Create an agent
Pick one of six templates or start from nothing.
Agents in the sidebar → New agent. Needs agent.create. The dialog offers two routes:
From a template
Six templates, each with a brief and a tool set already written:
| Template | What it does | Tools it comes with |
|---|---|---|
| Research agent | Searches the knowledge bases and the web, reads what it finds and writes a short cited answer. Not a browser — it reads, it cannot click. | Knowledge search, Web search, Fetch a URL |
| Customer support agent | Answers customers from the documents you attach, in their own words, and remembers what each person told it. Needs a knowledge base. | Knowledge search, Remember something, Search what you remember |
| Data analyst agent | Opens attached spreadsheets, works through them and reports with the numbers it used. | Read a spreadsheet, Create a spreadsheet, Knowledge search |
| HR assistant | Answers about leave, benefits and process from HR documents. The most cautious one: never invents a policy. | Knowledge search |
| Sales assistant | Answers about product and pricing, drafts follow-ups, remembers each account's context. | Knowledge search, memory |
| Document agent | Reads and processes documents according to the brief. | Knowledge search, Save a document |
Pick a template → the TemplateForm: set a Name, tick the Knowledge bases it may search, review Tools it comes with (tools the deployment cannot run yet are flagged) and the read-only brief. Click Create agent.
From nothing
Start from nothing → only a Name and Instructions. Add the model, tools and knowledge bases later in the Configuration tab.
After creating
A new agent is a draft, opened on its detail page with six tabs: Run · Configuration · Flow · Triggers · Versions · History. Test it in Run, adjust in Configuration, then Activate when triggers, the API or widgets should be able to use it.