Screenshot 2025-08-06 at 4.23.38 PM.png

To start, click the “Create New Agent” button located on the top-left.

Screenshot 2025-08-06 at 4.25.39 PM.png


Give your agent a name (should be relevant to the agent’s responsibilities), pick an AI model (if you’re unsure we recommend Gemini 2.5 Pro as a great all-round model), and finally add your Instructions. As an example, we will build an agent that gives us information about invoices.

Screenshot 2025-08-06 at 5.34.06 PM.png

Customizing your Agent

After creating your agent you can further customize the instructions and also add attachments such as PDF documents.

Screenshot 2025-08-06 at 5.38.54 PM.png

Once you’re done updating the Instructions and/or changing the attached documents, click on “Save Changes” to create a new version of that Agent!