Skip to main content

​
Why configure it?

The Core Agent works great out of the box. But you can tune how it behaves so it fits your workspace — its tone, its rules, which tools it may use, and what documents it can read.

​
Opening the settings

1

Go to the Agents tab

Click Agents in the left menu.
2

Click the settings (gear) button

It’s at the top of the session list, near the search icon. This opens the agent’s configuration.
The Core Agent configuration screen with its settings

The Core Agent configuration screen.

​
The settings, one by one

Describe, in plain words, how the agent should act — its tone and any rules. Example: “Always answer in a friendly, concise way. Use our company’s product names. Never share internal pricing.” Think of it as the agent’s standing orders.
Choose which AI powers the agent. Faster models for everyday work, smarter models for harder tasks. See Choosing a model. The default is a solid choice.
Turn on the abilities the agent may use — like search or a connected service. Many tools come from your integrations. Give it only what it needs.
Add documents so the agent answers from your information — policies, product docs, notes. See Ask your own documents.
Give the agent only the tools it needs. More tools is not better — it can slow the agent down or confuse it. Add one, test, then add another if needed.

​
Test after every change

After you adjust a setting, open a new chat in the Agents tab and try a task. Tweak the instructions until the agent behaves exactly how you want. Small, clear rules work best.
Changes to the Core Agent apply across your workspace. If several people share the workspace, agree on the instructions together so everyone gets consistent results.

​
Next step

Run & share an agent

Give the agent a task, watch it work, and share the result.