Agents Overview
Agents are specialized AI assistants that you can create, customize, and share. Each agent is configured with specific instructions, knowledge, tools, and an AI model — making it an expert at a particular task or topic.
What Are Agents?
Think of agents as pre-configured AI colleagues. Instead of explaining what you need every time you start a chat, you (or your team) can create agents that already know:
- What they should do — through custom instructions and prompts
- What they know — through attached knowledge sources and documents
- What tools they can use — such as web search, canvas, connectors, or image generation
- How they should respond — through model selection and conversation starters
Types of Agents
The platform supports three types of agents, each with a different creation approach:
| Type | Builder | Best For |
|---|---|---|
| Simple | Gunnies | Quick, natural language agent creation — describe what you want and the AI helps build it |
| Cortex | Cortex | Detailed, form-based configuration — precise control over every setting |
| Workflow | Workflow | Complex, multi-step workflows — visual flow-based agent building |
The Agents Page
The Agents page is your central hub for managing all agents. It works similarly to a file manager, with three views:
Home
The landing view shows:
- Favorite agents — Agents you've starred for quick access
- Recently used agents — Agents you've chatted with recently
- Quick actions — Buttons to create new agents
[SCREENSHOT]
My Agents
A table/list view of all agents you've created, with:
- Agent name, type, and description
- Creation and last modified dates
- Folder organization
- Bulk actions (delete, move, etc.)
Shared with Me
Agents that team members have shared with you, displayed in the same table format.
Creating a New Agent
To create a new agent:
- Go to the Agents page from the sidebar.
- Click the "Create Agent" button (or the "+" button).
- A dialog will appear asking you to choose the agent type:
- Gunnies — Start chatting to describe your agent
- Cortex — Enter a name and open the configuration form
- Workflow — Enter a name and open the visual flow editor
- Follow the builder for your chosen type.
[SCREENSHOT]
See the individual builder pages for detailed instructions:
Managing Agents
Organizing into Folders
Just like files, you can organize agents into folders:
- Create folders to group related agents
- Drag and drop agents into folders
- Move agents between folders using the context menu
Searching and Sorting
- Use the search bar to find agents by name
- Sort the table by name, date created, or date modified
Agent Actions
Right-click an agent or use the action menu to:
| Action | What It Does |
|---|---|
| Rename | Change the agent's name |
| Duplicate | Create a copy of the agent |
| Move | Move the agent to a different folder |
| Share | Share the agent with team members |
| Delete | Permanently remove the agent |
Favoriting
Click the star icon on any agent to add it to your favorites. Favorite agents appear prominently on the home view and in the Activity panel.
Using an Agent
There are multiple ways to start chatting with an agent:
- Click on an agent from the Agents page or Activity panel
- Type
@in any chat to mention an agent (see Chat with an Agent) - Select a featured agent from the home screen