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This guide walks you through creating a new specialist agent from scratch — from writing the prompt to testing and going live.


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


Step 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


Step 3: Set the Agent's Prompt, Functions & Role

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


Step 4: Test the Agent

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.

Use the Trace Log in Admin Chat to see exactly how questions are routed and which agent handles them.

Admin Chat


Step 5: Go Live

Once you're satisfied with the agent's behaviour, set its status to Live. The Frontline agent will now delegate matching questions to your new specialist agent.

Editing an Agent — Agent Status

← Back to Agents & Prompts

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