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Agents

Bring your AI to life. Design custom personas, attach knowledge sources, and deploy tailored agents to automate your team's workflow.

An Agent is a fully configurable AI assistant. Its name, personality, knowledge sources, tools, and the users who can access it are all in your hands.

What you'll do
1
Open the Create Agent modal and choose a mode
2
Configure the Basic tab (name, persona, model)
3
Attach Knowledge Bases on the Knowledge tab
4
Enable Tools on the Tools tab
5
Save and assign the agent to specific users
1

Open the Create Agent Modal

  1. Go to AI Workspace → Agents and click Create Agent. At the top, choose your creation mode:
    • 1. Manual — fill in every field yourself. Best when you know exactly what you want.
    • 2. AI Creation — describe what you need in plain English and the system generates a suggested configuration for you to review and edit.
perfect10.id/agents
Agents page with Create Agent button and mode selection (Manual vs AI Creation)
2

Configure the Basic Tab

Fill in the following fields on the Basic tab:

FieldDescription
Agent Name *The name users see when selecting this agent.
DescriptionA short summary of what this agent does.
Division *
Admin only		Assigns the agent to a department.
AI Model *Choose from models grouped by provider (OpenAI, Anthropic, Google). Default: Gemini 2.0 Flash.
Agent PersonaPlain-English instructions shaping the agent's tone and scope.
Relevance CheckingWhen enabled, the agent validates whether a question falls within its scope before answering.
perfect10.id/agents
Basic tab with Agent Name, Persona text area, AI Model selector, and Relevance Checking toggle

A well-written persona is the single biggest factor in response quality. Be explicit about what the agent should and shouldn't answer.

3

Attach Knowledge Bases (Knowledge Tab)

  1. Toggle Enable Knowledge Base on.
  2. A list of your Active knowledge bases appears. Check the ones you want this agent to search.
perfect10.id/agents
Knowledge tab with Enable Knowledge Base toggle on and a checklist of available knowledge bases

Only Active knowledge bases appear here. If one is still processing, wait for it to finish and then edit the agent to attach it.

Knowledge Base statuses explained
4

Enable Tools (Tools Tab)

Available tools for agent to equip:

ToolDescription
Web SearchLets the agent search the internet in real time. Toggle it on to enable.
URL AccessLets the agent read the content of a specific URL you paste into the chat. Toggle it on to enable.
Internal ToolsConnects the agent to your internal databases (PostgreSQL, MongoDB, MariaDB). Toggle on, then check which configured tools to enable.
External ToolsConnects the agent to third-party services you've authorized — Gmail, Google Sheets, Notion, GitHub, Zoom, and others. Toggle on, then check which connected services to enable.
WhatsApp BotLinks a connected WhatsApp session to this agent. Select a session from the dropdown. Choose Remove Session to unlink.
Configure Tools
perfect10.id/agents
Tools tab showing Web Search, URL Access, Internal Tools, and External Tools toggles
Set Up WhatsApp Integration
5

Save and Assign to Users

  1. 1. Click Save. The agent card appears in the grid with an Active status.
  2. 2. On the agent card, click the Assign icon to open the user assignment panel.
  3. 3. Click Assign next to any user to grant access, or Unassign to revoke it.
  4. 4. Changes take effect immediately — no save button required.
perfect10.id/agents
Assign modal showing a list of users with Assign / Unassign buttons

Only Admins and Managers can assign agents. Staff users cannot see this option.