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What it is

An agent is an AI assistant configured for a specific purpose. You define the base model, the instructions (how it should behave), the knowledge it consults, prompt suggestions, advanced parameters, and tools. Then you just chat with it in the chat — and, if you want, share it with colleagues.

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How to access

  • Sidebar → Agents
  • To create: New → Agent button (at the top) or the creation button on the Agents page.
The Agents page only appears if the Workspace module and Agents permission are enabled for you.
You can view all agents created by the Symphony team in the public gallery and request access to the ones you need:

Open the Agents Gallery

Explore the agent catalog by area at symphony.fcamara.com/agents-gallery and request access to the desired agents.

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Create an agent

On the Create agent screen, fill in the following blocks:
  • Name (required) — how the agent will be displayed.
  • Base model (required) — the AI model that gives the agent its “intelligence”. Without it, you can’t save.
  • Description — brief summary of what the agent does.
  • Image/avatar — agent photo. Accepts PNG or JPG up to 5 MB.
  • ID (required on creation) — unique agent identifier. Cannot repeat an existing ID.
Agent prompt field: describe the role, goal, tone of voice, response format, and rules the agent must follow. This is what influences its behavior most. There is a “Learn more” link with guidance.
Connect one or more knowledge bases (created on the Knowledge page) so the agent uses those documents as reference. You can also create a new base without leaving the screen.
Add example questions/commands that will appear as suggestions for users of the agent.
Collapsible block to adjust model behavior (e.g., creativity/temperature and other parameters). Also includes:
  • Tool selection — which tools the agent can use.
  • Capabilities (administrators only) — such as vision (images), usage, and citations.
  • JSON preview — shows the final agent configuration in technical format.
When finished, click Save. A message confirms “Agent created successfully!” and you return to the list.

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Edit an agent

In the agent list, open an existing agent to edit. The same creation blocks are available. Changes are confirmed with “Agent updated successfully!”.

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Share an agent

In the agent editor, use Share. Define access control — which users and groups can view/use (“Can chat”) and who can edit.
Before sharing, the required fields (name, base model, and ID) must be filled in.

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Best practices

  • Write clear and objective instructions: define role, goal, tone, and what the agent should not do.
  • Connect relevant knowledge bases for answers aligned to your context.
  • Give a name and description that make the agent’s purpose clear to anyone using it.
  • Use prompt suggestions to guide less experienced users.
  • Start with few advanced parameters; adjust only if necessary.

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Frequently asked questions

No. Creating agents is done through a form. Programming is only needed to create tools (see Tools).
Check that you’ve filled in Name, Base model, and ID. The ID must be unique — if it already exists, choose another.
Only you, until you share it. When sharing, you choose users and groups.
In the chat, via the model selector at the top of the conversation, or by typing @ in the message.

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Known limitations

  • Every agent requires a base model — you cannot save without one.
  • The avatar image is limited to 5 MB (PNG/JPG).
  • The Capabilities field is only editable by administrators.
  • The list of available base models depends on the connections/models configured by the administrator; models hidden by the company don’t appear.
  • Creating/editing agents depends on the Agents permission in the Workspace.