Create, Edit, & Delete Agents

Create an agent

1. Open the right-side panel and click Agent Builder at the top. A dropdown menu opens with the configuration options for your agent.
2. Customize the following fields accordingly:
   1. Image
   2. Name
   3. Description
   4. Instructions
   5. Model*
   6. Enable code artifacts if necessary
   7. Enable file search and upload relevant files if needed
   8. Enable file context (OCR) if needed
   9. Add tools/or actions
3. Click Create to create your new agent.

*Your model is programmed with the default settings. In most cases, keeping the default settings is appropriate, but you also further customize them to your needs.

Edit an agent

1. Open the right-side panel and click Agent Builder. A dropdown menu opens.
2. Click Create Agent. A dropdown menu opens with your previous agents.
3. Click the agent that you wish to edit.
4. Edit your agent by changing your desired fields.
5. Click Save to save and apply your changes. Your agent is updated.

Restore your agent to a previous version

1. Open the right-side panel and click Agent Builder. A dropdown menu opens.
2. Click Create Agent. A dropdown menu opens with your previous agents.
3. Click the agent that you wish to edit.
4. Click Version at the bottom of the menu. A menu containing your Version History appears.
5. Navigate to the version that you wish to restore.
6. Click Restore. Your agent is restored to the previous version.

Delete an agent

1. Open the right-side panel and click Agent Builder. A dropdown menu opens.
2. Click Create Agent and select your desired Agent.
3. Click the trash icon at the bottom of the menu. A pop-up window opens.
4. Click Delete on the pop-up window to confirm you deletion. Your Agent is deleted.