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Agents (UI Guide)

An agent is the persona your customers talk to and the container for its capabilities. The platform enforces deterministic execution and auditability while the LLM handles language.

Create An Agent​

  1. Go to Agents > New Agent
  2. Set Name and Description
  3. Fill Persona Name, Tone, and Compliance instructions
  4. Save

Persona And Tone Tips​

Good guidance is specific and practical:

  • Tone: warm, concise, professional
  • Boundaries: do not guess, ask clarifying questions
  • Compliance: confirm identity before changes

Agent Knowledge​

Attach knowledge collections at the agent level to make them available across all capabilities.

Add Capabilities​

Capabilities live under the Capabilities tab. Each capability handles a single goal.

Next: Capabilities