Define the job.
Describe goals, tone, boundaries and when the agent should move the conversation elsewhere.
Give AI a job, tools and clear limits.
Build an agent from one screen: define its instructions, connect a model, choose knowledge and skills, control assignments, then test the full behavior before it meets a customer.
Create an agent ↗THE AGENT SETUP
Everything that controls the agent stays together.
The setup follows the same order as the product: identity, instructions, model, skills, tools, limits and a live test beside the form.
Use your connection.
Select an enabled model provider connection and enter the exact model ID.
Ground answers.
Attach enabled knowledge bases and add instructions for when the agent should search them.
Capture useful data.
Allow only selected standard or custom fields, then describe when each should be updated.
Handoff with intent.
Choose allowed agents, users and teams. Mentions can add a target directly from the instruction.
Act outside the chat.
Bind approved integrations, connections and tool-specific instructions without exposing every action.
MENTIONS & VARIABLES
Write instructions that point to real product objects.
Agent instructions can mention allowed assignment targets, knowledge bases and customer fields. The reference is stored as structured data while remaining readable inside the editor.
Agent and team mentions
Refer to an allowed destination and let the assignment skill use it.
Knowledge mentions
Point the agent at the right approved source for a task.
Contact field variables
Insert a field or its current value into the skill instructions.
TEST & ACTIVITY
See answers, actions and side effects before publishing.
The test panel runs the same configuration with a sample customer record. Activity shows model requests, tool calls, assignments, contact updates, sources and failures.
Multi-turn preview
Test customer questions while preserving the preview conversation context.
Seed editable fields
Provide realistic input and see the contact record change after a skill runs.
Visible action history
Review which connection and tool were used and the outcome of every call.