Audit Trail
Open in CMSEvery agent keeps a complete history of changes made to its configuration — who changed what, and when. The Audit Trail is where you read that history, making it easy to hold people accountable and to debug surprises like "who changed the instructions yesterday?".
Who can view the Audit Trail? Only Owner and Admin.
Why the Audit Trail matters
An agent's behaviour comes from its configuration: its welcome message, its instructions, the contributors assigned to it, and many smaller settings. When that behaviour suddenly changes, you want a clear answer, not guesswork.
The Audit Trail gives you exactly that:
- Accountability — every change is tied to the person who made it.
- Debugging — when an agent starts replying differently, you can see the precise edit that caused it.
- History — you can look back days or weeks to understand how an agent reached its current state.
Think of it as a security camera for an agent's settings: nothing changes without leaving a record.
Where to find it
Open the Organizations page → select your organization → Manage (gear icon) on the agent's card → Audit Trail tile (View audit trail).
This opens the change history for that single agent. Each agent has its own separate trail. Back to Organization returns to the organization's Agents tab on the Organizations page.
The filter panel
Audit trails can grow long, so a filter panel lets you narrow the log to exactly what you need. You can combine any of these filters:
| Filter | What it does |
|---|---|
| Entity Type | Limit to one kind of record: agent_configuration, user_data, content (documents; a document added or deleted through the Document Integration shows its API key as the actor) or document_integration (switching it on or off and its keys). |
| Action | Show only created, updated, or deleted events. |
| Actor Email | Show only changes made by one specific person. |
| Changed Field | Show only changes to one named field, e.g. Name. |
| From Date / To Date | Restrict to a date range. From Date must be on or before To Date. |
Records appear once you click Apply. To start over, click Reset: it clears every filter and lists all records. Your last filter is remembered while the browser tab stays open.
Reading the results table
The matching changes appear in a table with these columns:
| Column | Meaning |
|---|---|
| Action | created, updated, or deleted. |
| Entity Type | The kind of record that changed. |
| Actor | The person who made the change. |
| Timestamp | When the change happened. |
| Changed Fields | The names of the fields that changed. |
| Changes | Opens Changes Detail for that record. |
Changes Detail shows the record's action, entity type, actor and timestamp, and each changed field's Old Value and New Value side by side. Back to Audit Trail returns to the list with your filter kept.
Tip: The list shows 20 records per page by default, with pagination at the bottom. You can adjust the page size if you prefer to see more at once.
Worked example
Goal: Dina wants to know who edited an agent's welcome message and what it used to say.
- She clicks Manage on the agent's card, then the Audit Trail tile.
- In the filter panel she sets Actor Email =
dr. Budi's email and Action = updated.- She clicks Apply.
- The table shows a row from yesterday whose Changed Fields include the welcome message.
- She clicks Changes to read the full old and new text side by side — confirming Budi made the change.
Next step
Return to Agents in an Organization to manage agents, or learn how spending works across the whole organization in Billing & Credits.