Customize an Agent
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Fine-tune your AI agent to perfectly match your business needs using our intuitive customization interface. From updating core instructions to configuring tool integrations, every setting is designed to give you complete control over how your agent operates.
Begin by accessing the customization interface where you can modify:
The agent's core identity (name and description)
Its designated role and tone of voice
Default instructions to guide behavior
Integrated knowledge sources and enabled tools
This is your control hub for aligning your agent's output with your team's needs.
Agent Name & Description: Update the agent's name and provide a succinct description of its role. This helps in identifying the agent within your team and clarifies its purpose.
Profile Image: Upload or change the agent's profile image to reflect its persona, reinforcing the brand and ensuring a consistent visual identity.
Add or Remove Tools: Select from a list of available integrations (e.g., visual editors, communication APIs, data processors) to empower your agent with relevant capabilities.
Customize Tool Settings: For each integrated tool, adjust parameters such as output format, performance thresholds, and advanced options to fine-tune functionality.
Integration Testing: Run tool-specific tests to ensure that each integration is properly configured and delivering expected outcomes.
Response Preferences: Adjust settings to control the agent's level of detail, response time, and escalation procedures.
Error Handling: Define protocols for when the agent encounters issues. Set up fallback options and notifications to ensure seamless operation.
Performance Metrics: Access detailed analytics and logs that help you understand your agent's performance. Use these insights to refine configurations further.
Enhance Agent Accuracy with Custom Knowledge
Knowledge: Provide additional information by uploading documents or linking to external resources that your agent can use to improve its answers.
Available Actions:
Upload PDF
Link Notion
Import Docs
Add Website
Integrating these knowledge sources helps your agent deliver more precise and context-aware responses.
Define Your Agent's Core Behavior
Instructions: The instruction set is the most critical part of your agent's configuration. It defines the agent's personality, how it should respond to queries, what topics it should avoid, and the specific format for its output. Clear and detailed instructions are key to ensuring the agent performs its duties effectively and aligns with your brand's voice.
Editing Instructions: You can directly edit the instructions in the text area provided. Use markdown for formatting to structure the instructions logically. This can include headings, lists, and bold text to emphasize key points for the agent.
Best Practices for Instructions:
Be specific and clear.
Provide examples of desired output.
Define the agent's persona (e.g., "You are a helpful and friendly assistant.").
Set boundaries on what the agent should not do.
Select the AI Model for Your Agent
Model Selection: Choose the underlying AI model that powers your agent. The choice of model can affect the agent's speed, accuracy, and cost. You can select from a range of models, each with different strengths.
Available Models:
Standard Models: Balanced for general-purpose tasks.
Advanced Models: Offer higher accuracy and reasoning capabilities for complex queries.
Specialized Models: Optimized for specific tasks like code generation or data analysis.
Configuration: Once you select a model, you may have options to configure its parameters, such as temperature (creativity vs. predictability) and maximum response length.
Work with Your Team to Build Better Agents
Team Access: Invite team members to collaborate on building and refining your agent. You can assign different roles and permissions to control who can edit settings, view analytics, or manage billing.
Version History: Track changes to your agent's configuration over time. You can view a log of all modifications, see who made them, and revert to a previous version if needed. This ensures transparency and helps in debugging any issues that may arise from configuration changes.
Sharing an Agent: Once your agent is ready, you can share it with others within your organization or make it public. Shared agents can be used in different projects, promoting reusability and consistency.
You now have a comprehensive overview of how to customize your AI agent to meet your specific needs. By thoughtfully configuring its identity, tools, knowledge, instructions, and model, you can create a powerful and reliable assistant for your team.
Remember that agent customization is an iterative process. As you use your agent and gather feedback, you can continue to refine its settings to improve its performance and ensure it stays aligned with your goals.
