Features & Capabilities

How do I create an agent?

An AI Agent can be used like a normal AI chat, but can also be given a standing job to do.

Key Interface Sections

💬 Chat

Here you can chat with your agent, or discuss what its job should be.

📝 Instructions

These are standing instructions for your agent, describing how it should behave, how it should react to incoming events (such as emails), or if it should do recurring tasks. You can write the instructions yourself, or chat with the agent and then ask it to write the instructions.

📁 Docs

Here you can upload docs with additional context. The Agent will know about the existence of these documents and can read them when needed. You can also allow the agent to create its own documents.

⚡ Capabilities

Here you give the agent access to tools and integrations such as Slack, image generation, email send/receive, etc. Or just chat with the agent and it will suggest what it needs to do the job.

📊 Activities & Approvals

Here you can see a diary of what the agent has been up to. This is especially useful if the agent does stuff in the background.

⚙️ Settings

Here you can configure things like the agent's name and image, and advanced features like agent to agent communication.

🚀 Prompt Examples

Invoice Router Agent

"I receive a lot of emails with invoices that need to be routed to the right team. How can you help me with this, and what would you need from me?"

See Invoice Router demo video

Positive News Agent

"Check for positive feel-good news every day at 6pm and send me an email"

See Positive News Agent demo video

Company Research Agent

"Whenever I paste in a company name, I want you to do research on that company to find out if it fits our ideal customer profile. I'll upload a doc for you describing what we are looking for."

Next Steps

Start by chatting with your agent to explore its capabilities, or try one of the prompt examples above to see how agents can automate your workflows.

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Last updated: 10/24/2025

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