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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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You can either create a new agent from scratch or a template.
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This page will focus on the agent’s creation from scratch by clicking the button in the From scratch section.
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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 & Documents
Next, you should select the data source(s) and documents your agent should have access 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.
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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 a document button;
linking an external integration by clicking :
Click the Link an external integration button
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Select the integrations you want to add
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Click the Link external integrations button on the
bottom 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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adding a document:
Click the Add documents button;
Select the documents you want to add;
Click the Link documents button.
Note that you can also upload new documents via this page by clicking the Upload document button.
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Visit these pages to learn how to create data sources for your agent to use: |
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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 bottom 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.
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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.
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