Table of Contents

Selecting an Agent

Choose the right AI agent for your task from the available options.

Understanding Agents

Agents are AI assistants configured for specific purposes. Different agents may:

  • Have access to different knowledge bases or data sources
  • Be optimized for particular types of tasks
  • Use different AI models or capabilities
  • Have unique tools like code execution or image generation

Selecting the right agent ensures you get the best possible responses for your needs.

The Agent Selector

The agent selector is a dropdown menu located in the top navigation bar, to the right of the current conversation name.

What You'll See

  • Agent icon: An icon representing the current agent
  • Dropdown menu: Shows the currently selected agent's name
  • Agent groups: Agents are organized into categories

Selecting an Agent

Step 1: Open the Dropdown

  1. Look in the top-right area of the navigation bar
  2. Click the agent dropdown (shows the current agent's name)
  3. The dropdown expands to show available agents

Step 2: Browse Available Agents

Agents are organized into groups:

Group Description
Featured Highlighted agents recommended by your organization
Other Additional agents you have access to

Step 3: Choose an Agent

  1. Review the agent names in the dropdown
  2. Click on the agent you want to use
  3. A confirmation message appears: "Agent changed to [agent name]"

What Happens When You Switch Agents

When you select a different agent during an active conversation:

  1. A new conversation starts — This ensures the new agent isn't confused by context from the previous agent
  2. Your previous conversation is preserved — It remains in the sidebar and you can return to it
  3. The new agent's welcome message appears — Introducing what the new agent can help with

Note: Switching agents always creates a new conversation to maintain clean context for each agent.

Agent Information

Welcome Messages

When you start a conversation with an agent, you may see a welcome message explaining:

  • What the agent specializes in
  • Types of questions it can answer
  • How to get the best results

Identifying the Current Agent

The current agent is shown:

  • In the dropdown display in the navigation bar
  • Next to each agent response in the conversation (with an agent icon)

Featured agents are highlighted by your organization because they:

  • Are commonly used or recommended
  • Are particularly well-suited for common tasks
  • Have been recently added or updated

Featured agents appear at the top of the dropdown in their own section.

Other Agents

The "Other" section contains:

  • Agents not designated as featured
  • Specialized agents for less common tasks
  • Agents you've enabled but aren't featured

Managing Your Agent List

You can control which agents appear in your dropdown:

  1. Click the Settings button (gear icon) in the sidebar
  2. Go to the Agents tab
  3. Enable or disable agents using the checkboxes
  4. Only enabled agents appear in your agent selector

See Managing Available Agents for more details.

Choosing the Right Agent

Match Agent to Task

Task Type Look For
Data analysis Agents with code interpreter tools
Document questions Agents with knowledge base access
Creative writing General-purpose or creative agents
Technical support Domain-specific technical agents
Image generation Agents with DALL-E or image tools

Read Agent Descriptions

If available, agent descriptions help you understand:

  • The agent's purpose and specialization
  • Types of tasks it handles well
  • Any limitations or specific use cases

Try Different Agents

If one agent's response isn't what you need:

  • Try the same question with a different agent
  • Some agents may be better suited for your specific question
  • Feedback through ratings helps administrators improve agent assignments

Tips for Better Results

Start Fresh When Switching

Since switching agents creates a new conversation:

  • Restate your question clearly in the new conversation
  • Don't assume the new agent knows what you discussed before
  • Provide necessary context in your first message

Use Agent Specializations

  • Use specialized agents for their intended purpose
  • General agents are versatile but may not have domain expertise
  • Specialized agents often provide more accurate, detailed responses

Ask About Capabilities

If you're unsure what an agent can do:

  • Ask: "What can you help me with?"
  • Ask: "What tools or data do you have access to?"
  • The agent can describe its capabilities

Troubleshooting

No Agents in Dropdown

  • Wait for agents to load (you may see a loading state)
  • Refresh the page
  • Check Settings > Agents to ensure agents are enabled
  • Contact your administrator if no agents are available

Agent Not Responding

  • The selected agent may be experiencing issues
  • Try selecting a different agent
  • Refresh the page and try again
  • Check for system status announcements

Wrong Agent Selected

  • Simply select the correct agent from the dropdown
  • A new conversation will start with the correct agent
  • Return to your previous conversation from the sidebar if needed

Can't Find a Specific Agent

  • Use Settings > Agents to see all available agents
  • The agent may need to be enabled
  • Search by name in the agent settings
  • Contact your administrator if you need access to an agent

Agent Keeps Creating New Conversations

This is expected behavior:

  • Switching agents always starts a new conversation
  • This maintains clean context for each agent
  • Previous conversations are saved in the sidebar