The NimbleBrain Agent Tool enables users to create customizable agents that interact with Datasets to perform complex tasks or provide actionable insights. This section explains how to configure and improve your agents to maximize their effectiveness.

To create a new agent, follow these steps:

There are two ways to create a new agent:

Once the + Create New Agent button has been pressed, you will be prompted with the Create New Agent page. There are only four steps to create a new from scratch.

Follow these next steps and you will be interfacing with your agent in no time!

When completed, select Create Agent and start chatting with your agent!

The Agent Description serves as the foundation for your Agent's functionality, guiding its operations and ensuring optimal performance.

To craft an effective description, clearly define the Agent's role, specify actionable tasks, and include relevant context about its knowledge base and target audience. Providing examples of expected outputs, defining constraints, and outlining the desired output format help ensure clarity and consistency. Emphasizing ethical and professional standards safeguards privacy and ensures compliance. Avoid vagueness, overcomplexity, and multiple types of responses to maximize the Agent's effectiveness.

Example Description:

"You are a conversational AI assistant designed to help diners explore our restaurant’s menu, make personalized meal recommendations, and assist with any questions. You have detailed knowledge of our menu, including dietary options such as vegetarian, vegan, and gluten-free dishes. Focus on answering customer inquiries clearly and concisely, providing suggestions based on preferences, and offering alternative options if items are unavailable. Ensure responses are polite, professional, and align with the restaurant’s brand tone.

For example:

Output format: Responses should be conversational and formatted in complete sentences. If relevant, include additional information such as preparation time or popular pairings. Respect customer preferences and dietary restrictions at all times."

Your agent creativity score directs your agent on how accurate vs creative it is to be with its responses.

Select the anticipated creativity of your agent on the slider below the agent persona and capabilities box. This slider will adjust the way your agent will respond. The score varies from 0 - being the most accurate agent and 10 - being the most creative agent. Scores in between these ranges will result in agents with a mixture of creativity and accuracy depending upon the respective score.

If the agent is to provide exact details from its source data, like a menu guide, you would want the more accurate score of 0. Whereas if you were looking for an agent that interprets information and provides unique context, you would most likely want a creative agent with a score of around 7-10.

Connecting your data to your agent is critical to ensure your agent knows what to reference when queried by your customers.

Once your Folders are connected, simply click Create Agent at the bottom right corner of the Create Agent page and begin conversing with your newly created agent!

🎆 Your agent is now ready to interact with your data! 🎆

However, for optimal performance, you should test and refine your agent further for best results.

To ensure your Agent is optimized for the best results, follow the Optimizing Agent Descriptions for Best Results guide below.

Use this checklist to review and refine your agent description:

✅ Role: Is the agent’s role clearly defined?
✅ Task: Are specific tasks outlined?
✅ Context: Does the description include relevant background information?
✅ Examples: Are examples provided to illustrate the desired output?
✅ Constraints: Are there clear filters or conditions for the task?
✅ Format: Is the output format explicitly described?
✅ Ethics: Are ethical and professional standards emphasized?

To ensure the Agent is functioning as intended and delivering desired and accurate results, it is necessary to test the Agent before it is utilized by customers and colleagues.

A full testing guide for Agents can be found below:

Basic steps for testing to ensure the Agent works as desired is:

Now that your Agent is configured and tested, your Agent is ready to go!

Simply select the Chat tab at the top of the side bar and type your message in the prompt area on the page. Start by incorporating the @ symbol, then the agent name for the first question so the proper agent responds. After the agent name is added, ask your question and then click Send Message.

For example, a sample first question would be:

"@Restaurant Menu Guide What are tonight's daily specials?

You should then see your Agent's custom response to your inquiry.

To be added shortly...

To be added shortly...

To be added shortly...

To share your agent, simply select the Share button in the top right corner of the Agent window.

You will be prompted with a dropdown that provides you with a public link that can be used by anyone who has access to the link.

Simply click select the "Anyone with the link can view" toggle and share the link to whomever you would like to interact with the Agent. The recipient of the link will only be able to chat with the agent and will not be able to configure or modify the Agent in anyway.

If you encounter any difficulties while configuring or improving your agents, please reach out to us through our various support networks.