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.

Overview

An agent is comprised of the following elements:

General information

• A name, used to call the agent in the chat with “@”;

• A type, such as HR, Customer support, etc.;

• 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 series of instructions that guide the agent in the way they should answer;

• An AI model (also known as a Large Language Model) is used to generate the answer.

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

Data sources

• Data linked to an agent, such as documents, websites, knowledge bases, etc. allowing the agent to provide accurate and relevant insights.

Skills

• one or more skills that define what the agent can do;

Build your first agent

Determine your agent’s purpose

Before creating and configuring your agent, you need to do some preliminary thinking by determining your use case and how the agent will be used. Below are the important questions you should think about to properly configure your agent:

• What is the main purpose of my agent?

• What persona should my agent assume?

• Who will use my agent?

• What tasks will it have to perform?

• What data should it leverage?

Create a new agent

To create an agent starting from the home page, navigate to the Agents menu item, then click the Create an agent button.

You can either create a new agent from scratch or by using a template. In this example, we will create an agent from scratch by clicking the New agent/Start from scratch button.

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Provide your agent’s general information

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

• a name, starting with the @ symbol, e.g. @CustomerSupport.

• an avatar that will be displayed next to the agent’s name in the chat.

• a type, which will categorize your agent and make it easier for users to find agents relevant to their use case. For instance, an agent with the HR type means that it should be used for HR tasks.

• a short description of its purpose.

• the instructions your agents should follow such as role, its tasks, what data it has access to, etc.

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

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

Select your data sources

Next, select the data your agent should have access to.

You can either select an existing data source or add a new one if the one you want is not available in the list.

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Add the skills

Select the skills your agent should be able to access to perform different tasks.

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Define the visibility of your agent

Finally, it’s tome to decide who can access your agent.

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.

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