Creating Agents

Creating Your First Agent

Navigate to the Agents section in the sidebar and click New Agent.

Basic Configuration

string

required

A descriptive name for your agent (e.g., “Research Assistant”, “Content Writer”)

string

required

The LLM model to use. Options include GPT-4o, Claude Sonnet, Gemini Pro, and more.

string

A short description of what this agent does, visible in the agent list.

Personality (SOUL.md)

Every agent has a SOUL.md — a markdown document that defines its personality, behavior, and instructions. This is the most important part of your agent.

# Research Assistant

## Role
You are a thorough research assistant that finds, analyzes,
and summarizes information from multiple sources.

## Behavior
- Always cite your sources
- Present findings in structured format
- Ask clarifying questions when the request is ambiguous
- Use tables and lists for comparisons

## Tone
Professional but approachable. Clear and concise.

Write your SOUL.md as if you’re briefing a new team member. Be specific about behavior, tone, and output format.

Adding Tools

Agents can use tools to interact with the real world. In the agent settings, select which tools are available:

Web Search — Search the internet for current information

File Upload — Process documents, images, and files

Browser — Navigate and extract data from websites

Image Generation — Create images with AI

YouTube — Extract transcripts and analyze videos

See the Tools guide for the full list.

Adding Knowledge

Upload documents to give your agent specialized knowledge:

Go to the agent’s Knowledge tab

Upload PDFs, text files, or markdown documents

The system automatically creates embeddings for semantic search

Your agent can now reference this knowledge in conversations

Getting Started

Agents

Conversations

Features

Creating Agents

Creating Your First Agent

Basic Configuration

Personality (SOUL.md)

Adding Tools

Adding Knowledge

Agent Templates

​Creating Your First Agent

​Basic Configuration

​Personality (SOUL.md)

​Adding Tools

​Adding Knowledge

​Agent Templates

Creating Your First Agent

Basic Configuration

Personality (SOUL.md)

Adding Tools

Adding Knowledge

Agent Templates