Agents
Agents are the AI workers that search connected content and return slides for a prompt.
They are like colleagues in your company with different expertise — for example marketing, sales, finance, product development, human resources, and so on. Each agent can be configured with its own role, instructions, tone, and knowledge sources.
Agent management
The Agents page lists all available agents and their status, including whether they are active.
You can review:
- Agent name
- Prompt
- Status
- Actions
Expand an agent
Expanding an agent shows the knowledge sources assigned to it.
Steps
- Click the expand icon beside the agent to review the prompt.
Create a new agent
Steps
- Click Create Agent.
Agent & Scope
- Enter the agent name and short description.
- Activate the agent
- Turn on the Agent is Active option.
- Tell the agent where to search
- Select the sites or sources you want the agent to reference.
- Input file types to prioritize.
How it Responds
Complete the How it Responds section in the Create Agent flow to define how the agent answers prompts.
Skills
Complete the Skills section to add or adjust skills for the agent.
Delete an agent
Steps
- Click the trash icon beside the agent.
- Confirm deletion.