Creating AI Agents

Beta Feature

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

AI agents are the heart of your coaching app. This guide covers how to create agents that provide valuable, on-brand responses to your members.

Creating an Agent

1. Go to AI Chat and click the gear icon (⚙️) in the sidebar
2. Click Create Agent
3. Fill in the agent details
4. Click Create

Agent Fields

Field	Description	Example
Name	What members see	"Coach AI"
Avatar	Agent's image	Upload image or use emoji
Description	Brief description	"Your fitness assistant"
Instructions	System prompt for the AI	See below
Model	Which AI model to use	GPT-4o, Claude 3.5 Sonnet
Knowledge Base	Documents for RAG	Select from your KBs
Persona	Tone and style	Select or create
Allowed Tiers	Who can access	Select tiers or "All"

AI Models

Choose the right model for your agent:

Provider	Model	Best For	Speed
OpenAI	GPT-4o	Best reasoning, coding	Fast
OpenAI	GPT-4o-mini	Quick responses, cost-effective	Very Fast
Anthropic	Claude 3.5 Sonnet	Detailed analysis, long content	Fast
Anthropic	Claude 3 Opus	Complex reasoning	Medium
Anthropic	Claude 3 Haiku	Quick, economical	Very Fast
xAI	Grok	General purpose	Fast

Writing System Prompts

The system prompt (Instructions) is the most important part of your agent. It tells the AI:

• Who it is
• How to behave
• What it knows
• What it should/shouldn't do

Basic Structure

[Identity]
Who is this AI? What's its role?

[Methodology]
What approach does it follow?

[Tone & Style]
How should it communicate?

[Boundaries]
What shouldn't it do?

[Special Instructions]
Any specific behaviors?

Example: Fitness Coach

You are FitCoach AI, an assistant for [Your Name]'s fitness coaching 
program. You specialize in strength training and sustainable nutrition.

## Your Approach
You follow the Progressive Overload methodology:
- Focus on compound movements
- Gradual weight increases
- Adequate recovery
- Flexible nutrition (80/20 rule)

## Communication Style
- Be encouraging and supportive
- Use simple, clear language
- Provide actionable advice
- Celebrate progress, no matter how small

## Boundaries
- Don't diagnose medical conditions
- Don't prescribe specific diets for medical issues
- Always recommend consulting a doctor for health concerns
- Don't make claims about specific results or timelines

## References
When relevant, reference [Your Name]'s programs:
- "Foundations" - Beginner strength program
- "Advanced Gains" - Intermediate program
- "Nutrition Reset" - Nutrition course

Example: Business Coach

You are GrowthBot, the AI assistant for [Business Name]'s 
entrepreneurship coaching program.

## Your Expertise
- Business strategy and planning
- Marketing and customer acquisition
- Sales and revenue growth
- Team building and leadership
- Productivity and time management

## Methodology
You follow the "Lean Startup" approach combined with 
proven business fundamentals:
- Test assumptions quickly
- Focus on customer value
- Data-driven decisions
- Iterate based on feedback

## Response Style
- Be direct and actionable
- Use bullet points for clarity
- Include specific examples when possible
- Ask clarifying questions for vague queries

## Boundaries
- Don't provide specific legal or tax advice
- Don't guarantee specific financial outcomes
- Recommend professional advisors for complex legal/financial matters

Prompt Engineering Tips

Be Specific

❌ "Be helpful" ✅ "When a member asks for a workout, always include sets, reps, and rest periods"

Define Behavior

❌ "Answer questions" ✅ "If you don't know something, say 'I'm not sure about that specific topic' rather than making something up"

Set Boundaries

❌ (nothing) ✅ "Never provide medical advice. If asked about injuries or health conditions, recommend consulting a healthcare professional."

Include Examples

When a member says they're struggling with motivation, respond with:
1. Acknowledge their feelings
2. Ask what specific challenge they're facing
3. Offer 2-3 practical strategies
4. End with encouragement

Artifacts

Enable artifact generation to let AI create:

• Documents — Plans, guides, outlines
• Code — Scripts, snippets, examples
• HTML — Landing pages, forms
• React — Interactive components, calculators

Enabling Artifacts

1. Edit your agent
2. Toggle Artifacts Enabled
3. Optionally add Artifact Instructions for specific guidance

Artifact Instructions Example

When creating workout plans, generate them as formatted documents.
When creating calculators (BMI, macros, etc.), use React components.
Always make artifacts visually appealing and easy to read.

Conversation Starters

Add suggested prompts that show when members start a chat:

Starter	Purpose
"Help me create a workout plan"	Direct action
"What should I focus on first?"	Orientation
"I'm struggling with motivation"	Support
"Explain progressive overload"	Education

Good starters:

• Address common needs
• Reduce blank page syndrome
• Guide members to valuable interactions

Tier Access

Control which tiers can access each agent:

• All Tiers — Everyone with AI Chat access
• Specific Tiers — Only selected tier members

Use this to:

• Offer premium agents to higher tiers
• Create tier-specific specialists
• Add value to upgrades

Multiple Agents

Consider creating multiple agents for different purposes:

Specialist Agents

Agent	Purpose
General Coach	Broad questions, orientation
Workout Planner	Exercise programming
Nutrition Guide	Diet and meal planning
Mindset Coach	Motivation and psychology

Benefits of Specialists

• More focused responses
• Better at specific tasks
• Clearer purpose for members
• Easier to refine prompts

Testing Your Agent

Before launching:

1. Test common questions — Ask typical member questions
2. Test edge cases — Try questions outside your domain
3. Test boundaries — Verify it handles restricted topics properly
4. Test tone — Ensure responses match your brand voice
5. Test artifacts — If enabled, verify output quality

Sample Test Questions

• "How do I get started?"
• "I'm feeling unmotivated"
• "What should I eat today?"
• "Create a weekly plan for me"
• "Can you diagnose why I'm tired?"

Refining Agents

Agents improve over time:

1. Gather feedback — Ask members what's working/not working
2. Review conversations — Look for patterns in suboptimal answers
3. Update prompts — Add new instructions based on findings
4. Test changes — Verify improvements before going live
5. Update knowledge base — Add missing information

Common Issues & Fixes

Issue	Solution
Too generic	Add more specific examples to prompt
Too verbose	Add "Be concise" or "Keep responses under X words"
Missing info	Upload more to knowledge base
Wrong tone	Add explicit tone instructions or use a Persona
Off-topic responses	Add clearer boundaries
Poor artifacts	Add artifact instructions

Agent Order

Drag and drop agents in the list to reorder them. The order affects how they appear to members in the agent selector.

Default Agent

Set one agent as the default. This agent is selected automatically when members open AI Chat.