Create Your First Agent

Agents are the chatbots that interact with your users. Each agent can be configured with specific knowledge, behavior, and personality.

Creating an Agent

1. Navigate to Agents in the sidebar
2. Click Create Agent
3. Fill in the basic information:
   • Name — A descriptive name for your agent (e.g., “Customer Support Bot”)
   • Description — What this agent does (for your reference)

Agent Configuration

Agent Persona

The agent persona defines your agent’s personality and behavior. This is the instruction that guides how your agent responds.

You can write your own persona or click Generate to use the AI-powered Persona Builder that creates one based on your requirements.

Example:

You are a helpful customer support assistant for Acme Corp.
You answer questions about our products and services based on the provided documentation.
Be friendly, professional, and concise.
If you don't know the answer, say so rather than making something up.

Platform Rules

All agents automatically include built-in safety guardrails:

• Won’t fabricate facts, numbers, or dates
• Says “I don’t know” when information is unavailable
• Won’t guess at missing information
• Corrects incorrect assumptions in questions
• Won’t impersonate professionals (lawyers, doctors, etc.)
• Refuses harmful or inappropriate content

These rules are always active and cannot be disabled.

Knowledge Access Control

Control which documents your agent can access:

• Exclude Mode (default) — Agent accesses all documents except those you select to hide
• Include Mode — Agent only accesses the specific folders, tags, or documents you select

Use Include Mode when you want to restrict an agent to a specific knowledge set.

LLM Configuration

For most users, the default AI model settings work well. Advanced users can customize:

• Model — Choose from available AI models
• Temperature — Lower = more consistent, higher = more creative
• Show Document References — Enable to include source citations in responses

Save Your Agent

Click Create Agent to save. Your agent starts in Testing status, meaning you can test it in the Playground but channel integrations are disabled until you activate it.

Next Step

Your agent is created! Now let’s test it in the playground.