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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Default Agents are the pre-built Agents that appear in the Agent selector when your team opens a new chat. As an Admin, you can control which default Agents are available to help manage costs, ensure compliance, and surface the most relevant tools for your team.
Only Admins can configure default Agents. This setting applies to the Chat experience only — it does not affect the base model selection when building custom Agents or the model used in Workflow actions.

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Manage default Agents

1

Open organization settings

Click your account name at the bottom of the sidebar, then click the gear icon next to your organization name.
2

Go to Default Agents

In the left sidebar, click Default Agents under the Agents section.
Default Agents settings page showing list of currently enabled default Agents
3

Remove Agents you don't need

Click the remove button next to any default Agent you want to hide from your team’s chat selector. Removing a default Agent doesn’t delete it — it simply hides it from the default list.
Default Agents list with remove button next to an Agent
4

Add Agents

Click Add Agent to browse and select from the available default Agents. Search by name or capability to find the right ones for your team.
Add Agent dialog for selecting default Agents
5

Save

Click Save to apply your changes. The Save button only becomes active after you’ve made at least one change.
Your default Agent configuration is updated. Team members will see the new set of default Agents the next time they open a chat.

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Where default Agents appear

Default Agents show up in the Agent selector when a user starts a new chat. They appear under the Default section, separate from any custom Agents the user or their team has built.
Default Agents listed in the Agents sidebar under the Default section
Chat Agent selector showing Default Agents available for a new chat
Curate your defaults to match your team’s most common use cases. For example, a sales team might benefit from a writing-focused Agent and a research Agent, while a support team might need an Agent with Knowledge Base access to your help center.

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Next steps

Build and configure an Agent

Create custom Agents tailored to your team’s specific needs.

Configure global instructions

Set organization-wide AI behavior rules for all Agents.