From a conversation to a business assistant¶
Complete a real task first, then turn a proven approach into agent configuration. This makes it easier to judge whether the configuration helps.
One-time tasks¶
Open a new conversation and specify the goal, inputs, and output format. For example: “Compare these two documents. List added, removed, and conflicting clauses, and cite their sources.” A task like this can use only the current attachments.
A reusable business assistant¶
Create a dedicated agent when you repeatedly need the same responsibilities, information scope, and output requirements:
Open Agents and select Create agent.
Describe its purpose in the creation conversation so the platform can draft a configuration.
Review the candidate card and select Confirm agent creation.
Check the prompt and bound resources in agent details.
Start a new conversation and test a representative question.
See Create an agent for the full procedure.
Scheduled or externally triggered work¶
Once the task works reliably, select the agent in Automation and configure the execution instructions and trigger. Saying “do this every day” in a conversation only becomes a manageable automation after the corresponding rule has been saved successfully.