1. Navigate to Agents in the left-hand sidebar.
2. Click + New in the upper right-hand corner.
3. Set an icon for your Agent and give it a name.
4. Configure your Agent by:
5. • Choose labels: Select which labels the Agent can access. This limits the Agent’s visibility so it will only respond using Documents or Past Answers with those labels.
   • Editing the prompt: Adjust the language, tone, or level of detail in the Agent’s responses.
5. (Optional) You can add your Agent to a Slack channel so that, by default, all interactions in that channel use your custom Agent. To enable this, your Slack integration must already be set up. For more information, see Integrating with Slack.
6. Click Create Agent to finish.

Your new Agent is now ready to use!

Cloning an Agent

If you’d like to build on an existing Agent, you can clone it and customise to your needs. The original Agent will remain unchanged.

To clone an Agent, click the three-dot menu in the upper-right corner of the Agent card and select Clone.

Setting your Default Agent

You can set an Agent as your company-wide default. This means that wherever the platform provides answers — such as in questionnaires, through the Vera Assistant in the bottom-right corner of the platform, or in channels configured via Integrations > Slack — that Agent will be used by default.

Now you’re ready to start using Agents! See Agents at Play: Using Agents for an overview of all the ways you can interact with them.