01
Identify it
A name your team will recognize and a one-liner you'll remember in six months.
02
Choose your agent type
Knowledge agents answer from your docs. Tools agents call APIs (research, comms, automation).
03
What should your agent do?
Plain English. Constraints > instructions. Be specific about what to refuse.
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04
Knowledge base — drop your docs
PDF, MD, or TXT. Your agent will only answer from these.
Your agent will only answer from these. Off-topic questions get UNVERIFIED.