AI Agent Builder

Beta Feature

The AI agent and its capabilities are in active development. Some features like artifacts, tools, and integrations may not work as expected. We're continuously improving reliability.

Your app is built around one AI agent. Instead of asking members to choose between a dozen bots, they talk to a single agent that knows your methodology and pulls in the right skill for each request. This page covers how to shape that agent in the Agent Builder.

One agent, many skills

You don't create a roster of separate agents anymore. You configure one agent's identity, connect one knowledge base, and author skills the agent activates on demand. This means far less for your members to learn — and far less for you to maintain.

Opening the Builder

1. Go to Admin → Agent Editor (/admin/agents)
2. The editor opens directly on your agent (there's one agent per app)

You'll land on the brain canvas — a visual map of everything that makes up your agent.

The Brain Canvas

The canvas shows four nodes. Click any node to configure that part of the agent.

Node	What it controls	Opens
Identity	Name, avatar, voice, system prompt, model	A side sheet
Knowledge	Documents, videos, and notes the agent learns from	Knowledge Base
Skills	Specialist abilities the agent can activate	Skills & Game Plans
Tools	Integrations and actions (the Capabilities panel)	Tools / integrations sheet

Header controls

Along the top of the builder:

• Back arrow — returns to the Admin dashboard
• Agent name + model — the current agent and its default model. A Draft badge appears if the agent isn't published yet.
• Public Page — a globe with a status dot (Live or Draft). Opens the Public Page / Virtual Coach settings.
• AI Builder — toggles the AI Builder dock (see below)

Identity

Click the Identity node to open the identity sheet — who the AI is: voice, personality, and tone.

Field	Description
Icon	Upload an image or pick an emoji for the agent's avatar
Name	What members see (required)
Description	A short blurb describing the agent
Model	The default AI model, grouped by provider. Used when no skill overrides it.
Temperature	Creativity slider from 0 to 1
System Prompt	The agent's core instructions and personality
History	View and restore previous versions of the system prompt
Voice & Personality	Tone and communication style
Published	When on, the agent is live for members
Conversation Starters	Suggested prompts shown when members open a new chat

Click Save Identity to apply your changes.

Temperature

Temperature controls how creative vs. precise responses are:

Setting	Value	Best for
Precise	0.0–0.3	Factual answers, technical content
Balanced	0.4–0.7	General coaching (recommended)
Creative	0.8–1.0	Brainstorming and ideation

Skills can override the model

The model and temperature you set here are the defaults. An individual skill can specify its own model override, so you can run a fast cheap model for everyday chat and a stronger model for a complex Game Plan.

Writing a good system prompt

The system prompt defines who the agent is and how it behaves. Keep it lean and let your Knowledge Base and Skills do the heavy lifting.

A solid structure:

[Identity] Who is this agent and what's its role?
[Methodology] What approach does it follow?
[Tone & Style] How should it communicate?
[Boundaries] What should it never do?
[Knowledge use] When should it search the knowledge base?

Keep instructions lean

Very long system prompts often cause the agent to skip knowledge-base search and give generic answers. Put frameworks, scripts, and reference material in the Knowledge Base or a Skill — not in the system prompt.

Version History

Every time you save the system prompt, the previous version is stored:

1. Open the Identity sheet
2. Click History next to the System Prompt
3. Browse previous versions with timestamps and restore any of them

The AI Builder (your setup co-pilot)

Click AI Builder in the header to open a chat helper docked on the right — a chat helper for agent setup. This replaces the old standalone AI Writer and Persona Writer. Instead of filling in fields by hand, you can describe what you want and the AI Builder edits your agent for you.

The AI Builder can:

• Write and improve your system prompt — "Help me write better instructions"
• Review your whole setup — "Review my agent setup"
• Create skills from your knowledge — "Create a skill from my knowledge base"
• Add knowledge — drag and drop files (or attach them) and the Builder adds them to your knowledge base

Use the New button to start a fresh helper conversation, or the X to close the dock. The same AI Builder is available from the Skills page via the Builder button.

The fastest way to set up an agent

Open the AI Builder, tell it about your business and how you coach, and let it draft your identity, system prompt, and a starter skill. Then fine-tune the fields by hand.

Knowledge

The Knowledge node opens your single org Knowledge Base. Anything you add there — files, YouTube videos, pasted text — is searched automatically by the agent during chats. There's no per-agent knowledge setup and no manual "attach KB" step.

Skills

The Skills node opens the Skills & Game Plans authoring page. Skills are specialist personalities and instructions the agent activates on demand (for example, an "Offer Builder" or "Sales Script Writer"). You can tier-gate them so only certain members can use them.

Tools

The Tools node opens the Capabilities panel — the same panel members see in chat. This is where integrations and actions (such as connected third-party services) are listed. Connect integrations under Settings → Integrations.

Publishing

Your agent goes live for members when the Published switch in the Identity sheet is on. While it's off, the header shows a Draft badge and members won't see the agent.

To make the agent available to anonymous visitors as a public landing page, see Public Page / Virtual Coach.

Refining over time

Agents improve with iteration:

1. Review conversations — look for patterns in weak answers (see Analytics)
2. Update the system prompt — add a rule, then check History if you need to roll back
3. Add a skill — when a request type comes up often, give it a dedicated specialist skill
4. Update the knowledge base — add the missing reference material

Tier access

Which members can use the agent and its skills is controlled by Tiers & Access and per-skill tier gating — see Skills & Game Plans.