How to create an Agent

Before you start

Agents are a Power-plan feature. If you don't see Agents in your model menu, you're on Free, Pro, or Pro+; upgrade to Power to unlock them.

What an Agent is

An Agent is a reusable assistant with three things baked in:

• Instructions: the standing directions that shape how it responds (e.g., "You are a contract reviewer. Flag risky clauses in plain English.").
• Tools: what it can DO. Web search for current information, code execution for running scripts and making charts, and file search over its knowledge.
• Knowledge files (optional): PDFs or documents the agent can search when answering.

Once saved, you use the agent like a regular chat, but it always behaves the way you configured it. Your agents are private to your account.

Step-by-step

1. Open the model picker and choose My Agents, then Create Agent (the agent builder opens in the side panel).
2. Give it a clear name: "Email drafter," "SOC 2 reviewer," "Daily standup helper." This is what you'll see when picking which agent to use.
3. Write the instructions. Be specific. "Write professional emails" is too vague. "You write friendly, brief emails for B2B sales follow-ups. Always end with a single clear question." is better.
4. Pick the model. Power has access to all four; pick the lightest that does the job. Lite for templated tasks, Plus for long context (1M tokens), Pro for the hardest reasoning.
5. (Optional) Enable tools: web search if the agent needs current info, code execution if it should run scripts or produce charts.
6. (Optional) Upload knowledge files; the agent searches them when answering.
7. Click Save. Done.

Using your agent

From the chat input, open the model picker and choose your agent. Type a message and it responds using the instructions, tools, and knowledge you set up. You can switch back to a regular model at any time.

Examples that work well

• Daily standup helper: asks for yesterday/today/blockers and formats the output the same way every time.
• Code reviewer: paste a diff, the agent reviews against your standards (defined in the instructions).
• Writing assistant with your style: upload three samples of your writing as knowledge files; the agent matches your voice.
• Support draft writer: the agent reads your help-center docs (knowledge files) and drafts replies to incoming tickets.

Common mistakes

• Instructions too short: vague instructions produce vague responses. Spend time here.
• Tools you don't need: every enabled tool adds overhead. Turn on only what's necessary.
• Wrong model: Pro for everything is wasteful. Lite is fine for templated tasks.