Custom agents

Build an agent tailored to your team’s workflow, with the instructions and connections you define.

Custom agents are AI agents your team builds for a specific role: marketing, sales, finance, legal, support — anything with a recurring workflow.

What you configure

Setting	What it does
Name	How your team tags it (@[name])
Agent managers	Who can edit the agent’s settings
Who can add to Spaces	Which members can bring this agent into a Space
Instructions	Standing guidance that shapes tone, priorities, and behavior
Connections	Per-agent access to specific apps (from 2,000+ integrations)

Create a custom agent

1. Start a new agent

   Click + at the bottom of the left sidebar and choose to create a new agent.

2. Name it and pick a starting point

   Give it a name your team will recognize. Pick a template (Blank, HR Agent, Marketing Agent, etc.) or describe what it should do.

3. Write the instructions

   Define the agent’s role, tone, and how it should respond. Use Refine to tighten wording. See the guidance below.

4. Set managers and access

   You’re added as the first manager. Add other managers and control who can bring this agent into Spaces.

5. Connect apps

   Under Connections, click Connect app to give the agent access to specific tools.

6. Publish changes

   Click Publish changes. Open a Space where it’s available and tag it with @[name].

Add a custom agent to a Space

A custom agent isn’t automatically available in every Space — you invite it into the Spaces where it should work.

1. Open the Agents panel

   Inside your Space, open the Agents tab in the right rail.

2. Add your custom agent

   Click Add agent and pick the custom agent you built (or create a new one on the fly).

3. Tag it in chat

   In the Space’s chat, tag the agent with @name. It responds using its own instructions and connections, drawing on the Space’s shared context.

Only add the agents a Space actually needs. Fewer, more specialized agents give sharper, less noisy responses.

See Spaces overview for more on how agents work inside a Space.

Writing good instructions

Instructions are capped at 2,000 characters. Cover:

• Role — what this agent is responsible for
• Tone — formal, direct, casual, technical
• Format preferences — bullets, prose, short or long
• What to prioritize — which tools, decisions, or context to lean on
• What to avoid — topics outside scope, assumptions it shouldn’t make

Instructions can be global (everywhere) or Space-specific (override the global set in that Space).

Example:

You support the Acme Corp account's marketing work. Always reference the Acme brand guide in the Space Context document before drafting copy. Write in a professional but approachable tone. Keep deliverables short and action-oriented. Flag anything that contradicts the approved messaging framework.

Write instructions as if you’re onboarding a new team member to a specific role. If you find yourself writing more than 2,000 characters, move standing context into the Space Context document instead.

Edit or delete an agent

Any agent manager can open the agent, click the … menu, and choose Edit agent to change its settings. Under Danger zone, an agent can be permanently deleted — this removes it from every Space and can’t be undone.

Related

• Space Context document
• Connections