Agents
Build your own specialists on top of Operator's base agents
A user-defined agent is a saved specialist that wraps one of the platform's base agents with your own identity, instructions, greeting, capabilities, and (optionally) a flow diagram. Once saved, it appears in the agent selector and behaves like any built-in agent — except it follows the focus you gave it.
Why build your own agents
User-defined agents are useful when you want a repeatable specialist tuned to the way your business actually works.
- Capture and refine real business processes — write instructions once, save them, and keep improving them over time instead of repeating the same guidance in every chat.
- Optimize for repeated use — prepare the agent for a specific ERP instance so it remembers the people, products, and document types it works with, then runs faster and more reliably on every later conversation.
- Delegate to other agents — let one saved agent hand off work to another, so complex workflows split into focused, reusable pieces.
- Visualize the workflow — every agent gets an auto-generated diagram of its data flow, capabilities, and the entities it touches, making it easy to review and share.
Agent or Process
Every user-defined entry has a Kind:
- Agent — runnable. Has capabilities, can act, shows up in selectors.
- Process — not runnable. Captures a procedure, SOP, or diagram you want to document; hidden from selectors.
You don't pick the Kind from a menu — the Agent Builder decides at creation time from how you describe what you want, and you can flip the Kind later from the agent's Properties.
What you can shape on an agent
Each of these is its own area you can fill in over time:
| Area | What it controls |
|---|---|
| Identity | Name, identifier (for @mentions), description, icon |
| Base agent | Which platform agent yours extends — sets available capabilities, reasoning ceiling, and instance requirements |
| Reasoning level | How deeply the agent thinks per turn (Fast → Genius, or Auto) |
| Instructions | Private guidance the AI sees on every turn; users don't see it |
| Greeting | Welcome message and quick-action buttons shown when a new chat starts |
| Welcome screen | A WYSIWYG preview of what the user sees before they type |
| Capabilities | The tools the agent is allowed to use (data, email, calendar, sub-agents, …) |
| Diagram | An AI-generated map of the agent's data flow and actions — see Working with Diagrams |
| Optimization | Per-instance warm-up that pre-resolves the names and IDs the agent uses — see Agent Optimization |
| Sharing | Give colleagues access to use (not edit) the agent |
| Delegation | Let the agent split work across other user-defined agents — see Delegation & Sub-Agents |
How you build and edit them
You build agents by talking to the Agent Builder. Open it from the agent selector, describe what you want in plain language, and it creates the agent for you. A live preview panel on the side shows the agent taking shape — instructions, greeting, welcome screen, diagram — and you can keep refining either through the conversation or by editing fields directly in the preview.
There's no separate "form" to fill in upfront. The agent exists from the first creation step; everything after that is iteration.
Where your agents show up
- Agent selector — profile dropdown and the chat input "+" menu, under My Agents (or Shared with Me).
- Home screen — agent picker before you start a new conversation.
- Agents page — a full listing with two layouts: a compact Table view and a visual Gallery view showing each agent's latest diagram as a thumbnail.
Quick links
- Creating Agents — Build one from scratch with the Agent Builder
- Working with Diagrams — Visualise your agent's data flow
- Using Agents — Selection, @mentions, conversation behavior
- Sharing Agents — Give colleagues access
- Agent Optimization — Faster, cheaper runs on a specific instance
- Delegation & Sub-Agents — Let agents call other agents
- Building an Agent Workforce — Combine optimization and delegation
- Version History & Restore — Roll back any change