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At the end of this page, you have a new agent open in the builder, ready to edit.

Before you start

Before you start, sign in to the dashboard and select the organization you want to work in.
  • Your role must allow resource management. The Viewer, Billing, and Auditor roles cannot create agents.

Create a new agent

1

Select New agent

AI Agents in the sidebar opens the library, and the button is at the top. In an empty library, select Create your first agent instead.
2

Name the agent

Pick a short name your team will recognize in the library. You can rename the agent later.
3

Describe it, or skip the description

The description is optional. It helps teammates find the right agent in a large library. A counter below the field tracks the length.
4

Select Create agent

The builder opens with an empty flow.
A message confirms the agent was created.
You can also press Cmd+K or Ctrl+K and create an agent from the command palette.

The agent library

The library lists every agent in your organization. Each agent card shows the name, the gambit count, when it was last edited, and a state: The menu on each card has Configure, Duplicate, Copy link, and, for organization admins, Delete.

Duplicate an agent

Open the card menu shown above and select Duplicate. The dialog names the copy after the original and lets you pick the source: The Last published version option names the version it would copy, so you can tell which release you are branching from. The copy includes all gambits, edges, agent configs, and theme settings. It receives its own deployment, so it does not depend on the source agent remaining active.

Delete an agent

Organization admins can select Delete from the card menu. Deleting an agent removes it and all of its conversations from the dashboard. There is no self-serve way to bring it back.
Deletion cannot be undone. Duplicate the agent first if you might need the flow again.

Verify

The new agent appears in the library in the Draft state. Open it to confirm the builder loads.