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Setting Up Your Agent
An agent is an AI assistant scoped to your project. You create it once, configure what it knows about, and then use it to get answers. This guide covers the setup — the next guide covers asking questions.
Video coming soon
What this video covers
- What an agent is — an AI assistant scoped to your project's documents and context
- Create your first agent and choose its type (project-expert vs assistant)
- Configure knowledge sources — which documents, channels, tasks, and milestones the agent draws from
- Understand the difference between agent types and when to use each
Next step
Uploading Plans & Documents