Sharing Custom Agents

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Why Share Custom Agents?

Sharing custom agents with your team ensures everyone uses the same analytical approaches and best practices. It’s perfect for standardized reporting, departmental workflows, and getting new team members up to speed quickly.

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How Sharing Works

Agent Owner:

• Full control to edit, update, or delete the agent
• Can share with multiple teams
• Updates automatically apply to all team members

Team Members:

• Can view and use shared agents
• Cannot edit or delete shared agents
• See shared agents in the “Team Agents” section

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Sharing an Agent with Your Team

The agent is immediately available to all team members.

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Finding Shared Agents

Team members find shared agents in two places:

• Team Agents Section: On the custom agents page
• Agent Selector: In the agent dropdown when starting a chat

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Updating Shared Agents

Changes you make to shared agents apply immediately for all team members:

• Instructions and guidelines
• Knowledge base content
• Training tasks and approaches
• Behavior and output settings

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Unsharing an Agent

To remove team access:

1. Open the agent editor
2. Click Share with Team
3. Toggle off the teams you want to remove
4. The agent is immediately removed from their access

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Permission Levels

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Best Practices

Name Clearly: Use descriptive names like “Q4 Financial Reporting - Finance Team” or “Marketing Campaign Analysis” Document Well: Include clear descriptions so team members know when and how to use the agent Maintain Regularly: Update knowledge bases and training tasks as your data structure or workflows change Test Before Sharing: Verify your agent works as expected before sharing with your team

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Next Steps