Creating Agents
Build a new agent by talking to the Agent Builder
Agents are created and edited through a conversation with the Agent Builder. There's no upfront form — you describe what you want, the Builder creates it, and you keep iterating.
Start a new agent
- Open the agent selector and pick Agent Builder.
- Describe the agent in plain language — what it should help with, who uses it, anything specific it should know.
- The Builder asks for the minimum it needs (a name, a base agent, and which Kind if the intent is unclear) and creates the agent immediately.
- From there, you keep talking. The Builder edits instructions, greeting, capabilities, and the welcome screen as you describe changes. A live preview panel on the side shows everything taking shape.
You never have to fill in a blank form. Every field below ends up filled either by the Builder during the conversation or by you tweaking it directly in the preview.
Agent or Process — chosen from your first request
Every user-defined entry is either a runnable Agent or a documented-only Process (no Execute, no capabilities, hidden from selectors). The Builder chooses one based on how you phrase the request:
- Wording like "diagram", "draw", "flowchart", "visualize", "sketch", "map out", "SOP", "procedure", "checklist", "playbook", "runbook", "steps to…", "document how…" → created as a Process.
- Wording like "assistant that…", "agent that can…", "bot to…", or any list of capabilities, integrations, or actions → created as an Agent.
- If the intent is ambiguous, the Builder asks one short question ("Agent or Process?") before creating.
You can flip the Kind later from the agent's Properties. Promoting a Process to an Agent then lets you pick a base agent and turn on capabilities.
The fields you'll end up with
Required
| Field | What it is |
|---|---|
| Name | Display name shown in selectors |
| Identifier | Unique ID used for @mentions (e.g. sales_helper) |
| Base agent | The platform agent yours extends |
Identifier rules — starts with a letter or underscore; contains only letters, numbers, underscores, or hyphens; unique across your agents. Examples: my_helper, sales_q4, support-tier1.
Choosing a base agent — the base agent decides which capabilities are available, the reasoning ceiling, and whether an instance connection is required.
| If you need… | Pick |
|---|---|
| Quick data lookups, product knowledge | Advisor |
| Daily business operations, data management | Business Specialist |
| Customer-facing tasks, orders | Sales Executive |
| Complex configuration, custom logic | System Architect |
| Direct AI with no tools | Pure AI |
Optional
Reasoning level
Override the base agent's default. Available levels are capped by what the base agent supports.
| Level | Best for | AI cost |
|---|---|---|
| Fast | Quick lookups, simple queries | Lowest |
| Smart | Data analysis, business operations | Medium |
| Expert | Multi-step problem-solving | Higher |
| Genius | Maximum reasoning with extended thinking | Highest |
Leave it on Auto unless the agent consistently needs more (or less) than the base agent's default.
Instructions
Private guidance injected into every conversation. Users don't see it in chat.
Good instructions are specific, actionable, and focused on your particular use case.
Example:
You are helping with our Q4 sales pipeline. Focus on:
- Prioritizing deals over $50K
- Flagging stalled opportunities (no activity in 14+ days)
- Always check customer payment history before recommending discounts
When analyzing deals, always show the close probability and days in current stage.
Avoid: generic guidance the AI already follows, overly long instructions (focus beats volume), and anything that contradicts the base agent's purpose.
Greeting
A custom welcome message shown at the start of every new conversation with this agent. Use it to explain what the agent specializes in, suggest how to get started, and set expectations.
Example:
👋 I'm your Sales Pipeline Assistant, focused on Q4 deals.
I can help you:
- Review high-value opportunities
- Identify stalled deals needing attention
- Check customer history before offering discounts
What would you like to explore?
Suggested actions
Quick-action buttons that appear as cards under the greeting on the home screen when this agent is selected. They give immediate access to common tasks without typing.
Each action has:
| Property | Description |
|---|---|
| Label | Button text — keep it short |
| Type | Action (sends the message), Draft (populates the input), or Link (opens a URL) |
| Value | The message to send or URL to open |
Example for a Sales Pipeline agent:
- "Show high-value deals" (Action)
- "Stalled opportunities" (Action)
- "Open Sales Dashboard" (Link)
Welcome screen (WYSIWYG)
A what-you-see-is-what-you-get editor for the screen end users land on when they open your agent. It shows the agent's icon, name and description, the greeting message, the suggested-action cards, and a preview-only chat input — all live, all editable inline. Edits save automatically and update the same fields used everywhere else.
Shared agents are read-only in the welcome screen editor unless you own them.
Editing later
Just keep talking to the Agent Builder — tell it what to change ("shorten the instructions", "add a button that opens the sales dashboard", "switch the base agent to System Architect") and it updates the agent.
You can also edit any field directly in the side panel: greeting text, suggested actions, the welcome screen, capabilities, base agent, reasoning level, description, icon. Both flows save into the same agent.
Saving and availability
Changes save automatically. As soon as the agent exists, it appears in:
- The profile dropdown → Agent submenu
- The chat input "+" menu → Agent submenu
- The home screen agent selector
- The Agents page (both Table and Gallery views)
Tips
- Start simple. A short, focused instruction beats a long generic one.
- One purpose per agent. Narrow agents are easier to optimize, share, and delegate to.
- Test by chatting with it. Open a normal conversation with your new agent and verify it follows your guidance.
- Iterate. Most agents get noticeably better after two or three rounds of refinement.
Deleting an agent
You can delete an agent you own from two places:
- The Agents page — row action menu.
- The agent's Properties → Danger Zone at the bottom of the page.
Both flows ask you to type the agent's identifier to confirm. Deletion is permanent and immediately removes the agent from every selector. Existing conversations that ran on it are preserved but lose access to its custom instructions, capabilities, and greeting.
Shared agents can't be deleted from your side — only the owner sees the Danger Zone. To stop using a shared agent, leave the share from Agents → Shared with Me.
Duplicating an agent
You can make your own copy of any agent you own.
There are two ways to duplicate:
- From the Agents page, open the actions menu (⋯) on any agent row and click Duplicate.
- Inside the Agent Builder, open the Properties tab and click Duplicate in the Duplicate Agent section.
A confirmation dialog opens with editable Name and Identifier fields. The defaults append today's date and, if needed, a numeric suffix to keep them unique among your agents. If the source already ends with a date suffix, that date is replaced rather than stacked.
The new agent copies instructions, capabilities, base agent, greeting, diagram and UI preferences. Conversations, versions, triggers, optimizations, sharing assignments, and statistics are not copied — the new agent starts clean. After duplicating, you're taken straight into the Agent Builder for the new agent.
Following the assistant across tabs
The Agent Builder workspace has several tabs (Instructions, Diagram, Properties, Capabilities, Greeting, Triggers, and so on). When you ask the Agent Builder to change something, it normally applies the change in the background and tells you what it did.
If the change you requested is best seen on a different tab than the one you're currently viewing — for example you're on Instructions but the assistant just rewrote the Greeting — it will switch you to that tab automatically and show a small notification, so you can immediately see what changed without hunting for it.