> Documentation index: [/llms.txt](/llms.txt). Every page as one file: [/llms-full.txt](/llms-full.txt). # Configure an agent Configure an agent [#configure-an-agent] The agent editor is a page of its own: the settings in panes on the left, the form in the middle, and Agent Builder, the test chat and the version history on the right. Open it with **New** > **New agent** on the **Agents** page, with **+** > **Agents** > **Create new agent** in the chat composer, or with **Edit** on an agent's card. Built-in agents cannot be edited; use **Duplicate & edit** on the card to get a copy. The editor of Invoice Checker: Edit agent, Invoice Checker v8, Published and Publish at the top, the panes on the left, the General pane in the middle and the Build tab on the right Header [#header] | Part | What it shows or does | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Back to platform** | Leaves the editor. Your changes are already saved to the draft. | | **Create agent** or **Edit agent** | Whether this is a new agent. Below it: the agent's name and its live version and date, or **Not published**. | | **Saving…**, **Saved draft**, **Published** | Whether the draft has changes nobody uses yet. Hover for what changed; select **Saved draft** to roll back. See [Test and publish an agent](/docs/platform/agents/test-and-publish). | | **Publish** | Publishes the draft as the next version. Shown to people with the publish permission. | Every change saves to the draft a moment after you make it; there is no save button. Build, Test and Versions [#build-test-and-versions] | Tab | What it does | | ------------ | --------------------------------------------------------------------------------------------------------------------------- | | **Build** | Agent Builder, a chat that changes the form for you. See [Build an agent by chatting](/docs/platform/agents/agent-builder). | | **Test** | A test chat on the draft. See [Test and publish an agent](/docs/platform/agents/test-and-publish#test-the-draft). | | **Versions** | The published versions, once there is one. See [Versions](/docs/platform/agents/test-and-publish#versions). | A number next to a pane counts what is switched on in it. General [#general] | Setting | What it does | | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Avatar | Select the picture next to the name. Pick an **Icon** or an **Emoji**, or **Upload** a PNG, JPEG or WebP image of up to 5 MB. | | **Name** | Required, up to 40 characters. | | **Description** | Up to 160 characters. Shown on the agent's card. Other agents read it to decide when to hand this agent work. | | **Tags** | Labels for the **Tags** filter on the Agents page. | | **Use Ontology** | Adds your company and workspace context (values, goals, mission) to every run. | | **Use Templates** | Lets the agent build branded PowerPoint and Word documents from your [templates](/docs/platform/library/templates). | | **Other agents can hand work to this agent** | Off: only people can talk to it. On: agents that can delegate may pass it a task. See [Sub-agents](/docs/platform/agents/sub-agents). | | **Private integration chats** | Chats with this agent from an integration such as Slack are not saved in Alomana. | | **Skip content safety screening** | Platform admins only. Sends prompts straight to the model without screening, including jailbreak and malicious-link checks. | | **Default model** | The model the agent uses unless someone picks another in a chat. If the model is no longer available, choose a new one; saving without one uses the default model. | | **Telemetry** | Sends every interaction with the agent to an analytics connection. Add the connection under **Connectors** first. | Prompt [#prompt] The system prompt: the instructions that set the agent's role, tone and rules. A new agent starts with a short general prompt; replace it with your own. The word count shows above the box. The Prompt pane with Invoice Checker's system prompt **Start from a template** at the bottom lists your workspace's and the built-in prompt templates. Picking one replaces the text in the box with the template's and links the agent to it. See [Write prompt templates](/docs/platform/agents/prompts). Capabilities [#capabilities] The tools the agent can call during a chat. Switch each on or off. The Capabilities pane with Web Tools, Generate Image, Analyze Video, Progress Checklist and Extract Tables | Capability | What it does | | ---------------------- | --------------------------------------------------------------------------------------------------- | | **Web Tools** | Searches, reads, crawls and maps web pages. Select the row to switch individual tools on or off. | | **Generate Image** | Creates new images, edits existing ones or combines several. | | **Analyze Video** | Summarizes or answers questions about a YouTube video, whole or one segment at a time. | | **Progress Checklist** | Shows a checklist in the chat that the agent ticks off as it works. Each update is a model request. | | **Extract Tables** | Pulls tables out of a Library document as rows and columns. | Every agent can also run code, read and write files in its own sandbox and ask you questions; these are not listed. Searching Library files and querying connectors are added by the **Knowledge** and **Connectors** panes. Sub-agents [#sub-agents] **Let this agent call other agents** lets the agent hand self-contained tasks to other agents, either **Any callable agent** or **Only selected agents**. See [Sub-agents](/docs/platform/agents/sub-agents). Skills [#skills] The skills and skill sets the agent can load when a task calls for one, in three tabs: **My Skills**, **Skill Sets** and **Marketplace**. Select a skill or set to switch it on. **New skill** creates one, uploads a ZIP or opens the marketplace. See [Skills](/docs/platform/skills). Knowledge [#knowledge] The Library files the agent searches. The Knowledge pane with Disabled, All Files and Specific Files, All Files selected | Option | What the agent searches | | ------------------ | ------------------------------------------------------------------------ | | **Disabled** | No Library files. | | **All Files** | Every file in the Library of the workspace you chat in. | | **Specific Files** | Only the files and folders you pick. A folder includes everything in it. | Files and folders deleted from the Library drop out of the agent's knowledge. See [Manage files and folders](/docs/platform/library/files-and-folders). Connectors [#connectors] The data sources and MCP servers the agent can reach, in one grid. Select a connection to switch it on for the agent; **Search connections…** and the **All** and **Private** filters narrow the grid. **New connection** sets one up without leaving the editor: choose the service, or **MCP server** for a remote MCP endpoint. The new connection is saved as your private connection, and switching it on goes into the draft like any other change, live once you publish. People chatting with the agent can add more connectors in a chat, but cannot remove these. See [Use connectors in chats and agents](/docs/platform/connectors/use-in-chat-and-agents). Integrations [#integrations] Shows whether the workspace's Slack app is connected, so people can mention the Alomana bot in Slack and pick this agent. Only published agents are offered there. See [Slack](/docs/platform/integrations/slack). To set the same fields with an API key, see [Create and configure an agent](/docs/api/configurable-agents/create-and-configure) in the API documentation.