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An agent can be defined in two places: in the studio for one workspace, or in a module so that every workspace that installs the module gets it.

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Define an agent in the studio

Choose Agents in the sidebar and create one. Start from a template. Then set these properties. An agent’s page has a tab for each part: General, Instructions, Tools, Skills and Usage.

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Define an agent in a module

A module declares agents in its manifest with defineAgent. They are created when the module is installed, updated with it, and archived when it is uninstalled. See Agents and skills in a module.

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Write effective instructions

  • State what the agent is for in the first line.
  • Describe how the business works in plain words: stages, rules and units.
  • State what it must never do, and who to ask instead.
  • Tell it to look a record up before creating one, to avoid duplicates.
  • Keep the instructions short. A few clear rules are followed better than a long list.
Step-by-step procedures belong in a skill, not in the instructions: an agent loads a skill only when it needs it.