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Work in progress |
The Agentic platform allows you to create your own agents, customized to the needs of your teams, with each agent having specific instructions and tools to use.
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You can either create a new agent from scratch or by using a template. In On this examplepage, we will create focus on the creation of an agent from scratch by clicking the New agent/Start from scratch buttonbutton in the related section.
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To learn how to create an agent using a template, visit this page: Create an agent using a template. |
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its name, such as Customer Support for example. The agent’s name must be short and descriptive at the same time.
a dedicated agent image.To edit the image,click the default logo to open the a left panel on the left where you can change the background color and choose an icon among the ones provided.
a category, which will make it easier for users to find agents relevant to their use case. For instance, an agent with the HR type means that it is used for HR tasks.
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a shortdescriptionof its purpose.the instructions your agents should follow such as role, its tasks, what data it has access to, etc.
You can write the instructions yourself or with the help of AI by clicking theGenerate with AIbutton above the text area.
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Visit this page to learn how to write constructive instructions, as well as the best practices: TODO. |
the AI model to use for your agent. Choose one amongst among the ones proposed in the list.
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Visit this page to see the available models, their characteristics as well as recommendations on choosing the right model for your tasks: How to choose an LLM. |
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Data sources
Next, you should select the data source(s) your agent should have access. Depending on the agent’s purpose, adding data sources might not be needed.
You have the option of adding a document by clicking the Add a document button or linking an external integration by selecting the integrations you want and clicking the Link an external integration button.
If none of the options interest you, you can also create a new integration by clicking the Add external integration button next to the search bar.
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Visit this page to learn how to create data sources for your agent to use: Data sources. |
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You can add one or more tools to your agent by clicking the Add a tool buttontools button, selecting the correct tools for your use case, and clicking Save at the top of the page.
Define the visibility of your agent
Finally, it’s time to decide who can access your agent. Click the Next button on the bottom right of the page to access the publish step.
You can share your agent with specific people and teams or give everyone access to use or edit the agent.
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