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You can create agents for recurring tasks in addition to using the built-in assistant. Each agent has its own instructions, skills, files, integrations, and schedule. A few examples:
  • A Stock Health Advisor that reviews inventory every morning and flags stockout and overstock risks.
  • A Weekly Channel Reviewer that writes a channel performance summary every Monday.
  • A Support Digest agent that reads yesterday’s tickets and summarizes the themes.

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Create an agent

In the Agents section, click Create agent. Two ways to start:

Create with agent

Describe the task in a conversation. The agent asks for the information it needs, drafts its configuration, and lets you review it.

Configure manually

Skip the interview and fill in the configuration yourself.
Both options create the agent immediately. Select its name to rename it or change its icon.

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Sessions and configuration

An agent’s page has two tabs. Sessions contains every conversation and scheduled run for the agent. Open a session to read it. You can also:
  • Select Ask agent to start a conversation.
  • Select Run now to run the agent from its instructions without entering a message.
Use Configuration to manage how the agent works.

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Configuration

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General

Manage the agent’s name, icon, default model, visibility, and owner.
  • Default model: The model the agent uses unless someone chooses another model in a conversation.
  • Visibility: Who can access the agent: only you, specific teams, or everyone in your organization. See Sharing agents and sessions before sharing an agent that uses private resources or connected accounts.

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Instructions

Instructions describe the agent’s role, process, and expected output. Create with agent drafts them for you, and you can edit them after saving. A useful structure is Role for its purpose, Playbook for the steps it follows, and Output format for the result it should produce.
These instructions apply only to this agent. Put shared rules for language and formatting under Agents → Settings → Instructions. See the Overview.

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Files

The agent’s shared files and memory. See Files and memory.

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Skills

Add reusable workflows from your library or write a skill for this agent. See Skills.

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Apps

View apps the agent created and apps linked from your library. See Apps.

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Integrations

Connect services such as Slack, Shopify, or Gmail. Reuse an existing connection or authorize a new one, then set the allowed actions for each tool. Two ways to take an integration away:
  • Unlink removes it from this agent only.
  • Disconnect deletes the connection everywhere it’s used.

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Tool permissions

When an agent asks to use a tool, you can approve it once, always approve it, or block it. Saved choices appear under Always approved, Manual approval, and Blocked at the bottom of the configuration page. You can reset any choice to its default.

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Schedules

Any agent can run on a schedule. In the Sessions tab, click the schedule button:
1

Turn on Automatic runs

This setting turns scheduled runs on or off.
2

Pick a frequency

Choose Daily or Weekly. For a weekly schedule, also choose the day.
3

Pick a time

Times follow your organization’s timezone.
Changes save immediately. Each scheduled run appears as a new session in the Sessions list.
Link an app when a scheduled agent should update the same output on every run.