This guide walks you through creating a new specialist agent from scratch — from writing the prompt to testing and going live.
Go to Edit Prompts and click Add Prompt. Choose Agent Prompt as the type and give it a name. This creates a new prompt file pre-populated with a standard template (Identity, Tone, Guardrails, Output Format, Information Retrieval). Edit the prompt to define exactly how this agent should behave.
→ Edit Prompts · Editing a Prompt
Go to Configure Agents and click Add Agent. Give the agent a name. The agent starts with a status of Off.
Open the agent by clicking its row or the gear icon. Configure:
Set the agent's status to Testing. In this mode the agent is available in Admin Chat only, so you can verify it behaves correctly without affecting end users.
Use the Trace Log in Admin Chat to see exactly how questions are routed and which agent handles them.
Once you're satisfied with the agent's behaviour, set its status to Live. The Frontline agent will now delegate matching questions to your new specialist agent.