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An agent is defined by its identity, model, instructions, capabilities, apps, knowledge, and channels. Go to Agents → New Agent to open the agent editor, then work through the sections below.
1

Identity, model, and instructions

Give the agent an avatar, a Name (e.g. “Marketing assistant”), and a short Description shown in the agent picker. Choose its model from the quick picks - Recommended, Smartest, or Fast & Cheap - or any permitted model. Then write the system prompt: the agent’s personality, task, rules, and output format. See Models and instructions.
Agent editor showing avatar, name, description, model, and instructions fields
2

Capabilities, apps, and knowledge

Toggle the agent’s built-in capabilities, like web search and plenty more, plus Workspace Access. Pick the connected apps it can use, down to individual tools. Attach the knowledge vaults it can search and cite.
Agent editor showing capability toggles, connected apps, and knowledge vaults
3

Communication

Optionally enable email, WhatsApp, or a Slack bot for the agent. See Agent communications.
Agent editor communication section with email, WhatsApp, and Slack bot options
Click Create agent, then Start chat to try it immediately.

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Editing and deleting

Reopen any agent from the Agents list to edit it. Save changes applies immediately to future conversations. Delete agent removes it permanently.

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Tips for effective agents

  • Keep instructions specific: who the agent is, what a good answer looks like, what it should never do.
  • Only attach the apps and vaults the agent actually needs - smaller toolsets make agents faster and more predictable.
  • Test in chat as you iterate; you can edit the agent and start a fresh chat side by side.