How to create an AI agent

Step by step: name, instructions, model, knowledge base, tools.

An AI agent is a saved set of instructions plus context. You can create as many agents as you need for different tasks.

Steps

Open Agents in the left menu
Click “Create agent”
Fill in the name, the system instructions and the model (Claude/GPT/Gemini)
Optional: connect a knowledge base — the agent will use it as context
Optional: connect tools (webhooks, MCP) — the agent will be able to call APIs
Save — the agent is ready to use

System prompt template

You are [role]. Your task is [specific goal].

Context:
- [What the user is working on]
- [Which sources of truth to use]

Style:
- [Tone of voice]
- [Response length]

What not to do:
- [What to avoid]