Creating an agent
The three-step wizard for spinning up an Assistant or an Agent.
Every agent starts from the inline create wizard in the Agents mode. Three steps:
1. Pick a type
- Assistant — conversational AI; the LLM decides when to use tools or delegate.
- Agent — Assistant plus a visual pipeline you draw step by step.
If you're not sure, pick Assistant. Upgrading later is non-destructive — your Role, Soul, and Config carry over, and an empty Flow tab is added.
See Agents and Assistants for the long version.
2. Pick a template
Templates seed sensible defaults so you don't start from zero:
| Template | Best for |
|---|---|
| Blank | Empty system prompt, no tools — full custom build |
| Support Agent | Customer support with research tools |
| Code Reviewer | Code review with GitHub tools |
| Phone Agent | Voice / SMS with Telnyx tools |
| Outreach Agent | Outbound campaigns with SMS + email |
| Orchestrator | Delegates to other agents; few tools, many sub-agents |
Templates are operator-managed. When the operator pushes an update, your
overrides (custom name, accent, etc.) are preserved on your instance.
The instance is linked via template_id + template_version so we can
re-apply or pin versions later.
3. Fill in the details
- Name — what shows up in the agent list, Office canvas, and chat agent selector.
- Model — defaults to your workspace default; the picker shows every model your active provider keys can run.
- System prompt — the persona / instructions. Markdown is fine.
Click Create. The agent persists to Supabase via an optimistic
addAgent() call and you're dropped into its detail view.