Track 04 · Multi-agent & integrationLesson 02 of 11

Crews that mirror the customer's team

Roles, delegation and coordination mapped onto real approval structures.

What you'll be able to do

What you'll be able to do

01
  1. Explain CrewAI's building blocks (agents with role, goal and backstory; tasks; crews; sequential and hierarchical processes; flows; delegation settings) and where each one's control actually sits.
  2. Map a customer's real team, RACI and delegation-of-authority matrix onto agents, humans and deterministic code, and justify which authority is never delegated to an agent.
  3. Design typed task handoff contracts (input and output schemas with provenance) and delegation rules (allowed edges, depth, retries) that a reviewer can test.
  4. Choose between shared crew memory and private per-agent state for each piece of information, including customer data.
  5. Diagnose role drift, conflicting outputs and manager mis-delegation from logs, and add the guard that stops each.
  6. Test a crew at three levels: contract tests per role, delegation-policy tests, and end-to-end runs scored against acceptance criteria.
Before you start

Before you start

The short version

The short version

A role-based crew assigns each agent a job description (role, goal, backstory), gives each unit of work a task with an expected output, and runs the tasks under a process: a fixed sequence, or a manager that decides who does what. That structure invites you to copy the customer's team. Copy the parts that carry meaning: who does which work, who may hand work to whom, and above all who holds authority to commit the organisation. Agents can hold the work. Consequential authority (sending a customer notice, changing a delivery date in SAP, waiving demurrage) stays with named humans or deterministic code, and the crew's design must make that structural, not a line in a prompt. Between roles, pass typed contracts rather than prose, validate them in code, and treat any agent that produces fields outside its contract as drifting out of its role.

Key takeaways:

  • Map work, not boxes. An agent per role only where the role is also a context, permission or ownership boundary.
  • Delegation moves work; it must never move authority or tool scope.
  • Every handoff between roles is a schema with required fields, provenance and a validation step.
  • Prefer a sequential process or a Flow for known procedures; use a manager only where the path genuinely varies, and log every delegation.
  • Test roles like services: contract tests first, crew runs second.

Pro lesson

The rest of this lesson is in Pro.

The mental model, worked example, field note, failure table, exercise and self-check, with the voice tutor.

  • Every stage and specialisation, in full
  • Every lab and every role project
  • Halden weeks 2–10, on your record
  • Every drill, live in the playground
  • All solutions, plus the server judge
  • Lab Assistant and every Teach with AI