Agents

The Agents feature is the core area for creating and managing artificial intelligence capabilities within the system. It allows you to build chat agents, RAG structures (Retrieval-Augmented Generation), and tools that extend what agents can know and do.The main goal of this section is to help you design agent behavior, knowledge, and actions in a structured, reusable, and scalable way.

When you access Agents, you will see:

  • A left sidebar listing all created agents

  • A search field to quickly locate agents

  • Top tabs to switch between:

    • Agents

    • Tools

    • RAG

  • A ( + ) button to create new resources

How to configure your Agent

  1. Accessing the Agents Area

    1. In the left navigation menu, click the Agents icon;

    2. You will be taken to the agent creation and management screen.

    This screen works as a central control panel, where you can:

    • Create new agents

    • Edit existing agents

    • Manage tools and knowledge bases

    • Define how each agent behaves inside the system

  2. Creating a new resource

    1. Click the (+) button at the top of the screen

    2. Select one of the available options:

      1. New chat agent: Create a conversational agent with defined personality, goals, and rules

      2. New RAG: Create a contextual knowledge base for retrieval

      3. New tool: Create a tool that performs actions or integrations

How to create a New RAG (Retrieval-Augmented Generation)

First of all, a RAG is a knowledge layer that allows agents to retrieve information from documents and files and use that content to generate more accurate, contextual, and reliable responses. Instead of relying only on the model’s general knowledge, RAG enables the agent to ground its answers in your own data.

Basically, RAG is designed to:

  1. Provide fact-based answers using internal documents;

  2. Reduce hallucinations by grounding responses in real content;

  3. Enable agents to work with:

    • CSV files

    • Text documents (PDF, .doc, .txt, .md, .pptx, etc)

    • Structured and semi-structured data (.json, .png, .jpg, .mp3, .mp4, etc)

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A RAG does not act on its own. It must be attached to a Chat Agent to be used during conversations.

The RAG configuration screen is divided into two main areas:

  • Left panel → RAG definition and behavior

  • Right panel → File selection and management

After opening the panel, it is recommended to enter a clear and descriptive name for the RAG that reflects the dataset or domain, describes the type of information provided, and defines when the agent should consult this file. On the Files section, you can:

  1. Use the search field to filter files by name.

  2. Select one or more files from the list.

Once selected, the content of these files becomes searchable by the agent.

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To import files, see the Files Ingestarrow-up-right section in this document.

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