Step-by-Step Guide
1
Navigate to Agents
- Go to Agents in left sidebar
- Click Create Agent button
2
Basic Information
Fill in:
- Name - Identifier (e.g., “Research Agent”)
- Description - What it does (e.g., “Researches topics and summarizes”)
- Click Next
3
System Prompt
Write instructions for agent behavior:Or use a template. Click Next.
4
Model Selection
Choose routing strategy:
- Smart Routing - Platform picks best model (recommended)
- Specific Model - You choose model
5
Attach Capabilities
- Click Add Capability
- Choose type (Built-in, Connector, Plugin)
- Select specific capabilities
- Click Add
- Repeat for additional capabilities
- Web Search + Browser for research
- Code Runner + Files for data analysis
- Knowledge Retrieval for document Q&A
6
Memory Configuration
Set memory preferences:
- Working Memory - Tokens for current conversation (default: 8000)
- Summary Threshold - When to create summary (default: 5 messages)
System Prompt Tips
Good prompts are:- Specific - Clear role and purpose
- Constrained - What agent should/shouldn’t do
- Examples - Show desired behavior
Agent Settings
After creation, refine in Settings:First Interaction
Test your agent immediately:- Open agent
- Click Chat tab
- Type a message
- See agent response
- Iterate on system prompt if needed
Configuring Capabilities
Add Capability
- Settings > Capabilities
- Click Attach Capability
- Choose type and specific tool
- Configure if needed
- Click Save
Remove Capability
- Settings > Capabilities
- Find capability
- Click Remove
- Confirm
Deployment Options
After testing:- Direct Chat - Use in Console
- API - Programmatic access
- Channels - Telegram, Slack, SMS
- Automation - Scheduled runs
Common First Agents
Research Agent
- Web Search
- Browser
- Code Runner
- System: “Research topics thoroughly…”
Customer Support
- Knowledge Retrieval
- HTTP Client (customer data)
- Files (ticket storage)
- System: “Help customers with their issues…”
Coding Assistant
- Code Runner
- Files
- Web Search
- System: “Expert Python/JS programmer…”
Troubleshooting
Agent not responding
- Check if Active toggle is on
- Verify at least one capability attached
- Test connection by clicking Test
Responses are slow
- Reduce working memory size
- Remove unused capabilities
- Check model selection
- Monitor usage dashboard
Capability not working
- Verify capability is properly attached
- Check capability requirements
- Test capability individually
- Review error messages