Icon, Name, and Description
Short descriptive information to identify the agent and describe how it works to other users.| Property | Limit |
|---|---|
| Agent name | 80 characters |
| Agent description | 500 characters |
| Agent instructions | 40,000 characters |
Input Type
Agents support different input types that determine how they receive and process information.Prompt (Default)
The chat input field you already know from normal chat. This lets you send any message to the agent and receive a response. You can set conversation starters, which are saved prompts users can click instead of writing the first message. These help guide users and reduce the effort needed to get started.Form
Forms collect information in a structured way, similar to a survey tool. This helps guide users to understand how much context is necessary for a quality response and collects it in a standardized format that the model can process more easily.Instructions
Describe what you want to achieve with this agent and define clear instructions. Include as many relevant details and background information as possible. This enables the agent to answer better and more closely to your expectations. Check out our agent creation guide and our prompting guide for more details.Knowledge
Attach knowledge and files to your agent. You can either upload files from your computer or attach files from the integrations to the agent.Source Access Restriction
By default, when your agent cites sources in its responses, users can click on those references to open and view the original documents. If you need to protect sensitive source content while still allowing the agent to reference it, you can enable source access restriction. When enabled, users see source references in responses but cannot click to open them. This is useful when:- The agent needs access to confidential documents to provide accurate answers
- Users should receive information from sources without direct access to the underlying files
- You want to control document distribution while still leveraging the knowledge
This setting must first be enabled at the workspace level by an admin before it becomes available in the agent configuration. If you don’t see this option, contact your workspace admin.
Actions
Actions extend what your agent can do. Click Add Action to add any of the following:Capabilities
Built-in features from the chat:- Web Search - search the internet for current information
- Image Generation - create images from text descriptions
- Data Analysis - run Python code to analyze data, create visualizations, and process files
- Canvas - collaborative writing and editing space
Integration Actions
Connect your agent to external tools and services. Your agent can then perform actions like:- Create email drafts
- Update CRM entries
- Create support tickets
- Post messages to Slack
- And many more - see our integrations guides
Knowledge Folders
Attach knowledge folders to give your agent access to specific document collections. This is useful when you want the agent to reference a curated set of documents without uploading them directly.Other Agents
Attach other agents to enable delegation. Your agent can call specialized agents to handle specific subtasks, allowing you to build complex multi-agent workflows.Model
Choose which model this agent will use. For details about choosing the right model, refer to our model guide.Creativity
Controls the temperature parameter of the model, which affects how deterministic or creative responses are. The slider ranges from 0 (deterministic) to 1 (creative):- Lower values (0-0.3): More focused, consistent, and predictable responses. Best for factual tasks, coding, or when you need reliable outputs.
- Medium values (0.4-0.7): Balanced creativity and consistency. Good for general use cases. Default is 0.7.
- Higher values (0.8-1.0): More varied and creative responses. Better for brainstorming, creative writing, or when you want diverse outputs.
Sharing
In the top right corner, you’ll find options to share and use the agent. You can share it with anyone in the workspace or assign editing and usage permissions to specific groups or individuals.Usage Insights
Click the three dots to find usage insights. This section helps agent creators optimize based on user feedback. There are two sections: Analytics shows quantitative insights like user numbers, messages, and conversations over time. The feedback tab lets you browse through user reactions (likes/dislikes) and comments about what needs improvement. Feedback is only shared with the agent creator when users actively choose to share it.Tracing and Logging
For deeper insights into your agent’s behavior and performance, you can enable tracing through Langfuse. How it works:- Workspace admins first enable assistant logging in the workspace settings. This makes the feature available for agents in your workspace.
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Agent editors can then configure logging for individual agents:
- Enable the Allow assistant logs toggle in the agent configuration
- Set the Tracing cloud URL (defaults to
https://cloud.langfuse.com)
- Individual conversation traces
- Model inputs and outputs
- Performance metrics and latency
- Token usage per interaction
This feature requires workspace admin approval before it can be used. If you don’t see the logging options, contact your workspace admin to enable assistant logs in the workspace settings.
For additional agent management features like labels, pinning, duplication, and owner transfer, see Advanced Features.