How do I create, edit or clone an Agent?

Create one from the Create New Agent card on the home screen: pick a type, name it, write or template its instructions, choose its tools, add knowledge files. Edit or clone an existing one from its card.

Create an Agent

1. On the home screen, choose Create New Agent.
2. Pick a type: Social Media Manager, AI Receptionist, General Assistant or AI Visibility Manager (Pro — on Starter it shows with a lock and offers the upgrade). For the Receptionist, choose Email or SMS. Its card in your list shows which, for example AI Receptionist · Email. For both, create a second Receptionist with its own name.
3. Give it a name and, if you like, a profile picture (JPG, PNG or GIF up to 5 MB).
4. Set the creativity slider, write or template its instructions, tick its tools (the list shows only the tools that fit the type of Agent, pre-ticked), add conversation starters and drop in any knowledge files.
5. Submit. The form clears straight away; the Agent appears in your list within a couple of minutes.

Instructions and knowledge

Instructions are how the Agent should behave and in what voice. You rarely start blank: Show Template inserts a starter written for the Agent type, and the Agent created at setup already has instructions written from your website. Knowledge files are documents the Agent can draw on — price lists, service descriptions, past posts. On the Edit page they have their own Save, separate from the rest of the form.

Documents the Agent saves

An Agent can also write a knowledge file for you. Ask it to keep something, for example Create a file called Completed Jobs and add today's job, and it shows you exactly what it will save.Yes, save it is already picked; press Send answer and the file is added to its knowledge files, marked Written by assistant. Ask it to add another entry later and it adds it to the same file, again only after you say yes. Every future chat can use what's in it.

What the Agent remembers

Tell an Agent how you like things done, for example never use emojis or always end posts with our slogan, and it saves it and tells you: Saved: followed by what it will remember. New chats follow it.

1. Open the Agent's Edit page. The Memory section shows it in one row: how many lines it holds out of 30, a short preview and when it was last updated.
2. Press View to read it as one short note under four headings: Preferences, Corrections, Decisions and Open items.
3. To drop one line, point at it and press Remove. To change more, press Edit: the whole memory opens in one box, one line per item under the same four headings. Press Save.

Changes apply from your next message. If your Brand has one Social Media Manager, it also learns from Review Posts: when you change a post's wording or reject one with a reason, it saves the lasting preference as a correction. One-off fixes like a typo are ignored. Facts about your business, such as your phone number, belong in Business settings, and the Agent points you there so every Agent uses the same, up-to-date details.

Edit an Agent

Choose Edit on the Agent's card. Name, instructions, model, tools and conversation starters save together; knowledge files save from their own section. Changes apply from the next conversation.

Clone an Agent

From the Agent's card menu, Clone makes a copy with the same knowledge files, tools, model and starters. The name is pre-filled as "Copy of …" and the instructions are copied; change those two and submit. A clone is the quickest way to get a second Agent that behaves the same way with a different voice or job.