From the UI

1
Open Agents → click + New agent.
2
Pick a name (e.g. RenewalsBot) and slug (auto-suggested: renewalsbot).
3
Pick a model. Defaults to your account default (see Models).
4
Edit IDENTITY.md, PERSONALITY.md, MEMORY.md right in the browser. Templates are pre-filled.
5
Toggle on the spokes you want this agent to reach.
6
(Optional) Attach an MCP server or a team.
7
Click Save. The agent is live — try it in chat using the "Test" button on the detail page.

From the floating chat widget

Create a new agent called RenewalsBot with model claude-sonnet-4-6, give it access to agent-vault, channel-bridge, and ghl.

The widget shows a confirm card with the preview. Click Approve to create.

Hot reload

Edits to any agent file take effect on the next chat turn. No restart needed.