Agents & Prompts
Agents are specialist AI assistants that handle specific types of questions. Each agent has its own system prompt, role description, available functions, and search scope. The Frontline agent is the default agent that handles all questions — specialist agents are delegated questions that match their role.
Creating an Agent — Step by Step
1. Create the agent prompt
Go to Edit Prompts and click Add Prompt. Choose Agent Prompt as the type and give it a name. This creates a new prompt file pre-populated with a standard template (Identity, Tone, Guardrails, Output Format, Information Retrieval). Edit the prompt to define exactly how this agent should behave.
→ Edit Prompts · Editing a Prompt
2. Create the agent
Go to Configure Agents and click Add Agent. Give the agent a name. The agent starts with a status of Off.
→ Configure Agents
3. Set the agent's prompt, functions & role description
Open the agent by clicking its row or the gear icon. Configure:
- Agent Role — A description of the types of questions this agent handles. The Frontline agent reads this and decides whether to delegate a question to this specialist.
- Initial Prompt — Select the prompt file you created in step 1.
- Agent Prompts — Add the same prompt and tick the functions the agent should be able to call (e.g. web search, data retrieval).
→ Editing an Agent
4. Test the agent, then make it live
Set the agent's status to Testing. In this mode the agent is available in Admin Chat only, so you can verify it behaves correctly without affecting end users. Once satisfied, set the status to Live.
→ Editing an Agent — Agent Status
Pages in this Section
- Edit Prompts — View, add, and delete prompts for your service.
- Editing a Prompt — Write and save a prompt, use prompt substitutions, review with AI, and restore earlier versions.
- Configure Agents — View, add, and delete agents for your service.
- Editing an Agent — Configure an agent's role, prompt, functions, search settings, and status.
- Admin Chat — Test your service interactively without affecting analytics or quota, and use the Trace Log to inspect every step of how a question is processed.