Configure your agent’s name, model, tools, and instructions to customize how it behaves and what it can access.

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Basic Configuration

Agent settings panel for configuration
Agent Setup
  • Name and describe your agent’s purpose
  • Choose AI model (Hyper-Plus recommended for best tool performance)
  • Select toolkits and app integrations
  • Configure which actions require approval
  • Create system prompts with guidelines and context
  • Upload PDFs and files for agent knowledge

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Model Selection

Choose Hyper-Plus for the best performance with tools and integrations. Other models are available but may not perform as well with complex tool usage and multi-step tasks.

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Toolkit Configuration

Select which app integrations and system tools your agent can access. Choose specific connections for each integration and configure approval requirements for sensitive actions like sending emails or deleting data.

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System Instructions

Provide clear, specific instructions for your agent including its role, guidelines, and any context it needs to perform tasks effectively. Think of this as creating an employee handbook for your AI assistant.

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Knowledge Files

Upload PDFs, documents, and other files that your agent should reference during conversations. This knowledge base helps the agent provide more accurate and contextual responses. Remember to save your agent settings using the black save button before deploying to channels or testing functionality.

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Next Steps