# Create and Manage Agent

This guide will walk you through the process of creating a new agent in our system.

If you prefer watching a video :&#x20;

{% embed url="<https://youtu.be/dQZwwMXoZtk>" %}

### Step 1: Navigate to the Agents Page

Begin by accessing the Agents page in your dashboard.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FDczFvL5N9tEFyjZRMNcd%2FScreenshot%202024-12-02%20at%2013.33.18.png?alt=media&#x26;token=4d920a92-0a32-46f5-8d5f-001af3f6d86e" alt=""><figcaption></figcaption></figure>

### Step 2: Agent Creation

Click on the "Create Agent" button. You'll be presented with the first phase of Agent creation:

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FZy4m0ELWjIpQgH0KX9ei%2FScreenshot%202024-12-02%20at%2013.34.13.png?alt=media&#x26;token=35066092-fdaf-4f83-a775-8160cb727c1b" alt=""><figcaption></figcaption></figure>

#### Identity creation:

* **Select and icon**

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FCwngmAqBTYKhFvcBe4du%2FScreenshot%202024-12-02%20at%2010.15.49.png?alt=media&#x26;token=24276713-f2fb-4feb-a4e0-a96e5fb69319" alt=""><figcaption></figcaption></figure>

* **Name**: Choose a compelling name to define your Agent
* **Description**: Write a little description in one sentence that will appear in your Agent's card and tht will help you remember his role.
* **AI Model**: Each model comes with a brief description of its capabilities to help you make the right choice for your task.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FgHPOUHsPP0fFqFEaOWvb%2FScreenshot%202024-12-02%20at%2013.36.54.png?alt=media&#x26;token=8f03e3bb-8e46-4d71-b715-8bf30bf46555" alt=""><figcaption></figcaption></figure>

* **Mood of the Agent:** The mood will guide your agent's in the way it will respond to your requests,  from serious tone to very free and creative.
* **Tags**: You can choose one or multiple tags in order to classify your agent in the agents page.

#### Mission page:

* On the mission page, you will write the prompt of your agent, which will be used to give it indications on how to behave, respond and other considerations you want to assign it.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FC34QmvpJYQjUdRfrQ4Z6%2FScreenshot%202025-01-06%20at%203.35.14%E2%80%AFPM.png?alt=media&#x26;token=cc2492e6-5fa8-44df-84f0-6407666309c4" alt=""><figcaption></figcaption></figure>

* Should you struggle to write something that expresses what you want in detail, you can choose to write a simple sentence, and hit the "Enhance prompt 🪄" button to let us help you write something more special

Then we have added a tool to keep your prompts structured. Press **`+ Add Section`** button to have scroll down menu that allows to put all necessary sections in a prompt. &#x20;

![](https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2Fy9XjZgRmaeHMOA6dw8ZP%2FScreenshot%202025-01-06%20at%203.38.23%E2%80%AFPM.png?alt=media\&token=41a418de-228c-4ad7-a2ff-4a17cdb3ffbd)

Then we offer you the possibility to test this set up directly on the right of the Mission Page :

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2F8gIljIAD4cVniJmCf9HB%2Ftesting%20prompt%20.gif?alt=media&#x26;token=e340b309-5ad6-470e-ab5b-20649de15108" alt="" width="563"><figcaption></figcaption></figure>

#### Knowledge page:

On the knowledge page, you will be able to add files from:

* Your local machine,
* The files you imported in your knowledge base,
* Your google drive (should you have completed the integration)
* Your Notion (should you have completed the integration)
* From any webpage (🆕) (if the page is public)

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2F3I4e79zJf47In9DPEUWD%2FScreenshot%202024-12-02%20at%2013.46.18.png?alt=media&#x26;token=a8018191-b359-4b81-8dd6-c1584cc0a557" alt=""><figcaption></figcaption></figure>

* Once you have chosen the files you wanted, just hit the "Create Agent" button and let the magic happen.
* A little popup will signify you that the operation was successful.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FH2zhrdzFtq2wiNQIms2C%2FScreenshot%202024-12-02%20at%2013.49.05.png?alt=media&#x26;token=f4f4769f-9db0-422b-b1f1-01fa486189bc" alt=""><figcaption></figcaption></figure>

### Step 3: Edit your Agent

* Once an agent is created, you will have 3 little dots on the top right of each of your agents.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FkYDQ6DjVRsjvpVp5PiUS%2FScreenshot%202024-12-02%20at%2013.50.52.png?alt=media&#x26;token=dec54c10-0dd3-4f29-9351-256e2f3882ff" alt=""><figcaption></figcaption></figure>

* Allowing you do either Edit or Delete your Agent.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2Fbh3rdl0KySOygg6EG7BM%2FScreenshot%202024-12-02%20at%2013.51.16.png?alt=media&#x26;token=159467d0-6575-42a7-95cb-c5f8586defbf" alt=""><figcaption></figcaption></figure>

* Should you want to edit your Agent, you will be greeted with the same kind of pages than during the initial creation phase.
* On the first page, you will be able to change the icon, the name, the description and the model
* On the second one, you will be able to change the prompt,
* On the third one, you will be able to import new files or delete old ones from the knowledge base of your Agent.

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2F01mLjook3ut7pzfbqxc2%2FScreenshot%202024-12-02%20at%2013.54.46.png?alt=media&#x26;token=6388885b-657d-48e3-b0ff-53f8f4fd0ce1" alt=""><figcaption></figcaption></figure>

* Should you add new files, don't forget to press the "Upload Files" button before hitting the "Update Agent".

<figure><img src="https://2442470273-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBGWv9tHN4FLRiQu7ou5P%2Fuploads%2FkkiFgvBKYTeyAl2mrZlX%2FScreenshot%202024-12-02%20at%2013.55.29.png?alt=media&#x26;token=089a6d2e-37e1-4a8f-9eed-9381e83926d2" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.calk-ai.com/agents/whats-calk-agent/create-and-manage-agent.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
