Create an agent by chatting

The Agent Builder lets you create an agent by describing it in plain words. You chat with the builder on the left, and it writes the agent’s instructions, picks skills and connectors, and fills in the settings on the right. You can change anything yourself at any point, and try the agent before you save it.

Before you begin

You need a role that can create agents. If you don’t see New agent (+) at the top of your Agents list, ask an admin.
Connect your own AI first, so the agent has a model to run on. See Connect your own AI.

Start the Agent Builder

Select Agents in the sidebar, then New agent (+) at the top of the list. Create an agent opens in the Agent Builder, with the builder chat on the left and the agent’s settings on the right.

The menu at the top (it reads Builder) switches between Agent Builder (describe it and AI sets it up) and Configure manually (fill in every setting yourself). Configure manually opens the step-by-step form instead. See Build your own agent.

Describe what you want

In the box at the bottom of the chat (Message Agent Builder), say what the agent should do and which tools it uses. For example: “An agent that writes follow-up emails after customer meetings.”
Send it. While the builder works, you see each step it takes, such as searching for skills and apps. The settings on the right fill in as it goes.
Answer any questions it asks. Pick one of its suggested answers, or type your own.
Keep chatting to refine it: “Make the tone more formal”, “It should also log urgent emails in our CRM”.

You can attach up to 3 documents to a message, such as a policy or a price list, for the builder to read. To have the agent read a document whenever it runs, select Add to agent’s knowledge under it.

If the agent needs a skill that doesn’t exist yet, the builder can propose one. Select Show the skill to read it, then Create skill to make it.

To stop a reply, select Stop. Nothing is changed, and your message goes back in the box.

Check and change the settings

The right side has two views: Configure and Preview. Configure shows every setting, in this order:

Name and description, and the agent’s face
Instructions: what the agent follows every time it runs
Skills, Plugins and Connectors
Knowledge
UI templates: forms the agent can show to ask you for details
Model
Suggested prompts: starter questions shown when someone opens a new chat with it

Edit any field directly. Each section also has Add, to pick something yourself, and Suggest with AI, which puts a request for the builder in the chat box for you to send.

Give it knowledge

Knowledge is what the agent reads and relies on. In the Knowledge section you can:

select Add documents to upload PDF, Word, PowerPoint, Excel or text files, up to 10 MB each and 20 in all;
select Add website to add up to 10 websites it should rely on;
turn on Web search and Read web pages.

Select Knowledge settings to choose whether it can Create documents, charts and code, Create images, and whether to Use only my sources (answer only from its documents and websites, and say when they don’t cover a question).

Connect the apps it needs

Apps the agent uses are listed under Connectors, each marked Required or Optional. The agent works with each person’s own sign-ins, so select Connect beside any app you haven’t connected yet, sign in, and carry on building.

Try it before you save

Select Preview to chat with the agent as it is right now. It is a real run, on your own AI connection and your own sign-ins, so you see exactly what it will do. Select New chat to start the conversation again. Preview is available once the agent has instructions and a model.

Create the agent

Choose who can use it in the access picker at the top: Only me or Everyone in the workspace.
Select Create. It is available once the agent has a name, instructions and a model.

To throw the draft away, select Discard. If you leave a draft you have started, you are asked whether to discard it.

If your role needs an IT Manager’s approval for agents, you see Sent for approval, and the agent waits until your changes are approved.

Edit an agent in the builder

Open the agent’s menu (⋮) in your Agents list and select Edit. The agent opens in the builder with everything filled in, however it was first made. Ask the builder for changes or edit the fields yourself, then select Save. Nothing changes until you save.

An Atlato agent follows Atlato’s version, so it has Duplicate to edit instead. That makes your own copy and opens it in the builder.