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One Card per Step

docs/edge/en/enterprise/features/merged-step-card.mdx

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Overview

On the Studio canvas, each step of work is represented by a single card. The card combines two things that used to live in separate nodes:

  • The task — what to do (name, description, expected output, and response format).
  • The agent — who does it (the assigned agent, its model, and its tools).

An agent isn't an independent participant in your workflow — it's an attribute of the task: which agent performs this work. Putting the task and its agent on one card makes that relationship explicit and turns your automation into a single, left-to-right chain of work units that's easier to read at a glance.

<Frame caption="One card per step: the task with its assigned agent summarized in the footer."> ![Merged step cards on the canvas](/images/enterprise/merged-step-card-canvas.png) </Frame>

On the canvas

Each collapsed card shows:

  • The task name and description at the top.
  • A footer summarizing the assigned agent — avatar, name, model, and tools.

There's no separate agent node and no vertical agent → task edge. Your steps connect directly to one another in the order they run.

In the editor

Open a card to edit it. The expanded view is the same card in a detailed state — not a different screen — organized into two clearly labeled sections.

<Frame caption="The expanded editor: the task section open, the agent summarized below it."> ![Expanded step editor](/images/enterprise/merged-step-card-editor.png) </Frame>

The task — what to do

Open by default, since this is what you usually edit:

  • Name
  • Description
  • Expected Output
  • Response Format — surfaced here because it controls exactly what downstream steps (such as routing) read from this step.

The agent — who does it

The assigned agent is shown as a summary — name, model, and tools inline. Its deeper configuration is preserved behind two disclosures:

  • Role, goal & backstory
  • Agent settings — reasoning, max reasoning attempts, allow delegation, max iterations, and LLM settings.
<Tip> An agent's full configuration — Role, Goal, Backstory, Model, Tools, LLM Settings, and the complete Agent Settings block — lives behind the **Role, goal & backstory** and **Agent settings** disclosures, organized by how often you edit it. </Tip>

Swapping vs. editing the agent

There are two distinct ways to work with the agent on a card, and they do different things:

  • Swap reassigns which agent performs this task. Use the Swap control to pick a different agent from this project, choose one from your Agent Repository, or create a new agent. This is scoped to the task.
  • Editing the agent — opening Role, goal & backstory or Agent settings — changes the agent itself.
<Frame caption="Swap changes which agent performs the task."> ![Swap agent panel](/images/enterprise/merged-step-card-swap-agent.png) </Frame> <Warning> **Agents are reusable and shared.** The same agent can perform more than one task across your project. Editing an agent's role, backstory, or settings updates that agent **everywhere it's used** — not just on the card you opened. If you want a change to apply to only one step, **Swap** in a different agent instead of editing the shared one. </Warning> <CardGroup cols={2}> <Card title="Crew Studio" href="/en/enterprise/features/crew-studio" icon="pencil"> Build automations with AI assistance and a visual editor. </Card> <Card title="Agent Repositories" href="/en/enterprise/features/agent-repositories" icon="users"> Manage and reuse agents across your automations. </Card> </CardGroup>