Documentation

Creating agents

Guide series

Part 2 of 5 — Creating agents (you are here)

Previous: Understanding agents  ·  Next: Agent memory

All guides — overview and full list

This page shows where to click in the app to create an agent you can reuse in Agent Chat and Workflows. For what agents are and why memory and skills matter, start with Understanding agents.

Open agent settings

  1. Sign in to A1KnowHow.
  2. In the left sidebar, click Settings (gear icon at the bottom of the navigation).
  3. On the Settings page, click the Agents card — Configure and manage your AI agents.

You are now on the Agents list. From here you can add agents, edit existing ones, or start from a template.

Create your first agent (blank)

  1. On the Agents page, click Add New Agent (top right, primary button).
  2. Fill in the form:
    • Agent Name — e.g. Remortgage Assistant (UK)
    • System Prompt — instructions for how the agent should behave (markdown supported)
    • Tool access — which built-in tools the agent may use (search, documents, etc.). For memory and skills later, the agent needs access to search and document tools.
    • LLM — choose the model that powers this agent
  3. Click Save (or Create Agent) at the bottom of the form.

Your agent appears in the Configured Agents list. You can edit it anytime from the same Agents page.

Create an agent from a template

Templates give you a starting name and system prompt so you do not write everything from scratch. They are especially useful for agents that use memory or skills.

You can open templates from two places:

WhereButton
Agents listFrom Template (next to Add New Agent)
New / edit agent formFrom Template (next to the Agent Name field)

Steps:

  1. Go to Settings → Agents (as above).
  2. Click From Template.
  3. In the dialog Choose an Agent Template, search or scroll to a template (see table below).
  4. Click a template card. The app opens the new-agent form with Agent Name and System Prompt pre-filled.
  5. Adjust the name and prompt, set Tool access and LLM, then save.

Templates for memory and skills

Look for templates whose names start with Agent - With …. They include instructions for memory and point you at skill-backed agents. You still create MEMORY.md and skill documents yourself, then configure Skill disclosure on the agent.

Useful agent templates

Template nameGood for
Agent - With MemoryAgent reads and updates a memory document each turn
Agent - With Skills WorkspaceUse with an agent that has Skill disclosure configured for a skills workspace
Agent - With Skills + MemorySkills first, then memory — full remortgage-style assistant
Agent - Summarizer, Agent - Researcher, etc.General tasks without memory/skills

After you pick Agent - With Memory or Agent - With Skills + Memory, you will still wire up workspaces and documents in Agent memory and Building your agent.

Edit an existing agent

  1. Settings → Agents
  2. Click the agent row you want to change (or its edit control).
  3. Update System Prompt, tools, or model, then save.

Changes apply the next time someone uses that agent in chat or in a workflow.

Reuse the same agent everywhere

One configured agent can serve many jobs:

  • Select it in Agent Chat when viewing a document (if it is available for that workspace).
  • Select it in a Workflow step of kind Agent, or use a workflow step template that references an agent.
  • Create several agents for different roles (support, research, remortgage planning) — each is just another row on the Agents page.

Memory and skills do not require duplicate agents. Point multiple agents at the same MEMORY.md if you want them to share facts; usually one specialist agent per domain is enough.

Next step

Continue to Agent memory to create a workspace, add MEMORY.md, and tell your agent to read and update that document across chats and workflows.

Later in the series: Agent skills for SKILL: playbooks, then Building your agent for the full remortgage walkthrough. Feature overview: AI Agents.