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[en] AI agents application

[en] The AI agents (AIAGENTS) application is used to manage agents that can be selected in AI chat. Most users can use Default, but a specific agent can be powerful if you have some task that you perform often, or instructions you would like to give the AI.

[en] Open the AI agents application

  1. [en] Click the chat or speak icon in the top-right corner of RamBase to open AI Assistant.

  2. [en] Click Settings, then Manage AI agents.

  3. [en] The application opens with a list of agents. Use the search field and status filter to find an agent, then select a row to view its details.

[en] The list displays agent status and name. The detail pane includes Name, Description, Visibility, Argument hint, and Instructions.

[en] Create an AI agent

[en] If you have access to the Create AI agent button:

  1. [en] Click Create AI agent.

  2. [en] Enter a distinct Name and a concise Description so users can identify the agent and decide when to use it.

  3. [en] Set Visibility for the intended audience.

  4. [en] Add an Argument hint if users need guidance on what information to provide to the AI when using this Agent.

  5. [en] Write Instructions that explain the agent's purpose, scope, expected steps and output. State what it must not do and when it should ask the user for clarification.

  6. [en] Complete the create action offered by the application. Then check the agent's status and visibility in the list.

[en] When updating an existing agent, select it from the list and review its current description, visibility, argument hint, and instructions before making changes.

[en] Test and use an agent

  1. [en] Open AI chat and select the agent from the selector below the message field. The selector shows available agents and their descriptions. After creating an agent you will have to refresh the browser before it will be visible in the chat window.

  2. [en] Test the agent with representative questions. Check that it follows its instructions and returns the expected kind of answer.

  3. [en] If the agent can use RamBase tools, review tool activity and permission requests in chat. See [AI chat in RamBase](./AI chat user doc.md) for guidance on reviewing and approving operations.

  4. [en] If the agent does not work as expected, tell it what you tried to accomplish and what failed, and ask the AI to come up with suggestion for an improved instruction. Copy the suggested instruction into the instructions field in the AIAGENTS application and test again.

[en] An agent's availability depends on its status, visibility, and the user's access. Check these settings if an agent does not appear in the chat selector.

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