Workspace admins can create and configure AI Agents from the Admin → Agents page. Each agent has its own name, personality, tools, and permissions.

Creating a New Agent

1
Navigate to Admin → Agents
2
Click New Agent
3
Fill in the agent configuration (see settings below)
4
Save — the agent appears in the list and is available for chat

Agent Settings

Name

A descriptive name for the agent (max 256 characters). This is displayed in the chat interface, ticket list, and Slack messages.

Avatar

Upload a profile picture (PNG, JPEG, or WebP, max 10 MB). The avatar appears in chat messages and Slack replies.

Role / System Prompt

The system prompt defines the agent's personality, expertise, and behavior guidelines (max 10,000 characters). This is the most important configuration — it tells the agent how to approach tasks, what domain knowledge to apply, and any rules to follow.

💡
Tip: Be specific about the agent's domain, which tables to query, and how to present results. A well-written system prompt is the difference between a generic assistant and a domain expert.

Example system prompt:

You are a data analyst assistant for the marketing team. When asked about
campaign performance, always query the `analytics.campaigns` table first.
Present results as charts when possible. Keep explanations concise and
business-focused.

Status

Active — available for new chat sessions
Inactive — hidden, cannot be selected

Default Agent

Toggle to make this the workspace's default agent. The default agent is automatically selected when users start a new chat session. Only one agent can be the default.

Permissions

Permissions control which tools and capabilities the agent can use. They are organized into groups:

Knowledge & Skills
Use Knowledge Base — search and retrieve workspace knowledge articles
Use Skills — discover and execute available skills
Recipients
List Recipients — search recipients by name or tag
Create Recipients — add new recipients to the workspace
Interaction
Ask User Question — pause and prompt the user with multiple choice or open-ended questions

Assigning Tools

Agents can execute blocks (SQL, Email, Slack, Chart, Tableau, Google Slides) that have been shared with them. To give an agent access to a block:

  1. Open the block (notebook task) you want to share
  2. Go to Sharing & Permissions
  3. Add the agent as a viewer or editor

The agent will then be able to run that block as a tool during conversations. The agent list page shows icons for each tool type assigned to the agent.

SQL
Email
Slack
Chart
Tableau
Google Slides

Sharing & Access

Agent access is controlled through the standard PushMetrics sharing model:

  • The creator gets edit permission by default
  • You can share agents with specific users or roles
  • The default agent is shared with the Everyone role so all workspace users can chat with it

Agent Runs

The Runs tab on an agent's detail page shows the last 50 execution runs linked to that agent, including:

  • Run status (success, failed, running)
  • Session/ticket title
  • Start time and duration

Use this to audit agent behavior and troubleshoot failed sessions.