Agents
Add a conversation agent
Create a conversation agent that chats with users, grounded in your workspace's documents and resource libraries.
A conversation agent is the platform’s core agent type: it chats with users and answers their questions. You can ground its answers in your workspace’s knowledge — the documents you’ve uploaded — and let it surface entries from your resource libraries during the conversation.
Agents live in your workspace and are created from the New Agent card on the workspace overview (or the + next to Agents in the left sidebar). Conversation is the default type.
How the editor works
Once created, the agent opens in an editor with tabs — for a conversation agent: General, Model, Sources, Resource libraries, and (when they’re available) Conversation categories, Orchestration and Embed. Each tab is its own form and saves on its own — click Save on a tab to keep its changes; the editor warns you before you leave a tab with unsaved changes.
The full flow at a glance
The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.
An agent can perform specific tasks based on its type and configuration.
CreateChoose the type before configuring your agent.
Agent type
Name
Name
Helpful AssistantLocale
ENGreeting
Hi! How can I help you today?Instructions
You are a helpful assistant. Answer the user's questions clearly and, when relevant, base your answers on the workspace's documents.Model
Select modelTemperature
0.7Answer source
Search by document tagsDocument Tags
Resource libraries
Manage librariesThe assistant can surface resources from the selected libraries when a user's request matches a resource's title or description.
Categories already used in this agent's conversations cannot be unchecked.
Sub-agents
Tool name
ask_extraction_agentTool description
Route document-extraction requests to Extraction Agent.Available conversation agents
Embed snippet
<script src="https://app.example.com/launcher.js" data-token="agt_1a2b3c"></script>Allowed origins
https://app.example.comWidget title
Helpful AssistantLogo URL
https://…/logo.pngBrand color
#2563ebStep by step
1. Open the New Agent dialog
On the workspace overview, find the New Agent card and click Create (you can also use the + next to Agents in the left sidebar).
2. Keep the Conversation type
In the New Agent dialog, under Agent type, keep Conversation (selected by default).
3. Name the agent and create it
Type a Name (at least 3 characters), then click Create. Your agent is created with sensible defaults and opens in the editor.
4. General
Set the Name, the Locale (the language the agent works in), the Greeting (the first message it sends) and the Instructions (what defines its behaviour and tone). Click Save.
5. Model
Open the Model tab, choose the Model and a Temperature (higher = more varied, lower = more focused). Save.
6. Sources
Open the Sources tab and set the Answer source:
- Answer from model knowledge only — no documents consulted.
- Search across all documents — every document in the workspace.
- Search by document tags — only documents with the Document Tags you pick.
Save. See Documents to upload and tag documents first.
7. Resource libraries
Open the Resource libraries tab to attach the libraries the agent can surface during a conversation. Click Add library, pick one, and it appears as a tag. Use Manage libraries to open the library manager. Save. See Resource libraries to create them first.
8. Conversation categories
If your workspace has conversation categories, open the Conversation categories tab and tick those that apply to this agent (Select all adds them all). Categories already used in this agent’s conversations can’t be unchecked. Save.
9. Orchestration
When orchestration is enabled, open the Orchestration tab to add sub-agents this agent can delegate to. Pick from Available conversation agents, give each a Tool name and Tool description, and enable it. Save.
10. Embed
When embedding is enabled, open the Embed tab to put the agent on an external site: toggle Enable embed, copy the Embed snippet, and set the Allowed origins, Widget title, Logo URL and Brand color. Click Update.
Tips
- Write the Instructions in the same language as the agent’s Locale.
- Use Search by document tags to keep answers scoped to the right documents in a large workspace.
- Remember to Save each tab — changes on one tab aren’t kept when you move to another without saving.
- Conversation categories, Orchestration and Embed only appear when the workspace has categories or those features are enabled — you may see fewer tabs.
Troubleshooting
- The Create button is disabled — the Name must be at least 3 characters.
- The agent ignores my documents — check the Answer source on Sources; “Answer from model knowledge only” consults no documents.
- No tags to choose — the Search by document tags option and the Document Tags picker only show once your documents are tagged; see Documents.
- My changes disappeared — each tab saves separately. Click Save (or Update on Embed) before switching; the editor warns you when changes are unsaved.
- I don’t see the Orchestration or Embed tab — they’re optional features; ask your workspace Owner or an Admin if they aren’t enabled.
Last updated: July 13, 2026