@ -26,19 +29,29 @@
## Step 1: Configure an LLM provider and model

> [!IMPORTANT]
> Configuring providers, models, and system prompts requires the
> **Owner** role (Coder administrator). Non-admin users cannot access the
> admin Settings panel or modify deployment-level Agents configuration.
> Deployment administrators configure providers and deployment settings.
> Users with model configuration access in an organization configure that organization's models.
> Coder enables the edit controls for the organization that you select.
> Coder shows the deployment settings only to deployment administrators.
> Users with model access can view the relevant Models and Coder Agents pages.
> Users with MCP server access can open the MCP servers page.

To configure Coder Agents:

1. Navigate to **Admin settings** > **AI** and select **Providers**.
1. Add or update a provider with its credentials and upstream endpoint, then
save it.
1. Navigate to **Admin settings** > **AI** > **Models**.
1. Click **Add** and configure at least one model with its identifier, display
name, and context limit.
1. Click the **star icon** next to a model to set it as the default.
1. Select the correct organization.
Coder shows the organization picker when you can access more than 1 organization.
1. Select **Add model** and configure at least one model with its identifier, display name, and context limit.

Coder makes the first model of an organization the default model.
To change the default later, open a model and select **Set as Coder Agents default model**.

Each organization has its own model list and its own default model.
Repeat the model steps in every organization that uses Coder Agents.
Refer to [Organization scope](./platform-controls/organizations.md) for the settings that stay deployment-wide.

Detailed instructions for each provider and model option are in the
[Models](./models.md) documentation.
Expand Down Expand Up @@ -189,7 +202,7 @@
- Required review processes before merging.
- Any guardrails specific to your environment.

Configure the system prompt from **AI Settings** > **Coder Agents** > **Instructions**
Configure the system prompt from **Admin settings** > **AI** > **Coder Agents** > **Instructions**
or via the API at `PUT /api/v2/chats/config/system-prompt`.
See [Platform Controls](./platform-controls/index.md) for details.

Expand Down Expand Up @@ -303,7 +316,7 @@
to maintain a pool of ready-to-use workspaces. The agent gets assigned an
already-running workspace instead of provisioning from scratch.

## Providing feedback

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Coder Agents is a collaborative evaluation between your team and Coder.
Share feedback — workflow observations, feature requests, bugs, performance
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16 changes: 10 additions & 6 deletions docs/ai-coder/agents/index.md
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Expand Up @@ -14,9 +14,9 @@ Your browser does not support the video tag.

## What Coder Agents is and isn't

It is a standalone agent written in Go that implements standard
agentic patternssub-agent delegation, context compaction, file editing, and
shell execution — and works with any LLM provider you configure.
It is a standalone agent written in Go.
It implements standard agentic patterns, such as sub-agent delegation, context compaction, file editing, and shell execution.
It works with any LLM provider you configure.

It is not a wrapper around third-party agent tools like Claude Code
or Codex.
Expand Down Expand Up @@ -90,6 +90,8 @@ creates a workspace automatically. Template visibility is scoped to the user's r
Platform teams control template routing by writing clear template descriptions.
For example, a description like "Use this template for Python backend services
in the payments repo" helps the agent select the correct infrastructure.
Administrators can also block agents on a template, which hides it from the agent completely.
Refer to [Platform Controls](./platform-controls/index.md#template-routing) for that setting.

**Examples of what triggers workspace creation:**

Expand Down Expand Up @@ -166,7 +168,7 @@ entirely:
else. The workspace never needs to reach the internet for AI functionality.
- **Centralized, enforced control.** Platform teams configure models, system
prompts, and tool permissions from the control plane. These settings are
enforced server-side they are not user preferences that developers can
enforced server-side, so they are not user preferences that developers can
override.
- **User identity is always attached.** Every action the agent takes — PRs
opened, code pushed, commands run — is tied to the user who submitted the
Expand Down Expand Up @@ -217,8 +219,10 @@ and models from the Coder dashboard or API. Supported providers include:
Most providers support custom base URLs, which allows integration with
enterprise LLM proxies, self-hosted model endpoints, and internal gateways.

Administrators can configure multiple providers simultaneously and set a default
model. Developers select from enabled models when starting a chat.
Administrators can configure multiple providers simultaneously and set a default model in each organization.
Developers select from enabled models when starting a chat.
Providers are deployment-wide, and models belong to an organization.
Refer to [Organization scope](./platform-controls/organizations.md) for details.

<img src="../../images/guides/ai-agents/llm-providers.png" alt="Screenshot of the provider/model configuration in the Agents settings">

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89 changes: 49 additions & 40 deletions docs/ai-coder/agents/models.md
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@@ -1,10 +1,10 @@
# Models

Administrators configure LLM providers from **Admin settings** > **AI** and
Coder Agents models from **Admin settings** > **AI** > **Models**. Providers,
models, and centrally managed credentials are deployment-wide settings managed
by platform teams. Developers select from the set of models that an administrator has
enabled.
Administrators configure LLM providers from **Admin settings** > **AI** and Coder Agents models from **Admin settings** > **AI** > **Models**.
Providers and centrally managed credentials are deployment-wide settings managed by platform teams.
Each model belongs to an organization. Each organization has its own model list.
Developers select from the set of models that an administrator has enabled in their organization.
Refer to [Organization scope](./platform-controls/organizations.md) for the split between deployment-wide and organization-scoped settings.

Optionally, administrators can enable AI Gateway Bring Your Own Key (BYOK)
so developers can supply personal API keys for providers. See
Expand Down Expand Up @@ -43,8 +43,8 @@

### Add a provider

LLM providers are managed from the deployment AI settings, not from the Agents
settings page.
LLM providers are managed from the deployment AI settings, not from the Agents settings page.
A provider is deployment-wide, whilst the models that reference it are organization-scoped.

1. Navigate to **Admin settings** > **AI**.
1. Select **Providers**.
Expand All @@ -55,9 +55,9 @@
[endpoint/base URL](#endpointbase-url-for-openai-compatible-providers).
1. Click **Save**.

After saving a provider, add an Agents model for it from **Admin settings** >
**AI** > **Models**. For provider-specific setup, including AWS Bedrock, see
[AI Gateway provider configuration](../ai-gateway/providers.md#provider-types).
After saving a provider, add an Agents model for it from **Admin settings** > **AI** > **Models**.
Select the organization that should own the new model before you add it.
For provider-specific setup, including AWS Bedrock, refer to [AI Gateway provider configuration](../ai-gateway/providers.md#provider-types).

## Endpoint/base URL for OpenAI-compatible providers

Expand Down Expand Up @@ -102,8 +102,8 @@

## Credential selection

Coder Agents use the AI providers configured by administrators. Provider API
keys entered by administrators are centralized credentials for the deployment.
Coder Agents use the AI providers configured by administrators.
Provider API keys entered by administrators are centralized credentials for the deployment.

BYOK for Coder Agents is controlled by the
[global AI Gateway BYOK setting](../ai-gateway/auth.md#bring-your-own-key-byok),
Expand Down Expand Up @@ -137,19 +137,19 @@
Coder shows model fields as read-only unless the member also has update permission.
Create, update, delete, and share permissions control their corresponding actions independently.

### Share a model
### Manage model permissions

Members with model share permission can grant model read access to members and groups in the selected organization.
Members with model share permission can let members and groups in the selected organization use the model.

1. Navigate to **Admin settings** > **AI** > **Models**.
2. Select the organization that owns the model.
3. Select the model.
4. Open **Model actions** and select **Share model**.
4. Open **Model actions** and select **Manage permissions**.
5. Add or remove organization members and groups.
6. Select **Save**.
6. Select **Save permissions**.

Coder applies the member and group changes when you save.
Removing all entries clears the model's access list, so members without another read grant lose access on their next request.
Removing all entries clears the model's access list, so members without another access grant cannot use the model on their next request.

### Model visibility and runtime availability

Expand All @@ -158,23 +158,23 @@

The Agents model selector includes the model only when its exact provider configuration has usable credentials for that member.
Coder evaluates providers by provider UUID, so 2 providers of the same type can have different availability.
An unavailable provider can remain visible with a redacted reason while its models are omitted from the selector.
An unavailable provider can remain visible while its models are omitted from the selector.

Model APIs identify each configured model with a UUID.
The provider's model identifier, such as `gpt-5.3-codex`, doesn't replace this model UUID.

### Add a model

1. Navigate to **Admin settings** > **AI** > **Models**.
1. Click **Add** and select the provider for the new model.
1. Select **Add model** and select the provider for the new model.
1. Enter the **Model Identifier**, the exact model string your provider
expects (e.g., `claude-opus-4-6`, `gpt-5.3-codex`).
1. Set a **Display Name** so developers see a human-readable label in the model
selector.
1. Set the **Context Limit**, the maximum number of tokens in the model's
context window (e.g., `200000` for Claude Sonnet).
1. Configure any provider-specific options (see below).
1. Click **Save**.
1. Select **Save**.

<img src="../../images/guides/ai-agents/models-list.png" alt="Screenshot of the models list in the Agents settings">

Expand All @@ -188,9 +188,18 @@

### Set a default model

Click the **star icon** next to a model in the models list to make it the
default. The default model is pre-selected when developers start a new chat.
Only one model can be the default at a time.
Each organization has one default model.
The first model that you add to an organization becomes that organization's default model.
The models list marks the current default with a **Default** badge.
The default model is pre-selected when developers start a new chat in the organization.

To change the default model:

1. Navigate to **Admin settings** > **AI** > **Models**.
1. Select the organization that owns the model.
1. Open the model, or click **Add model** to create a new one.
1. Select **Set as Coder Agents default model**.
1. Click **Save**.

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1. Click **Save**.
1. Select **Save**.


### Models with a missing or disabled provider

Expand Down Expand Up @@ -280,15 +289,14 @@

## How developers select models

Developers see a model selector dropdown when starting or continuing a chat on
the Agents page. The selector shows only models from providers that have valid
credentials configured. Models are grouped by provider if multiple providers
are active.
Developers see a model selector dropdown when starting or continuing a chat on the Agents page.
The selector shows only models in the chat's organization that come from providers with valid credentials.
Models are grouped by provider if multiple providers are active.

The model selector uses the following precedence to pre-select a model:

1. **Last used model**, stored in the browser's local storage.
1. **Admin-designated default**, the model marked with the star icon.
1. **Organization default**, the model marked with the **Default** badge.
1. **First available model**, if no default is set and no history exists.

Developers cannot add their own providers or models. If no models are
Expand All @@ -297,19 +305,20 @@

## Model overrides

Beyond the chat-level model picker, Coder Agents supports two override
layers. Both are stored per organization and resolve from the chat's
organization:
Beyond the chat-level model picker, Coder Agents supports two override layers.
Both are stored per organization and resolve from the chat's organization:

- **Admin overrides** (per organization): Pin specific contexts to a particular model.
Configure them in the **Organization settings** section of **Admin settings** > **AI** > **Coder Agents**.
Coder shows an organization picker in that section when you can access more than 1 organization.
- **Personal overrides** (per user and organization, opt-in by admin): Let users override the model for their own root chats and delegated subagents.
Admins enable the deployment-wide toggle in the **Deployment settings** section of the same page.
Once the toggle is on, each user sees an **Agents** tab in their personal **Agents** > **Settings**.
Users in more than one organization pick which organization to configure.

- **Admin overrides** (per organization): Pin specific contexts to a
particular model. Configure them on the **Defaults & overrides** tab
under **AI Settings** > **Models** for the selected organization.
- **Personal overrides** (per user and organization, opt-in by admin):
Let users override the model for their own root chats and delegated
subagents. Admins enable the deployment-wide toggle under
**AI Settings** > **Coder Agents**; once on, each user sees an
**Agents** tab in their personal **Agents** > **Settings**. Users in
more than one organization pick which organization to configure.
The **Coder Agents** page is visible to deployment admins and to organization members with model access.
To change an organization override, you need permission to edit that organization's models.
The **Deployment settings** section is visible only to deployment admins.

> [!IMPORTANT]
> When a deployment upgrades from the older deployment-wide override
Expand Down Expand Up @@ -360,7 +369,7 @@
enabled, developers can supply personal API keys for any enabled AI provider
from the Agents settings page.

### Managing personal API keys

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Heading starts with an -ing word ('Managing'); prefer the imperative ('Install') or the noun ('Installation'). See capitalization-and-punctuation.md#no-gerund-leading-headings.

1. Navigate to the **Agents** page in the Coder dashboard.
1. Open **Settings** and select the **API Keys** tab.
Expand All @@ -377,14 +386,14 @@
used for deployment-managed provider secrets. The dashboard never displays a
saved key, only whether one is set.

### Removing a personal key

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Click **Remove** on the provider card in the API Keys settings tab. Subsequent
requests use deployment-managed credentials when they are configured for that
provider. If no deployment-managed credential is available, add a new personal
key before you use models from that provider.

## Using an LLM proxy

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Organizations that route LLM traffic through a centralized proxy, such as
LiteLLM or an internal gateway, can point a provider's **Endpoint** or **Base
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12 changes: 5 additions & 7 deletions docs/ai-coder/agents/platform-controls/advisor.md
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Expand Up @@ -30,19 +30,17 @@ after repeated failures, or risk reduction before a destructive operation.
## Configuration

Once the experiment is enabled, configure the advisor's runtime limits
under **AI Settings** > **Coder Agents** > **Advisor**. These limits apply
deployment-wide.
under **Admin settings** > **AI** > **Coder Agents** > **Deployment settings**.
Use the **Advisor** card. These limits apply deployment-wide.

| Field | Default | Notes |
|-------------------|----------------------|-------------------------------------------------------------------------------------------------------------------------|
| Max uses per turn | `0` (unlimited) | Caps how many times the root agent can call the advisor in a single chat turn. Must be a non-negative integer. |
| Max output tokens | `0` (server default) | Caps the advisor model's response length. `0` uses the server default of 16,384 tokens. Must be a non-negative integer. |

The advisor model and its reasoning effort are organization-scoped
[model overrides](../models.md#model-overrides). Configure them on the
**Defaults & overrides** tab under **AI Settings** > **Models** for the
selected organization. When no override is set, the advisor reuses the
root agent's model.
The advisor model and its reasoning effort are organization-scoped [model overrides](../models.md#model-overrides).
Configure them in the **Organization settings** section of **Admin settings** > **AI** > **Coder Agents** for the selected organization.
When no override is set, the advisor reuses the root agent's model.

The advisor is not available in plan mode or to subagents.
Failed advisor invocations refund the per-turn budget.
Expand Down
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Expand Up @@ -11,7 +11,7 @@ Off by default. Three layers control whether it runs for a given chat:
on for every chat. The runtime admin and user toggles become read-only.
1. **Runtime admin gate.** With the deployment override unset, the
*Let users record chat debug logs* toggle decides whether users can opt
in. Configure it under **AI Settings** > **Lifecycle**, or at
in. Configure it under **Admin settings** > **AI** > **Coder Agents** > **Lifecycle**, or at
`GET/PUT /api/v2/chats/config/debug-logging`.
1. **Per-user toggle.** Users with the admin gate enabled can turn debug
logging on for their own chats from **Agents** > **Settings** > **General**
Expand Down
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