Create Agent - Advanced

Basic Information

Define the fundamental identity of your AI agent.

Agent Name *

Choose a memorable and descriptive name

Tagline

Optional

Description *

This helps users understand your agent's capabilities

0/500

Identifier

Auto-generated from the name

Identifier

Auto-generated from name. Use lowercase letters, numbers, hyphens, and underscores only.

What should your agent do?

Choose the main purpose of your agent. You can always customize it later.

What should your agent help with?

Pick the best match — you can customize everything later

Choose what your agent should do

Pick from the options above based on what you need, or choose "Build Your Own" to start from scratch.

Capabilities

Enable the features that match your use case.

Advanced Reasoning

Recommended

Step-by-step logical reasoning for complex tasks

Image Understanding

Analyze and understand images in conversations

Task Delegation

Delegate tasks to other agents in a team

Conversation Memory

Beta

Remember context from previous conversations

Context Length

Standard context

Approximately 1,000-2,000 tokens per message.

Integrations

Connect external services and APIs to extend your agent's capabilities.

Calendar

Database

Connected Integrations

No integrations connected yet. Add integrations to let your agent perform actions like sending emails or accessing databases.

Click the button below to add your first item

Knowledge Base

Give your agent access to specific information and documents.

Documents

PDFs, Word docs, text files

Websites

Web pages, help centers

FAQs

Question & answer pairs

Spreadsheets

CSV, Excel data

Knowledge Sources

No knowledge sources added yet. Add documents, websites, or FAQs to help your agent answer questions accurately.

Click the button below to add your first item

Personality

Define how your agent communicates and behaves.

FriendlyProfessionalConciseEmpatheticTechnicalCasual

Selected Traits

No personality traits selected yet. Add traits to shape how your agent communicates with users.

Click the button below to add your first item

Appearance

Customize how your agent looks in the chat interface.

Theme Color

#6366F1

Welcome Message

Make it friendly and explain what your agent can help with

Font Size

Access & Security

Configure who can access and interact with your agent.

Access Level

Access Levels Explained

Private

Only you can access this agent. Ideal for personal or internal testing.

Public

Anyone with the link can chat with your agent. Great for customer-facing agents.

Password Protected

Users must enter a password to access. Perfect for team or client-only agents.

Agent Type

Help & Guidance

What is this?

This is where you decide what your agent will DO. Pick a type that matches your main goal - like answering customer questions, collecting leads, or helping with sales. The type you choose sets up smart default instructions that you can customize.

Pro Tips

Pick the type closest to your main use case
You can always change the instructions after selecting
The "Build Your Own" option gives you full control
Most users start with "Website Assistant" or "Support Agent"

Examples

Website Assistant

Best for answering visitor questions about your business

Lead Collector

Great for capturing visitor emails and growing your list

Support Agent

Perfect for helping customers solve problems

Best Practices

Think about what your visitors need most
Start simple and add complexity later
Test with real questions your customers ask
The instructions are just a starting point

Avoid These Mistakes

Choosing based on what sounds cool vs. what you need
Making instructions too complicated
Not customizing the default instructions

Quick Actions

After choosing the agent type

Name your agent

Basic Information

What should your agent do?

What should your agent help with?

Website Assistant

Lead Collector

Product Guide

Appointment Booker

Build Your Own

Choose what your agent should do

Capabilities

Advanced Reasoning

Image Understanding

Task Delegation

Conversation Memory

Integrations

Connected Integrations

Knowledge Base

Knowledge Sources

Personality

Selected Traits

Appearance

Access & Security

Access Levels Explained

Private

Public

Password Protected