Agents

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An Agent is a configured AI assistant inside a Space. It has its own model, system prompt, Knowledge access, and Apps.

Where to find this: Sidebar → (your Space) → open an Agent's chat → kebab menu (top-right) → Agent Settings

Creating an Agent

Inside a Space, click + New Agent at the top right of the Space page. You start by choosing how to set the Agent up:

• Custom Setup — start from a blank Agent and configure everything yourself.
• Clone Existing Agent — copy the configuration of an Agent you already have.
• Give agent knowledge — begin by adding Knowledge Documents.
• Connect tools — begin by wiring up Apps or MCP servers.

There's also an Agent Inventor ("Invent Your Agent") that drafts a starting configuration for you from a short description. Whichever route you take, give the new Agent a name and description so people in your Space know what it's for.

The Agent admin dialog

Opening Agent Settings brings up a dialog with the Agent's full configuration. The dialog has its own left sidebar with eight sections (plus an admin page for any installed App that ships one):

Section	What it contains
Settings	Four tabs: General, Settings, Embed, Danger Zone. See below.
Chat Settings	Chat-specific display and behaviour options for this Agent's chat view.
Prompt	The Agent's system prompt — its persona, rules, and behaviour.
Knowledge	Per-Agent Knowledge Documents (Documents, Index, Logs, Settings tabs).
Tools	Installed Apps and MCP servers available to this Agent.
Feedback	Review user feedback (thumbs-up / thumbs-down) on past responses. Requires Capture Feedback to be enabled.
History	Browse and search past conversations with this Agent. Requires Conversation Tracking.
User & Permissions	Who can access this Agent and what they can do.

Settings section

The Settings section is itself split into four tabs.

General tab

• Agent Name — display name shown in the sidebar and to chat users.
• Description — short summary of what this Agent does.
• Available Models — pick which models this Agent can use. The default is used unless a user explicitly picks another. Each model row shows whether it's active, its tags (e.g. Secure, OpenAI), and a row action menu.

Below the models, a Writing Style block holds two sliders that shape the Agent's tone:

• Temperature — controls randomness. Lower values are more focused, higher values more creative.
• Top K — limits word options. Lower values are more predictable, higher values offer more variety.

A Presets block offers three one-click starting points for these sliders:

Preset	Temperature	Top K
Formal	0.2	20
Balanced	0.7	40
Creative	1.0	64

Settings tab — behaviour toggles

• Active Agent — if enabled, the Agent is available in chat. Turn off to hide it without deleting it.
• Public Agent — if enabled, the Agent can be embedded in websites and external tools. Reveals Add Allowed URLs, where you list the sites permitted to embed it.

Below these, Agent Capabilities groups the toggles that switch features on and off:

• Knowledge Base — if enabled, the Agent can search its Knowledge Documents to answer questions. When on, it reveals nested options:
  • Knowledge Model — the model used only for background section-summary (RAPTOR) work — not chat, and not embeddings. (The embedding model itself is now instance-wide, set by an administrator under Admin Tools → Global Settings.)
  • Include AI summary in results — when retrieving Knowledge, also include the matching RAPTOR cluster summary alongside the grounded source sections. Helps with broad thematic questions.
  • Build section summaries automatically — keep the RAPTOR section-summary index rebuilt as Documents change.
  • Include section neighbours in results — pull in the sections adjacent to a match for extra surrounding context.
• Capture Feedback — enables the thumbs-up / thumbs-down controls on replies in chat. Required for the Feedback section to collect data.
• Memory — lets the Agent remember durable facts about each user across conversations (default on). Disabled for public Agents (tooltip: "Memory is not available for public agents"). See Memory.
• Access the Web — lets the Agent fetch live web content during a conversation.
• Conversation Tracking — stores conversation history for later review. Required for the History section to be populated.
• Deep Research Mode — enables longer, multi-step research in chat. When on, it reveals an Available Deep Research Models table for choosing which models the deep-research runs may use.

Embed tab

Configure how this Agent appears when embedded on an external website. The full walkthrough — including iframe, inline JavaScript, and floating bubble methods — lives in Embed a chat. Embedding only works when Public Agent is enabled and at least one entry exists in Add Allowed URLs.

Danger Zone

The Danger Zone tab has two sections. Move Agent relocates the Agent to a different Space — its configuration and Knowledge move with it. Below it, Delete Agent removes the Agent for good.

Prompts: system prompt vs prompt library

There are two related concepts for prompts on an Agent:

• System prompt — the Agent's persona and rules. Edit it under Agent Settings → Prompt.
• Prompt Library — reusable prompt templates a user can pick from in chat. There are two levels: Space-level (see Spaces → Agent Prompts, shared across every Agent in the Space) and Agent-level. Click Create New Prompt to add a template.

Reviewing conversations and feedback

If you've enabled Conversation Tracking, Agent Settings → History lists every conversation for the Agent. A toggle at the top lets you show archived conversations. If tracking is off, conversations are stored anonymously for privacy and won't appear here.

If you've enabled Capture Feedback, Agent Settings → Feedback shows all thumbs-up / thumbs-down feedback users have left, useful for spotting good and bad responses over time.

Saving

Changes don't persist until you save them. As soon as you edit anything, a floating save bar appears with Save Changes and Discard — it stays until you commit or discard your edits.