Skip to main content

What is an “app”?

An app is an optional custom AI helper you save and reuse. For most day-to-day work on the AI Suite platform — documents, sheets, PDFs, multi-step tasks — use the Core Agent first. Build an app when you want a dedicated helper with fixed instructions that people open like a mini product.
The Core Agent is your main teammate. An app is a specialized notebook that already has instructions on page one.
Examples of apps people build:
  • A “Customer Reply Writer” that always answers in your brand’s friendly tone.
  • A “Meeting Notes Summarizer” that turns notes into action items.
  • A “Product Q&A” app that answers from your uploaded product manual.
Prefer something that can also use tools inside the Agents tab? See Build an Assistant.

How to build one

1

Open Apps

Click Apps in the left menu, then click New app (or the create button).
The Apps section with a list of apps and a create button

The Apps area. Click 'New app' to start building.

2

Give it a name

Something clear, like “Customer Reply Writer”. This is just so you can find it later.
3

Write its instructions

This is the important part. In plain words, tell the app how to behave — its job, its tone, and any rules. For example:
You help our support team reply to customers. Always be warm and friendly. Keep replies under 100 words. Never promise refunds — instead, offer to escalate to a manager.
Think of the instructions as training a new team member on their first day. What would you tell them so they do the job right every time?
4

Pick a model

Choose the AI brain for your app — see Choosing a model. The default is a fine starting point.
5

Add knowledge (optional)

Want the app to answer from your documents? Upload them to the app’s knowledge area — see Ask your own documents.
6

Test it in the playground

Most apps have a playground or preview where you can try it out. Send a test message and see how it responds.
An app playground showing a test conversation

Testing your app in its playground before sharing it.

7

Save and use it

Happy with it? Save it. Now it’s ready whenever you need it — and you can share it with your team.

Making your app better

  • Refine the instructions. If it does something you don’t like, add a rule about it.
  • Give examples in the instructions. “Here’s an example of a good reply: …” helps a lot.
  • Add documents so it answers from real, accurate information.
  • Test with tricky cases — try the awkward questions your app will really get.

Next step

Connect your tools

Let your apps and agents work with tools you already use.