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Custom Agents

Create specialized AI assistants with custom instructions and knowledge

Custom Agents

Custom Agents are specialized AI assistants you can create with specific instructions, knowledge, and capabilities - similar to Custom GPTs.

What Are Custom Agents?

Custom Agents are AI assistants configured for specific tasks:

  • Specialized instructions: Define how the agent behaves
  • Custom knowledge: Attach files for reference
  • Consistent behavior: Same instructions every time
  • Shareable: Share agents with team or community

Creating a Custom Agent

Basic Setup

  1. Open Agent Creation

    • Go to Chat Tools
    • Click "Create Agent"
    • Choose to create new agent
  2. Describe Your Agent

    • Write what you want the agent to do
    • Be specific about its purpose
    • Describe capabilities and focus areas
  3. AI Enhancement (Optional)

    • Let AI enhance your description
    • AI generates optimized instructions
    • Or manually continue without enhancement
  4. Configure Agent

    • Name: Give your agent a clear name
    • Description: Detailed instructions
    • Icon: Choose emoji or upload thumbnail
    • Files: Attach reference documents (optional)
  5. Save and Use

    • Save your agent
    • Start using it in chats
    • Edit anytime

Agent Configuration

Name

  • Clear, descriptive name
  • Indicates agent's purpose
  • Examples: "Marketing Copy Writer", "Code Reviewer", "Research Assistant"

Description

The description contains your agent's instructions:

  • What the agent does
  • How it should respond
  • Specific guidelines
  • Tone and style
  • Knowledge areas

Icon

  • Choose an emoji that represents the agent
  • Or upload a custom thumbnail image
  • Helps identify agent quickly

File Attachments

Attach files to give your agent knowledge:

  • Documents: PDF, DOC, DOCX, TXT
  • Data: CSV, JSON
  • Code: Any text-based code files
  • Other: SRT, and more

The agent can reference these files when responding.

Using Custom Agents

Start a Chat with Agent

  1. Select your custom agent
  2. Start new chat session
  3. Agent follows its instructions automatically

Agent Behavior

  • Follows instructions you provided
  • References attached files
  • Maintains consistent personality
  • Uses full conversation context

Switch Between Agents

  • Select different agent in same project
  • Start new session with different agent
  • Each agent maintains its own context

Agent Library

Your Agents

  • View all your created agents
  • Edit agent configurations
  • Delete agents
  • Organize agents

Shared Agents

  • Access agents shared with you
  • Use team/organization agents
  • Import agents from community

Sharing Agents

Share with Team

  1. Open agent settings
  2. Click "Share"
  3. Set permissions
  4. Share link with team members

Publish to Library

  • Share agents with broader community
  • Others can import and use
  • Build reputation as agent creator

Import Agents

  • Import agents shared by others
  • Use community-created agents
  • Customize imported agents

Agent Use Cases

Content Creation

Marketing Writer Agent

  • Brand voice and guidelines
  • Product information
  • Target audience details
  • Writing style preferences

Code Development

Code Review Agent

  • Coding standards
  • Best practices
  • Security guidelines
  • Language-specific rules

Research

Research Assistant Agent

  • Research methodology
  • Citation format
  • Analytical approach
  • Subject area expertise

Business

Business Analyst Agent

  • Company information
  • Industry knowledge
  • Analysis frameworks
  • Reporting format

Customer Support

Support Agent

  • Product knowledge
  • Company policies
  • Response templates
  • Troubleshooting guides

Best Practices

Creating Effective Agents

Clear Instructions:

  • Be specific about what agent should do
  • Include examples of desired behavior
  • Define boundaries and limitations
  • Specify tone and style

Useful Files:

  • Attach relevant reference materials
  • Keep files focused and relevant
  • Update files as information changes
  • Don't overload with too many files

Testing:

  • Test agent with various prompts
  • Refine instructions based on results
  • Iterate until behavior is consistent
  • Get feedback from users

Managing Agents

Organization:

  • Use clear naming conventions
  • Create agents for specific purposes
  • Don't make agents too general
  • Delete unused agents

Maintenance:

  • Update instructions as needs change
  • Refresh attached files periodically
  • Monitor agent performance
  • Collect user feedback

Limitations

  • Maximum 100 memories per user (applies to memory system, not agents)
  • File attachment size limits apply
  • Agent follows general AI model limitations
  • Context window limits apply to conversation length

Tips for Success

  1. Start Simple: Create basic agent first, refine later
  2. Be Specific: Clear instructions = better results
  3. Test Thoroughly: Try various scenarios
  4. Iterate: Improve based on actual usage
  5. Share Knowledge: Share successful agents with team
  6. Update Regularly: Keep instructions and files current