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To create an agent starting from the home page, navigate to the Build > Agents menu, then click the Create an agent button. You can also click the Create an agent button on the top right of the page.

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  • adding a document by clicking the Add documents button; button, selecting the documents you want to add and finally clicking the Link documents button. Note that you can also upload new documents via this page by clicking the Upload document button.

  • linking an external integration by clicking the Link an external integration button, then selecting the integrations you want to add and clicking the Link external integrations button on the top right of the page.

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  • Note that you can also create a new integration by clicking the Add external integration button next to the search bar via this page.

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Visit these pages to learn how to create data sources for your agent to use:

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