Create Your First Agent

From the Dashboard, choose + New Agent to open the creation wizard. It walks you through the essentials in four steps — Basic Info → Instructions → Review → Done — and shows a live preview as you type.

Step 1 — Basic Info

• Agent Name — a clear, descriptive name your users will see.
• Description — what the agent does and who it helps.
• Category and Language — pick the closest category and the primary language.
• Agent Avatar — choose an avatar colour; the preview updates instantly.

Step 2 — Instructions

Give the agent its system instructions — the prompt that defines its role, tone and boundaries. See System Instructions for how to write these well.

Step 3 — Review

Check the summary. Nothing is published yet — you can keep refining.

Step 4 — Done

Your agent is created as a draft. From here you'll open the full agent builder to add knowledge, tools and workflows, then test and publish it.

Tip: You don't have to get everything right in the wizard. It captures the basics; the agent builder is where you fine-tune persona, attach knowledge sources, connect tools, and design workflows.

Next steps

• Agent Configuration — the full builder.
• Adding Knowledge Sources — ground the agent in your data.