Building Agents
When building your agent, you can customize every detail to match your organization’s standards, tone, and goals.1
Choose a Name & Description
Choose a clear name and description that reflects the agent’s purpose.
2
Add a Prompt
Define the agent’s role, tone, and rules of engagement.
3
Select a Model
Choose the large language model that powers the agent. See Models for a full breakdown of available options.
4
Connect Knowledge Bases
Provide the internal sources of truth the agent can reference.
5
Enable Integrations
Connect MCP servers, APIs, or even other agents for advanced actions.
6
Add Skills
Add custom built skills to your agent to allow it to run code locally.
7
Enable Citations
Allow the agent to include numbered references to knowledge base sources in its responses. See Citations for setup details.
8
Enable Structured Output
Force the agent to reply with a typed JSON object instead of free-form text. Useful for API-driven workflows. See Structured Output for details.
9
Select Channel
Decide where the agent will be active (web chat, WhatsApp, API, etc.).
10
Test the Agent
Use the testing features to verify accuracy and performance before deployment.
Best Practices
- Use descriptive names so team members can quickly identify each agent’s role.
- Choose large-context models for complex reasoning and smaller, faster models for lightweight workflows.
- Enable citations when your agent draws from knowledge bases — it builds user trust and makes responses easier to verify.
- Use structured output only for API-driven workflows where a downstream system needs to parse the agent’s response as JSON.
- Test thoroughly after configuring each component to ensure accuracy and reliability.

