Agents

Create an agent

Set up a named agent with instructions, source access, and channels.

Availableagents

Create agents from Workbench. The current system keeps backwards compatibility with legacy agent-as-source records while new first-class agent infrastructure is added underneath.

  1. 1Choose a name that visitors will see.
  2. 2Describe the job the agent should perform.
  3. 3Attach sources intentionally instead of giving broad workspace access.
  4. 4Configure handoff and email escalation skills when needed.
  5. 5Deploy the agent only to channels that are production-ready in your workspace.