Guides
Guide series
Five parts, best read in order: 1. Understanding agents → 2. Creating agents → 3. Agent memory → 4. Agent skills → 5. Building your agent
These guides walk you through one example from start to finish: a UK remortgage planning assistant. You will use the same scenario on each page and add a little more each time.
Memory and skills are not hidden features. They are documents in workspaces, and you tell the agent in its instructions how to read and update them. If you can create a document and an AI agent, you can follow this series.
Before you start
Read in order
1. Understanding agents
What agents are, where you use them in chat and workflows, and why a plain agent forgets things between sessions.
2. Creating agents
Settings → Agents → Add New Agent or From Template. Reuse agents in chat and workflows.
3. Agent memory
Use a normal document as memory. Tell the agent to read it before answering and add facts after.
4. Agent skills
Write playbooks as documents and configure Skill disclosure so A1KnowHow injects them automatically.
5. Building your agent
Put memory and skills together: workspaces, agent instructions, chat test, and a workflow step.
More guides
- Preparing and exporting packs — write descriptions, choose items, document requirements, and export or publish a pack
Related feature docs
- AI Agents — create agents and write instructions
- Agent Chat — chat with an agent while viewing a document
- Documents — create and edit documents in a workspace
- Workflows and Workflow authoring — run an agent as part of a repeatable process