Creating an agent

You get your first agent during onboarding. To add more (on Pro), use the Agents page.

Steps

1. In the left rail, under Workspace settings, choose Agents.
2. Click New agent.
3. Pick a template. Each one starts the agent with a fitting personality and name:
   • Research Analyst — deep research, synthesis, and detailed reports.
   • Software Developer — writes code, reviews PRs, and automates workflows.
   • Marketing Strategist — strategies, ad copy, social content, and growth plans.
   • Finance Analyst — financial analysis, reports, budgets, and summaries.
   • Content Writer — articles, blog posts, documentation, and creative content.
   • General Assistant — a versatile all-purpose agent.
4. Give it an agent name (the template's name is filled in for you — change it to anything you like).
5. Click Create agent (the button shows the add-on price, e.g. Create agent · $12/mo, when the agent isn't included in your plan). The dialog closes right away and the new agent appears in the list while it's set up in the background. You can change the template's personality, model, skills, and everything else afterward.

If your plan uses your own LLM provider (for example an AppSumo license) and there's no existing agent key to reuse, the dialog shows a Connect a model card — click Connect, pick a provider and model, and add your key before you can create the agent.

Each new agent gets a generated avatar — a portrait themed to its template, distinct from the other agents in your workspace. It appears a few moments after creation; until then the agent shows its initial.

Billing

Agents within your plan's included count are free. Beyond that, each agent adds $12/month on Pro ($8/month on Business), prorated from the day you create it. The dialog tells you whether the agent is included or what the add-on costs before you confirm. Remove the agent anytime to stop the charge — deleting it credits the add-on back.

Clone an agent

To start from an agent you already have, open its ⋯ menu on the Agents page and choose Clone agent…. Give the copy a name, keep or change its personality, and choose what to copy:

• Model — the active model and API key, plus any backup models you tick.
• Skills, Secrets, Connectors — expand each row to pick individual items. Everything is ticked to start; untick what the clone shouldn't have.
• Workflows — copied paused, with their schedule, connected accounts and files, so you only have to turn each one on. Run history isn't copied.
• Network / proxy and Memory setting — whether the proxy and memory are on. Saved memories are never copied.

A clone is billed like any new agent. If some workflows can't be copied, the clone is still created and you'll see which ones were left behind.

After creating

• Set the agent's model and personality, or rename it from the editor header.
• Turn off memory if the agent shouldn't remember facts and preferences between conversations — it's on for new agents.
• Install skills and enable the ones this agent should use.
• Grant it access to connected accounts and secrets it needs.
• Start a chat or create a task to put it to work.