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Most people do not need Managed agents. If you are non-technical, stay with the Core Agent in the Agents tab β€” chat with it, create docs, sheets, and PDFs, and you’re done. Managed agents are an advanced option for teams that need heavily automated, hands-off runs.

What is a Managed agent?

A Managed agent is a custom agent that runs in a managed environment β€” AI Suite handles more of the infrastructure behind the scenes. It is aimed at bigger, more independent tasks that may take several steps and several tools.
An Assistant is a specialist you chat with. A Managed agent is closer to a worker you hand a whole job to, which then runs with less back-and-forth.

Who this is for

How to create one

1

Create a Managed agent

Go to Agents (or the Platform area) and choose Create β†’ Managed agent.
The create managed agent screen

Creating a new Managed agent.

2

Name it and describe its goal

Give it a name and describe the outcome:
Every week, gather our new customer sign-ups, group them by country, and produce a short summary report.
3

Choose a model and tools

Pick the model and turn on only the tools it needs (see Connect your tools).
4

Set it running

Start the agent and watch progress.
A managed agent showing its run steps and progress

A Managed agent working through its task, step by step.

5

Review the result

Check what it produced. Refine the goal or tools and run again if needed.

Good practices

  • Prefer the Core Agent first β€” prove the workflow in a normal Agent chat before automating it.
  • Describe the goal clearly β€” managed agents need a well-defined outcome.
  • Give it only the tools it needs.
  • Check its work before relying on it for anything important.

Next step

Back to the Core Agent

Return to the primary path most people use every day.