Creating Custom AI Agents with Agent Builder

Welcome to Agent Builder!

This powerful feature allows you to create your own specialized AI agents directly within the Assist platform, without needing any technical support.

Just like our Template Builder, the Agent Builder gives you full control to design agents tailored to your specific workflows, projects, and brand voice.

This guide will walk you through creating, configuring, and using your own custom agent.

1. Accessing the Agent Builder

You can create agents at two levels:

• Workspace Agents: These agents are available only within a specific workspace, perfect for project-specific tasks.
• Organization Agents: (Not shown in video) These agents are typically available across your entire organization, ideal for company-wide functions.

To get started, navigate to the desired workspace from the left-hand sidebar and click on Workspace Agents.

2. Creating a New Agent

Once in the Workspace Agents section, click the + Create Your First Agent button to open the configuration screen.

You will now define the core details and personality of your agent.

Agent Details

This section covers the basic identifiers for your agent.

1. Agent Name: This is the friendly, display name for your agent. Choose something clear and descriptive that your team will easily recognize.

   • Example from video: Hook Writer

     Mention Tag: This is the unique command you will use to "call" or activate the agent in a chat. It must be a single word with no spaces, containing only letters and numbers.

   • Example from video: HookWriter . To use it, you would type @HookWriter .

     Description: Explain what the agent does. This helps your teammates understand its purpose and when to use it.

   • Example from video: "This agent will help you write hooks for your content to draw in your audience."
2. Color: Select a color to visually distinguish this agent from others.

3. Defining the Agent's Behavior

This is the most critical step, where you instruct the agent on how it should think, act, and respond. This is done through two main instruction fields.

How should this agent help?

1. Behind-the-scenes guidance: Provide high-level rules and principles for the agent. Think of this as defining its core character, its expertise, and the framework it should operate within.

   • Example from video: "You are a specialist copywriter focused on crafting opening hooks that grab attention instantly. You combine audience psychology, brand context, and proven writing patterns to generate lines that cut through the noise..."

     Tone & interaction style: Define how the agent should communicate. Should it be formal, friendly, professional, concise? This section controls the style of the generated output.

   • Example from video: "Speak in a direct, energetic, and confident style. Use short sentences and punchy phrasing. Offer 3-5 variations each time, and explain briefly what type of hook each one is..."

Visibility

• Public: The agent can be seen and used by all users within your workspace or organisation.
• Private: The agent can only be seen and used by you.

Once you have filled out all the fields, click Create Agent in the bottom right corner.

4. Enhancing Your Agent with Knowledge (Optional but Recommended)

To make your agent even more powerful and specific, you can provide it with knowledge files. This allows it to reference specific documents, data, or examples when generating responses.

1. After creating your agent, click the Agent Knowledge button in the top-right corner of the screen.

   In the pop-up window, click + Add Knowledge. You can add knowledge in several ways:

   • From Text
   • Scan URL
   • Upload File (as shown in the video)

   • Upload Image

     To upload a file, fill out the following:

   • Title: Give the knowledge source a memorable name. (e.g., Hook Templates ).
   • Upload File: Add a file for the agent to use as a reference. Supported formats include .md , .pdf , and .txt . (e.g., a document containing best-practice examples of marketing hooks).
   • Agent Instructions: This is a crucial field. Tell the agent how to use this document. (e.g., "Use this template document to understand what good hooks look like and how to build them").
2. Click Save Knowledge, then click Save or Update Agent to finalize the changes.

5. Using Your Custom Agent

Now your agent is ready to use!

1. Navigate to any project or output document where you need assistance.
2. Open the chat/assistant panel.
3. Type @ followed by your agent's Mention Tag (e.g., @HookWriter ).
4. Write your request or question and send the message.

The agent will then generate a response based on the guidance, tone, and specific knowledge you provided during its creation.

You have now successfully built and deployed a custom AI agent! Experiment with different instructions and knowledge sources to create a suite of agents that accelerate your team's productivity.