Agent Catalog

Formul8 provides 13 specialized AI agents, each with deep expertise in a specific area of the cannabis industry. This document is the complete reference for every agent — what it knows, what to ask it, and which subscription tier includes it.

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How Agent Routing Works

When you send a message in F8Chat, the platform analyzes your question and automatically routes it to the most appropriate agent based on keywords and intent. You do not need to select an agent manually.

The agent that handled your message is identified in the response. If you want a different agent's perspective, rephrase your question with keywords from that agent's domain (see the keyword lists below).

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Tier 1: Core Agents

Available on all paid tiers (Pro, Operator, Team). Free tier includes Formul8 General and Formulation (science queries are also handled by the Formulation agent).

Formul8 General (f8_agent)

Available on: Free, Pro, Operator, Team

The general-purpose agent and default router. Handles broad questions about the cannabis industry, business strategy, and multi-topic queries. When a question does not clearly match a specialist agent, Formul8 General handles it.

What it knows:

• Cannabis industry overview and business strategy
• Cross-domain questions spanning multiple agent specialties
• Agent routing and coordination for complex queries
• General business planning and operational guidance

Example questions:

• "What are the biggest challenges facing cannabis operators in 2026?"
• "Help me plan a business strategy for a new dispensary in Michigan"
• "Compare the pros and cons of vertical integration vs. horizontal scaling"
• "What should I know before applying for a cannabis license?"

Web search: Not enabled

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Compliance Agent (compliance)

Available on: Operator, Team

The regulatory compliance specialist. Backed by a RAG knowledge base of state-specific cannabis regulations, this agent provides detailed guidance on licensing, packaging, labeling, testing requirements, transport manifests, and more.

What it knows:

• State-specific cannabis regulations across all 50 U.S. states
• Licensing applications and renewal processes
• Packaging and labeling requirements
• THC/potency limits by state and product type
• Testing requirements and standards
• Transport and manifest regulations
• Compliance audit preparation
• Regulatory agency guidance (MED, DCC, OCC, OMMA, CCC, DEA)

Example questions:

• "What are Colorado's packaging requirements for edibles?"
• "What is the maximum THC per serving in California?"
• "Do I need child-resistant packaging for topicals in Oregon?"
• "What are the manifest requirements for transporting cannabis in Oklahoma?"
• "Has anything changed recently in Michigan's testing requirements?"
• "What records do I need to keep for a compliance audit in Massachusetts?"

Web search: Enabled (confidence threshold: 0.3) — use the Search toggle for the most current regulatory updates

RAG data sources: State regulation corpus (California, Colorado, and expanding), compliance guidance documents

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Formulation Agent (formulation)

Available on: Free, Pro, Operator, Team

The product formulation and recipe development specialist. Backed by scientific research data including PubMed papers on cannabinoids, terpenes, and pharmaceutical formulation science.

What it knows:

• Recipe development for edibles, tinctures, topicals, beverages, and concentrates
• THC/CBD dosage calculations
• Ingredient selection and compatibility
• Cannabinoid and terpene profiles
• Bioavailability optimization (nanoemulsion, liposomal delivery)
• Product stability and shelf-life planning
• Onset time and duration by delivery method

Example questions:

• "Help me formulate a 10mg THC gummy with a 1:1 CBD ratio"
• "What is the best emulsifier for a THC-infused beverage?"
• "How do I calculate the dosage for a 500mg CBD tincture?"
• "What terpene profiles complement a relaxation edible?"
• "How long is the shelf life of a cannabis-infused chocolate?"
• "What temperature should I use for decarboxylation?"

Web search: Enabled (confidence threshold: 0.3)

RAG data sources: PubMed research papers, compliance regulation data

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Operations Agent (operations)

Available on: Team

The facility operations and production specialist. Covers everything from cultivation to extraction, equipment maintenance, SOPs, and post-processing workflows.

What it knows:

• Facility operations and layout planning
• Cultivation — growing, harvest, dry, cure, trim
• Extraction methods — BHO, CO2, ethanol, solventless, rosin
• Equipment operation and troubleshooting
• Production planning and batch scheduling
• Quality control processes
• Sanitation and cleaning protocols
• Waste management and disposal
• SOP development and maintenance

Example questions:

• "What is the optimal drying temperature and humidity for cannabis flower?"
• "How do I troubleshoot a vacuum oven that is not holding pressure?"
• "What is the proper procedure for ethanol extraction?"
• "Help me develop an SOP for our extraction lab cleaning process"
• "Can I store raw biomass and finished products in the same room?"
• "What are the KPIs I should track for my extraction operation?"

Web search: Not enabled

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Tier 2: Specialist Agents

Available on Operator ($100/month) and Team ($800/month) tiers.

Marketing Agent (marketing)

Available on: Operator, Team

The cannabis marketing and brand strategy specialist. Provides guidance on marketing strategy, campaign development, and customer acquisition within the constraints of cannabis advertising regulations.

What it knows:

• Cannabis marketing strategy and planning
• Brand development and positioning
• Advertising campaign design (compliant with cannabis ad restrictions)
• Customer acquisition and retention strategies
• Digital marketing and social media for cannabis brands
• Market research and competitive analysis

Example questions:

• "How should I market a new line of cannabis edibles in Colorado?"
• "What social media platforms allow cannabis advertising?"
• "Help me develop a brand positioning strategy for a premium concentrate line"
• "What are the advertising restrictions for cannabis in California?"
• "How do I build a customer loyalty program for my dispensary?"

Web search: Not enabled

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Sourcing Agent (sourcing)

Available on: Team

The supply chain and procurement specialist. Helps with vendor evaluation, inventory management, cost optimization, and quality assurance across the cannabis supply chain.

What it knows:

• Supply chain management for cannabis operations
• Vendor sourcing and evaluation
• Procurement strategies and negotiation
• Inventory management and optimization
• Quality assurance for supplier materials
• Cost optimization across the supply chain

Example questions:

• "How do I evaluate a new cannabis packaging supplier?"
• "What should I look for in an ethanol supplier for extraction?"
• "Help me build an inventory management system for our dispensary"
• "What are best practices for managing multiple cultivation vendors?"
• "How can I reduce supply chain costs without compromising quality?"

Web search: Not enabled

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Patent Agent (patent)

Available on: Team

The intellectual property and patent research specialist. Assists with patent landscape analysis, IP strategy, and freedom-to-operate research in the cannabis space.

What it knows:

• Cannabis patent research and landscape analysis
• Intellectual property strategy
• Freedom-to-operate (FTO) assessments
• Innovation tracking in the cannabis industry
• IP portfolio management guidance
• Patent filing process overview

Example questions:

• "Are there existing patents on nanoemulsion-based THC delivery?"
• "How do I protect my proprietary extraction process?"
• "What is the current patent landscape for cannabis beverages?"
• "Do I have freedom to operate with this formulation method?"
• "What should I know about trade secrets vs. patents in cannabis?"

Web search: Enabled (confidence threshold: 0.3) — useful for current patent database searches

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Customer Success Agent (customer_success)

Available on: Team

The customer success and retention specialist. Focuses on dispensary customer experience, onboarding processes, loyalty programs, and satisfaction measurement.

What it knows:

• Customer success strategies for cannabis businesses
• Retention and loyalty program design
• Customer support optimization
• Onboarding process design
• Satisfaction measurement and NPS tracking
• Account management best practices

Example questions:

• "How do I design an onboarding program for new dispensary customers?"
• "What loyalty program structures work best for cannabis retail?"
• "How should I measure customer satisfaction at my dispensary?"
• "What are the top reasons cannabis customers churn?"
• "Help me build a customer support workflow for online orders"

Web search: Not enabled

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MCR Agent (mcr)

Available on: Operator, Team

The Master Control Record (MCR) management specialist. Helps with documentation systems, compliance tracking, audit trail maintenance, and regulatory reporting.

What it knows:

• Master Control Record creation and management
• Documentation and record-keeping standards
• Compliance tracking systems
• Data integrity management
• Audit trail maintenance
• Regulatory reporting requirements

Example questions:

• "What should be included in a Master Control Record for our extraction process?"
• "How do I set up a documentation system that meets compliance requirements?"
• "What records do regulators expect during an audit?"
• "Help me design an audit trail system for our manufacturing process"
• "What is the proper way to document a batch deviation?"

Web search: Not enabled

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Tier 3: Advanced Agents

Available on the Team tier ($800/month) only.

Spectra Agent (spectra)

Available on: Team

The spectral analysis and quality testing specialist. Provides guidance on analytical testing protocols, lab equipment operation, and data interpretation for cannabis quality assurance.

What it knows:

• Spectral analysis techniques (HPLC, GC-MS, UV-Vis, FTIR)
• Quality testing protocols and standards
• Lab equipment operation and calibration
• Analytical chemistry for cannabinoid and terpene profiling
• Test data interpretation
• Testing standards compliance (state-specific requirements)

Example questions:

• "How do I interpret HPLC results for cannabinoid potency?"
• "What is the proper calibration procedure for a GC-MS system?"
• "What testing is required for cannabis edibles in Colorado?"
• "How do I identify pesticide contamination using spectral analysis?"
• "What are the acceptable variance ranges for potency testing?"

Web search: Not enabled

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Ad Agent (ad)

Available on: Team

The advertising strategy and creative development specialist. Focuses on campaign planning, media strategy, and creative content for cannabis brands operating within regulated advertising environments.

What it knows:

• Advertising strategy and campaign planning
• Promotional campaign development
• Media buying and placement (cannabis-compliant channels)
• Creative content development
• Campaign performance analysis
• Brand messaging optimization

Example questions:

• "Help me plan a launch campaign for our new vape line"
• "What programmatic advertising options exist for cannabis brands?"
• "How do I measure the ROI of our current ad campaigns?"
• "What creative approaches work best for cannabis advertising?"
• "Help me write compliant ad copy for our dispensary"

Web search: Not enabled

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Editor Agent (editor_agent)

Available on: Team

The content editing and document management specialist. Also serves as the platform's bug reporting and issue tracking interface — use it to report problems or request improvements.

What it knows:

• Document editing and revision
• Content review and optimization
• Format standardization
• Quality assurance for written content
• Bug report handling and issue tracking
• System improvement suggestions

Example questions:

• "Review this SOP for clarity and completeness"
• "Help me standardize the format of our compliance documents"
• "I found a bug — the compliance agent gave incorrect information about Oregon labeling"
• "Something is not working correctly with the web search feature"

Web search: Not enabled

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F8 Slackbot (f8_slackbot)

Available on: Coming soon

The Slack integration and team collaboration agent. Enables Formul8 capabilities within your team's Slack workspace for real-time collaboration and notifications. Currently in development.

What it knows:

• Slack integration and automation
• Team collaboration workflows
• Notification and alert configuration
• Workflow automation across tools
• Team productivity optimization

Web search: Not enabled

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Agent Availability by Tier

Note: Science queries are handled by the Formulation agent. F8 Slackbot is in development.

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Web Search Availability

Only certain agents support the web search toggle. When enabled, these agents can retrieve and cite live web content:

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Next Steps

• F8Chat User Guide — learn how to use the chat interface effectively
• Getting Started — sign up and try your first conversation
• Pricing & Plans — see which tier gives you access to the agents you need

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Last updated: 2026-02-18