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Create Your First Agent

Agents are the core of Kopai. This guide walks you through creating an agent from scratch.

Step 1 — Open your Organization Dashboard​

From the sidebar, navigate to your organization dashboard, and click on Create Agent to start the Agent Creation workflow.

Create Agent button in Organization Dashboard

Step 2 — Name your agent​

Type a name for your agent. The name is shown to users when they discover or chat with it. Click Continue (or press Enter).

Suggestion chips are shown below the input — click one to auto-fill a name like "Customer Support Bot" or "Research Assistant".

Agent name step

Step 3 — Add a description​

Write a one-line description that tells users what your agent does. This appears on the marketplace and in agent listings.

Click Launch Agent (or press Cmd/Ctrl+Enter). You can also click Skip to leave the description blank for now.

Agent description step

Step 4 — Wait for the agent to build​

Kopai creates your agent in the background. You'll see an animated building screen for a few seconds.

Step 5 — Configure your agent in the Agent Builder​

Once built, you land in the Agent Builder — a two-panel editor. The left panel has five tabs for configuration; the right panel lets you preview and test your agent in real time.

Core tab​

The Core tab has the essential settings:

FieldDescription
NameYour agent's display name
DescriptionOne-line summary shown to users
CategoryUsed for marketplace filtering
PrivacyPrivate (org only) or Public (marketplace)
ModelThe AI model powering this agent

Core tab fields

Instructions tab​

This is where you write the system prompt — the internal instructions that tell the AI how to behave. Users never see this.

You can also add up to four Starter Prompts: clickable suggestions shown to users when they open a new chat.

Instructions tab

:::tip Write a clear system prompt A good system prompt defines the agent's role, tone, and scope. Example:

You are a research assistant specialized in summarizing academic papers.
When given a paper or topic, provide a structured summary with: key findings,
methodology, and limitations. Always cite your sources.

:::

Capabilities tab​

Toggle the tools your agent can use:

  • Web Search — lets the agent search the internet for current information
  • Knowledge Base — grounds answers in uploaded documents
  • Subagents — lets this agent delegate tasks to other agents
  • App Integrations — connect GitHub, Slack, Notion, and 200+ apps (via Composio)

Capabilities tab

Step 6 — Preview your agent​

In the right panel, the Preview tab lets you chat with your agent live as you configure it. Try sending a test message to see how it responds.

Agent preview panel

Step 7 — Save your agent​

Click Save in the top-right of the Agent Builder to save your changes.

Save button

Next steps​

Feature reference​