Overview
This guide walks you through creating an agent from scratch or from a template.Option A: Create from Template
Templates are the fastest way to get started. They pre-configure workspace files, model selection, and tool policy.Choose Template
Select a template that matches your use case:
- Customer Support — FAQ handling, ticket routing, escalation
- Sales Agent — Lead qualification, appointment booking
- Research Agent — Web research, report generation
- Personal Assistant — Calendar, reminders, task management
Option B: Create from Scratch
Basic Configuration
Set the following:
- Name — A descriptive name for the agent
- Model — Select primary model and optional fallbacks
- Description — Brief description of the agent’s purpose
Configure Workspace
Edit the workspace files to define agent behavior:AGENTS.md — Operating instructions and prioritiesSOUL.md — Persona and communication style
Tool Policy
Configure which tools the agent can use:
- Web Search — Enable for agents that need current information
- Browser — Enable for interactive web research
- File System — Enable for agents that manage documents
- Exec — Enable with caution for agents that run commands
Agent Settings
After creation, you can configure additional settings:| Setting | Description |
|---|---|
| Heartbeat | Periodic check-in interval (default: 30 minutes) |
| Sandbox | Docker sandboxing mode (off, non-main, all) |
| Block Streaming | Send responses as streaming blocks |
| Thinking Level | Reasoning depth (off, minimal, low, medium, high) |
| Session Scope | DM session isolation (main, per-peer, per-channel-peer) |
API: Create Agent
You can also create agents via the API:Next: Connect a Channel
Connect your agent to WhatsApp, Telegram, or Discord.

