Administration of team agents

You can access the administration view from your account menu under Admin if you have the appropriate permissions. It provides separate entry points for Agents (Admin), Agents (Manager) and Tags (Admin). The available entry points depend on whether you have administrator or manager permissions.

The current agent editor is not located in the regular agent selection: open Agents (Admin) or Agents (Manager), then select Create or the pencil icon on an existing agent. Personal agents are edited instead under Create → Text → Agent (Team) → My Agents.

Agent overview

The table view shows name, type, categories, teams, model, creator, creation date, last change and actions. You can filter the list by Teams, Categories (Tags) and Types, search it, and limit it to agents with Action Required.

In agent administration, the term Teams replaces the former term Areas.

Creating or editing an agent

Select Create or the pencil icon on an existing agent. In the editor, you can maintain or view the following details:

• Agent ID
• Title and description
• Model and reasoning level
• System prompt and opening message
• Documents for the knowledge base
• Tools
• Teams and categories
• API agent and advanced settings

The preview mode is on the right. A new agent must be saved before it can be tested there. After saving, you can try the agent directly in the editor and check the effect of your configuration. The editor combines the configuration on the left with a testable chat on the right, without requiring you to return to the agent overview.

Documents and file formats

The knowledge base supports up to ten documents with a maximum size of 50 MB each. The current administration editor offers PDF, DOC, DOCX, TXT, XLS, XLSX, CSV, HTML, JSON, Markdown, RTF, XHTML, XML and PPTX.