Agents

Creating an Agent

Set up a new agent's identity — name, avatar, description, and instructions.

An agent is a personified AI assistant you set up once and then chat with. Each agent has its own name, avatar, instructions, and a set of connected resources. Every new workspace comes with a ready-made MAIN agent, so you can start right away and create more as you go.

Where to find it: open Agents in the left sidebar. The screen is titled Agents with the note "Manage your personified assistants, create new personalities, and start conversations."

Creating an Agent

On the Agents screen, click the New Agent card. The form opens on the Identity tab, where you set up who the agent is:

Name the agent

Fill in Agent name (required) — for example, "Sales Assistant."

Pick an avatar

Under Agent avatar, choose a generated style — Pixel Art, Robot, or Minimal — or upload your own image.

Describe what it does

Use the What does this agent do? field to write a short summary of the agent's purpose, and optionally add a department label.

Write the instructions

In Custom Instruction, describe the agent's persona and how it should behave — e.g. "You are a sales assistant. Qualify leads by asking about company size, budget, and timeline, and keep replies concise." This text is specific to this agent.

Create

Click Create. The agent is added to your workspace and you can configure the rest of its tabs.

💡Tip

Changes you make while editing an agent save automatically— you'll see "All changes saved" as you work. Click Done when you're finished.