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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.

You can either create a new agent from scratch or a template. On this

This page , we will focus on the agent’s creation of an agent from scratch by clicking the button in the related From scratch section.

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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 a left right panel 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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• the

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• the AI model to use for your agent. Choose one among the ones proposed in the list.

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Next, you should select the data source(s) your agent should have access . Depending on the agent’s purpose, adding 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

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• external

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

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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.

You can share your agent with specific people and teams or give everyone access to use or edit the agent.

• Private: the agent is only available to you.

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

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

– example screenshot to do --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 edit your agent and who can chat with them:

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

• Only me: the agent will only be available to me for editing or chatting.

• 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.