Agent Name Field: Enter a descriptive name (e.g., "RFP Chat Agent")
Selecting a Base Model
Choose from options like Rolai, GPT, Claude, etc.
Selection determines your agent's capabilities and performance (See Models if you need assistance)
Adding a Description
Enter a brief summary of what your agent does
Use the "Generate" button (sparkle icon) for automatic description
Writing Agent Instructions
Provide detailed guidance in the large text area
Specify purpose, tasks, response types, limitations, and output format
Refer to our Best Practices page for more help
Conversation Starters
Simple questions or ideas to help start a conversation with the Agent
You can add multiple conversation starters to the Agent you are creating
Configuring Agent Capabilities
Chat with Documents: For referencing uploaded files
Web browsing: For internet searches
Code Interpreter and Data Analysis: For coding and data tasks
Adding Knowledge Sources
Upload relevant files (PDFs, txt, docx, doc, pptx, xlsx, and xls)
These documents provide context for the agent to refer to
Testing Your Agent
Use the preview panel to test before finalizing
Try different scenarios to ensure proper functionality
Adjust your Instructions or Model and retest to iterate on your design
Finalizing Your Agent
Click "Create" to save and add to your agents list
Access from the Chat (under models/my agents) or the Agents section afterward
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.