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Your First Agent — Full Walkthrough

This is the extended version of the quickstart, covering every configuration option.


Creating an agent

  1. Go to Console → Agents
  2. Click New Agent
  3. Fill in the Basic Info:
    • Name — something descriptive, e.g., “Support Bot” or “Dev Assistant”
    • Description — a short note about what this agent does (internal reference only)
    • Type — see Agent Types → to pick the right one

Configuring the agent

Instructions tab

The instructions are the most important part. Define:

  • Who the agent is — its role and identity
  • What it should do — the tasks it handles
  • How it should behave — tone, format, what to do when it’s unsure

See Writing Agent Instructions → for detailed guidance and examples.

Tools tab

Select which tools this agent can use. Only enable what’s needed — this helps keep the agent focused and prevents accidental writes.

Knowledge tab

Attach knowledge bases the agent should be able to search. You can attach multiple knowledge bases to one agent.

Playbooks tab

Enable built-in skill playbooks for common task types: Coding, Research, Customer Support, DevOps. See Playbook Library →.

Settings tab

SettingDescription
Execution ModeStandard (fast, lower cost) or Advanced (thorough). Defaults to automatic.
Monthly Credit LimitCap the maximum credits this agent can spend per month.
MemoryEnable persistent memory — the agent remembers context across separate conversations.
LanguageResponse language override. Defaults to the user’s input language.

Testing the agent

Use the Test panel (right side of the agent page) to chat with the agent interactively before deploying.

Things to test:

  • Does it follow the instructions?
  • Does it use the knowledge base correctly?
  • Does it use tools when needed?
  • What happens when you give it an edge case or an off-topic request?

Deploying the agent

Once you’re happy with the agent in testing, deploy it:

  • Web Widget — embed a chat bubble on your website
  • Telegram — connect a bot via BotFather
  • Slack — add as a workspace bot
  • WhatsApp — via WhatsApp Business API
  • REST API — call from your own application
  • Flows — trigger the agent automatically from events

Monitoring runs

After you deploy, go to the Runs tab on the agent page to see:

  • A history of all tasks the agent has run
  • What tools it called and what they returned
  • The output it produced
  • Credit usage per run

This is your primary tool for debugging and improving the agent over time.