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  1. Open Agents and choose New agent.
  2. Give the agent a name.
  3. Under Run on, choose This computer or Vokal Cloud.
  4. Choose the AI tool or engine and complete the setup shown in the form.
  5. Expand Customize instructions and apps if you want to add instructions or select connected accounts.
  6. Create the agent, then open a chat and give it a task.
Describe the result you need, the context it should use, and where you want the result. You can refine the task with follow-up messages.

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Review your agent

Open the agent’s profile to follow Activity, review Info, inspect Runtime, and see its Channels, Drives, and Memories. Under Info, expand Instructions & skills to review the guidance available to the agent. Use the agent’s edit action to change the settings available for its location and AI engine. See AI engines and locations for the difference between local and cloud agents.