Creating Agents

Build a new AI agent step by step

Create an agent to automate tasks, answer questions, or help users accomplish goals. The creation wizard guides you through the essential configuration.

Starting the Wizard

1. Open Agent Creator
2. Click Create Agent in the top right
3. Choose how to start:

Option	Description
From Scratch	Walk through the wizard step by step
Import AGENTS.md	Upload an exported agent configuration file

Wizard Steps

1. Choose a Profile

Select the complexity level for your agent:

Simple

Single-turn responses without tools. Best for:

• FAQ bots
• Simple Q&A
• Text generation tasks

Light Agent

Multi-turn conversations with basic tool use. Best for:

• Task-oriented assistants
• Document search and retrieval
• Simple workflows

Full Agent

Advanced autonomy with planning and reflection. Best for:

• Complex research tasks
• Multi-step workflows
• Tasks requiring judgment

Orchestrator

Coordinates multiple agents. Best for:

• Multi-domain problems
• Specialized agent teams
• Enterprise workflows

Not sure? Start with Light Agent. It handles most use cases and you can upgrade later.

2. Name and Description

Give your agent an identity:

• Name - A clear, descriptive name (e.g., “HR Policy Assistant”)
• Description - What the agent does and who it’s for

The description helps users understand what your agent can help with when they discover it in the gallery.

3. Select a Model

Choose the AI model that powers your agent. Your organization may have specific models available. Consider:

• Capability - More powerful models handle complex reasoning better
• Speed - Faster models respond more quickly
• Cost - Usage is typically metered by tokens processed

Model availability depends on your organization’s configuration. Contact your admin if you need access to additional models.

4. Write Instructions

Define how your agent should behave. This is your agent’s “personality” and guidelines.

You are an HR Policy Assistant for Acme Corp.

Your role:
- Answer questions about company policies
- Help employees find the right forms and procedures
- Escalate sensitive matters to HR representatives

Guidelines:
- Be professional but friendly
- Cite specific policy documents when answering
- If unsure, say so rather than guessing

Keep initial instructions brief. You can refine them after testing in the playground.

After Creation

Your new agent opens in the workspace, where you can:

1. Test it - Open the Playground and start a conversation
2. Add capabilities - Connect knowledge bases and tools
3. Refine instructions - Improve based on testing
4. Publish - Make it available to others

Importing Agents

To import an existing agent:

1. Click Create Agent
2. Select Import AGENTS.md
3. Choose your .agents.md or .md file
4. Click Import

The import creates a new agent with the configuration from the file. You can then modify it as needed.

AGENTS.md is the portable format for agent configurations. Export any agent to get this file and share it or version control it.

Exporting Agents

To export an agent:

1. Open the agent’s workspace
2. Click the menu (three dots) in the header
3. Select Export

This downloads an .agents.md file containing:

• Name and description
• Instructions
• Model configuration
• Tool and knowledge base references

Next Steps

After creating your agent:

Write better instructions

Learn prompt engineering techniques for effective agent behavior

Add capabilities

Connect tools and knowledge bases to extend what your agent can do