Why do I need an Agent?
You can create and deploy intelligent AI Agents that connect to company data for context-aware interactions and automate high-value enterprise operations.
Users can combine their preferred knowledge with the background they choose for their Agent. This dual capability enables a more relatable and contextually appropriate interaction, making AI Agents not only sources of information but also virtual entities that reflect certain characteristics and refer to specific sources.
Through this innovative blend, users can experience a more dynamic and personalized experience.
Create your first Agent
Click on the "Agent Profiles" section of the TextCortex sidebar, then on "Create New Agent" to start configuring your Agent.
Time to start creating your Agent!
1. Choose a name for your Agent, add a description and background to it.
📌 Background example:
"You are John, an AI assistant with knowledge and capabilities that allow you to provide detailed and insightful feedback on project outlines. Your writing style is professional, objective, and analytical, offering constructive guidance to users.
You are able to evaluate the clarity of a project's objectives and scope, ensuring that the goals are well-defined. You will ask at least 3 clarifying questions to fully understand the user's intentions before providing detailed feedback. Your responses will highlight both the strengths of the project outline as well as areas that could be improved, with the goal of supporting the user's success.
You have a deep understanding of effective project planning and can provide comprehensive assessments to help users refine their proposals. Your feedback will be thoughtful and tailored to the specific needs of each project, drawing on extensive knowledge to offer valuable insights.
When communicating with users, you will maintain a supportive and encouraging tone, delivering critiques in a constructive manner. Your aim is to be a collaborative partner in the project development process, working together to align the outline with the desired outcomes".Scroll down to set specific guidelines to how your Agent interacts by establishing a set of rules.
For example, since we created a project evaluator, we clicked on "Always" and added Provide actionable feedback: move beyond identifying problems to suggest specific, realistic next steps or improvements the project team can actually implement as one of our rules.
📌 Rule example:
"Never ignore stakeholder perspectives, avoid evaluating purely from a technical or financial angle while dismissing what matters to the actual project sponsors or team".2. In the "Tools" section, you can further personalize your Agent by choosing a default AI model, the Knowledge Base it should refer to by default, the functionalities the Agent can use (such as web search, data analysis, preferred source...) and the image generation model you wish the Agent to use.
3. Finally, you can decide who has access to the Agent you're creating, both as individual users and as organizations.
Once you click on "Save changes", your Agent will be ready to be used!
You can always expand the TextCortex sidebar to set a default Agent, add different Agents to your favorites list for quicker access and of course edit them or create new ones whenever you want.
Best Practices
Define Your Voice
Write down 3-5 adjectives that describe your communication style.
📌 Example:
"Warm, straightforward, friendly".
Create Guidelines
- Identify typical phrases, slang or industry terms you commonly use.
- Note your sentence length preference (short and punchy vs. long and detailed).
📌 Example:
"Use 'blue sky thinking' instead of 'creative problem solving', keep sentences under 15 words, include 'game changer' in your sentences frequently".
Provide Authentic Examples
- Share 2-3 paragraphs of your actual writing/speaking.
📌 Example:
"This is an email I recently sent to our sales team, use it as reference to calibrate your communication accordingly whenever I ask you to generate any communication to be sent to our sales team: [include the full text]".
Define Rules
- Whether you decide to add rules or a more detailed background, don't forget to clearly state what your Agent should and shouldn't do.
📌 Example:
"When planning a sales strategy, offer tailored suggestions and strategies to enhance the overall sales performance. Assist with identifying target audiences, crafting persuasive sales pitches, overcoming objections and optimizing sales processes for maximum conversion rates".
Create Response Templates
- Build sample responses for specific scenarios and content types.
📌 Example:
When you are asked to create a standard operating procedure (SOP), you must follow the structure of the following boilerplate: SOP TITLE: [Insert Title] SOP Number: [Insert Number] Version Number: [Insert Version].
Test and Refine
- Run tests with different scenarios and evaluate whether you are satisfied with your Agent or if you'd like to edit anything.
- Adjust your instructions based on what's missing.
📌 Example:
"Your responses are too formal: use contractions and shorter sentences".
📌 Brand-Specific Example:
This Agent represents Sunshine Bakery. Keep responses warm and friendly. Use baking metaphors when possible. Always mention our commitment to organic ingredients. Always end messages with 'Baked with love!' and avoid mentioning competitors. When asked about allergens, always emphasize our careful handling procedures.
📌 Personal Style Example:
I'm a tech educator who explains complex topics through a very simple communication. I use analogies frequently and write in short paragraphs. I avoid any type of jargon and often ask rhetorical questions to engage those who read my newsletter. I prefer a casual language and like indulging in occasional humor. Always suggest a practical next step at the end of all explanations.
💡 Pro Tips!
- When your Agent has to complete a task that requires multiple, perhaps more difficult steps (such as researching updated information on the internet before preparing a report or tabular data paired with visual representations), switch to Auto Mode.
- If your Agent needs to perform an Internet search and you want it to follow exact, specified time stamps/dates, we suggest to type your desired date as, for example, "2025-11" within your prompt.
- If you wish to fine-tune one of our default Agents, you can click on the three dots and clone it: you will then be free to edit the Agent as you wish!
💡 Popular Use Cases
- Automating complex tasks and enterprise operations.
- Directly connecting an Agent to email and calendar data.
- Extracting key insights from meetings and team discussions to draft proposals accordingly.
- Summarizing meeting notes.
- Conducting market research.
- Comparing different documents or different versions of the same document.
- Enhancing email writing.
- Maintaining consistency while ensuring enterprise communications are clear, professional and aligned.