---
id: agent-setup.overview
title: Agent Setup
summary: Configure Project Context and Reference Materials so Teammately agents have reusable project understanding before contribution work.
kind: concept
product_area: agent_setup
status: stable
updated: 2026-09-07
canonical: /docs/agent-setup
---

# Agent Setup

Agent Setup is the project-level workspace for configuring reusable project understanding before Teammately agents prepare or conduct expert contribution work. Expert-facing presentation and contribution-specific behavior are configured through Assets and the Contribution workflow.

## Definition

Agent Setup contains one project-understanding group:

- **Project Understanding:** Project Context and Reference Materials.

These settings are reusable project foundations rather than settings for one benchmark or one expert. Review Screens and Comparison Directions are project Assets, not Agent Setup tabs.

Project Context contains the Project Agent Brief. Reference Materials uses the Materials and Indexed Reference tabs to organize project knowledge for agents. A Contribution selects its benchmark-specific objective, components, and agent behavior; Review Screens control reusable expert-facing presentation from Assets.

## Decision checkpoint

| Need | Open | Keep distinct from... |
| --- | --- | --- |
| Explain the project, target behavior, and stable operating context | Project Context | Project name or memo in General settings |
| Supply manuals, sites, repositories, or files to agents | Reference Materials | Governed policies, rubrics, and case materials |
| Set benchmark-specific agent behavior | Expert Contribution | Project-wide context and screen configuration |
| Guide meaningful response variation | Assets → Comparison Directions | Coverage facets, generated cases, or approved standards |
| Configure what an expert sees while reviewing | Assets → Review Screens | Contribution objectives and selected cases |

## Project and benchmark scope

Agent Setup belongs to the project because the same project context may support many benchmarks. A benchmark-specific Contribution still selects its own objective, expert, cases, attachments, contribution components, and agent behavior. Review Screens and Comparison Directions are authored under Assets and selected when the Contribution needs them. Agent Setup provides the reusable understanding foundation; it does not create or schedule contribution work by itself.

Changes can affect future agent preparation. Before making broad edits, inspect active benchmark work and confirm whether the new context should apply across the project. A narrow contribution-specific request belongs in the Contribution rather than in permanent Agent Setup.

## Authority boundaries

Reference Materials can inform agents but does not automatically create policies or rubrics. Review Screens change presentation and requested inputs, not the meaning of the underlying case or standard. Contribution configuration guides agent behavior but cannot supply human approval.

These boundaries make contribution evidence interpretable. Another operator can distinguish what the project told the agent, what evidence the contribution supplied, what the agent proposed, and what the expert decided.

{% example-demo title="Policy-review preparation" %}
Project Context explains that the assistant must prioritize the current procurement agreement. Reference Materials indexes the agreement repository. A Review Screen shows the controlling document and relevant case-material fields. The benchmark Contribution then asks an expert to decide which behavior should become policy.
{% /example-demo %}

## Related workflows

{% related-card-grid title="Related workflows" %}
- [Product quickstart](/docs/quickstart)
- [Request an Expert Contribution](/docs/expert-contributions/request-contribution)
- [Configure Project Input Schema](/docs/project-settings/input-schema)
{% /related-card-grid %}

## Related reference pages

{% related-card-grid title="Related reference pages" %}
- [Project Context](/docs/agent-setup/project-context)
- [Reference Materials](/docs/agent-setup/reference-materials)
- [Comparison Directions](/docs/assets/comparison-directions)
- [Review Screens](/docs/assets/review-screens)
{% /related-card-grid %}

## Source confidence

Code-backed: the active Agent Setup layout and project navigation define these groups, labels, and routes.