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An agent is a single chatbot with its own knowledge, personality, and appearance. You manage all your agents from the Agents dashboard.

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Prerequisites

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Create an agent

1

Open the Agents dashboard

After signing in you land on the Agents dashboard, which lists your agents. It’s your home base for opening, creating, and managing them.
The Agents dashboard listing existing agents with a New Agent button.
2

Start a new agent

Select New Agent. The Add Agent dialog opens.
3

Choose an agent type

Pick the type that matches what your agent is for:
  • General Agent — “A versatile AI assistant for general-purpose conversations, customer support, and knowledge base queries.” This is the right choice for most use cases.
  • Medical Agent — designed to assist patients with health-related questions.
4

Name it and create

Enter an Agent Name, then select Create. The new agent opens on its Playground, ready for you to add knowledge and test it.
The Add Agent dialog with the agent type and name fields.
The agent type sets the right starting point for your agent. Choose General Agent unless you’re specifically building a patient-facing medical assistant.
Name agents by their job — “Support Bot”, “Docs Assistant” — so they stay easy to find as your list grows.

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Manage existing agents

From the Agents dashboard you can:
ActionWhat it does
OpenEnter the agent to configure knowledge, instructions, and appearance.
RenameChange the agent’s display name.
DuplicateCreate a copy with the same configuration as a starting point.
DeletePermanently remove the agent and its data.
Deleting an agent removes its knowledge base, conversations, and contacts. This can’t be undone.

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Duplicate an agent

Duplicating is the fastest way to spin up a variant — for example, a staging version of a live agent. The copy starts with the original’s configuration, which you can then change independently.

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Next steps

Add knowledge

Train the agent on your content.

Write instructions

Give it a persona and rules.

Choose a model

Set quality, speed, and cost.

Test it

Chat with your agent in the Sandbox.