Use & Share Agents

Use your 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 Select. A new chat window opens using your Agent.

Share your agent

If you have the correct permissions, you can share your agent with your department and manage edit permissions.

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 share icon at the bottom of the menu.

4. Search for people or groups by name or email.
5. Edit the access of the selected people or groups.
   • Viewer can view and use the agent, but cannot modify it. This is the default access permission.
   • Editor can edit and modify the agent.
   • Owner has full control over the agent, including sharing permissions.
6. Click Save Changes.

Share your agent by URL

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 share icon at the bottom of the dropdown menu. A pop-up window opens.
4. Click the paperclip icon at the bottom left corner of the window. The agent UR is copied to your clipboard. 

The share button is only available to users who have Agent sharing permissions. If you would like to share your agent but are unable to do so, please contact us.