Building Custom Agents

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Agents are AI actors that follow your instructions, access specific data, and can run in the background.

Building a good agent

  1. Create an agent and give it a clear name and icon
  1. Write instructions describing what it should do and how
  1. Set permissions and connect the databases it needs
  1. Add data sources so it works from real workspace content
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Pro tip: Agents work best with clear instructions and access to specific databases. As of 2026 they run fully on mobile and can connect to external tools.
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