Agent Management Overview

Screen layout and basic features of Agent Management

What is Agent Management

The Agent Management screen allows you to create and manage AI agents. Agents are reusable AI configurations specialized for specific tasks or purposes.

What are Agents

Agents are defined by combining the following elements:

Element	Description
Instructions	Specific instructions for the AI
Connectors	Connections to external services
Reference Files	Documents and data for the AI to reference

By setting these up in advance, you don’t need to repeat the same settings each time you chat.

Screen Layout

The Agent Management screen consists of the following sections:

Agent List

Displays a list of created agents.

For more details, see Agent List.

Agent Builder

The screen for creating and editing new agents.

For more details, see Agent Builder.

Access Control

Agent editing is only permitted for workspace owners.

Operation	Member	Owner
View agent list	✓	✓
Use agents	✓	✓
Create/edit agents	-	✓
Delete agents	-	✓

Members can still chat using published agents.

Accessing Agent Management

1. Click 'Agents' in the Side Panel

   Select “Agents” from the side menu.

2. Agent Management Screen Appears

   The agent list is displayed.

Key Features

Agent List

Search, duplicate, edit, and delete agents

Agent Builder

Create and configure agents

Agent Details

View detailed agent information

Publishing

Publish agents and run as apps

Agent Use Cases

For Individuals

News Summary Agent

• Instructions: “Summarize the latest news articles and list the important points as bullet points”
• Connectors: RSS feeds, News APIs
• Reference Files: None

Study Notes Agent

• Instructions: “Extract important points from uploaded learning materials and create review notes”
• Connectors: None
• Reference Files: Educational PDFs, Lecture materials

Travel Planning Agent

• Instructions: “Suggest recommended tourist spots and travel routes considering budget and schedule”
• Connectors: None
• Reference Files: Travel guides

For Teams & Business

Sales Report Agent

• Instructions: “Retrieve this month’s deal data from Salesforce and create a weekly sales report”
• Connectors: Salesforce
• Reference Files: Report template

Customer Support Agent

• Instructions: “Reference the FAQ document to answer user questions”
• Connectors: None
• Reference Files: FAQ document, Product manual

Data Analysis Agent

• Instructions: “Analyze sales data and report trends and anomalies”
• Connectors: Google Sheets, BigQuery
• Reference Files: Analysis criteria document