Creating an Agent

Step-by-step guide to creating a custom agent in Qolaba

Custom agents let you define exactly how the AI behaves — its role, expertise, tone, and the knowledge it draws from. Once created, an agent is available across all your chats and can be shared within your workspace.

---

Step 1 — Open the Agent Creation Panel

1. Go to the chat input area

2. Click Create Agent

This opens the agent creation panel.

---

Step 2 — Select a Base Model

Choose the AI model your agent will run on. Consider:

• Reasoning capability — for analytical or research-heavy agents

• Creativity — for content or creative roles

• Context length — for agents handling long documents

• Credit consumption — for cost efficiency at scale

Important: If you plan to attach files or knowledge bases to your agent, select a tool-calling enabled model. Resource attachment requires tool support.

---

Step 3 — Name Your Agent

Give your agent a clear, descriptive name that reflects its role.

Examples:

• SaaS Marketing Strategist

• Retail Analytics Advisor

• Legal Compliance Reviewer

Optionally, add a tagline — a one-line description of what the agent does. Example: "Expert advisor for B2B SaaS growth and customer acquisition strategy."

---

Step 4 — Add Resources (Optional)

Resources give your agent persistent access to structured knowledge — files and documents it references automatically in every chat.

To enable: Turn on the Add Resources switch.

You can attach resources in two ways:

From existing Knowledge Bases — Select any Knowledge Base you have already created and attach it to the agent. See Knowledge Bases → for how to create and manage them.

Upload new files — Upload documents directly to the agent.

Supported formats: PDF, CSV, DOC, DOCX, Excel, TXT

File Type	Size Limit
Images	Max 20 MB
Documents	Up to 1,000 pages or 200 MB

---

Step 5 — Write Agent Instructions

This is the most important step. Instructions define your agent's identity, role, expertise, and behavior — they become the system prompt the model follows in every response.

Structure your instructions across four areas:

1. Background — Define the professional identity.

You are a senior marketing strategist with 10+ years of
experience in SaaS and consumer tech.

1. Role — Specify what the agent should do.

Provide structured insights, campaign strategy,
and performance analysis.

1. Expertise — Define domain specialization.

Expert in digital acquisition, customer psychology,
and data-driven growth.

1. Behavioral Instructions — Define tone and output style.

Be concise and structured.
Provide step-by-step explanations.
Include actionable recommendations.
Avoid unnecessary filler.

The more specific your instructions, the more consistent and useful your agent's outputs will be. Vague instructions produce generic behavior — treat this like writing a detailed job description.

---

Step 6 — Create the Agent

Once you have completed all steps, click Create Agent. Your agent is now available in the Agent Selector and ready to use in any chat.