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:

• 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 the role 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;

• 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.

• One or several tools that determine what an agent can do;

Build your first agent

Determine your agent’s purpose

Before you create and set up your agent, it's important to consider a few key factors. Start by defining your use case and how the agent will be utilized. Here are some essential questions to help you configure your agent effectively:

• 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, 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.

This page will focus on the agent’s creation from scratch by clicking the button 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 a right panel where you can 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.

• 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 among the ones proposed in the list.

Data sources

Next, you should select the data source(s) 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.

You have the option of:

• adding a document by clicking the Add 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 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 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.

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 switching to the Chat mode and selecting your agent to discuss with them.