This documentation is out of date. For up-to-date information, see Create and edit Agents.
To find out what’s new in Rovo or how to upgrade, see recent changes to Rovo beta.
You can create your own Agent to work with you and everyone within your site. We strongly encourage you to iterate on your Agent by editing the prompt based on unexpected responses or feedback you’re getting from people using the Agent.
After creating or editing your Agent, you can encourage people on your site to use it by Sharing an Agent.
Create your Agent
To create an Agent:
Open Chat in the navigation bar in Jira, Jira Service Management, Jira Product Discovery or Confluence.
From the dropdown menu at the top of the chat, or the Chat menu under the chat box, select Create an Agent.
Fill in the form fields:
Name: Give your custom Agent a name that clearly identifies its role or purpose, such as 'Release Manager' or 'People Ops Expert'.
Description: This description will appear when browsing for Agents and will help people understand what your agent does.
Instructions: You can provide a custom prompt that defines the way the Agent responds. More about writing instruction for an Agent
Conversation starters: These are suggestions to help people get a chat started with your Agent. If you leave this field blank, we’ll provide 3 generic options. More about conversation starters
Knowledge: This is the context you want your Agent to understand. All Agents have generic knowledge to work from, but providing relevant information (like Confluence spaces, or a Google Drive, or a Jira project) will help your Agent behave in a more optimized and accurate way. More about providing knowledge to your Agent
Select Create to finish creating your agent.
If you’d like to hide your Agent so only you and people with a link can use it, select Hide Agent before selecting Create. On the other hand, Show Agent means anyone within your site can search for it by its name when they Browse Agents. You can change your selection at any time by editing an Agent.
Agents don't grant additional access or permissions to any data or information. So even when Agents are shared, people can only see content they have access to.
Editing an Agent
Agents can only be edited by the person who created the Agent.
To edit an Agent:
Open Chat in the navigation bar in Jira, Jira Service Management, Jira Product Discovery or Confluence.
From the dropdown menu at the top of the chat, or the Chat menu under the chat box, select Browse Agents.
You can Search for the Agent you’re looking to edit by typing its name in the search bar, or by using the filters for Starred Agents or My Agents (which are Agents you created).
Select more actions (
) on the Agent’s card, then select Edit Agent.Edit the Agent, then select Publish to save your changes.