Building your agent

This page brings everything together for a Remortgage Assistant (UK)—the same example used throughout the series. You will create documents, write agent instructions, test in Agent Chat, and optionally add a workflow step.

What you are building

You can use one workspace for both skills and memory, or two workspaces (skills read-mostly, memory read/write). Either works; two workspaces make permissions clearer for larger teams.

Step 1: Create workspaces in Organize

1. Sidebar → Organize.
2. Click Create workspace. Name it Skills & Memory – UK Remortgage (or similar) and save.
3. (Optional) Add Workspace inside it for a child folder used only for SKILL: playbooks, or create a second top-level workspace on Organize if you prefer memory and skills separate.

Open the workspace(s) you will use. Details: Agent memory.

Step 2: Create MEMORY.md

In your memory workspace:

1. Click Create Document on the workspace page.
2. Name it MEMORY.md.
3. Paste the template from Agent memory.
4. Save.

This is a normal document. The agent will only touch it because you say so in its instructions.

Copy the document and workspace IDs

For memory, the agent still needs the document id in its system prompt so it knows exactly where to read and write.

1. Open MEMORY.md in the editor (or view the document).

2. Look at the browser address bar. You will see a URL like:

   /sb/workspace/WORKSPACE_ID/edit-doc/DOCUMENT_ID

   or

   /sb/workspace/WORKSPACE_ID/doc/DOCUMENT_ID

For skills, open Settings → Agents → your agent → Skill disclosure and add the skills workspace and/or pin skill documents there. Do not paste skill document IDs into the system prompt.

3. Copy DOCUMENT_ID — that is your memory document id (paste it into the agent instructions).
4. Copy WORKSPACE_ID from the same URL — that is the workspace that contains the document.

For skills, note the skills workspace id from Organize (/sb/workspace/…) so you can add it under Skill disclosure on the agent. You can also pin individual skill documents there.

Step 3: Create two or three skills

In your skills workspace (or child workspace), use Create Document once per playbook. Start with these; add more later if you like.

Copy the sample remortgage-timing-window body from Agent skills. For the others, use the same sections (When to use, Steps, Do not). Keep each skill under about a screen of text.

Step 4: Create the agent

1. Sidebar → Settings → Agents.
2. Click From Template and choose Agent - With Skills + Memory, or click Add New Agent and paste the instructions below.
3. Set Agent Name to Remortgage Assistant (UK).
4. Choose an LLM and enable Tool access for documents (needed for memory).
5. Under Skill disclosure, set mode to Discovery (or Auto) and add your skills workspace—or Pinned and select the skill documents.
6. In System Prompt, use the text below. Replace memory placeholders with the ids you copied from the URL. Do not list skill document IDs here.

Full UI walkthrough: Creating agents.

How this works in practice:

• Skills — A1KnowHow injects matching skill bodies from Skill disclosure each user message. The system prompt should say to follow those blocks literally.
• Memory — the agent opens your memory document by document id, reads before answering, and appends after answering.

You are a UK residential remortgage planning assistant. You help people
understand options and timelines. You do not give regulated financial advice;
suggest an FCA-regulated broker when appropriate.

Follow injected skill blocks literally when present. Cite the skill name briefly
when you used one.

## Memory (read and update)

Memory document id: PASTE_MEMORY_DOCUMENT_ID_HERE
(in workspace id: PASTE_MEMORY_WORKSPACE_ID_HERE)

Optional raw log document id: (leave this line out, or paste a second document id)

Before each answer:
- Open the memory document by id and read the entries (for example lines 1-300).
- Prefer recent entries; if two conflict, the most recent wins and you should
  note the conflict in your reply.

After each answer:
- If something durable should be remembered (preferences, decisions, key dates,
  corrections, lessons), append one to three lines to the memory document id above.
- Format: - [YYYY-MM-DD] <scope>: <content>
  Scopes: pref | decision | fact | lesson | date | correction
- Do not store small talk or live rate quotes.
- If the user asks you to forget something, do not write it.

Only write to the memory document id (and optional log document id). Do not edit
other documents unless the user explicitly asks.

## Style

- Be concise. If you followed a skill, name it.
- If you used memory, say so briefly ("based on your recorded fix end date…").

6. Save the agent.

Step 5: Test in Agent Chat

1. Open any document in a workspace where this agent is available (or add the agent as a recommended agent for that workspace).
2. Open the chat panel and select Remortgage Assistant (UK).
3. Ask: I’m 8 months from the end of my 2-year fix. Help me plan.

Check that:

• The reply follows the remortgage timing skill (timeline, no live rate quotes).
• MEMORY.md has new lines (fix end date, etc.).

4. Start a new chat or return later and ask: When should I start shopping?

The agent should use memory without asking again for the fix end date.

Step 6: Test in a workflow

1. Go to Workflows → Create workflow.
2. Add a step from template Agent - With Skills + Memory.
3. Select Remortgage Assistant (UK) (with Skill disclosure already configured) and fill in the memory workspace and memory document.
4. Add a simple prompt input, for example the user’s question.
5. Run the workflow once.

Open MEMORY.md in the editor: lines added from the workflow should appear there. Run Agent Chat again—the same facts should still be visible.

That shared document is why memory works across sessions and across agents that point at the same file.

Checklist

• Skills workspace with at least one skill document
• Agent Skill disclosure configured (workspace and/or pinned docs)
• MEMORY.md created as a normal document
• Memory document id in the agent System Prompt (or workflow memory placeholders)
• System prompt says to follow injected skills; does not list skill doc IDs
• Chat smoke test: skill used, memory written, memory read on follow-up
• (Optional) Workflow step Agent - With Skills + Memory shares the same memory document

Related docs

• AI Agents — create and edit agents
• Agent Chat — chat while viewing a document
• Workflow authoring — chain steps and reuse outputs
• Documents — create and edit workspace documents