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 AI agent
AI Agents in the sidebar opens the AI agents page, and New AI agent is at the top right. When the organization has no agents yet, you can also select Create AI agent in the empty list. Only Admins and Members see these buttons.
2
Name the agent
Pick a short name your team will recognize on the AI agents page. 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 long list. A counter below the field tracks the length.
4
Select Create agent
The builder opens with Start, Welcome, and End already connected.
A message confirms the agent was created.
The AI agents page
The AI agents page lists every agent in your organization.
Each agent shows its name, channels, conversation count, and when it was last edited. The table view hides the Gambits column by default. Turn it on in Customise view. Its status is one of these:
The menu on each agent has Open, Configure, and Copy link. Admins and Members also see Duplicate, and organization admins see Delete.
Duplicate an agent
Open the agent’s 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.