The Agentic platform AI Agent 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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A name, used to call the agent in the chat with “@”;
An avatar (or agent image) that will be displayed next to the agent’s name in the chat;
A brief description of what the agent is used for. This description will be displayed on the agent’s presentation card and may help users choose an agent;
A category that designates the context in which the agent is mostly used.
A series of instructions defining therole of the agent, its tasks, what data it has access to, etc. The purpose of the instructions is to guide the agent in the way they should answer;
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Learn how to write instructions for your agents here. |
A model (also known as an LLM or Large Language Model), which is used to retrieve relevant information and generate the answer to the user’s query.
One or more data sources, including documents and external integrations (such as websites or knowledge bases), that the agent should utilize to deliver accurate and relevant information.
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Learn more about tools here. |
Tutorial
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Build your first agent
Determine your agent’s purpose
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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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the instructions your agents should follow such as role, its tasks, what data it has access to, etc.
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Visit this page to learn the best practices for writing instructions: How to write instructions for your agents. |
the AI model to use for your agent. Choose one 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), such as external integrations or 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.
Note that data sources might not be needed depending on your agent’s purpose.
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You have the option of:
adding a document by clicking the Add documents button, selecting the documents an external integration:
Click the External integrations card;
Select the integrations you want to add
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Note that you can also |
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create a new integration by clicking the |
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Add external integration button next to the search bar via this page. |
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adding a document:
Click the Documents card;
Click Add Documents, select the documents you want to add
, and click Add Documents once more. Note that you can also
upload new documents before adding them to the agent by clicking the
Upload document button.
Provide a description of the documents explaining why your agent should search the documents.
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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, Tools card and 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.
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Builders: anyone with an Agent builder within your organization can edit or chat with the agent.
Only meCreator: the agent will only be available to me the creator of this agent for editing or chatting.
Users (only for chatting): anyone in my organization with an account can chat with the agent.
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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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Once you have finished the configuration of your agent, you can test it by switching to accessing the Chat mode and selecting invoking your agent to discuss with them, or you can click the Chat with agent icon next to your agent in the agent list.
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