Create Your First Agent

By the end of this page, you’ll have:

• One working agent

• Clear instructions and behavior

• A test run you can iterate on

What You’re Building

• In this guide, we’ll create a Support Agent that:

  • Answers product questions

  • Uses approved documentation only

  • Responds clearly and concisely

  You can adapt this pattern for any use case later.

Step 1: Open the Agents Section

1. Go to Dashboard → Agents

2. Click Create Agent

You’ll see the agent configuration screen.

Step 2: Define the Basics

Instructions define how the agent behaves.

Good instructions are:

• Specific

• Short

• Constraint-driven

Example instructions:

Answer user questions using only verified product documentation.
If the answer is unclear or missing, say you don’t know.
Keep responses under 120 words

Answer user questions using only verified product documentation.
If the answer is unclear or missing, say you don’t know.
Keep responses under 120 words

Answer user questions using only verified product documentation.
If the answer is unclear or missing, say you don’t know.
Keep responses under 120 words

Step 3: Save and Test

Click Save Agent, then Test Agent.

Try a real question:

“How do I change my billing plan?”

Review the response:

• Is it accurate?

• Is it concise?

• Did it follow instructions?

Iterate if needed.