Creating & Configuring Agents

Create custom AI agents, configure their settings, and manage them within your project.

Each agent can have its own name, description, AI model, connected apps, skills, and automations. You can create multiple agents tailored to different tasks or domains.

Creating an Agent

1. In the left sidebar, scroll to the Agents section and click the + button
2. In the create agent modal, fill in:
   • Name (required, max 100 characters)
   • Description (optional)
   • Avatar (optional, upload a custom image)
   • AI Model (select from available models — each shows the provider and data processing region)
3. Click Create to add the agent to your project

The new agent appears in the sidebar and is immediately available for chat.

Agent Configuration Page

Click any agent name in the sidebar to open its configuration page. From here you can manage all aspects of the agent.

Basic Settings

• Name & Description — Click the agent card to open the edit modal. Changes are saved when you confirm
• AI Model — Click the model row to change. Each option displays the provider name and data processing region
• Avatar — Upload a custom image from the edit modal
• Email Address — Click Create address to generate an email for this agent. Once created, the address is displayed with a copy button. Required before connecting the Mail app

Configuration Sections

The agent configuration sidebar provides access to additional sections for each agent:

• Capabilities (BETA) — Workflow preset, blocks, and system prompts that define what the agent can do. See Capabilities
• Automation — Scheduled or webhook-triggered tasks. See Automation
• Skills — AI capability packages enabled for this agent. See Skills
• Apps — External services connected via MCP. See Apps (MCP)

Editing an Agent

To edit an agent’s name, description, or avatar:

1. Open the agent’s configuration page
2. Click the agent card at the top of the page
3. Update the fields in the edit modal and confirm

Built-in agents have limited editable settings. Some fields such as name and description may not be editable for built-in agents.

Deleting an Agent

You can delete agents that you created. Built-in agents cannot be deleted.

1. Open the agent’s configuration page
2. Scroll to the bottom and click Delete agent
3. Confirm in the dialog

Deleting an agent is permanent. All conversations, connected apps, and configurations associated with the agent will be removed.

Requirements

Requirement	Details
Create agents	Project members with Update permission
Edit settings	Project members with Update permission
Delete agents	Only user-created agents; Update permission required

Related

• Agent Selection — Switching between agents in chat
• Capabilities — Tuning workflow presets, blocks, and system prompts
• Apps (MCP) — Connecting external services to agents
• Skills — Adding AI capability packages