Files
crewAI/docs/edge/en/learn/hierarchical-process.mdx
Lucas Gomide 93dafe2637 feat: adopt directory-based docs versioning with Edge channel
Switch docs.crewai.com from navigation-only versioning (every version
selector entry rendered the same docs/<lang>/* source files) to
Mintlify's directory-based versioning so each version selector entry
renders its own snapshot. Add an "Edge" channel under docs/edge/<lang>/*
that always reflects main HEAD for unreleased work, eliminating
pre-release leakage onto frozen release labels. External links to
canonical /<lang>/* URLs are preserved via wildcard redirects that
always land on the current default version.

Layout:
- docs/edge/<lang>/*         rolling source (you edit here)
- docs/edge/enterprise-api.*.yaml
- docs/v<X.Y.Z>/<lang>/*     frozen, immutable snapshots
- docs/v<X.Y.Z>/enterprise-api.*.yaml
- docs/images/               shared, append-only
- docs/docs.json             nav + redirects

URLs follow the Mintlify-idiomatic shape: /edge/<lang>/<page> for
Edge, /v<X.Y.Z>/<lang>/<page> for every frozen snapshot. The wildcard
redirects /<lang>/:slug* -> /<default>/<lang>/:slug* keep stale links
working, and every freeze rewrites them (plus all per-section/per-page
redirects) so destinations always resolve to the current default
without depending on a second redirect hop.

Release flow integration (devtools release):
- New module crewai_devtools.docs_versioning.freeze() materialises
  docs/v<X.Y.Z>/ from docs/edge/, rewrites openapi: refs inside the
  snapshot, inserts the version into every language block in
  docs.json, and refreshes all redirect destinations.
- _update_docs_and_create_pr() in cli.py now calls that freeze during
  Phase 2 of devtools release. Edge changelogs are updated first (so
  the snapshot freeze picks them up), then the snapshot is staged
  alongside docs.json, branched as docs/freeze-v<X.Y.Z>, and the PR
  is titled [docs-freeze] docs: snapshot and changelog for v<X.Y.Z>
  — the title prefix the new CI guard reads.
- The PR still gates tag, GitHub release, PyPI publish, and the
  enterprise release as before; no new PRs are added.
- Pre-releases (1.X.YaN, 1.X.YbN, ...) skip the snapshot — they ride
  Edge — and the docs PR title omits the [docs-freeze] prefix.
- docs_check (AI-generated docs scaffolding) writes to
  docs/edge/<lang>/* so newly-generated unreleased docs land in Edge
  and never accidentally touch a frozen snapshot.

Migration scripts (one-shot):
- scripts/docs/freeze_historical_versions.py reconstructs all 16
  historical snapshots (v1.10.0 .. v1.14.7) from git tags via
  git archive | tar, rewriting openapi: MDX refs so each snapshot
  reads its own enterprise-api YAML rather than the live one.
- scripts/docs/prefix_version_paths.py one-shot-migrates docs.json:
  rewrites every page path in 16 versioned blocks to point under
  docs/v<X.Y.Z>/, inserts a new Edge entry per language, tags
  v1.14.7 as Latest (default), prunes pages whose target file
  doesn't exist in the snapshot (e.g. docs/ar/ didn't exist before
  v1.12.0), and writes the wildcard + per-section redirects.
- scripts/docs/freeze_current_edge.py is now a thin CLI wrapper
  around docs_versioning.freeze for manual one-off freezes (e.g.
  retroactively snapshotting a forgotten release).

CI guards (.github/workflows/docs-snapshots.yml):
- Frozen snapshots under docs/v[0-9]*/ are immutable; only PRs whose
  title contains [docs-freeze] (i.e. release-cut PRs generated by
  devtools release or the manual wrapper) may modify them.
- Images under docs/images/ are append-only since snapshots share a
  single image directory. Deleting or renaming an image breaks every
  historical snapshot that still references it.

Restored docs/images/crewai-otel-export.png from PR #3673; it was
deleted in PR #4908 but v1.10.0 / v1.10.1 snapshots still reference
it. Restoring instead of editing the snapshots preserves historical
rendering fidelity and validates the new append-only rule
retroactively.

Tests:
- lib/devtools/tests/test_docs_versioning.py covers the freeze: file
  copy, openapi rewrite, version insertion, default demotion, redirect
  upserts, per-section redirect rewriting, idempotency, and invalid
  inputs.

Verified locally with mintlify broken-links: 0 broken links across
the full site (Edge + 16 frozen versions, 4 locales).

AGENTS.md (repo root) is the contributor guide for the new model;
RELEASING.md is the release-cut runbook; README's Contribution
section links to both.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-06-17 11:08:45 -03:00

114 lines
5.4 KiB
Plaintext

---
title: Hierarchical Process
description: A comprehensive guide to understanding and applying the hierarchical process within your CrewAI projects, updated to reflect the latest coding practices and functionalities.
icon: sitemap
mode: "wide"
---
## Introduction
The hierarchical process in CrewAI introduces a structured approach to task management, simulating traditional organizational hierarchies for efficient task delegation and execution.
This systematic workflow enhances project outcomes by ensuring tasks are handled with optimal efficiency and accuracy.
<Tip>
The hierarchical process is designed to leverage advanced models like GPT-4, optimizing token usage while handling complex tasks with greater efficiency.
</Tip>
## Hierarchical Process Overview
By default, tasks in CrewAI are managed through a sequential process. However, adopting a hierarchical approach allows for a clear hierarchy in task management,
where a 'manager' agent coordinates the workflow, delegates tasks, and validates outcomes for streamlined and effective execution. This manager agent can now be either
automatically created by CrewAI or explicitly set by the user.
### Key Features
- **Task Delegation**: A manager agent allocates tasks among crew members based on their roles and capabilities.
- **Result Validation**: The manager evaluates outcomes to ensure they meet the required standards.
- **Efficient Workflow**: Emulates corporate structures, providing an organized approach to task management.
- **System Prompt Handling**: Optionally specify whether the system should use predefined prompts.
- **Stop Words Control**: Optionally specify whether stop words should be used, supporting various models including the o1 models.
- **Context Window Respect**: Prioritize important context by enabling respect of the context window, which is now the default behavior.
- **Delegation Control**: Delegation is now disabled by default to give users explicit control.
- **Max Requests Per Minute**: Configurable option to set the maximum number of requests per minute.
- **Max Iterations**: Limit the maximum number of iterations for obtaining a final answer.
## Implementing the Hierarchical Process
To utilize the hierarchical process, it's essential to explicitly set the process attribute to `Process.hierarchical`, as the default behavior is `Process.sequential`.
Define a crew with a designated manager and establish a clear chain of command.
<Tip>
Assign tools at the agent level to facilitate task delegation and execution by the designated agents under the manager's guidance.
Tools can also be specified at the task level for precise control over tool availability during task execution.
</Tip>
<Tip>
Configuring the `manager_llm` parameter is crucial for the hierarchical process.
The system requires a manager LLM to be set up for proper function, ensuring tailored decision-making.
</Tip>
```python Code
from crewai import Crew, Process, Agent
# Agents are defined with attributes for backstory, cache, and verbose mode
researcher = Agent(
role='Researcher',
goal='Conduct in-depth analysis',
backstory='Experienced data analyst with a knack for uncovering hidden trends.',
)
writer = Agent(
role='Writer',
goal='Create engaging content',
backstory='Creative writer passionate about storytelling in technical domains.',
)
# Establishing the crew with a hierarchical process and additional configurations
project_crew = Crew(
tasks=[...], # Tasks to be delegated and executed under the manager's supervision
agents=[researcher, writer],
manager_llm="gpt-4o", # Specify which LLM the manager should use
process=Process.hierarchical,
planning=True,
)
```
### Using a Custom Manager Agent
Alternatively, you can create a custom manager agent with specific attributes tailored to your project's management needs. This gives you more control over the manager's behavior and capabilities.
```python
# Define a custom manager agent
manager = Agent(
role="Project Manager",
goal="Efficiently manage the crew and ensure high-quality task completion",
backstory="You're an experienced project manager, skilled in overseeing complex projects and guiding teams to success.",
allow_delegation=True,
)
# Use the custom manager in your crew
project_crew = Crew(
tasks=[...],
agents=[researcher, writer],
manager_agent=manager, # Use your custom manager agent
process=Process.hierarchical,
planning=True,
)
```
<Tip>
For more details on creating and customizing a manager agent, check out the [Custom Manager Agent documentation](/en/learn/custom-manager-agent).
</Tip>
### Workflow in Action
1. **Task Assignment**: The manager assigns tasks strategically, considering each agent's capabilities and available tools.
2. **Execution and Review**: Agents complete their tasks with the option for asynchronous execution and callback functions for streamlined workflows.
3. **Sequential Task Progression**: Despite being a hierarchical process, tasks follow a logical order for smooth progression, facilitated by the manager's oversight.
## Conclusion
Adopting the hierarchical process in CrewAI, with the correct configurations and understanding of the system's capabilities, facilitates an organized and efficient approach to project management.
Utilize the advanced features and customizations to tailor the workflow to your specific needs, ensuring optimal task execution and project success.