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Steps

1

Open the Agents page

Select “Agents” in the sidebar and click “New agent.”
2

Enter the basics

  • Name (required) — e.g., Sales Analyst. A name an existing agent already uses is rejected (case-insensitive); the same check applies when renaming later
  • Description — a one-liner describing this agent’s role
  • Model — the Claude model used for new chats with this agent
  • System prompt (optional) — behavior, tone, and constraints. If left blank, the default system prompt is used
Enter a name and press “Auto-generate” to have the AI draft a description and system prompt from what you have entered so far.
3

Create

Press “Create” to create the agent and go to its detail page. Next, attach skills, connectors, and knowledge (Attach resources).

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Creating from chat

You can also create an agent without leaving chat. In a chat with no agent selected, just ask — “Create an agent for sales analysis” — and the AI drafts the setup and shows an “Agent creation proposed” card.
  • Review the name, description, model, and system prompt on the card
  • Press “Create” to create the agent, or “Dismiss” to pass — nothing is created until you approve
  • Use the “Open” link on the card to jump to the new agent’s detail page and continue setup
  • The created agent appears in the sidebar’s agent list right away

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Notes on choosing a model

Model changes apply to new chats only. Existing chats keep running on the model they were created with. To keep the response style consistent, we recommend sticking with the model chosen at creation time.
Older-generation models (Claude Opus 4.8 / Claude Sonnet 4.6) are no longer offered when picking a model. An agent already set to one keeps running on it — that model stays available as the agent’s current value — and a notice above the model setting tells you a newer generation is available to switch to.

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Writing a system prompt

Put in the system prompt anything you always want the agent to follow.
  • Role: “You are an analyst responsible for sales data analysis”
  • Tone and language: “Always respond in polite, formal Japanese”
  • Constraints: “Always cite a source for every number”
  • Procedures: routine workflows
Your prompt is layered on top of the platform’s base prompt, not a replacement for it. It wins on role, style, tone, and format, while platform behavior (tool usage, memory, file handling, confirmation before destructive actions) still applies — no need to restate any of that. The response language changes only if you say so explicitly (e.g., “always answer in English”); writing the prompt itself in a given language doesn’t change it.
For concrete procedures you want to reuse, register them as a skill rather than writing them into the system prompt. Skills can be shared across agents and can receive update suggestions from chat.

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Setting an avatar

From the Settings section of the agent’s configuration panel, you can upload an avatar image (PNG / JPEG / GIF / WebP, up to 2 MB). It helps you identify the agent in lists and chat screens.

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Built-in document creation skills

Every agent supports creating PowerPoint (.pptx), Word (.docx), Excel (.xlsx), and PDF documents out of the box. No extra setup is required.