# Set Up your AI Agent
## **Full Process (Step-by-Step)**
***
Creating an AI Agent is like building your own smart digital assistant — one that performs a specific task exactly the way you want it to.
In this section, we’ll walk through the full process together, using a real-life example to show how it works.
Let’s build an AI Agent called **“Essay Evaluator”** — an assistant that can grade essays using rubrics and generate helpful feedback.
***
### Step 1: Open the AI Agents Dashboard
* From the left-hand menu, click on **AI Agents**.
* This takes you to the main screen where you can:
* Browse and reuse ready-made agents
* See agents you’ve already created
* Start building your own agent
***
### Step 2: Choose How You Want to Build
At the top of the screen, you’ll see this question:
> **“What do you want to build?”**
Here, you’ll describe in plain language what you want your AI Agent to do. For example:
> *“I want to build an AI Agent that can read and evaluate student essays based on five criteria: content relevance, structure, grammar, critical thinking, and clarity. It should give a total score and individual feedback on each section.”*
Once you enter this, you have two options:
#### ➤ Option 1: **Generate with AI**
* Click **Generate** to let the platform automatically fill in all the fields for you.
* The system will generate:
* Agent name
* Agent description
* Welcome message
* Tool logic prompt
* You can review and edit everything before saving.
#### ➤ Option 2: **Build Manually**
* Click **Build Manually** if you want full control.
* You’ll manually enter each setup field step-by-step:
| Field | What to Enter |
| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Agent Name** | A simple name like “Essay Evaluator” or “Grammar Coach” |
| **Agent Description** | A short sentence explaining what the agent does. Example: *“An assistant that evaluates essays based on specific scoring criteria and gives helpful feedback.”* |
| **Welcome Message** | This is the first message users will see. Example: *“Hello and welcome! I’m the Essay Evaluator. 📝🎓 Please upload or paste your essay to get started.”* |
| **Tool Icon** | Optional image or icon to personalize the agent’s look |
✅ **Tip:** If you prefer customization and already have a clear idea, use the **Build Manually** option. If you need help getting started, **Generate** is a great head start.
***
### Step 3: Define the Tool Logic (Agent Instructions)
Next, you’ll write a **Tool Prompt** — a detailed instruction that tells your AI Agent exactly what it should do.
#### Example Tool Logic for “Essay Evaluator”:
> *“Essay Evaluator greets the user and asks them to upload or paste their essay. It then evaluates the essay based on five criteria: (1) Content Relevance, (2) Structure & Organization, (3) Grammar & Language, (4) Originality & Critical Thinking, and (5) Clarity. For each area, the agent assigns a score, provides a brief comment, and then shares a total score out of 100 along with a summary paragraph of feedback.”*
✅ **Tip:** Be as clear and specific as possible — the more structured your instructions, the better your agent will perform.
### Step 4: Adjust Advanced Settings (Optional but Powerful)
Once you've defined what your AI Agent should do, you have the option to **fine-tune how it behaves** by adjusting advanced AI settings. These controls help you shape the *style*, *depth*, and *creativity* of your agent’s responses.
Here are the settings you’ll see:
#### **AI Engine Options**
This lets you choose the type of AI model that powers your Agent. Think of it as choosing the engine for your car — it affects how powerful and capable your Agent is.
You have two options:
#### Option 1: Use an Existing AI Avatar as the Engine
If you’ve already created an AI Avatar on the platform (like a tutor, coach, or expert), you can select that avatar as the core engine. This means your Agent will inherit the voice, tone, style, and personality from your Avatar.
* Best for when you want your AI Agent to reflect your existing assistant’s approach.
* Your Agent will still perform the specific task you assign, but with the Avatar’s voice and behavior.
#### Option 2: Use a Predefined AI Model
If you don’t want to use an Avatar, you can choose a general-purpose AI model:
* **GPT-3.5**: Efficient and basic, suitable for simple tasks.
* **GPT-4**: Advanced and more accurate for reasoning and detailed logic.
* **GPT-4o**: Optimized version of GPT-4, faster and better at multi-step thinking and language nuance.
> ✅ **Recommendation**: Use **GPT-4o** if you want the best mix of performance and depth — especially for evaluation, analysis, or tutoring use cases.
***
### **Impact of Temperature on Output**
#### **Low Temperature (e.g. 0.1 – 0.3)**
* **Output:** Safe, repetitive, very logical.
* **Tone:** Formal, predictable.
* **Use Case:** Factual answers, technical documentation, or summaries.
**Example Prompt:** “Tell me a story about a dog.”\
**Low temp output:**
> “Once upon a time, there was a dog. He lived in a house. He liked to play fetch.”
*Very boring, but safe.*
***
#### **High Temperature (e.g. 0.8 – 1.0)**
* **Output:** Creative, diverse, surprising.
* **Tone:** Casual, sometimes wacky or inconsistent.
* **Use Case:** Brainstorming ideas, writing poems or fiction, jokes.
**Same prompt:**
> “Once upon a time, a sky-blue dog named Zibble rode a skateboard through the clouds, searching for the lost bone of Atlantis.”
*Wild, imaginative, sometimes silly.*
***
### 2. **Impact of Top-p on Output**
#### **High Top-p (e.g. 0.9 – 1.0)**
* **Output:** Diverse and open-ended, includes many possible choices.
* **Effect:** Allows occasional creative flair without being too random.
* **Use Case:** Balanced creativity with coherence — e.g., marketing copy or storytelling.
***
#### **Low Top-p (e.g. 0.3 – 0.6)**
* **Output:** Tightly focused, limited vocabulary.
* **Effect:** Reduces risk of strange or incorrect answers — but can sound robotic or repetitive.
* **Use Case:** Short answers, precise instructions, customer support.
***
### **Combining the Two: How They Interact**
| Temperature | Top-p | Output Style |
| ------------ | ---------- | ------------------------------------------------------------------------ |
| Low (0.2) | High (1.0) | Precise, logical, but a little boring |
| High (1.0) | High (1.0) | Wildly creative, possibly chaotic |
| Medium (0.7) | Low (0.5) | Focused but fresh |
| High (0.9) | Low (0.3) | Less diversity, but still picks odd words — often quirky or inconsistent |
### TL;DR Summary
| Setting | Effect on Output |
| -------------- | --------------------------------- |
| **Low Temp** | More predictable, repetitive |
| **High Temp** | More surprising, creative, varied |
| **Low Top-p** | Narrow choices, more focused |
| **High Top-p** | Wider range, more expressive |
***
### Step 5: Enable Capabilities (What Can Your Agent Do?)
Your AI Agent can be enhanced with optional capabilities. These are *add-ons* that expand what your agent is able to handle.
You’ll see three options:
***
#### **1. Internet Access**
Allows your agent to **search the web in real-time** to fetch up-to-date information.
Use it for:
* Research-based agents
* Product comparison tools
* Current event-related tasks
> ⚠️ **Not needed** for tasks like essay grading, math solving, or document-based feedback.
***
#### **2. Math Environment**
Activates a special math engine so your AI Agent can:
* Do advanced calculations
* Solve equations step-by-step
* Show math solutions clearly
> ✅ **Best for:** Math tutors, test prep agents (SAT, GRE, etc.), homework checkers.
***
#### **3. Knowledge Base**
Allows your Agent to **refer to PDFs or documents** that you upload. This makes your Agent more accurate, detailed, and personalized to your specific way of working.
We’ll explore this further in Step 6 (below), but here’s a quick preview:
> ✅ **Great for:** Agents that grade, explain, coach, review, or answer in-depth questions using your material.
***
### Step 6: Add a Knowledge Base (To Train Your Agent with Your Own Material)
A **Knowledge Base** is a collection of learning materials (usually PDFs) that your Agent can study and refer to when answering questions.
This makes your Agent more powerful and context-aware. It's like giving your assistant a binder full of instructions, examples, and guidelines.
***
#### When Should You Use a Knowledge Base?
Use it if:
* You want your Agent to follow a specific grading rubric
* You have teaching guides, SOPs, FAQs, or resource manuals
* You want the Agent to speak in your voice or follow your method
***
#### How to Add One
If you checked the **Knowledge Base** box in Step 5, you’ll now see the following options:
**Option 1: Select Existing Knowledge Base**
If you’ve already uploaded materials before, simply choose from the dropdown list.
***
**Option 2: Create a New Knowledge Base**
Click **“Create New Knowledge Base”** and fill out the form:
| Field | What to Enter |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Name** | Give it a clear title, like “Essay Evaluation Knowledge Base” |
| **Description** | Describe what the documents contain. For example: *“Includes essay rubrics, sample scoring guides, and evaluator instructions.”* |
| **Tags** | Add searchable keywords like: essay, rubric, SAT, IELTS |
| **Upload Files** | Upload PDFs (drag and drop or browse from your device). Max 10 files, total size up to 50 MB. |
**Examples of Uploadable Documents (according to our example)**:
* `essay-rubric.pdf`
* `grading-criteria-handbook.pdf`
* `sample-high-score-essay.pdf`
Once you hit **Create**, your Knowledge Base will be attached to your Agent and ready to use.
> **Now your AI Agent knows your way of doing things.**
We are adding an example of knowledge base creation for our essay evaluator tool.
***
#### What Happens Next?
Once added, your AI Agent will be able to:
* Reference these documents while answering questions
* Stay consistent with your standards and formats
* Explain its logic using the material you provided
### Complete Setup Summary
| Step | What You Did |
| ---------- | --------------------------------------------------------------------------- |
| **Step 1** | Opened the AI Agents dashboard |
| **Step 2** | Chose whether to use “Generate with AI” or “Build Manually” |
| **Step 3** | Entered core details: name, description, welcome message, and image |
| **Step 4** | Selected the AI engine — either an existing AI Avatar or a predefined model |
| **Step 5** | Enabled capabilities like internet access, math solving, or knowledge base |
| **Step 6** | Attached or created a Knowledge Base with your own training materials |
| **Step 7** | Saved and launched your Agent for live use |
Your AI Agent is now ready — fully customized, purpose-built, and powered by your instructions and resources.
Need more support? Our support team is available 24/7 through:
* Email:
