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Agents are AI assistants configured for a specific job — such as checking itineraries, answering customer care questions, or monitoring flights.

When you'd use this

Browse the Agents catalogue to find a built-in agent that fits your task, or create a custom agent tailored to your company's workflows. For example: configure an agent with your help articles attached as knowledge and your booking system as a connector, then make it available for your team to chat with.

Steps

Browse agents

In the Workbench sidebar, click Agents (under the AI Platform section).
The catalogue lists the agents available to you — built-in agents (managed by Nezasa), company agents shared across your team, and your own personal agents.
Use the search bar or the Ownership and Status filters to narrow the list.
Click an agent name to open its detail page.

Create an agent

In the Workbench sidebar, click Agents.
Click Create Agent in the top-right corner.
Fill in the General tab:
- Agent ID — a unique identifier in namespace/agent-name format (e.g. mycompany/helper).
- Name — the display name shown to users.
- Description — what the agent does. This also helps the system decide when to use the agent.
- Ownership — new agents default to Personal (private to you). Company Admins can choose Company to share it with everyone in your company.
- Skills — select one or more skills to give the agent its capabilities.
- Connectors — select connectors to give the agent access to external systems.
- Knowledge — attach knowledge items so the agent can draw on your content.
Use the Behavior tab to write a system prompt and set a welcome message.
Use the Channels tab to enable the Streaming API, REST API, or Report channel.
Click Create Agent.

Edit an agent

Click the agent in the catalogue.
Update any field across the General, Behavior, LLM, Channels, or Permissions tabs.
Click Save changes.

Test an agent

Open the agent's detail page.
Click Test Chat (top-right) to open a chat session with this agent pre-selected.

Agent ownership

Every agent has an ownership type, shown in the Ownership column:

Built-in — managed by Nezasa and available to every company. Read-only (built-ins are Nezasa-owned and can't be copied).
Company — shared across your company. Everyone in your company can use it; only Company Admins can create, edit, or delete it.
Personal — a private agent owned by one person. You can create, edit, and delete your own personal agents.

To find agents by type, use the Ownership filter (which includes Personal for your own agents), or click My agents to show only your personal agents.

Release a personal agent to your company

A Company Admin can turn a personal agent into a shared company agent so the whole team can use it:

Open the personal agent's detail page.
Click Release to company in the top-right corner and confirm.

The agent becomes a Company agent. A Company Admin can reverse this later with Return to owner, which makes it personal to its original owner again — this ends any active chat sessions with the agent, except the owner's.

Tailor a built-in agent for your company

Built-in agents are managed by Nezasa and shared across every company, but a Company Admin can adjust how a built-in behaves for their own company — without affecting other companies:

Open the built-in agent's detail page and go to the Permissions tab.
In the Your company's access section:
- Turn Surface in TripBuilder off to hide the agent from your company's TripBuilder and SDK.
- Optionally set a Minimum Workbench role to restrict who in your company may run it.
Click Save company settings. Use Reset to defaults to drop your changes and inherit Nezasa's defaults again.

The rest of a built-in agent stays read-only — these settings only change its access for your company. To review and adjust this across your whole catalogue at once, use the Agent access page.

Tips and limits

Browsing agents is open to all users. Any user can create, edit, and delete their own personal agents, and can copy any agent they can see into their own personal space; creating, editing, or deleting company agents — and releasing a personal agent to the company — requires the Company Admin role.
Company Admins see an extra Owner column listing who owns each personal agent.
Built-in agents are read-only and can't be copied (they're Nezasa-owned). Company Admins can still tailor a built-in's TripBuilder visibility and who may run it for their own company, from its Permissions tab.
To copy an agent, open its detail page and click Copy, then pick whether the copy is Personal or Company (Company Admins).
An agent can only access the skills, connectors, and knowledge items you explicitly assign to it.
Changes to an agent's skills or connectors take effect on the next chat session.