Create Agents and assign model responsibilities

Create entry: left navigation [Work] → [Add Agent].

The new wizard has four steps: [Basic Info], [Persona], [Skills], and [Knowledge Base]. Name and primary model are the required basics for creation; other content can be added later.

The creation wizard completes the name and primary model first; skills and knowledge base can be added according to the use case.

How to fill in the four steps

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1. Basic Info

Write the name as a job role or task type, such as “Contract Review” or “Content Planning.” The description is only used to help identify the purpose. The primary model handles the main reasoning and execution; if unsure, use a default model that has been verified to work.

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2. Set Persona

Clearly define the role, goals, boundaries, and output style. Rather than piling up adjectives, give actionable rules: first list the risks, then quote the original text, and finally provide revision suggestions; when information is insufficient, mark it clearly and do not guess.

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3. Select Skills

Only select skills related to the long-term working style of this Agent. Skills can be installed in [Settings] → [Skills], or you can later ask the Agent to help you find and install them.

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4. Bind Knowledge Base

Only bind knowledge bases that the Agent truly needs to retrieve from. When no knowledge base is bound, knowledge base search and management tools will not appear in that Agent’s tool list.

Choose the primary model first; only configure a Plan model and a Small model when the task truly requires planning, delegation, or lightweight processing.

Continue configuration after creation

Open the menu in the Agent list and choose Edit to adjust the following items:

• [Basics]: primary model, Plan model, Small model, permission mode, and heartbeat detection;
• [Prompts]: role description, processing rules, and behavioral boundaries;
• [Built-in Tools]: files, search, images, notifications, scheduled tasks, memory, sub-agents, and workflows;
• [Knowledge Base]: restrict the knowledge bases the Agent can access;
• [MCP]: bind connected MCP servers;
• [Skills]: select installed skills;
• [Advanced]: set environment variables for tools that truly need them.

The current edit window automatically saves changes. If there is still content to save before closing the window, the app will finish saving first; if saving fails, the window will remain open and show an error.

Recommended starting point

Configuration item	Product default	Suggested starting point	Effect	Applicable scenario	Notes
Primary model	Use the model selected at creation	Choose a model that has been verified to reliably call tools	Main reasoning and execution	All Agents	Do not hardcode a specific model name; choose according to service availability
Plan model	Same as the primary model	Keep it consistent with the primary model first	Task decomposition and decision-making	Complex multi-step work	The more models you have, the more variables there are for troubleshooting
Small model	Same as the primary model	Keep it consistent with the primary model first	Simple judgment and formatting	Frequent lightweight steps	Confirm that the service provider supports the corresponding calling method
Permission Modes	[Confirm each time]	Keep [Confirm each time] when real files are involved	Decide whether tools need approval	File, terminal, and network tasks	[Full access] may delete files or access the network
Heartbeat detection	Enabled, interval 30 minutes	Can be turned off when there are no ongoing tasks	Let the Agent check work periodically	Monitoring, continuous collaboration	This is not a daily report schedule; use scheduled tasks for fixed times

User case: Contract Review Agent

Create a “Contract Review” Agent, choose a verified model as the primary model, require the prompt to output in the format of “risk clause, original location, impact, suggestion,” bind the company policy knowledge base, and keep permissions set to [Confirm each time]. Create a separate task for each contract and select the corresponding file directory to avoid mixing different clients’ materials in the same context.

Why didn’t I see the full MCP and permission settings during creation?

The creation wizard only keeps the common steps. After creation, open the Agent edit window to continue configuring [Basics], [Built-in Tools], [Knowledge Base], [MCP], [Skills], and [Advanced].