The Agent Copilot is an AI-powered assistant that helps you build, edit, and improve Agents using plain language descriptions. You can describe what you want to create or modify, and the Copilot automatically generates or updates your Agent for you.
*Do not manually edit the Agent while the Copilot is working, as your changes will be overwritten.
Accessing the Agent Copilot
When creating a new Agent: Click the "+ New Agent" button on the "All Agents" page, then describe your Agent in plain language under the "Create a Custom Agent" section. The Copilot will open and begin building your Agent based on your description. For more details on creating Agents, see the Creating an Agent article.
Alternatively, you can select a template from the "Or Start From a Template" section, which will launch the Copilot with a pre-determined starting prompt tailored to that template.
When editing an existing Agent: Access the Copilot at any time by clicking the wand icon in the top options while in the Agent editor.
How the Copilot works
Watch the planning process: You can observe as the Copilot plans out its approach and begins building or updating your Agent.
Answer tailored questions: When creating a new Agent, the Copilot may ask a series of clarifying questions to better understand your needs. These questions are tailored to your description and help the Copilot build a more accurate Agent. You can answer each question or click "Skip" to move on. Question types include:
Multiple choice: Select one option from a list of common answers
Multi-select: Check multiple options from a list of features or capabilities
Free-text: Type your own response to provide specific details
Knowledge Base attachment: Select relevant documents or folders from your Knowledge Base to attach as context
Review the initial version: Once complete, review the Copilot's work. You can expand the changes summary to see which fields were modified (such as "Icon," "Name," "Description," and "Instructions"), along with a chat message from the Copilot explaining what it did.
Continue iterating: Follow up with additional messages to refine your Agent. You can ask it to update instructions, add tools, adjust the description, or make other adjustments.
*You can reference Knowledge Base items directly in the Copilot chat by pressing "#" in the input field to search for and select items from your Knowledge Base.
Copilot controls and options
Regenerate responses: Click the "Regenerate" icon at the bottom of any Copilot message to have the Copilot try a different approach.
Edit messages: Click the "Edit Message" icon on any of your messages to modify your prompt and try a different request.
Rate responses: Use the thumbs up or thumbs down icons at the bottom of any Copilot message to provide feedback on the quality of the response.
Restore previous versions: Click the "Restore Checkpoint" icon under any message to revert to the Agent version that existed before that message.
You can also click "Restore" on any of the versions where modifications are shown.
Optimizing Agent instructions
At the bottom of the "Instructions" field in the Agent editor, you'll find an "Optimize" button. Click this button to have the Copilot automatically enhance your instructions with best practices and recommended formatting. This adds a pre-determined prompt that improves clarity and effectiveness without changing the core purpose of your Agent.
Managing Copilot conversations
Start fresh: Click the "New Chat" icon at the top of the Copilot panel to begin a new chat thread when you want to start over with different instructions.
View chat history: Click the clock icon at the top of the Copilot panel to switch between previous chat threads and return to earlier conversations.
By leveraging the Agent Copilot, you can quickly build and refine powerful AI Agents without needing to manually configure each setting, making Agent creation accessible to users of all technical levels.