The Agent Builder

The Agent Builder is where you set up a teammate — give them a name and a job, tell them how you want the work done, and save. This page walks you around the tabs so you know what each one is for before you start.

In short

• Use the Agent Builder to create a new teammate or fine-tune one you already hired.
• The Config tab is where you do the essentials: name, what they do, and which model powers them.
• The other tabs are optional add-ons — Knowledge, Skills, Tools, Voice, Schedule, Controls — most can wait until after you save.
• Write instructions in plain words: who they are, what to do, what to avoid, and what a good result looks like.
• Save turns on the rest of the tabs, and a live preview shows the teammate taking shape as you type.

A freshly hired teammate already works out of the box. You only need the Agent Builder when you want to adjust something. To just see and hire teammates, use the Manage your roster page instead.

Find your way around the tabs

The Agent Builder opens with a row of tabs across the top and a live preview card on the right. Start with Config — everything else builds on it.

*The Agent Builder: tabs across the top, your edits on the left, a live preview on the right.*

Config (start here)

The essentials: Name, a short Description of what they do, and the model that powers them. A teammate needs at least a name before you can save.

Knowledge

Upload business documents your teammate should read — price lists, brand notes, past quotes. See Teaching with Knowledge.

Skills

Turn on saved how-tos your teammate can follow. A skill is a reliable recipe for doing a particular job well.

Tools & Voice

Tools let a teammate act — look things up, draft a message. Voice lets a phone teammate take calls. Both unlock after you save.

Invocations & Schedule

Decide when a teammate wakes up — on demand, or on a recurring Schedule (for example, a daily summary). Available after you save.

Controls

Set who reviews this teammate’s work and what checks must pass before a job counts as done. Available after you save.

(Recommended) Most people only ever touch Config and Knowledge. The other tabs are there when you need them — you don’t have to fill them all in.

Give your teammate a clear role and instructions

In the Config tab, fill in the Name and Description in plain language — the way you’d brief a new colleague on their first day. A useful brief covers four things:

Role and goal — who they are and what they're for

Name the teammate and say their job in one line. For example: “You are our renovation quote assistant. Your job is to turn site notes into clear, friendly quotes for homeowners.”

*Name and a one-line description — the start of the brief.*

What to do — the work itself

Spell out the everyday tasks: “Draft quotes, follow up on questions by email, and keep a friendly, professional tone.” Be concrete about what good output is for you.

*Describe the day-to-day work in everyday words.*

Constraints — what to avoid

Add the limits: “Never quote a final price without my approval. Don’t promise dates we haven’t agreed.” These keep the teammate inside the lines.

What good looks like — the finish line

Describe a finished result: “A quote is done when it lists the work, a price range, and next steps — and is ready for me to review before it goes out.”

You’ll know your brief is working when the teammate’s first reply matches the job you described.

Fill-in-the-blanks brief you can copy: “You are [role] for [my business]. Your job is to [what to do]. Always [a habit you want]. Never [a limit]. A good result looks like [what done means].”

Save and preview

As you type, the preview card on the right updates so you can see the teammate taking shape. When you’re happy with the essentials, click Create (or Save when editing).

*The preview card mirrors your edits — a quick sanity check before you save.*

Saving unlocks the rest of the tabs. Tools, Voice, Schedule, and Controls stay greyed out until the teammate exists, because they need a saved teammate to attach to. Save first, then come back to fine-tune them.

Setting up a teammate never sends anything on its own. Ask before sending is ON; nothing goes out without your OK. Your teammates also check each other’s work before calling it done, so quality is built in.

What if it isn’t working?

1. The Save / Create button is greyed out — make sure the teammate has a Name; it’s the one required field.
2. A whole tab is greyed out — that’s expected for a brand-new teammate. Save first; Tools, Voice, Schedule, and Controls unlock afterwards.
3. The preview looks empty — keep typing in the Config tab; the preview fills in as you add a name and description.
4. Your edits didn’t seem to take — confirm you clicked Save (editing) or Create (new). The button shows a spinner while it works.
5. The teammate ignores an instruction — make the brief more specific in the Config description, save, and try the request again.

Still stuck? See Getting help.

FAQ

Do I have to fill in every tab?

No. Config is the only one you need to get started — a name and a short description. Everything else is optional and can wait until you have a reason to use it.

Why are some tabs greyed out?

They need a saved teammate to attach to (a tool, a phone number, a schedule, a reviewer). Once you click Create, those tabs turn on and you can come back to set them up.

Can I change a teammate after I've hired them?

Yes. Open the Agent Builder for that teammate any time, change what you like, and Save. Nothing is locked in.

What's the difference between this and just chatting?

Chatting is how you ask for work day to day. The Agent Builder is where you set up how the teammate works — their role, the documents they read, the checks on their output. For asking, use Chatting with a teammate.

I see model names and advanced options — do I need them?

No. (Advanced) options like the model picker have sensible defaults already set for the teammate’s role. Leave them as they are unless you have a specific reason to change them.

Next steps

Teaching with Knowledge

Upload the documents your teammate should read before doing the work.

Manage your roster

See all your teammates, hire new ones, and pause ones you don’t need.

Digital employees explained

Understand what a teammate is before you fine-tune one.

Chatting with a teammate

Put your newly set-up teammate to work with a first request.