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Create Digital Agent

Purpose

Create a new Digital Agent for a specific business role.

Steps

  1. Open Digital Agent from the left menu or click Add Agent on Home.
  2. Click Create Digital Agent.
  3. Fill in:
    • Agent name (*)
    • Description: role, task scope, response behavior
    • Public agent: enable when external embedding is needed
    • Category access permissions: select data scope for this agent
  4. Click Create.

Notes

  • Keep each agent focused on one clear responsibility.
  • Better descriptions lead to more consistent responses.