Create your first AI agent

An AI agent is a saved role: instructions, the knowledge it may read, the tools it may use, and the model that powers it. You can use an agent yourself in the dashboard, or deploy it to customers on your website.

Before you start#

Add at least one item to Library so the agent has something to answer from. See Add your website to the Library.

Create the agent#

1. Open AI Agents and select Create Agent.
2. Under Basics, enter a Name of up to 100 characters, such as "Customer support". Add a Description (optional) of up to 500 characters, such as "Website support: answers product and order questions", so other members pick the right agent.
3. Write its Instructions: the agent's job, audience, rules and tone, in up to 10,000 characters. See Write a system prompt that works.
4. Under Model, choose an AI model. The list shows the models enabled for your workspace, and the first one is picked for you. If the model supports it, choose how much Thinking it does: Off, On, Low, Medium, High or Extra high, depending on the model. Leave it on Model default to use the model's own setting.
5. Set Library and Portals under Knowledge (see below).
6. Keep Enabled on under Availability and select Create Agent.

You'll see AI agent created and return to the AI Agents list.

The main settings#

Under Instructions you can also set a Suggested replies prompt (optional), for the replies offered after each answer, and a Conversation title prompt (optional), for how each conversation is named.

Knowledge access#

• Library: pick specific items with Pick items, leave the selection empty to use every ready item added on the Library page, or turn on Don't use the Library to run with no Library data. Files attached in a chat stay with it: a visitor's chats read only that visitor's own files, and your chats read files from chats that your Memory choice covers.
• Portals: the agent can search the published articles of your portals. Pick portals, or leave it empty for every enabled portal.

Next steps#

1. Test the agent: open Chat → New conversation on its row, or select Try it in chat on its edit page. See Test your AI agent before customers see it.
2. Give it tools, integrations or a skill: see Give your agent tools and integrations and Teach repeatable behavior with Skills.
3. Put it in front of customers: Deployments → Create Deployment. See Add the chat widget to your website.