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Create an AI teammate that understands its role, follows your instructions, and uses the right company context.

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What you’ll learn

  • How Agent Copilot turns a plain-language description into a first draft
  • How instructions and model choice shape an Agent’s responses
  • How knowledge, Connectors, Capabilities, Workflows, and Skills extend an Agent
  • How to test and refine the Agent before sharing or deploying it

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Put it into practice

1

Choose a starting point

Open Agents and create a blank Agent, start from a template, or import one. For a guided start, open Agent Copilot and describe your use case in plain language.
2

Review the configuration

Check the name, description, model, and instructions. Add Knowledge Base content, Connectors, or Capabilities only where the use case needs them.
3

Test and prepare to share

Preview realistic requests and refine the instructions. Add conversation starters that help teammates understand what to ask.

Build and configure an Agent

Follow the complete setup guide for Agent settings.

Choose Agent knowledge

Control which company context your Agent can use.

Overview of Connectors

Let your Agent read and update information in business tools.

Build your first Workflow

Automate a repeatable process.