Creating Agents – Here’s How

(the content of this page is available in German and English)

🤖What are Agents?

Agents are AI-powered tools that can take on tasks for you. For example, agents can help you summarize information, make decisions based on that information, handle recurring tasks, and more. They assist you in making your processes even more efficient.

🧠AI Dialogue and Agents – When to Use What?

You are already familiar with AI dialogue: Quickly asking a question, gathering ideas, or getting technical support – it’s simple and flexible. Have you often wished you could save certain templates? That’s exactly what agents are for! Agents work similarly to AI dialogue but go a step further. You can provide and save them with fixed instructions and knowledge sources. This way, you start directly with the appropriate context without having to formulate a new prompt each time. In short: AI dialogue is perfect for spontaneous questions and creative impulses – both with your company knowledge and for general topics. Agents, on the other hand, are your automated helpers that take over recurring tasks and work exactly according to your specifications.

🔍 Where to Find Agents?

It’s simple: Click on Agents in the sidebar. Here you can:

Discover Agents

Try out Shared Agents
Mark Favourites
Share Agents

Use the search bar or filters to find agents. The sections “Favorites,” “My Agents,” and “Shared Agents” make it easy to keep track.

💡 Tip: Click the ✏️ icon on the agent card to configure agents, or the 🗑️ to delete (only possible for your own agents). You can share agents with others using the paper airplane.

⭐ Creating Agents – Things Are Getting Exciting!

Want to create your first agent? It’s easy. Click “Create” in the “AI Agents” menu, and you’re off! 💡 Tip: Need a bit of inspiration on what an agent could do for you? Here’s the agent library with examples, prompts, etc. Just browse, copy, and get started 📚✨

👤 Name

What should your agent be called? You’ll see the name later in the overview.

Description

Here you can provide a short description of the agent’s purpose. The description does not influence the agent’s behavior but will be displayed in the agent overview.

Instructions

This is the important part – what should your agent do?

Instructions determine how your agent will behave. The clearer you describe what your agent should take on, the better it will do its job. In the instructions, you can specify whether your agent should follow certain rules, what tone it should use for responses, etc.

Got more to say? No worries, we’ve got that covered. Simply use the lower right corner to drag the input box bigger

Example Prompts

Example prompts are questions that could be asked of your agent. These prompts are displayed directly when the agent is opened and are clickable so the agent can get started immediately.

That neat little trick from the Instructions that allows you to drag the box bigger? Works here as well!

Configuring the Knowledge Base

Here is where your agent gets really smart. In the Knowledge Base, you have the option to add company knowledge, your own documents, or web pages, allowing the agent to work even more precisely. It is currently not possible to combine all knowledge sources, meaning you cannot activate web search and internal knowledge at the same time. Just click the toggle to use this option.

The Knowledge Base

To use internal knowledge, simply click the toggle, and you’re good to go. With “Configure Knowledge Database,” you can browse folders and data structures and make them available to your agent directly.

The Knowledge Base

Once you’re inside the Data Sources menu, you can either use the Search Bar to view through different Data Sources by name, or use the Data Sources dropdown menu to select a specific source. You can mix across different Data Sources - be it emails, a specific Sharepoint folder, something in your Jira - we got you covered.

Use the toggle “Folder Only” to view and search for for folders. By clicking the box next to a folder or Data Source name, the entire content will be moved to the right and you will see it under Knowledge Base Preview. Success! Your knowledge soure is now ready to make your agent even smarter. And if you want to delete something again, it’s just as easy. Simply click on the little 🗑️and your agent will be non the wiser.

Note that it’s not possible to search for specific files in the Data Sources view. If you wish to attach a specific document to your agents, please use the Uploading Files menu.

Uploading Files

Under “Uploading Files,” you can select files that the agent should use. Just activate the option with the toggle and select one or more files.

Web Search

The web search allows your agent to access knowledge from the internet in real-time. Simply provide one or more URLs (the address from the browser) to add web pages. You can add a maximum of five websites.

Selecting Language Model (LLM)

Here you can choose which language model the agent accesses. This selection is optional and not available to all customers.

GPT-4o

GPT.4o
Strengths: Versatile, precise, excellent contextual understanding
Areas of Application: Text generation, chatbots, summaries, analysis
DeepSeek
Strengths: Versatile, precise, excellent contextual understanding
Areas of Application: Text generation, chatbots, summaries, analysis
Llama-3.3
Strengths: Open-source, privacy-friendly, customizable
Areas of Application: Local use, internal assistants

Visibility – Who Can See Your Agent?

By default, your agents are only visible to you – you can tell by the small lock symbol 🔒. If you are an admin, you can share your agent with the entire organization: Just click on “Shared with my Organization” – and it’s available to everyone. It’s just as easy to make it private again: With one click on “Visible only for me” 🕵️.

From Idea to Agent – Just Click

Finally, don’t forget: Click “Save” – and your agent comes to life! 🤖✨

And don’t worry: If you want to make changes later, you can open your agent anytime via “Edit” and give it the final touches.