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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• Guardrails, which are predefined guidelines or rules ensuring that an agent operates safely and effectively.

Build your first agent

Determine your agent’s purpose

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• What is the primary purpose of my agent?

• What persona should it adopt?

• Who will be using the agent?

• What tasks will it need to perform?

• What data should it access?

Create a new agent

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

You can either create a new agent from scratch or by using a template. In this example, we will create an agent

This page will focus on the agent’s creation from scratch by clicking the New agent/Start from scratch buttonbutton in the From scratch section.

General information

Begin by providing general information about your agent, such as:

• 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 right panel on the left where you can change the choose a 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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• 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 the Generate with AI button 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.

• the guardrails to apply to your agent. You can choose several from the ones proposed.

Data sources

Next, you should select the data source(s) your agent should have access . Depending on the agent’s purpose, adding data to. Make sure that you only add data sources relevant to the agent’s tasks and avoid adding irrelevant data. Remember that quality is better than quantity.

Note that data sources might not be needed depending on your agent’s purpose.

You have the option of:

• adding a document by clicking the Add

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

Tools

You can add one or more tools to your agent by clicking the Add a tool button.

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tools button, selecting the correct tools for your use case, and clicking Save at the top of the page.

Publish 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.

Here, you can define the access and permissions, the agent’s description, and the preset questions.

Access and permissions

You can choose who can share edit your agent with specific people and teams or give everyone access to use or edit and who can chat with them:

• Builders: anyone with an Agent builder within your organization can edit or chat with the agent.

• PrivateOnly me: the agent is will only be available to youme for editing or chatting.

• Company: the agent is available to you and your colleagues company-wide.

• Shared: the agent is available to specific users designated by you.

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• Users (only for chatting): anyone in my organization with an account can chat with the agent.

Agent description

You can add a short description to your agent to indicate to users what the agent can do. This description will be displayed in the chat interface and visible to all users.

Preset questions

You can add up to three preset questions, whose purpose is to guide the user on how to query the agent. You can put them in any order by dragging them in the position you want.

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Finally, click Create on the bottom right to finalize the creation of your agent.

Test your agent

Once you have finished the configuration of your agent, you can test it by typing in the chat box in the right panel switching to the Chat mode and selecting your agent to discuss with them.