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Accessing the Agents Page

Navigate to the Agents page from the sidebar to view and manage all your agents. This page displays:
  • All agents organized by workspace
  • Quick actions for creating and importing agents
  • Search and filtering tools
  • Agent cards with key information

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Creating a New Agent

There are three ways to create an agent in the platform:

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Method 1: Create from Scratch

1

Open the New Agent Dialog

Click the New Agent button in the top-right corner of the Agents page.
2

Configure Basic Information

Provide the following details:
  • Agent Name: A clear, descriptive name for your agent
  • Description: Explain what this agent does (optional but recommended)
  • Icon: Choose an emoji or icon to represent your agent
3

Set Up Agent Behavior

Define how your agent should operate:
  • System Instructions: Provide detailed instructions about the agent’s role, behavior, and goals
  • Model Selection: Choose the AI model that will power your agent
4

Add Tools and Integrations

Connect the tools and integrations your agent needs to perform its tasks. You can add these in the Tools and Integrations tabs.
5

Configure Model Settings

Select the AI model, adjust temperature, and enable agent abilities like Python code execution, web search, or computer use.
6

Save and Deploy

Click Save to create your agent. It will be immediately available for use.

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Method 2: Browse Templates

Start from pre-built templates designed for common use cases:
1

Open Templates

Click the Browse Templates button on the Agents page.
2

Select a Template

Browse available templates and choose one that matches your needs.
3

Customize the Template

Modify the template’s configuration to fit your specific requirements.
4

Save Your Agent

Save the customized agent to your workspace.
Templates are a great way to get started quickly. You can always customize them further after creation.

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Method 3: Import an Agent

Import agents from files or other sources:
1

Click Import

Select the Import button on the Agents page.
2

Upload Configuration

Upload your agent configuration file (JSON format).
3

Review and Adjust

Review the imported configuration and make any necessary adjustments.
4

Complete Import

Save the imported agent to add it to your collection.

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Managing Existing Agents

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Viewing Agent Details

Each agent is displayed as a card showing:
  • Icon/Emoji: Visual identifier for the agent (clickable to change)
  • Name: The agent’s display name
  • Type Badge: Indicates the entity type (AGENT)
  • Description: Brief explanation of the agent’s purpose
  • Action Buttons: Quick access to configure or chat with the agent

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Agent Header Information

When editing an agent, the header displays:
  • Agent Icon: Click to change the emoji or icon
  • Agent Name: Edit directly in the header
  • Description: Add or modify the agent description
  • Security Groups: Shows how many groups have access to this agent
  • Action Buttons:
    • Save: Save all configuration changes
    • Download spec: Export the agent configuration as a file
    • Chat: Test the agent in chat mode
    • Close (X): Exit the configuration panel

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Configuring an Agent

To modify an agent’s settings, click the Configure button on the agent’s card. This opens the agent configuration panel with the following tabs:

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Prompt Engineering

Define how your agent should behave and respond to user inputs.
  • Instructions: Create structured instructions organized into sections
  • Add Section: Group related instructions for better clarity
  • Add Instruction: Define specific behaviors and guidelines for your agent
Organize your instructions into logical sections (e.g., “Role & Purpose”, “Guidelines”, “Constraints”) for better maintainability.

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Prompt Presets

Create predefined prompts that users can quickly select in chat.
  • Prompt presets appear as clickable tiles in the chat interface
  • Useful for common queries or tasks
  • Helps users get started quickly with your agent

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Integrations

Add and configure integrations that your agent can use to connect with external services:
  • ClickHouse Database: Connect to ClickHouse columnar databases
  • SQL Database: Integrate any standard SQL database with read-only access
  • Azure: Microsoft’s MCP Server for Azure cloud services
  • Amazon Web Services (AWS): AWS cloud services management and operations
  • GitHub: Repository management, issues, pull requests, and more
  • MYOB: Atlastix’s MCP server for MYOB accountancy software
  • Xero: Payroll and bank management
  • Xero OAuth2: Xero with OAuth2 authentication
  • AWS Knowledge Base: Vector search for AWS documentation
Each integration can be added with the Add button and configured with specific credentials and settings.

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Tools

Add and configure custom tools that extend your agent’s capabilities to perform specific tasks. Tools allow your agent to:
  • Execute custom actions
  • Query databases
  • Process files
  • Call external APIs
  • And more

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Subagents

Configure subagents that can be called by this agent for specialized tasks. Subagents help break down complex workflows by:
  • Delegating specific tasks to specialized agents
  • Creating hierarchical agent structures
  • Improving modularity and reusability
You can select from existing agents in your workspace to use as subagents.

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Model Settings

Configure advanced model parameters and behavior settings:
  • Model: Select the LLM (e.g., Claude 4.5 Sonnet) that powers your agent
  • Temperature: Control randomness (0 = deterministic, higher = creative)
  • AI Python Code Execution: Enable the agent to write and execute Python code
  • Web Search: Allow the agent to search the web for information
  • Computer Use: Enable interaction with web browsers and interfaces
  • Artifact Generation: Choose artifact generation style (Classic, Tool-based, or Disabled)
  • Parallel Tool Calls: Allow the agent to call multiple tools simultaneously
  • Maximum Number of Tool Retries: How many times the agent retries a failed tool before marking the task as failed
  • Timeout Value: How long an agent can work on a task before timing out
  • Maximum Tokens: Maximum number of tokens to generate in a response

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Metadata

Add additional information and categorization for organization and discovery:
  • Tags: Add tags to help categorize and find your agent
  • Category: Assign your agent to a category (e.g., Documentation, Support, Analysis)
  • User Documentation: Add links or notes about how to use this agent

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Version History

View and track changes made to your agent over time. Version history is automatically created each time you save your agent, allowing you to:
  • Review past configurations
  • Restore previous versions if needed
  • Track who made changes and when
Version history begins tracking after you save the agent for the first time.

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Saving Your Configuration

After making changes in any tab:
  1. Click the Save button in the top-right corner to apply your changes
  2. Use Download spec to export your agent’s configuration as a file
  3. Click Chat to test your agent immediately after saving

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Chatting with an Agent

Test and interact with your agent directly:
  1. Click the Chat button on the agent’s card
  2. Start a conversation to test the agent’s responses
  3. Verify that the agent has access to the correct tools and knowledge
Chatting with an agent is a great way to test its configuration before deploying it in production workflows.

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Additional Agent Actions

Click the three-dot menu (⋯) on any agent card to access additional options:
  • Edit: Modify the agent’s configuration
  • Duplicate: Create a copy of the agent
  • Export: Download the agent’s configuration as a file
  • Delete: Remove the agent from your workspace
Deleting an agent is permanent and cannot be undone. Scheduled tasks using this agent will also be affected.

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Organizing Agents

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Workspaces

Organize your agents using workspaces:
  • Create Workspaces: Group related agents by team, project, or purpose
  • Move Agents: Drag agents between workspaces or use the move option in the menu
  • No Workspace: Agents without a workspace assignment appear in the “No Workspace” section

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Search and Filter

Quickly find agents using the search and filter tools:
Use the category dropdown to filter agents by type or classification.
Click the Tags button to filter agents by assigned tags.
Change the sort order using the sort dropdown:
  • Alphabetically (A-Z)
  • Recently created
  • Recently modified
  • Most used

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View Options

Toggle between different view modes:
  • Grid View: See agents as cards with full details (default)
  • List View: See agents in a compact list format

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Best Practices

Clear Naming

Use descriptive names that clearly indicate each agent’s purpose and scope.

Detailed Instructions

Provide comprehensive system instructions to ensure consistent agent behavior.

Test Thoroughly

Always test agents via chat before using them in production workflows.

Regular Updates

Review and update agent configurations regularly to maintain optimal performance.

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Troubleshooting

  • Review system instructions for clarity and completeness
  • Verify that required tools and integrations are properly connected
  • Check that knowledge bases contain relevant information
  • Test with simpler queries to isolate the issue
  • Confirm tools are added in the agent’s configuration
  • Verify tool permissions and API credentials
  • Check integration status in the Integrations section
  • Ensure knowledge bases are connected to the agent
  • Verify knowledge base content is up to date
  • Check that documents are properly indexed

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Next Steps

Connect Tools

Learn how to add tools to extend your agent’s capabilities

Add Knowledge

Connect knowledge bases to make your agent smarter

Set Up Integrations

Integrate external services with your agents

Schedule Tasks

Automate agent execution with scheduled tasks