Getting Started with AI Agents
Learn how to create custom AI employees in Opisense that handle specific jobs for your team.
Your personal AI assistant is great for everyday tasks, but sometimes you need a specialist. AI agents (called "AI Employees" in the app) are custom AI workers you create for specific roles — like a customer support rep, a data analyst, or a content writer.
What are AI agents?
An AI agent is a purpose-built AI that you design for a particular job. You give it a name, a personality, specific instructions, and the skills it needs. Then your team can chat with it just like they would with your personal assistant — except this one is laser-focused on its role.
For example, you might create:
- A Support Agent that answers customer questions using your help docs
- A Research Agent that digs through your knowledge base and summarizes findings
- A Writing Agent that drafts blog posts in your brand voice
Create your first agent
Open AI Employees
Navigate to AI Employees in the sidebar and click Create New. You'll see an option to start from scratch or use a template.
Pick a template (recommended)
Templates give you a head start with pre-configured instructions and skills for common roles. You can always customize everything after creation. If you'd rather build from scratch, that works too — just choose Blank Agent.
Customize the personality
Give your agent a name and write its system instructions. This is where you define how it should behave, what tone it should use, and what it should focus on. Think of it like writing a job description.
For example: "You are a friendly customer support specialist. Answer questions using only the information in your knowledge base. If you're not sure about something, say so and offer to escalate."
Add skills and knowledge
Skills are modular capabilities that extend what your agent can do. Attach the ones that match its role — like document search, web browsing, or file generation. You can also connect knowledge sources so the agent has access to the right information.
Start simple. You can always add more skills and knowledge sources later as you learn what your agent needs.
Chat with your agent
Once your agent is set up, open a conversation and try it out. Ask it questions related to its role and see how it responds. Refine the instructions based on what you observe.
Tips for great agents
- Be specific in your instructions. The clearer you are about what the agent should and shouldn't do, the better it performs.
- Give it the right knowledge. An agent without access to relevant documents will have to guess. Connect the knowledge sources it needs.
- Iterate. Your first version won't be perfect, and that's fine. Tweak the instructions and skills based on real conversations.