Create an agent

How to create a new agent and what each setting does

Steps

1. Open the Agents page

   Select “Agents” in the sidebar and click “New agent.”

2. Enter the basics

   • Name (required) — e.g., Sales Analyst
   • Description — a one-liner describing this agent’s role
   • Model — the Claude model used for new chats with this agent
   • System prompt (optional) — behavior, tone, and constraints. If left blank, the default system prompt is used

   Enter a name and press “Auto-generate” to have the AI draft a description and system prompt from what you have entered so far.

3. Create

   Press “Create” to create the agent and go to its detail page. Next, attach skills, connectors, and knowledge (Attach resources).

Creating from chat

You can also create an agent without leaving chat. In a chat with no agent selected, just ask — “Create an agent for sales analysis” — and the AI drafts the setup and shows an “Agent creation proposed” card.

• Review the name, description, model, and system prompt on the card
• Press “Create” to create the agent, or “Dismiss” to pass — nothing is created until you approve
• Use the “Open” link on the card to jump to the new agent’s detail page and continue setup

Notes on choosing a model

Model changes apply to new chats only. Existing chats keep running on the model they were created with. To keep the response style consistent, we recommend sticking with the model chosen at creation time.

Model	Best for
Claude Opus 4.8	Complex reasoning and multi-step agentic tasks
Claude Sonnet 4.6	Most business tasks (default)
Claude Haiku 4.5	Quick lookups and summaries

Writing a system prompt

Put in the system prompt anything you always want the agent to follow.

• Role: “You are an analyst responsible for sales data analysis”
• Tone and language: “Always respond in polite, formal Japanese”
• Constraints: “Always cite a source for every number”
• Procedures: routine workflows

For concrete procedures you want to reuse, register them as a skill rather than writing them into the system prompt. Skills can be shared across agents and can receive update suggestions from chat.

Setting an avatar

From the Settings tab on the agent detail page, you can upload an avatar image (PNG / JPEG / GIF / WebP, up to 2 MB). It helps you identify the agent in lists and chat screens.

Built-in document creation skills

Every agent supports creating PowerPoint (.pptx), Word (.docx), Excel (.xlsx), and PDF documents out of the box. No extra setup is required.