Add a Persona Agent

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Add a Persona Agent

Create a persona agent from Workspace Settings → Agents and automation → Agents.

Available for roles: Admin Workspace Admin

Scope: Workspace

Before you start

Connect the integrations the agent should use. Add policies and remote runners if it needs governance or private-network tools.

Create the agent

1. On the Agents page, click New Agent.
2. The dialog title is Create New Agent: Define the personality and capabilities for your newest team member.

Assist me (optional)

Use Assist me to draft the name and personality from a plain-English request, then click Generate.

Field	Example
Assist me	Create a docs-capture SRE helper that investigates Grafana alerts and summarizes root cause

Required fields

Field	Required	Example
Name	Yes	docs-capture-sre-helper (lowercase letters, numbers, hyphens, underscores)
Personality (System Prompt)	Yes	You are an SRE helper for docs capture. Investigate Grafana alerts, check related metrics and logs, and summarize likely root cause with clear next steps. Prefer read-only tools.

Finish

1. Click Create Agent to save.
2. Or click Cancel / Close to discard.

After creation, open the agent to attach integrations, set auto-approved tools, assign policies, and attach remote runners. Use Talk to test it, or bind it to a workflow stage.

See also Agents and Roles and Access.