Agents
What an agent is made of, and how each setting shapes its replies.
An agent is an AI assistant with its own identity, instructions and knowledge. Each agent belongs to your workspace and is either Draft or Live (see Going Live).
You configure an agent in its editor, which has two tabs: Details and Tools & Knowledge.
Details
Identity & Persona
How the agent introduces itself in conversations.
| Field | What it's for |
|---|---|
| Name | What the agent calls itself, e.g. Milly. |
| Title | Its role, e.g. Truepoint Mail Assistant. |
| Purpose | What it is for, in one line, e.g. Helps log field work reports. |
| Tone | How it sounds. Pick a preset or choose Custom and describe it, e.g. Upbeat, with light humor. |
Instructions
Detailed instructions for how the agent performs its job: what to ask, what to do in each situation, and what a good answer looks like.
Guardrails
Rules that keep the agent focused on its purpose, such as topics to avoid or things it must never promise.
Shareable Files
Images and PDFs the agent can show to the people it chats with. See Knowledge.
Internal Details
A Description for your team only. It is shown in your agents list and never shared with the agent or the people chatting with it.
Advanced Options
Optional settings for fine-tuning how the agent runs, such as the Model it uses.
Tools & Knowledge
Where the agent's searchable knowledge lives: Knowledge Files and Frequently Asked Questions. See Knowledge.
Changes on Details are kept once you click Save (or Discard them). Saved changes apply right away, in the Playground and on the agent's live channels. There is nothing to publish.