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Creating an Agent

The New agent wizard collects everything a new agent needs — its metadata, instructions, model and tools, and memory settings — before creating it. You can change most of this again afterward from the agent builder.

Before you begin​

  • You need permission to edit the capability library. If New agent is not visible, ask your organization administrator.
  • Have a connection ready if you want to attach one during setup — see Managing the Capability Registries. You can also skip this and attach it later.

Start the wizard​

  1. In the Agents left toolbar, select Home.
  2. Select New agent.

Step 1: Metadata​

  1. Enter a name in the Agent name field.
  2. Optionally describe what the agent does in the description field.
  3. Optionally add Tags — type free text and press Enter to add each one.
  4. Under Visibility, select This workspace only or Entire organization.
  5. Select Next.

Step 2: Instructions & knowledge​

  1. Write the agent's system prompt in the Instructions editor. Instructions are required.
  2. Optionally link existing capability items: use Link skills from the registry and Link prompt from the registry to attach a Skill or a Prompt you or your organization already created.
  3. Select Next.

Knowledge sources (file uploads) are not set up in the wizard — attach files from the Knowledge base tab once the agent exists. See Adding a Knowledge Base.

Step 3: Model, tools & connections​

  1. Use Link connection from the registry to attach the model connection this agent runs on.
  2. Optionally use Attach tools from the registry and Link mcp sources from the registry to give the agent tools to call.
  3. Select Next.

Step 4: Memory​

  1. Turn on memory if this agent needs to remember things across runs, then configure its settings.
  2. Select Next.

See Configuring Memory for what each memory setting does — the wizard's Memory step and the agent builder's Memory tab configure the same settings.

Step 5: Review​

Review is a read-only summary of what you entered — instructions, skills and prompt, model and tools, and memory. To change anything, select Back and re-open the earlier step.

  1. Select Back to revise an earlier step, or Create agent to finish.

How you know it worked​

Studio shows a confirmation message that the agent was created and opens the new agent directly in the agent builder. The agent starts as an unpublished draft — see Publishing an Agent.

Next steps​