Determine the specific function and scope of your agent.

Set up the knowledge, tools, and parameters for your agent.

Validate that your agent performs as expected and make improvements.

Make your agent available to yourself and others as appropriate.

Navigate to the AI Store from your Prisme.ai dashboard.

Click the “Create Agent” button in the top-right corner of the AI Store.

Select how you want to create your agent: Options include:

• Start from scratch: Build a completely new agent
• Use a template: Start with a pre-configured template
• Clone existing: Duplicate and modify an existing agent
• Import configuration: Use a DSUL or JSON configuration

Create a clear, descriptive name that indicates the agent’s purpose.

Best practices for agent names:

• Be specific (e.g., “Sales Proposal Generator” vs. just “Sales Helper”)
• Keep it concise (ideally under 30 characters)
• Avoid acronyms unless they’re widely understood
• Consider including the function or domain (e.g., “HR Policy Assistant”)

Create a comprehensive description that explains what the agent does and how to use it. Effective descriptions include:

• The agent’s primary purpose
• Key capabilities and features
• Ideal use cases
• Any specialized knowledge or tools it uses
• Tips for getting the best results

Choose the primary category that best represents your agent’s function. Categories help users discover your agent when browsing or filtering the AI Store.

Include relevant tags to improve discoverability. Effective tags include:

• Related business functions
• Specific tasks the agent performs
• Industries or domains it specializes in
• Technologies or methodologies it uses

Select or upload a visual identifier for your agent. You can:

• Select from the library of pre-designed icons
• Upload a custom image (recommended size: 256x256 pixels)
• Use the AI to generate an icon based on your description

Determine whether your agent will be listed in the AI Store.

Options include:

• Listed: Appears in the AI Store browsing and search
• Unlisted: Accessible only via direct link or to specified users
• Private: Visible only to you and those you explicitly share with

Create detailed instructions that guide how the agent behaves and responds.

Effective system instructions include:

• The agent’s role and perspective
• Response style and format guidelines
• Domains of expertise and limitations
• How to handle uncertainty or out-of-scope queries
• Specific protocols for specialized tasks

Link relevant knowledge bases to your agent.

You can:

• Select from existing organizational knowledge bases
• Create a new knowledge base specifically for this agent
• Configure how the agent prioritizes and uses different knowledge sources
• Set knowledge base query parameters

Provide information that should always be available to the agent.

Pre-loaded context can include:

• Key facts and reference information
• Guidelines and policies
• Templates or examples
• Frequently used data or terminology

Define how your agent should communicate.

Style parameters include:

• Tone (formal, conversational, technical, etc.)
• Typical response length
• Level of detail
• Use of examples and illustrations
• Technical language vs. simplified explanations

Using prompt, set appropriate boundaries for content generation.

Options include:

• Content category restrictions
• Language and tone guidelines
• Industry-specific compliance settings
• Custom prohibited content rules

Define how your agent responds when it encounters queries outside its scope.

Effective fallbacks:

• Clearly explain the limitation
• Suggest alternative approaches
• Direct users to appropriate resources
• Maintain a helpful tone

Create appropriate cautions for sensitive topics or uncertain information.

Warnings can be configured for:

• Speculative or uncertain information
• Potentially sensitive topics
• Legal, medical, or financial advice
• Experimental features
• High-stakes decision areas

Add necessary qualifications to certain types of responses.

Common disclaimer types:

• Expertise limitations
• Currency of information
• Need for human review
• Industry-specific regulatory disclaimers
• Data privacy notices

Click the “Chat” button in the agent configuration interface.

Test mode provides a preview environment where you can interact with your agent before publishing.

Test a variety of inputs to verify the agent’s behavior.

Be sure to test:

• Core capabilities and primary use cases
• Edge cases and unusual requests
• Different phrasings and question types
• Complex, multi-part queries
• Inputs that should trigger safeguards

If your agent uses tools, test that they work correctly.

For each enabled tool:

• Verify that it’s invoked appropriately
• Check that results are presented clearly
• Test error handling and fallbacks
• Confirm integration with the agent’s responses

Make adjustments based on testing results.

Common refinements include:

• Clarifying system instructions
• Adjusting model parameters
• Enhancing knowledge connections
• Improving fallback responses
• Fine-tuning tool configurations

Double-check all configurations before publishing. The pre-publish review shows a summary of all agent settings and configurations.

Determine who can access your agent.

Options include:

• Public: Available to all users on your Prisme.ai instance
• Limited: Available to specific users or groups
• Private: Available only to you
• Organizational: Available across your entire organization

Configure how your agent appears in the AI Store.

Options include:

• Featured image or promotional banner
• Short tagline for listings
• Example screenshots
• Whether to display user ratings
• Usage statistics visibility