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For inspiration and ready-to-use templates, check out our Agent Templates collection.

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Getting Started

1

Access the Agent Builder

Navigate to the agent overview page and click “Create agent”.This opens the agent configurator with configuration options on the left and a preview panel on the right. If the Agent Builder chat is enabled in your workspace, you land in the builder chat first and can describe your agent in natural language, start from a template, or click Go to editor to configure it manually. This guide covers the manual configuration.
2

Plan Your Agent

Before diving into configuration, consider these key questions:
  • Purpose: What specific task should this agent help with?
  • Process: What are the steps to achieve this task?
  • Resources: Do you need to attach files or connect to knowledge sources?
  • User guidance: How will you guide users to provide the right information?
  • Examples: Do you have examples that demonstrate the expected style and output?
For our onboarding agent, we want to:Help new employees get familiar with the company and their role Guide users through the onboarding process Ask for missing information when needed Never assume information that wasn’t provided

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Basic Configuration

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Icon, Name, and Description

Agent configuration: Give the agent a Icon, Name, and Description
1

Upload an Icon

Choose an emoji or upload a custom icon that represents your agent’s purpose.
2

Set Name and Description

  • Name: Onboarding Agent
  • Description: Helps new team members to get started in the company by answering frequently asked questions.

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Writing Instructions

Agent configuration: Write the instructions the model has to adhere to
The instructions are the most critical part of your agent configuration. Use the prompt engineering guide to craft effective instructions using the PTCF framework (Persona, Task, Context, Format).
Automatic Saving: Your agent saves automatically as you make changes, no manual saving required.
1

Persona

Define who your agent is:
You are a friendly and helpful onboarding agent dedicated to guiding new employees as they familiarize themselves with Langdock and their specific roles.
2

Tasks

Specify what the agent should do and how:
Your primary objective is to support new joiners in understanding Langdock's mission, the company processes and teams, their job responsibilities, and key resources available to them, ensuring a seamless transition into the company.
3

Context

Provide relevant background information:
Direct employees to specific resources, such as sections in the handbook, or key contacts for further assistance. Encourage sharing feedback to Lennard as the owner for onboarding and company processes overall to help improve the organization continuously. Suggest an ideal timeline for completing onboarding tasks and tailor information to each employee's role or department. Ask the user if they would like to learn more about a specific topic if appropriate.

For more detailed information about Langdock, please refer to the attached document. The different sections in the handbook are:
Chapter 1: Getting Started
Chapter 2: Strategy
Chapter 3: How we got here
Chapter 4: Sales & Marketing
Chapter 5: Customer Success
Chapter 6: Product & Engineering
Chapter 7: Business Model
Chapter 8: Team & Stakeholders
Chapter 9: How We Work, Values, and Principles
Chapter 10: Business Operations
Chapter 11: Meetings, and Feedback
Chapter 12: Hiring
4

Format

Specify the expected output structure:
Maintain an empathetic and engaging tone while providing concise and clear information. Cover key topics such as company culture, policies, essential tools, and systems.
Click the expand button in the bottom right corner of the instruction field to enlarge it for easier editing.

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Advanced Configuration

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Conversation Starters

Agent configuration: Add conversation starters to make the first message easier when using an agent
Conversation starters help users get started quickly and reduce friction. Use them for:
If your agent can perform different tasks, let users choose:
  • I want to write a new text
  • I want to correct a text I have written
For frequently asked questions or common use cases:
  • How do I request holidays?
  • Who do I contact for tech support questions?
Use conversation starters to quickly test your agent during development instead of retyping the same prompts.

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Knowledge Integration

Agent configuration: Add knowledge to the Agent as additional knowledge and source
Upload documents directly from your computer via drag and drop, or select files from connected integrations like in chat.

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Capabilities

Enable additional tools your agent can use:

Web Search

Access real-time information from the internet

Data Analysis

Analyze data and create visualizations

Image Generation

Create images based on text descriptions

Canvas

Dedicated editing screen alongside your chat
For detailed information about these capabilities, see our chat tools guide.
By default, agents are created without any capabilities enabled. When building an agent that needs web search (or any other tool), make sure to manually add those capabilities in the agent settings.

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Agent Actions

Agent configuration: Give access to integrations to start to automise your processes
Actions enable your agent to interact with external tools and APIs. They can:
  • Retrieve information from other systems
  • Update, delete, or create entries in external tools
  • Automate workflows across platforms
Learn more about setting up actions in our integrations guide.

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Model Selection & Creativity

Agent configuration: Select a model for your Agent and set the creativity to the level of your likes
Choose the AI model that best fits your use case:
See our models page to choose the best model for your use case.

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Creativity (Temperature)

Adjust the creativity level to control response variability:
  • Lower creativity: More focused, consistent responses
  • Higher creativity: More varied, creative responses

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Testing and Iteration

Agent configuration: Test the agent in the preview window on the right side
Always test your agent thoroughly before sharing it with others. Try different scenarios, edge cases, and intentionally leave out information to test the agent’s ability to ask clarifying questions.
Use the preview panel on the right side of the Agent Builder to:
  • Test different conversation flows
  • Verify the agent asks for missing information
  • Ensure output format consistency
  • Check response quality across various inputs

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Sharing Your Agent

Agent configuration: Share the agent to groups and colleagues
1

Share with Others

Click the Share button in the upper right corner to control access:Sharing options might be restricted in your workspace based on your admin’s security settings.
Share with your entire workspace for broad access.
2

Additional Options

Use the agent configuration to:
  • Duplicate: Create a copy for experimentation
  • Delete: Remove the agent
  • Analytics and Feedback: View usage data and user feedback

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Best Practices

Monitor Usage: Use Analytics and Feedback to understand how your agent is being used and identify areas for improvement. Learn more in Agent Analytics.

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Iterative Improvement

  1. Start Simple: Begin with basic functionality and add complexity gradually
  2. Test Extensively: Try various scenarios and edge cases
  3. Gather Feedback: Monitor analytics and collect user feedback
  4. Refine Instructions: Update based on real-world usage patterns

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Common Pitfalls to Avoid

  • Over-engineering: Don’t try to handle every possible scenario initially
  • Assuming Information: Always instruct the agent to ask for missing details
  • Ignoring Edge Cases: Test what happens when users provide incomplete information

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Next Steps

Now that you’ve created your agent, consider:

Agent Templates

Explore ready-to-use agent templates for common business use cases

Prompt Engineering

Master the art of writing effective prompts and instructions

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FAQ

Create an agent when users repeatedly need the same role, instructions, knowledge, or tools. Agents are useful for specialized assistants, team workflows, and repeatable processes that benefit from saved configuration.
Review the instructions, attached knowledge, tools, model, and example prompts. Start with a focused scope, test common cases, and add complexity only after the agent handles the core task reliably.