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Creating an Agent

This guide will walk you through the process of creating an AI agent on Agent One.

Steps to Create an Agent

  1. Navigate to the Agent Creation Page

    • From your dashboard, click "Create New Agent"
    • Choose between a public or private agent

  2. Configure Basic Settings

    • Name your agent
    • Provide a description of its purpose
    • Set an initial welcome message
    • Add preconfigured responses for common queries

  3. Define Agent Behavior

    • Write detailed instructions for your agent's behavior
    • Specify the agent's personality and tone
    • Set any limitations or restrictions
    • Configure how the agent should handle different types of queries

  4. Enable and Configure Tools

    • Code Interpreter: For handling programming-related tasks
    • File Search: For accessing knowledge base documents
    • Email Collection:
      • Enable if you want to collect user emails
      • Choose timing (beginning or end of conversation)
    • Custom API Functions:
      • Add external APIs your agent can call
      • Configure endpoints and parameters
      • Test API integrations

  5. Knowledge Base Setup

    • Upload relevant documents (PDFs, text files, etc.)
    • Add structured data for the agent to reference
    • Organize information by categories
    • The agent will automatically use this information when responding

  6. Testing Your Agent

    • Use the Preview feature to test interactions
    • Try different types of queries
    • Test all enabled tools and functions
    • Verify API integrations if configured

  7. Deployment Options For public agents:

    • Configure your site settings
    • Choose between subdomain or custom domain
    • Get the embed code for your website

    For private agents:

    • Access via your dashboard
    • Share access with team members if needed

Best Practices

  1. Instructions and Behavior

    • Be specific about what your agent should and shouldn't do
    • Include example conversations
    • Define clear boundaries and limitations

  2. Knowledge Base

    • Keep documents organized and relevant
    • Update information regularly
    • Remove outdated content

  3. API Integration

    • Use secure and reliable API endpoints
    • Provide clear parameter descriptions
    • Test thoroughly before deployment

  4. Testing

    • Test all features systematically
    • Try edge cases and unusual queries
    • Verify email collection if enabled
    • Test all custom API functions

Continuous Improvement

Your agent can be refined over time:

  1. Monitor conversations and performance
  2. Update instructions based on actual usage
  3. Add or modify custom API functions as needed
  4. Expand the knowledge base with new information
  5. Adjust tool configurations based on needs

Next Steps

After creating your agent:

  1. Review the Customizing Assistants guide for detailed configuration options
  2. Learn about Managing Sites if you're creating a public agent
  3. Check our FAQs for common questions and troubleshooting

Remember, you can always edit and update your agent's settings after creation. Regular refinement based on usage patterns and user feedback will help improve its performance over time.