Agent Builder

Agent Builder lets you create your own specialised AI agents inside Assist — no developer help needed. Like Template Builder, it gives you full control to design agents around your workflows, projects, and brand voice.

There are two ways to build an agent:

• Manually, through the Agent Builder form (covered in steps 1–4 below).
• Conversationally, by asking the AI in chat to create one for you (covered in step 5).

1. Choose where your agent lives

Agents can be created at two levels:

• Workspace Agents — available only inside a specific workspace. Best for project- or team-specific tasks.
• Organisation Agents — available across your entire organisation. Best for company-wide functions used by multiple teams.

To start, open the workspace (or the organisation settings) where you want the agent to live and select Agents from the sidebar.

2. Create a new agent

From the Agents page, click + Create Agent (if you have no agents yet, the button reads + Create Your First Agent). This opens the configuration screen, where you'll define your agent's identity and personality.

Agent details

3. Define how your agent behaves

This is the most important step. Two fields shape how the agent thinks and how it sounds.

How should this agent help? — the behind-the-scenes guidance. Set the agent's expertise, principles, and operating framework.

Example: "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 — how the agent communicates. Formal or casual, concise or detailed, structured or conversational.

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

Visibility

• Public — visible and usable by everyone in the workspace (or organisation).
• Private — visible only to you.

When you're done, click Create Agent in the bottom-right of the screen.

4. Add knowledge to your agent (optional but recommended)

Knowledge files make your agent sharper and more specific — it can reference real examples, brand guidelines, or product data when it responds.

1. On the agent's page, click Agent Knowledge in the top-right.
2. In the panel, click + Add Knowledge. You can add knowledge as:
   • Text — paste content directly
   • Scan URL — point at a webpage to crawl
   • Upload File — supported formats include .md , .pdf , and .txt
   • Upload Image
3. Fill in the upload form:
   • Title — a memorable name (e.g. Hook Templates).
   • File — the document the agent should reference.
   • Agent instructions — tell the agent how to use this knowledge. This matters. Example: "Use this document to understand what good hooks look like and how to build them."
4. Click Save Knowledge, then Save (or Update Agent) to lock in the changes.

5. Create an agent from chat

You don't have to use the form — you can ask the AI to build the agent for you.

In any chat, describe the agent you want and the AI will create it. The more detail you give, the better the result. Useful things to include:

• Purpose — what the agent is for, and the kind of tasks it should handle.
• Name and mention tag — or let the AI suggest them.
• Tone and style — formal, punchy, technical, playful, etc.
• Where it should live — this workspace or organisation-wide.
• Visibility — public or private.
• Knowledge — attach files, paste text, or share URLs in the chat and ask the AI to add them to the agent.

Example prompt: "Create a workspace agent called Hook Writer (mention tag HookWriter ) that helps me write punchy opening hooks for marketing copy. Direct, energetic tone, short sentences. Offer 3–5 variations each time. Keep it private for now."

The AI will create the agent, confirm the configuration, and you can refine it from there — either by asking for changes in chat, or by opening the agent and editing it in the Agent Builder form.

6. Use your agent

1. Open any chat, project, or output document.
2. Type @  followed by the agent's mention tag (e.g. @HookWriter ).
3. Write your request and send.

The agent will respond using the guidance, tone, and knowledge you set up.

That's it — your agent is live. Experiment with different instructions, knowledge sources, and chat-built variations to build a small team of agents that speed up your work.