Create and share a custom agent

Create a custom agent in Le Chat ↗ with its own instructions, tools, and knowledge base.

• Write a system prompt to define the agent's behavior
• Attach documents as a knowledge source
• Enable tools like Web Search, Code Interpreter, and Canvas
• Share the agent with your team

Time to complete: ~10 minutes

• A Le Chat account (Free, Pro, or Team plan).
• Optionally, a document to use as a knowledge source (PDF, TXT, DOCX)

1. In the Le Chat sidebar, click Agents.
2. Click Create agent.
3. Give your agent a name: for example, Meeting Summarizer.
4. Choose a model. Mistral Medium is a good default.

Instructions shape how the agent behaves across every conversation. Be specific about the task, format, and tone.

1. In the Instructions field, write a system prompt. For example:

You are a meeting summarizer. When given meeting notes or a transcript, produce:

1. A one-paragraph executive summary
2. A bulleted list of action items with owners
3. A list of open questions

Keep the tone professional and concise. Don't add information not present in the source material.

2. Set a Temperature: use 0.2 for consistent, deterministic output or 0.7 for more creative responses.

Good instructions define what the agent should do, the output format, and what it should avoid. Test with a few example conversations and refine.

Tools extend what the agent can do beyond text generation.

1. Scroll to Tools and toggle on the capabilities you need:

   • Web browsing: search the internet for current information
   • Code Interpreter: run Python code for calculations, charts, and data analysis
   • Canvas: create and edit documents, presentations, or code interactively

2. For a Meeting Summarizer, Canvas is useful so the agent can produce an editable summary document.

Attach documents so the agent can reference them when answering questions.

1. Scroll to Knowledge and click Add library.
2. Upload a document: for example, a company meeting template or style guide.
3. The agent retrieves relevant sections from this document during conversations.

Optional, but useful when the agent needs domain-specific context like company policies, product docs, or internal guides.

1. Click Save to create the agent.
2. Start a conversation with your agent: paste some meeting notes and verify the output matches your instructions.
3. To share with your team:
   • Click the three-dot menu on the agent
   • Select Share
   • Choose team members or copy the share link

Team members can use the agent from their own Le Chat sidebar without seeing or modifying the instructions.

Your agent is working correctly if:

• It follows the instruction format consistently across different inputs
• Enabled tools (web search, canvas) activate when relevant
• Knowledge base content is referenced when you ask related questions
• Shared team members can access and use the agent