Creation

Description

The Creation workflow lets you build a brand‑new agent from scratch. In a single guided flow you name the agent, set its personality, choose a language model, upload knowledge resources, and generate an embed code—so you can deploy a customized AI tutor anywhere learners need it.

Target Audience

Administrator

Features

Create Agent Wizard

A streamlined interface (Settings ➜ Prompts ➜ Tools ➜ Datasets ➜ Embed) that takes you step by step from concept to launch.

Rich Settings Panel

Upload profile images, set visibility (Superadministrator‑only or User‑facing), pick a base LLM (OpenAI or Gemini), and categorize the agent for easy search.

Prompt Configuration

Define a System Prompt (agent persona), Proactive Greeting, and Guided Prompts that appear as starter questions.

Tool Toggles & Safety Controls

Enable features like Web Search or Screen Share, and specify how the agent should respond to inappropriate queries.

Dataset Uploads

Add PDFs, URLs, Google Drive, Dropbox, or OneDrive files to form the agent’s knowledge base.

Conversation History Analytics

Review every chat, export transcripts, view sentiment, and filter by date, topic, or category.

Produce a code snippet with options for anonymous or trackable usage, context awareness, disclaimers, and launcher icon customization.

How to Use (step by step)

Start the Creation Process

Log in and click Create
The Create Agent screen opens on the Settings tab

Fill Out the Settings Tab

Profile Image – upload an avatar for the agent
Agent Name – e.g., “Bio AI”
Description – short phrase like “Biology tutor that assists learners with Intro to Biology”
Category – choose relevant tags (biology, science, learning)

Agent Visibility –

Superadministrators → only staff can see/use (assessments, admissions, internal data)
Users → everyone can access (general tutoring)
Base Model – select OpenAI default or Gemini

Define Prompts

Open the Prompts section
System Prompt – outline persona (e.g., Socratic biology tutor)
Proactive Message – greeting shown before a learner’s first message
Guided Prompts – AI‑suggested starter questions

Configure Additional Settings

LLM Selection – choose the specific model version
Tools – toggle extras (Web Search, Code Interpreter, Image Generation, etc.)
Safety – set rules for inappropriate content and define the agent’s fallback response

Review the History Tab (post‑launch)

Inspect all conversations, export chats, and filter by sentiment, date, or topic.

Upload Knowledge in Datasets

Add files, folders, or cloud links. These resources train the agent’s retrieval system.

Embed the Agent Elsewhere

Open the Embed tab
Choose Default or Advanced view
Decide on Anonymous vs. Trackable usage
Enter the target Website URL
Optional toggles: Context Aware, Safety Disclaimer, Open by Default, Icon
Click Create Embed and copy the snippet

Go Live

Deploy the embed code or share the agent link.
Learners (or superadministrators) can now chat with the agent immediately.

Pedagogical Use Cases

Course‑Specific Tutors

Build agents like “Bio AI” or “Macro Econ Coach” that draw on syllabus PDFs and lecture slides.

Admissions & Advising Assistants

Create Superadministrator‑visible agents to handle FAQs, application guidance, or scholarship queries.

Assessment Authoring Helpers

Generate agents restricted to administrators that draft quiz questions or grading rubrics.

Research Support Bots

Upload journal articles and datasets so the agent can summarize findings and suggest next steps for user projects.

Campus‑Wide FAQ Bots

Embed a general “Campus Help Desk” agent across the LMS to answer policy, tech, or financial‑aid questions 24/7.

Once you complete these steps, your agent is fully configured—ready to guide learners or staff, depending on the visibility you selected.