Creating Your First AI Agent

This guide will walk you through the process of creating your first AI agent in TeamDay.ai.

Steps to Create an Agent

Access the Agent Creator
- Log in to your TeamDay.ai account
- Navigate to the "AI" section
- Click on "Explore all agents"
- Click on "Create agent"
Basic Configuration
- Name: Choose a clear, role-specific name (e.g., "Project Manager Assistant")
- Role: Define the agent's primary function (e.g., "Project Management")
- Description: Briefly explain the agent's purpose and capabilities
Appearance Settings
- Select an avatar or upload a custom image
- Choose a color theme for easy identification
Behavior and Skills
- Instructions: Provide specific guidelines for the agent's behavior
- Skills: Add relevant abilities (e.g., "Sprint Planning", "Resource Allocation")
- Tools: Assign appropriate tools from the available options
Advanced Settings
- Visibility: Set to public, private, organization-wide, or unlisted
- Model: Select the AI model that best fits your needs
- Forkability: Decide if others can create variations of your agent
Testing and Refinement
- Save your agent and start a test conversation
- Evaluate responses and adjust settings as needed
- Gather team feedback and iterate on the configuration

Be specific in your instructions to ensure relevant responses
Regularly update the agent's knowledge base as your processes evolve
Start with core functionalities and expand as you become more familiar with the system

Next: Learn how to fine-tune your agent's performance in Customizing Agent Behavior.