Agents
What are Agents?
Agents are custom AI assistants that you can configure to behave in specific ways. Unlike the default YEOS assistant, agents have their own personality, instructions, and settings.
When you create an agent, you define its name, description, and a system prompt that tells the agent how to behave. You can also choose which tools it can use and which documents it has access to.
Agents let you create specialized assistants for different use cases. For example, you might create a Hiring Assistant that only knows about job postings and candidate information, or a Legal Assistant that focuses on contracts and compliance documents.
Key Concepts
System Prompt
The system prompt is the core instruction that defines how an agent behaves. Think of it as the agent's personality and guidelines. A good prompt tells the agent who it is, what it should do, and what rules it should follow.
Example System Prompts
Hiring Assistant
"You are a helpful hiring assistant. Your role is to answer questions about open positions, company culture, and the application process. Be friendly and professional. Only discuss topics related to careers at our company."
Legal Assistant
"You are a legal document assistant. You help users find information in contracts, policies, and legal documents. Always cite the source document and page number. Do not provide legal advice."
Customer Support
"You are a customer support assistant. Help users find answers to their questions using our knowledge base. Be empathetic and patient. If you cannot find the answer, suggest contacting human support."
Temperature
Temperature controls how creative or random the agent's responses are. Lower values make responses more focused and predictable. Higher values allow more creativity and variation.
Low (0.0 – 0.3)
Use low temperature for factual questions, document search, and consistent responses. The agent will stick closely to the information in your documents.
Medium (0.4 – 0.7)
Use medium temperature for general assistance. The agent will provide helpful answers while maintaining accuracy.
High (0.8 – 2.0)
Use high temperature for brainstorming, creative tasks, or when you want more varied responses. The agent may take more liberties with the information.
Tool Access
Agents can use different tools depending on their configuration. Tools determine what the agent can do when answering questions.
Search Knowledge Base
The agent can search through your uploaded documents.
Fetch Full Section
The agent can retrieve surrounding context from documents.
Web Fetch
The agent can browse the internet for additional information (if enabled for your organization).
Document Access
You can control which documents an agent has access to. This is useful when you want different agents to focus on different knowledge bases.
All Documents
The agent can search through all documents uploaded to the organization.
Selected Documents
The agent can only search through specific documents you choose. Use this to create highly focused assistants.
Creating an Agent
Agents can be created by organization owners and admins from the AI Agents section in your organization settings.
Name and Description
Give your agent a clear name and a brief description of what it does. The name will be visible to your team, so make it descriptive.
Write the System Prompt
Define how the agent should behave using the system prompt. Include information about its role, rules, and any constraints. Be specific and clear.
Choose Tools
Select which tools the agent can use. At minimum, you should enable Search Knowledge Base. Add other tools based on the agent's needs.
Set Document Access
Choose whether the agent can access all documents or only specific ones. For specialized assistants, limiting document access can improve relevance.
Adjust Settings
Fine-tune the temperature setting based on how creative or focused you want the agent to be. The default values work well for most use cases.
Managing Agents
Organization owners and admins can create, edit, and delete agents. Regular team members can view the list of available agents.
Editing Agents
You can update any agent configuration at any time. Changes take effect immediately for new conversations.
Deactivating Agents
If you do not want to delete an agent but also do not want it used, you can set its status to inactive. Inactive agents are hidden from the agent list but can be reactivated later.
Best Practices
Clear Naming
Use descriptive names that clearly indicate the agent's purpose. For example, "HR Policy Assistant" is better than "Assistant 1".
Specific Prompts
The more specific your system prompt, the better the agent's responses will be. Include examples of good and bad responses when relevant.
Limited Scope
It is often better to create multiple specialized agents than one general-purpose agent. A focused agent will provide more accurate and relevant answers.
Test Thoroughly
After creating an agent, test it with various questions to ensure it behaves as expected. Adjust the prompt and settings based on the results.
Common Questions
What is the difference between an agent and the default assistant?
The default assistant is a general-purpose AI that can answer questions about any topic using your documents. Agents are customizable assistants with their own personality, instructions, and document access. Use agents when you need specialized behavior.
Can I use multiple agents in one conversation?
Currently, each conversation uses a single agent. If you need multiple perspectives, you can start separate conversations with different agents.
How do I improve an agent's accuracy?
Start by refining the system prompt to be more specific. You can also limit document access to only relevant files, and enable tools like Fetch Full Section to give the agent more context.
Can agents access the internet?
Only if Web Fetch is enabled for your organization and you have enabled it for the specific agent. Even then, the agent will avoid domains on your blocklist.
How many agents can I create?
The number of agents you can create depends on your plan. Check your plan details or contact support for information about agent limits.
Can team members create their own agents?
Only organization owners and admins can create agents. Regular team members can view and use existing agents but cannot modify them.