Assistants
Custom agent profiles: name, system prompt, tools, and MCP servers.
Open the Assistants screen
- Chat → + Manage Assistants, or
- Sidebar → Assistants
Actions: Import, Export, Create New Assistant.
Create New Assistant
| Field | Notes |
|---|---|
| Name / Description | Shown on cards |
| System Prompt | Role and rules |
| Icon / Color | Visual identity |
| Tools | Which builtins the agent may call |
| MCP Servers | Attach Extensions / custom MCP |
Save, then start a session from My Assistants on Chat.
Three creation modes
| Mode | Best for |
|---|---|
| General | Prompt-centric assistants |
| Tools | Tool-heavy workflows |
| Skills | Skill-driven procedures |
Pick the mode that matches how you work; you can refine tools later.
Tips
- Prefer the least privilege set of tools.
- Attach MCP only when needed (Extensions, Custom MCP).
- Pair with Playbooks once a session works well.