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Build an agent

Name a new agent, choose its category and who can see it, then create it.

Open Agents and choose New agent. The page is titled New agent. It says Name it and say what it is for. You write what it is told next, in conversation.

Agent type

Agent type is Agent or Remote agent. This cannot change after creation. A remote agent belongs to the company, starts without a base agent, and the page says Remote conversations are not available yet. Creating an agent sends nothing to a remote service.

What it's called

  • The section is What it's called. The note is What people call it, and what it does.
  • Name. The help says How people will refer to it. You can change it later.
  • What it is for, in one sentence.
  • If another agent already has that name, the page says An agent already has that name.

Where it belongs

  • The section is Where it belongs. The note is Its category, who can see it, and its icon.
  • Category. The help says Who it acts for. It sets the checks the agent must pass to publish.
  • Who can see it is Company-wide or Just me. The note says Just me keeps it to you. A remote agent is company-wide.
  • Icon, then Change icon. The picker is titled Icon picker. The note says You can change the icon any time in the agent's Settings.

What it starts from

  • For an ordinary agent the section is What it starts from. The note is Start from scratch or from an agent you already have.
  • Turn on Build on an existing agent, then pick a Base agent. The help says It starts with the base's instructions and skills; anything you add is yours. What that base locks is on Base agent parts.
  • Choose a Model.
  • Choose Create agent. While it saves, the button says Creating….
  • If it cannot be created, the page says That agent could not be created. Try again.

The new agent is a draft. Its header says Draft. Not live until you publish. The foot of the form says Choose a voice later on the identity’s Voice section.

When there is no category yet

An administrator with no category sees Your first category and Agents are grouped by category, and this company has none yet. Make the first one and carry on. Fill Category name (the help says General is a good first one) and What belongs here, then Create a category. The note says You can rename it, and add more, under Company settings › Categories. If it fails, the page says That category could not be created. Try again.

Someone who cannot start an agent sees You cannot start an agent here. There is no category you may build in, so there is nothing to fill in; ask an administrator.