Why do I need an Agent?
Agents help you define the tone of voice of your AI.
You can set the tone and instruct how you want your AI to answer to your queries. You can create a virtual twin of yours, or a even a poet that writes beautifully crafted poems.
Not only that: you can combine your preferred knowledge with the background you choose for your 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
Simply click on the Customizations section of the sidebar on the left side of your screen, then on "Agent Profiles" and finally 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.
Scroll down to set specific guidelines to how your Agent interacts by establishing a set of rules.
For example, we created an academic researcher, clicked on "Always" and added Nuanced analysis that considers multiple perspectives on academic questions as one of our rules.
2. In the "Chat configuration" section, you can further personalize your Agent by choosing the Knowledge Base it should refer to by default, the default active tool (such as internet search, data analysis, preferred source...) and the AI & image generation models you wish the Agent to use.
3. Finally, you can decide who has access to the Agent you're creating.
Once you click on "Save changes", your Agent will be ready to be used!
You're ready to go!
Once you are done, you can set a default Agent for your writing style and/or change it whenever you want!
You can always go back to the Agents tab under Customizations to manage all your Agents.
Best Practices
Step 1: Define Your Voice
- Write down 3-5 adjectives that describe your communication style
- Example: "warm, straightforward, occasionally uses dad jokes"
Step 2: Create Voice Guidelines
- Identify typical phrases you use
- Note your sentence length preference (short and punchy vs. detailed)
- Document any slang or industry terms you commonly use
- Example: "Uses 'folks' instead of 'people', keeps sentences under 15 words, says 'awesome' frequently"
Step 3: Provide Authentic Examples
- Share 2-3 paragraphs of your actual writing/speaking
- Example: "Here's an email I recently sent to my team..." (include the full text)
Step 4: Define Task Parameters
- Clearly state what the AI should and shouldn't do
- Example: "When answering customer questions, always suggest a product but never push for a sale"
Step 5: Create Response Templates
- Build sample responses for common scenarios
- Example: "When someone asks about pricing, start with 'Great question!' then list options from lowest to highest price"
Step 6: Test and Refine
- Run common scenarios and evaluate how "you-like" the responses are
- Adjust your instructions based on what's missing
- Example: "The responses are too formal. Add instruction to use contractions and shorter sentences"
Brand-Specific Example:
This AI represents Sunshine Bakery. Keep responses warm and friendly. Use baking metaphors when possible. Always mention our commitment to organic ingredients. End messages with 'Baked with love!' 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 simply. I use analogies frequently. I write in short paragraphs. I avoid jargon unless defining it. I often ask rhetorical questions to engage readers. I use casual language and occasional humor. Always suggest a practical next step at the end of explanations.