The Agents feature enables efficient management and organization of your AI agents and team members. It allows you to easily create teams, assign agents, and modify their roles and settings, ensuring smooth and coordinated operations.

In this documentation, we will explore the steps to:

Let’s get started 🚀

Step 1: Log in to your account and click on the Agents tab in the left-side navigation menu.

You will be directed to the Agents Dashboard, where you can manage your teams and agents.

Teams allow you to group agents based on their roles or functions.

Step 1: Click on the Create Team button located at the top right of the dashboard.

Step 2: Enter the Team Name (e.g., Dev Team) and Company name.

Step 3: Click the Next button.

Step 4: Assign relevant resources to the team. This step is optional, and you can either skip it or choose the files to associate with the team.

Step 5: Click Create Team to finalize the team setup.

Your new team will appear, and you can start adding agents to it.

You can add agents to a team based on their roles.

Step 1: Click on the + button under your team name to add an agent.

Step 2: Select the Agent Type from the available options. Each agent type has a specific role:

Step 3: Click the Next button.

Step 4: Answer any questions related to the selected agent type and then click Next. This step will help further define the agent’s role and functionality.

Note: The User can “Skip Questions, if they don't want to define the agent roles.

Step 5: Customize the agent settings and click Create Assistant to finalize the agent addition.

Your new agent will be added to the team and displayed under the team’s list of agents.

Once agents are added to a team, you can perform several management tasks:

Update the agent’s name, type, or other details.

Step 1: Click on the Vertical ellipsis (three dots) next to the agent's name and select Edit Agent from the dropdown options.

Step 2: In the Assistant Name field, modify the agent's name as needed. Under Instructions, you can edit the instructions or add new ones.

Step 3: In the Personality section, you can adjust or update the agent's tone and conversational style. Edit the personality settings to reflect the changes you want.

Step 4: Once all changes are made, click Update to save the updates to the agent.

Your agent will now be updated with the new settings.

Make the selected agent the default for the team.

Step 1: Click on the Vertical ellipsis (three dots) menu next to the agent's name and select Set as Default from the dropdown.

The selected agent will now be marked as Default. It will be the primary agent for the team, and any interactions that require an agent will use this one by default.

Remove the agent from the team permanently.

Step 1: Click on the Vertical ellipsis (three dots) next to the agent's name and select Delete from the drop-down options.

Step 2: A modal window will appear; click on the Delete button.

The selected agent will now be removed from the team.