> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.nvidia.com/nemo-platform/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.nvidia.com/nemo-platform/_mcp/server.

# Insight-Driven Optimization

> Turn agent telemetry into evidence-backed Insights, experiments, evaluation suites, and validated changes.

<a id="agents-insight-driven-optimization" />

Insight-driven optimization automates the agent improvement loop. It turns
production traces and evaluation results into autonomous experimentation that
continuously improves your application agent. Where Intake gives you
observability and Experiments gives you a comparison surface, the optimization
agents are the layer that reasons over that telemetry and acts on it.

This is deliberately *not* an implementation of a single optimization
technique. It is a common front door through which many optimization
techniques can be distributed over time, all built on the shared flywheel
components the platform already provides.

The system introduces one first-class entity and a family of agents that
operate on it:

* The **Insight** is a named, persistent description of a recurring problem in
  the agent under test (AUT), backed by the traces that provide evidence. The
  Insight is the unit of action across the whole loop. An experiment or an
  evaluation-suite change can always be traced back to the Insight that
  motivated it.
* The **Analyst** turns raw traces into actionable Insights.
* The **Experimenter** turns a single Insight into an empirically validated
  pull request (PR).
* The **Eval Author** builds and extends evaluation suites in response to
  real-world usage.

## Before You Start

### Who This Is For

The optimization agents are for engineers who own and operate an agent and
want to automate portions of the agent improvement loop.

### Requirements

* A NeMo Platform deployment (local or remote) with Intake enabled, so the
  Analyst has traces to read.
* The optimization plugins installed in the same Python environment as the NeMo command-line
  interface (CLI). From a source checkout, `uv sync` installs all three through the default
  `enabled-plugins` group. The Experimenter and Eval Author plugins require Python earlier than 3.14.
* Access to the code base for the agent under test. The Experimenter needs
  a change surface (source, prompts, tool definitions, model selection, or
  runtime configuration) and a way to run or evaluate the agent reproducibly.
* Traces in Intake for the agent under test. The Analyst diagnoses only what
  it can observe, so an agent with no telemetry cannot be analyzed.
* A supported inference provider and default/fast model pair configured by
  `nemo setup` for the optimization agents. This access is separate from the
  model access that your agent under test needs at runtime.
* Train and validation datasets in a Harbor-compatible layout, plus a task
  template and an output directory for artifacts. This is what the Eval Author
  works from and what the Experimenter uses to validate changes.

To install only one side of the loop, use the convenience groups:

```bash
uv sync --only-group insights         # Analyst only
uv sync --only-group experimentalist  # Experimenter and Eval Author
```

### Dependencies

The optimization agents build on the following NeMo Platform service
dependencies:

* **NeMo Intake** is the first-party trace store that fuels the loop. The
  Analyst reads execution traces, evaluator scores, and user feedback from
  Intake.
* **Harbor** so the Experimenter can run candidates through an evaluation
  pipeline and construct Insight-specific suites.
* **NeMo Experiments** acts as the primary review and persistence surface for
  candidate evaluation runs.
* **Platform entity store (Postgres)** is the durable storage for Insights,
  analysis configs, run status, experiment runs, and candidates.

### Compatibility and Access

* All Insights service endpoints are workspace-scoped under
  `/apis/insights/v2/workspaces/{workspace}/` and depend on platform auth. The
  service checks workspace access before reading or writing.
* The plugins register themselves with the platform through CLI, service, controller, job, software
  development kit (SDK), and skill entry points. For a fully local platform, restart
  `nemo services run` after installation so the platform discovers them.

### The Shared Profile

Both halves of the loop read a shared per-agent profile, `optimizer.yaml`,
discovered by walking up from the current directory. The Analyst consumes only
its analysis subset (`agent`, `agent_spec`, `workspace`); the Experimenter
validates the full schema:

```yaml
agent: research-agent
agent_spec: AGENT-SPEC.md        # optional; falls back to AGENT-SPEC.md, then README.md
workspace: default               # optional; defaults to "default"
agent_source: .                  # local dir or git URL with optional @ref
task_template: ./task-template
datasets:
  train: ./harbor_eval/dataset/train
  validation: ./harbor_eval/dataset/validation
```

Relative paths resolve against the profile. An adjacent `.env` is loaded when
a profile is found, without replacing variables already set in the shell.
`NMP_BASE_URL` is the base-URL environment variable for this workflow, and
`--base-url` takes precedence over it.

## How It Works

### The Loop

The optimization agents automate the four steps of the agent iteration loop:

1. **Observe.** The AUT is exercised and emits traces (and optional evaluator
   scores or feedback) into Intake.
2. **Diagnose.** The Analyst crawls those traces, clusters failures, and
   writes or updates Insights.
3. **Experiment.** The Experimenter picks up a single Insight, hypothesizes
   root causes, and generates candidate changes.
4. **Validate.** Candidates are scored on a training split and validated
   against a held-out split. The winner becomes a draft PR, and the
   evaluation runs are recorded in NeMo Experiments.

### When to Use It

Use the optimization agents when you want to:

* **Diagnose real usage automatically.** Convert a pile of traces and
  evaluator scores into a ranked, evidence-backed set of failure patterns.
* **Turn a diagnosis into a validated change.** Hand an Insight to the
  Experimenter and get back a candidate PR with evaluation results, rather
  than a hand-written ticket.
* **Run the loop continuously.** Opt an agent into periodic analysis so
  Insights stay current as new traffic arrives.
* **Keep evaluation suites relevant.** Grow datasets and metrics in response
  to the failures your agent actually exhibits.

Production traffic provides useful evidence. New agents can start with staged replays
or generated cases and improve coverage as production traffic arrives.

### Core Concepts and Data Model

#### The Insight

An Insight is the first-class entity of the loop. It is a persistent, named description of a
recurring problem that is stored in the platform entity store with these fields:

| Field         | Type          | Meaning                                                                                                                                                  |
| ------------- | ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `title`       | string        | A short, human-readable sentence naming the core issue common to the linked traces.                                                                      |
| `description` | string        | A paragraph describing the problem statement and the situations in which the failure pattern is observed.                                                |
| `agent`       | string        | The registered agent name the Insight is about.                                                                                                          |
| `status`      | enum          | `open` (default), `resolved`, or `deleted`. An Insight starts open; you resolve it when fixed, or delete it if it is not a real problem.                 |
| `trace_refs`  | list\[string] | Intake trace identifiers (IDs) the Analyst cited as evidence. Drives the evidence view in the user interface (UI) and lets the loop find similar traces. |

The store assigns `id`, `created_at`, and `updated_at`. The Analyst aims for at
least three representative traces as evidence before filing a new Insight, and
when it finds more evidence for an existing Insight it *appends* trace refs
rather than restating the problem.

#### Insight Persistence: Platform Versus Local File

When no profile is
discovered, the Analyst reads and writes Insights through the Insights application programming
interface (API).
When a profile governs the run, the Analyst reads and writes the shared local
file at `<profile-dir>/.nemo-optimizer/insights.yaml` instead, which is the
same default the Experimenter reads. Pass `--insights-file-output <path>`
to point at a different file explicitly. Trace and feedback reads still hit
the live platform at `--base-url` either way, so the local file also covers
deployments that host Intake data but do not have the Insights plugin
installed. Each run merges into the file (de-duplicating trace refs) rather
than overwriting it.

#### Telemetry Hierarchy

The loop inherits Intake's model: a span is one timed
operation (LLM call, tool call, and so on), a trace is one end-to-end run, and
a session groups related traces. Insight evidence is cited at the trace level.

#### Experiment Entities

An optimization run is tracked as an `ExperimentRun`
(agent, insight, configuration snapshot, status, rounds completed, winner, summary).

## The Agents

### Analyst

The Analyst reads telemetry from Intake and emits Insights. It runs as a
single reasoning agent with a set of read-only tools over Intake:

* `fetch_spans`: Survey spans, either grouped (for example by `session_id`,
  to fan out across many runs) or flat (to drill into one session). Filters
  include agent, status, span kind, model, provider, tool name, dataset, and
  time range.
* `get_span`: Fetch a single span by ID.
* `fetch_scores`: Read evaluator results (verifier and judge outputs)
  attached to a span.
* `fetch_annotations` and `get_annotation`: Read feedback, labels, notes, and
  metadata. Negative feedback is the strongest starting signal.
* `list_insights`: Read existing Insights so findings are de-duplicated
  against what is already filed.

Its method is to survey sessions broadly, gather evidence (starting from
negative feedback and error spans), cluster similar failures across many
sessions, check for existing Insights, then emit a single result containing new
Insights and evidence appended to existing ones. Give the Analyst an optional
agent spec (`--agent-spec AGENT-SPEC.md`) so it can flag divergence from
intended behavior.

### Experimenter

The Experimenter turns an Insight into an empirically validated candidate.
Internally it is an evolutionary optimization loop that runs in rounds:

1. **Baseline**: Build the baseline agent (`agent-0`) and evaluate it on the
   validation split; build an initial goal tree (a weighted capability rubric
   used for trajectory scoring).
2. **Analyze**: Read the target Insight and perform root cause analysis.
3. **Propose**: Generate a small number of candidate improvements targeting
   those root causes, each tagged with an optimization type.
4. **Implement**: A coding agent applies each proposed change to a copy of
   the agent and runs a basic integration test with a bounded repair loop.
5. **Validate**: Score new candidates on the held-out validation split,
   optionally adding a qualitative trajectory score against the goal tree.
6. **Select and continue**: Keep a diverse Pareto front of survivors and
   iterate until a budget or convergence condition is met, then pick the
   winner.

#### Insight Mode

The Experimenter starts from a single Insight. By
default it reads the local `.nemo-optimizer/insights.yaml` beside the profile;
`--insight` names another local file or a platform Insight ID. When a local
file holds multiple Insights, `--insight-id` selects one by exact ID, exact
title, or zero-based index. The agent referenced by the Insight is used unless
`--agent` overrides it. The Eval Author step builds an Insight-specific
evaluation suite before optimization begins, which requires a task template.

#### Dataset Mode

Pass `--no-insight` to bypass both an explicit Insight and
the profile-local default and optimize directly against a dataset.

#### Train and Validation Isolation

The validation split is *hidden* during
candidate generation. At run start the validation data is moved into a
held-out directory, and the bash tool the coding and analysis agents use
blocks reads of that path. Candidates therefore cannot be tuned against the
data they are later scored on. Validation data is temporarily restored only
when validation scoring runs.

#### Evaluation and Rewards

Candidates are scored with the Harbor evaluator.
Each trial yields metrics from the verifier, and the aggregate reward is the
mean across trials, with failed trials counted as zero. Metrics are normalized
to `[0.0, 1.0]`, where 1.0 is perfect. Live and production datasets often carry
no verifiable reward, so validation on those relies on curated metrics and
trajectory scoring rather than a ground-truth verifier.

#### Output

Output is written under `<experiment-dir>/eval-and-optimize/`: the
run record, per-candidate agent code and metadata, per-round analysis and goal
trees, and evaluator results. When configured with a Git source, the
Experimenter can archive candidate branches and open a draft PR or merge request (MR) for
the winning candidate against the baseline reference.

### Eval Author

The Eval Author builds and maintains the evaluation suites that the loop uses.
Given an Insight and its evidence traces, it creates an Insight-specific
evaluation suite for validating candidates that address the Insight. The
Experimenter invokes the Eval Author workflow in Insight mode and reads the
`eval_author` section of the experiment configuration.

The plugin also exposes the canonical `nemo agents eval-author` command
namespace with `discover`, `audit`, `propose`, `run`, and `doctor` verbs. These
standalone verbs are currently scaffolding and exit with a nonzero status until
their implementations are available.

## Get Started

### Set Up

Point the CLI at a platform and configure model access for the optimization
agents. The examples use a local platform; replace the base URL for a remote
deployment.

```bash
export NMP_BASE_URL=http://localhost:8080
export WORKSPACE=default
export NMP_STUDIO_URL="$NMP_BASE_URL/studio"
export NMP_ACCESS_TOKEN="$(nemo auth token)"
export AGENT=your-agent-name           # This agent must have traces in Intake.

nemo setup
```

During setup, register a supported provider and select the default and fast
Platform Model Entities. The default model handles quality-critical work and
the fast model handles latency-sensitive work; press Enter at the fast-model
prompt to reuse the default. The Analyst, Eval Author, and Experimentalist all
use this pair. Provider credentials are stored in Platform Secrets rather than
plugin-specific environment variables.

Set `NMP_STUDIO_URL` explicitly if Studio uses a different origin or path.
For an authenticated remote deployment, log in against that base URL before
requesting the token. For local development with authentication disabled, omit
the `NMP_ACCESS_TOKEN` command and the `Authorization` header in the API example.

Confirm the plugins are installed and discoverable:

```bash
nemo agents analyst --help
nemo agents experimentalist --help
nemo agents eval-author --help
```

From an agent directory with an `optimizer.yaml` profile, check that the
effective inputs and credentials resolve:

```bash
nemo agents analyst doctor
nemo agents experimentalist doctor
```

### Send Traces to Intake

The Analyst depends on Intake as its observability store. Your agent must have traces in Intake
before it can generate Insights.

### Generate Insights

Run the Analyst against the target agent's traces:

```bash
nemo agents analyst run \
  --agent "$AGENT" \
  --workspace "$WORKSPACE" \
  --base-url "$NMP_BASE_URL"
```

Useful flags:

* `--agent-spec AGENT-SPEC.md`: Append a spec so the Analyst can flag
  divergence from intended behavior.
* `--insights-file-output tmp/insights.yaml`: Read and write Insights from a
  specific local YAML file. Trace reads still hit `--base-url`.
* `--verbose` or `-v`: Stream the Analyst's tool calls and reasoning to
  standard error.

### Confirm It Worked

The persistence target depends on whether the Analyst discovered an
`optimizer.yaml` profile.

For a profile-based run, confirm that the local Insights file exists and
contains the generated records:

```bash
test -s .nemo-optimizer/insights.yaml
sed -n '1,120p' .nemo-optimizer/insights.yaml
```

If no profile was discovered and you did not pass `--insights-file-output`,
list the Insights stored through the API:

```bash
curl --fail-with-body \
  -H "Authorization: Bearer $NMP_ACCESS_TOKEN" \
  "$NMP_BASE_URL/apis/insights/v2/workspaces/$WORKSPACE/insights?agent=$AGENT&page=1&page_size=20"
```

API-stored Insights also appear in Studio at
`$NMP_STUDIO_URL/workspaces/$WORKSPACE/optimizer`. Profile-based Insights do
not appear there because they are stored in the local YAML file.

A successful result contains at least one Insight for the agent. Each Insight
has a clear `title`, an actionable `description`, and `trace_refs` that point
to Intake traces.

### Run an Experiment

#### Convert Evaluations to Harbor

The Experimenter validates its work by running evaluations against your agent. It only keeps
empirically validated optimizations. The only supported evaluation backend today is
[Harbor](https://www.harborframework.com/).

Before you can run the Experimenter, express your agent's evaluation as
Harbor tasks. This is more than just a scorer: it is a container to run the
agent, an input, and a verifier that scores the results. A
[Harbor task directory](https://www.harborframework.com/docs/tasks) looks like
this:

```text
<task-id>/
  task.toml          # resources, timeouts, and environment variable passthrough
  instruction.md     # the prompt given to the agent, including where to write output
  environment/
    Dockerfile       # a container that can run your agent (and the verifier)
  tests/
    test.sh          # verifier entry point that writes /logs/verifier/reward.json
    score.py         # one or more scorers, such as an LLM-based judge
```

The Experimenter relies on a classic train/test split for validation, so
create two separate directories of Harbor tasks, one for train and one for
validation.

Two things to know about the Harbor integration:

* *The agent-in-container contract.* Harbor runs your agent through
  `WrappedAgent(BaseAgent)`. Its `setup()` uploads your agent directory to
  `/app` and runs `uv sync` on it. Its `run()` executes the agent with the task
  instruction as `--prompt`.
* *How evaluation scores reach Intake.* The Analyst and the Experimenter both
  read scores from Intake, but neither Harbor nor the verifier pushes scores
  there; the verifier's reward is written to local disk by default. The
  Experimenter uploads scores to Intake after the Harbor run completes, and
  each verifier result is stored as an `evaluation_results` record attached to
  the trace in Intake. Pushing results to Intake requires a platform client,
  so pass `--base-url` and `--workspace`.

#### Start the Experimenter

Hand it a single Insight:

```bash
nemo agents experimentalist run \
  --insight insight-id \
  --agent ./path-to-agent \
  --train-dataset ./harbor_eval/dataset/train \
  --validation-dataset ./harbor_eval/dataset/validation \
  --task-template ./task-template \
  --config ./experiment-config.yaml \
  --experiment-dir tmp/experiment \
  --workspace "$WORKSPACE" \
  --base-url "$NMP_BASE_URL"
```

From an agent directory with an `optimizer.yaml` profile, most of those flags
come from the profile:

```bash
nemo agents experimentalist run
```

The Experimenter's own models come from the default/fast pair selected by
`nemo setup` (refer to [Models](#models)). Train and validation datasets are required, and they must be local
paths for the Harbor evaluator. The loop runs a baseline evaluation,
performs root cause analysis, implements changes, then validates and picks a
winner.

#### Review the Results

View the experiment in Studio at
`$NMP_STUDIO_URL/workspaces/$WORKSPACE/experiment`. There you can see
the originating Insight and compare evaluation runs across all the candidates.

The Experimenter also writes intermediate artifacts along the way. Those
land under `<experiment-dir>/eval-and-optimize/`, which defaults to
`<profile-dir>/.nemo-optimizer/experiments/<timestamp>` when a profile governs
the run, and `./tmp` otherwise:

* `OPTIMIZATION.md`: The report with per-agent breakdowns and round-by-round
  root causes.
* `agents/agent-0`: The baseline, with `agents/agent-N` as the candidates.
  Each holds full agent source.
* `results/`: The per-agent evaluation outputs.

## Additional Workflows

### Opt an Agent into Periodic Analysis

Instead of running `nemo agents analyst run` manually, opt an agent in and let
the platform run the Analyst on a schedule:

```bash
nemo insights analysis enable  --agent "$AGENT" --workspace "$WORKSPACE"
nemo insights analysis status  --workspace "$WORKSPACE"          # omit --agent to list all
nemo insights analysis disable --agent "$AGENT" --workspace "$WORKSPACE"
```

A framework controller (`insights-analysis`) reconciles on a fixed 60-second
loop, finds every agent opted in across workspaces, and submits one Analyst job
per agent that is *due* and has enough new telemetry. Runs are incremental:
each successful run records a cursor (`last_successful_run_at`), and subsequent
runs only consider traces newer than that cursor.

`enable` captures the effective default/fast pair in the server-side analysis
config. Re-run it after changing the pair with `nemo setup`; enabled records
created before model-pair persistence must also be re-enabled.

### Configure the Analysis Schedule

The global schedule lives in the Insights plugin configuration or environment. The `timezone`
setting uses an Internet Assigned Numbers Authority (IANA) time zone name and defaults to
Coordinated Universal Time (UTC).

```yaml
insights:
  analyst:
    enabled: true            # master switch for the periodic controller
    frequency: daily         # daily (default) or weekly
    run_at_hour: 0           # local hour-of-day, 0-23
    run_on_weekday: monday   # only used when frequency: weekly
    timezone: UTC            # IANA name, such as America/Denver
    job_profile: default     # jobs execution profile for scheduled runs
```

`run_at_hour` is interpreted in `timezone` and converted to the
server clock at evaluation time, so runs fire at the intended local hour even
across daylight-saving transitions. The controller still reconciles every 60
seconds and submits a run after the scheduled daily or weekly window is reached.

## Command Reference

The Analyst lives under `nemo agents analyst`, and the Experimenter lives under
`nemo agents experimentalist`. The Eval Author command surface lives under
`nemo agents eval-author`. These command namespaces share the `optimizer.yaml`
profile, and each validates its own configuration. Scheduled analysis remains
under `nemo insights analysis`.

### `nemo agents analyst run`

Run the Analyst for one analysis of an agent's traces.

| Flag                     | Required                          | Default                                                                      | Description                                                                                                                        |
| ------------------------ | --------------------------------- | ---------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| `--agent`                | yes, unless a profile supplies it | profile `agent`                                                              | Agent under test the Analyst should focus on.                                                                                      |
| `--agent-spec`           | no                                | profile `agent_spec`, else `AGENT-SPEC.md` or `README.md` beside the profile | Path to a Markdown spec for the AUT.                                                                                               |
| `--workspace`            | no                                | profile `workspace`, else `default`                                          | Workspace to operate in.                                                                                                           |
| `--base-url`             | no                                | `NMP_BASE_URL`, else `http://localhost:8080`                                 | Running platform instance the Analyst's tools call.                                                                                |
| `--profile`              | no                                | discovered by walking up from the current working directory                  | Path to `optimizer.yaml`.                                                                                                          |
| `--insights-file-output` | no                                | off — Insights go to the platform only                                       | Additionally mirror the Insights the platform stored into a local YAML file, platform ids included. Each run merges into the file. |
| `--verbose` / `-v`       | no                                | off                                                                          | Stream tool calls and reasoning to standard error.                                                                                 |

### `nemo insights analysis enable | disable | status`

Manage per-agent opt-in for periodic analysis. `enable` and `disable` require
`--agent`; `status` takes an optional `--agent` (omit it to list all configs in
the workspace). `enable` stores the active default/fast model pair for future
scheduled jobs. All three accept `--workspace` and `--base-url`.

### `nemo agents analyst doctor`

Check whether the current profile is ready for analysis. Exits non-zero when a
required check fails.

### `nemo agents experimentalist run`

Run the local Experimenter loop.

| Flag                      | Required                            | Default                                                               | Description                                                                                                                                                                    |
| ------------------------- | ----------------------------------- | --------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `--insight`               | no                                  | local `.nemo-optimizer/insights.yaml`                                 | The Insight to optimize against: a local Insight file or a platform Insight ID.                                                                                                |
| `--insight-id`            | no                                  | Not applicable                                                        | Select an exact ID, exact title, or zero-based index from a local multi-Insight file.                                                                                          |
| `--no-insight`            | no                                  | off                                                                   | Run against a dataset directly rather than guided by an Insight.                                                                                                               |
| `--agent`                 | no                                  | profile `agent_source`                                                | Baseline agent override: a local directory or a git URL with optional ref (`...repo.git@main`). A git source records provenance and enables opening a draft PR for the winner. |
| `--agent-spec`            | no                                  | profile `agent_spec`                                                  | Location of a Markdown file describing the AUT.                                                                                                                                |
| `--train-dataset`         | yes, unless the profile supplies it | profile `datasets.train`                                              | Train dataset. Local path for the Harbor evaluator.                                                                                                                            |
| `--validation-dataset`    | yes, unless the profile supplies it | profile `datasets.validation`                                         | Validation dataset. Local path for the Harbor evaluator.                                                                                                                       |
| `--task-template`         | required with an Insight            | profile `task_template`                                               | Evaluator-specific task-template URI, used to build the Insight-specific evaluation suite.                                                                                     |
| `--experiment-dir` / `-o` | no                                  | `<profile-dir>/.nemo-optimizer/experiments/<timestamp>`, else `./tmp` | Local experiment directory; writes `eval-and-optimize/` here.                                                                                                                  |
| `--framework-skills`      | no                                  | profile `framework_skills`                                            | Directory of framework skills to load into the optimization agents. Repeatable.                                                                                                |
| `--profile`               | no                                  | discovered by walking up from the current working directory           | Path to `optimizer.yaml`.                                                                                                                                                      |
| `--workspace`             | no                                  | profile `workspace`                                                   | Workspace for traces and run/candidate metadata.                                                                                                                               |
| `--base-url`              | no                                  | `NMP_BASE_URL`, else `http://localhost:8080`                          | Running platform instance.                                                                                                                                                     |
| `--config`                | no                                  | profile `experiment_config`                                           | YAML or JavaScript Object Notation (JSON) configuration for the run.                                                                                                           |

### `nemo agents experimentalist doctor`

Diagnose the Experimenter setup: profile, configured models, Insight resolution,
datasets, and the experiment plan.

### `nemo agents eval-author`

Discover the current Eval Author command surface with `--help`. The
`discover`, `audit`, `propose`, `run`, and `doctor` verbs are placeholders and
exit with a nonzero status until their implementations are available.

### Models

The optimization agents use the active Platform CLI context:

| Variable               | Used by                            | Default and notes                                                                                                                         |
| ---------------------- | ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| stored `default_model` | Analyst, Experimenter, Eval Author | Required workspace-qualified Model Entity selected by `nemo setup`. Used for quality-critical analysis, authoring, proposing, and coding. |
| stored `fast_model`    | Analyst, Experimenter, Eval Author | Selected by `nemo setup`; defaults to the default model. Used for high-volume scoring, summarization, and control steps.                  |
| `NEMO_DEFAULT_MODEL`   | Analyst, Experimenter, Eval Author | Optional non-interactive override for `default_model`, in `workspace/model-name` form.                                                    |
| `NEMO_FAST_MODEL`      | Analyst, Experimenter, Eval Author | Optional non-interactive override for `fast_model`, in `workspace/model-name` form. Falls back to the effective default model.            |

Each Model Entity owns its backend format and provider route. OpenAI-compatible
and Anthropic entities are adapted to Nooa's unified completion client through the
Platform route; the agents never inspect provider model-name conventions or
read provider credentials directly.

For OpenAI Chat Completions entities, the shared client disables reasoning while
function tools are active and disables LiteLLM's automatic Responses bridge.
This keeps frontier models on the Model Entity's declared Chat Completions
contract without a model-name allowlist; LiteLLM drops the reasoning parameter
for models that do not support it. Anthropic entities use their native Messages
route.

## Troubleshooting

### Analyst Returns No Insights or Aborts on the Trace Floor

The agent has too few or no traces in Intake for the target workspace. Confirm that telemetry is
flowing and that you are filtering by the right `agent` name.

### Periodic Analysis Does Not Start

Check that the agent is enabled
(`nemo insights analysis status`), that `insights.analyst.enabled` is true,
that the scheduled window has passed in the configured `timezone`, and that at
least 10 new sessions have landed since the last run. If status shows no model
selection, re-run `nemo insights analysis enable` after `nemo setup`.

### Insights Are Not in the Platform

A discovered `optimizer.yaml` profile
routes Insights to `.nemo-optimizer/insights.yaml` instead of the Insights API,
as does an explicit `--insights-file-output`. Check that file, or run without a
profile to write through the API.

### The Experiment Cannot Score or Rewards Are Zero

Confirm datasets are
local Harbor-compatible paths. Live and production datasets may lack verifiable
rewards by design; rely on curated metrics and trajectory scoring in that case.

### No Pull Request Was Opened for the Winner

Publishing requires a git agent source
(`--agent <git-url>@<ref>`) and publishing enabled in the run configuration. A
local-directory source cannot open a PR.