📸 Screenshot to add: Agents list (Intelligence → Agents).
Create an agent
1
Open Intelligence → Agents and click Create agent
2
Describe the role in plain language
“Financial analyst that tracks daily revenue, explains variations, and produces weekly reports.”iTeam suggests a name, description, skills, and tone of voice.
3
Adjust whatever you want and save
You can refine before saving — or leave it as is and tweak later.
What you configure in an agent
Identity — name, role, and icon
Identity — name, role, and icon
How the agent appears to your team. Pick an icon that makes it quick to recognize.
Instructions — the 'personality' and rules
Instructions — the 'personality' and rules
Here you define how it should behave: tone, priorities, what it can and cannot do.
Skills
Skills
Extra capabilities that expand what the agent can do. See Skills →
Tools and Data Sources
Tools and Data Sources
Which systems and data it can access. See Data Sources →
AI model
AI model
By default iTeam picks the best model for each request. You can pin one if you want.
Access (who can use it)
Access (who can use it)
Define who can see and use this agent. See Security & Access →
Agent widgets
Agent widgets
The interactive screens it has built. See Widgets →
Best practices
One clear role per agent
Focused agents answer better. Prefer “Sales Analyst” over “does everything”.
Give context in the instructions
The more it knows about your company, the sharper the answers.
Less is more on tools
Grant only the access needed — it’s safer and faster.
Evolve with use
Tune the instructions as you learn what works.
iTeam learns from use: the agent remembers what’s already been done and gets more accurate over time, without you repeating context.
Next steps
Agent Teams
Group agents that work together.
Chat
Put your agent to work.