Workspace

Create Agent

Create agent

Upload a document and decide whether this assistant should behave like a general, support, or sales agent.

Agent details
General is the default. Change it only when you want a clearly support- or sales-oriented assistant.

Best default for most document assistants.

Ticketing workflow

Ask for the right details and prepare a concise ticket-style summary when needed.

Human handoff

Let the assistant suggest escalation when the case is sensitive or confidence is low.

Strict policy mode

Keep answers conservative and explicitly say when the document does not support a claim.

Drag and drop your document here or click to browse*

PDF, DOCX, TXT, CSV, or Excel up to 10MB

These notes help you steer the agent without needing a separate studio screen.

Role guide

General
Best default for most document assistants.
Support
Use when the assistant should solve customer issues and explain policies.
Sales
Use for product positioning, qualification, and persuasive answers.
Active workflows

Ticketing workflow is off.

Human handoff is off.

Strict policy mode is off.