Creating an Agent
Agents are the cornerstone of Doti's intelligence layer - capable of not only retrieving data but executing reasoning steps, planning, and generating meaningful outputs. Creating an agent allows you to tailor Doti’s behavior for a specific goal, use case, or audience.
Getting Started
To create a new Agent, navigate to the Doti Agents Page.
⚠️ Only Doti Admins and Agent Creators have permissions to create and configure agents.
Agent Configuration Fields
When creating a new agent, you will configure the following:
1. Name & Icon
Choose a descriptive name and icon that represents the agent’s purpose. Example: Customer Prep Agent, Release Brief Agent, Support Debugger
2. Knowledge Collections
Assign the sources (collections) of knowledge the agent will use. These can include:
Slack Channels
Google Drive folders
Confluence Spaces
Salesforce Data
Gong Calls
Jira Projects
And more...
You can also create agents that search only within specific collections for high-control use cases.
3. Members
Assign access to this agent. Only selected users or teams will be able to interact with it via Slack or the browser extension.
Instructions: The Heart of the Agent
Agent Instructions define what the agent does, how it does it, and how it communicates.
These aren’t just for tone — they are literal task blueprints.
They tell the agent:
What the objective is
Which data sources to prioritize
What the structure of the output should be
How to combine different pieces of information
What reasoning steps to follow
🔥 Example: “Customer Preparation Agent”
Here's an advanced example of an instruction set you can give your agent:
Your Role
You are a meeting preparation assistant. Your goal is to provide a concise and actionable summary for upcoming customer meetings. Use data from Slack, Google Drive, Salesforce, and Gong.
** Make sure to include data only related to the customer name provided. **
Output Structure
1. Customer Overview
Company Name
Industry
Key Contacts (with titles)
Recent News/Updates (past month)
ARR (from Salesforce, if exists)
2. Opportunities & Critical Cases
Open opportunities: Name, Amount, Stage
High-priority cases: Subject, Priority, Created Date
3. Critical Points to Address
4. Relationship Summary
Last 3 interactions (dates, people, discussion points)
Current Opportunities: Name, Stage, Value, Key Decision Makers
Outstanding Issues
5. Meeting Objectives
Customer Goals
Our Goals
Anticipated Objections
6. Gong Call Insights (if available)
Call Dates
Speakers
Sentiment (Positive, Neutral, Negative)
Action Items
7. Relevant Documents (from Google Drive)
Document Name
Description
Link
8. Slack Summary
Key topics from relevant Slack channels (last week)
Channel Name, Topics, Sentiment
Final Tips
You can edit instructions at any time - agents immediately adapt.
Combine agents with testbed autopilot to validate performance in Slack.
Use agent-scoped tokens to invoke the agent programmatically via API.
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