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Before you create

Have a one-sentence goal ready. If you cannot state the outcome crisply, pause and read What agents are — and aren’t — especially the six scoping questions at the end. You will need:
  • A name teammates will recognize (“Onboarding Coordinator,” not “Agent v3”)
  • A description of what the agent should do — at least a sentence, used for overview and AI-assisted setup

Open My Agents

From the Agent Manager hub, choose My Agents. You see every agent your workspace has created, with details for whichever row is selected.
My Agents page
Click Create New Agent in the top right.

Create manually

The create dialog asks for a name and description. Be specific in the description — it becomes the starting point for the system prompt and overview.
Create Agent dialog
Submit to land on the agent detail page — starting on Overview.
Edit Agent page, Overview tab

Create with AI assistance

The create dialog also offers an AI generation path. Describe what you want the agent to do in natural language — role, audience, constraints — and XSpada drafts a starting name and description (and can seed the Builder).
Screenshot placeholder Create Agent dialog on the AI generation tab. Show description textarea, optional voice input, and expandable “What is an agent?” help panel.
AI-assisted creation is a first draft, not a finished specialist. Plan to refine the system prompt, assign Focuses, and test in the Lab before relying on the agent in production.

What to do right after creation

A sensible first-time checklist:
  1. Model Select — pick a recommended model unless you know you need another
  2. Builder — refine the system prompt; add variables if the agent serves many scenarios
  3. Focus — assign the capability packages this job requires
  4. Linked Context — attach permanent reference files if needed
  5. Lab — run three to five realistic test prompts
  6. Save — creates version 1 as active when you are satisfied
Full tab details live in Configure an agent.

Quick actions from the list

When you select an agent on the My Agents list, a popup offers shortcuts to Overview, Builder, and Lab — plus delete. Use these for fast edits without hunting tabs.
Editing options for an agent

Where to go next

Configure an agent

Tab-by-tab walkthrough of the detail page.

System prompt & variables

Deep dive on instructions and placeholders.
If you would like something unique to your business or have a unique issue, use XSpada Evolve or ask a XSpada rep.