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1) Create the agent

  1. Navigate to Agents (via the left bar nav or cmd+k shortcut)
  2. Click New Agent in the bottom right corner
  3. Choose Chat Agent from the menu
    As of Jan 26th 2026 workflow and copilot agents are not yet supported in our public version. You can request access to the beta by contacting us here.

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2) Name the agent

  1. In Agent Name, enter a clear, descriptive name.
    Example: “Customer Support Assistant”
  2. Click Save.
Use clear, task-focused names so agents are easy to find.Start with a small set of high-quality sources, then expand.Keep permissions minimal—grant Editor only when needed.If responses are too slow or too terse, try a different model.

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Upgrade your agent with sources and invite your team members

Add sources to your agent

Give each agent documents, Jira tickets, Slack channels and more, to use to answer your questions

Invite team members

Invite team members to your agent, and decide who can edit the agent and who can only use it

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