Build a custom agent
Design an agent's objective, skills, and output from scratch.
Updated 2026-07-23
When no pre-built agent fits, design your own from the Build Agent window — you're in full control of what it knows, what it's allowed to do, and what it returns.
Screenshot coming soon
Set the basics
- From Add New Agent, select Build Agent.
- Under Name & Description, give it a name and a short description.
- Write its Objective — the goal and scope for its work — or select Use template for a starting point.
Add what it needs
- Collaborators — add people who should receive updates, review outcomes, or approve its work.
- Knowledge Sources — attach documents, notes, or links so its answers reflect your organisation.
- Skills — select Add Skill, choose a connection type, then pick the specific actions it's allowed to use.
- Output Fields — define the structured results you want it to return, each with a name and optional description.
TipAdd a skill's connection type before its actions — the action list only appears once you've chosen what to connect to.
Check connections and save
If any skill needs a connection, Connection Status shows each one as Matched or Needs valid connection. Every required connection must be matched before you can select Save Agent.
NoteYou can keep adjusting a custom agent after saving it — open it from Agents and edit any section on its Overview tab.
Common questions
Can I skip Output Fields?
Yes. Leave them out if you don't need the agent to return structured results — its written output still appears in the job it runs.
What happens if I add a skill I later remove?
Removing a skill only affects new runs. Anything the agent already did with it stays in the job history that produced it.
Up next
Knowledge sources and connections for agents
Need more help? Contact support — we read everything.