How to build a custom agent

Pre-built agents not a fit? Learn how easy it is to create your own custom agent.

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1min 30sec

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At this stage, you've explored what's available in the agent library and probably tried a few pre-built options. They work well enough for everyday tasks, but here's what happens next: you start noticing the gaps. "This agent almost gets my workflow, but not quite," or "If only it knew my company's specific process."

That's the moment most people realize the real power is in building your own agent that is tailored to your needs and understands how you work.

Pre-built agents are brilliant for getting started; they handle everyday tasks well and give you a taste of what's possible. In building your own agent, you can break down your specific context, constraints, and even the quirky way your team likes things done. Because an off-the-rack suit is great, but a tailored fit is even better. That is a game-changer.

Enter custom agent creation

Think of the best employees you've ever hired. They didn't just follow a generic job description - they learned your company's specific ways of working, your communication style, and what "good work" looks like in your context. Your custom AI agents can do the same thing.

Building your own agent transforms the experience from "This is helpful but not quite right" to "Wow, this agent really understands how I work."

Building your AI teammate from scratch

Here's where the magic happens - and it's more straightforward than you might expect:

Start with the basics: Click on "NEW agent" and give your agent some personality. Upload an avatar picture and enter a name and description that reflects what this agent will do for you.

Choose your agent's brain: Select a model type and name. Different models excel at various tasks, and this choice shapes how your agent thinks and responds.

Write the instructions that bring your agent to life: This is where your agent stops being generic and starts being yours. The Agent Instructions section is where you get specific about exactly what you want. Think of it as writing the most detailed job description you've ever created.

Make sure you include:

  • Clear instructions about what the agent should do (and what it shouldn't)
  • Clear constraints about boundaries and limitations
  • Examples of what good output looks like (optional but incredibly helpful)

Connect your agent to your actual workflow: In the Agent Capabilities section, you can integrate the tools your team already uses. Let's say you want your agent to send output directly to Slack - select Slack and choose "authorize for everyone in my workspace."

Handle the one-time setup: The first time you add any integration, you'll go through a quick authentication process. After that, you and your team can toggle it on as needed without needing to re-authenticate.

Give your agent access to your knowledge: The Knowledge area is where your agent finds the information it needs. Add specific files from your workspace or websites that contain the context your agent should reference.

Hit create, and congratulations - you've just built your first custom AI teammate.

Real scenarios where custom agents shine

Brand-specific content creation - Your agent knows your voice, your style guidelines, and your audience. No more generic corporate speak that needs heavy editing.

Process automation - Instead of explaining your workflow every time, your agent already knows the seven steps you always follow for client onboarding.

Tool integration - Your agent doesn't just create the report; it formats it properly and sends it directly to your Slack channel, where your team expects to see it.

The beauty is that your agent learns your specific context once and then applies it consistently. No more starting from scratch every time.

What you'll discover immediately

The difference hits you right away. Your first interaction with your custom agent will probably have that "finally, an AI that gets it" moment when you see responses that actually match your style and needs.

Building your first agent won't be perfect immediately; you'll need to refine the instructions and add more context as you discover what works. But that's the point - it gets better as you make it more specific to your actual work.

Most people naturally think, "I should build an agent for this, too," once they experience the significant benefits of a custom agent over generic alternatives.

The transformation

Custom agents aren't about making AI more complicated - they're about making AI useful for your specific context. Instead of adapting your needs to fit a generic tool, you're creating a tool that fits your needs.

The magic isn't just in better output - it's in the confidence that comes from knowing your AI teammate understands your standards, connects to your tools, and handles your specific workflows exactly how you want them handled.

Ready to stop settling for generic AI help? Start with one repetitive task that you wish an AI could handle perfectly, and build an agent that actually can.

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