Creating Agents
14 steps - 5 minutes
Learn how to create and manage AI agents to customize your chat experience.
What are Agents?
Agents are AI role definitions that shape how the AI responds to you. They include identity (name, role, purpose), knowledge (context blocks and prompts), behavior (communication style and rules), tool access, and sharing settings. Agents can be personal or shared with your workspace, and workspace agents can be assigned to one or more teams.
Navigate to Agents
From the sidebar, click on "Agents" to access your agent library.
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Click "Create Agent"
Click the "Create Agent" button to start the agent creation wizard.
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Step 1: Identity - Enter Basic Information
Enter the agent name, role, and purpose. The name is what you will see in dropdowns (e.g., "Marketing Expert"). The role describes what this agent does (e.g., "Senior Marketing Strategist"). The purpose explains when to use this agent.
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Step 1: Identity - Add System Prompt (Optional)
Add a unified system prompt that defines the agent behavior, expertise, and communication style. This is the core instruction that shapes how the AI responds when using this agent.
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Step 1: Identity - Add Departments and Expertise (Optional)
Tag the agent with relevant departments and expertise areas for better organization and discovery.
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Step 2: Knowledge - Select Context Blocks
Choose context blocks to provide the agent with relevant background knowledge. You can select from your existing context blocks or create new ones.
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Step 2: Knowledge - Select Prompts
Attach prompts that this agent should have access to. These can be reusable instructions or templates.
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Step 3: Behavior - Set Communication Style
Choose the communication style: Professional, Conversational, Technical, or Friendly. Adjust trait sliders for proactivity, detail level, empathy, and creativity.
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Step 3: Behavior - Define Rules
Add "Always" rules (things the agent should always do) and "Never" rules (things the agent should never do) to guide behavior.
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Step 4: Tools - Select Integrations
Choose which integrations and tools this agent can access. You can whitelist specific tools or allow all tools.
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Step 5: Access - Set Scope and Teams
Choose whether this agent is Personal (only you) or Workspace (your team). For workspace agents, you can assign one or more teams. You can also specify individual users who should have access.
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Review and Create
Review all settings and click "Create Agent" to save. The agent will now be available in chat and automations.
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Using Your Persona in Chat
In the chat interface, click the agent selector at the top. Search or browse your agents and select one to activate it for the conversation. The default is "Uru Guru" (no agent).
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Editing Agents
Click on any agent in your library to view details, then click "Edit" to modify any settings using the same wizard.
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Best Practices
- •Use the unified system prompt to define the agent core behavior and expertise
- •Attach relevant context blocks to give the agent domain knowledge
- •Set clear "Always" and "Never" rules to guide behavior
- •Use team assignments on workspace agents to target the right teams without duplicating agents
- •Whitelist only the tools the agent needs for better security and focus