Creating Agents

Agents are the backbone of Sprigr Teams. Each agent is a specialist that handles a specific area of your business — answering customer questions, managing schedules, processing requests, or coordinating between departments. This guide walks you through creating your first agent and setting it up for success.

The Agents page layout

When you open the Agents page at team.sprigr.com, you will see two distinct sections:

• YOUR AI — This section displays your personal companion agent. Every user gets one automatically. Think of it as your personal assistant within Sprigr Teams.
• AGENTS — This is the main grid showing all the agents your organisation has created. Each agent appears as a card with its name, status, role, and connected channels.

Agent types

Every agent has a type that determines who can talk to it and how it is managed:

• Companion — A personal agent paired one-to-one with a user. Automatically provisioned for every team member.
• Standalone — A shared organisation agent that anyone on the team can chat with, schedule tasks on, or assign to workflow steps. Most agents you create are this type.
• Platform — An internal tooling agent that runs inside the shared __platform__ tenant. Used for health checks, autonomous monitoring, and admin automation (for example, the built-in Triage Analyst and Root Cause Engineer). Platform agents are only visible to admins who have switched into platform-tenant mode from the admin dashboard.

Create a new agent

1. Click “New Agent”

   From the Agents page, click the New Agent button in the top-right corner. This opens the agent creation form.

2. Enter a name

   Give your agent a clear, descriptive name that reflects its purpose. For example, “Customer Support Agent”, “Bookings Assistant”, or “HR Helper”. Team members will see this name when they interact with the agent.

3. Select a role

   Choose the agent’s role within your organisation:

   • Member — Standard access. The agent can use its assigned tools, search knowledge bases, and communicate with other agents it has been connected to.
   • Owner — Elevated access. The agent can manage other agents, modify settings, and perform administrative actions. Use this sparingly for agents that need to orchestrate others.

4. Choose a performance tier

   Select the tier that best matches what this agent needs to do:

   • Fast — Optimised for quick, straightforward responses. Best for simple Q&A, greetings, and routine lookups.
   • Balanced — A good all-rounder for most tasks. Handles multi-step reasoning, document searches, and standard business workflows.
   • Advanced — Maximum reasoning capability. Use this for agents that need to handle complex analysis, nuanced decision-making, or multi-tool workflows.

5. Write a persona

   The persona tells the agent who it is, how it should behave, and what it should focus on. This is the most important step — see the section below for tips.

6. Click “Create”

   Hit the Create button and your agent is live. You can immediately start chatting with it, or head to its settings page to refine its configuration.

Writing effective personas

The persona is the instruction set your agent follows in every conversation. A well-written persona dramatically improves the quality of responses.

Persona writing tips

Be specific about:

• Role — “You are a customer support agent for a plumbing company” is far better than “You help with support”.
• Boundaries — Tell the agent what it should and should not do. For example, “Never provide pricing estimates without checking the price list first.”
• Tone — Describe how the agent should communicate. Friendly and casual? Professional and formal? Match your brand voice.
• Knowledge — Point the agent to what it should reference. “Always search the shared knowledge base before answering product questions.”
• Escalation — Define when the agent should hand off to a human or another agent. “If the customer asks about a refund over $500, escalate to the Finance Agent.”

Try asking your agent

“Create a new agent called ‘Scheduling Assistant’ that helps customers book appointments. It should be friendly, ask about the type of service needed, check availability, and confirm bookings.”

“Set up an agent for our plumbing business that can answer customer questions about pricing, availability, and emergency callouts.”

Here is an example of a strong persona:

You are the front-desk assistant for GreenLeaf Landscaping. You help customers book consultations, answer questions about our services (lawn care, garden design, tree removal), and provide basic pricing from the price list in shared knowledge. You are friendly, professional, and always confirm details before booking. If a customer has a complaint, empathise first, then escalate to the Operations Manager agent.

Referring to agents by name

Agents can delegate work to each other by name (for example, in a persona: “if the amount is over $500, ask the Finance Agent to approve”). Sprigr Teams matches agent names loosely so small variations in capitalisation or punctuation still resolve correctly — Root Cause Engineer, root-cause-engineer, and ROOT_CAUSE_ENGINEER all resolve to the same agent. If you rename an agent, existing workflows and personas that referred to the old name keep working as long as the new name still matches the slug form.

Agent card badges

Once created, each agent appears as a card on the Agents page. Cards display several useful badges at a glance:

• Active / Inactive — Shows whether the agent is currently enabled and ready to respond.
• Role badge — Displays “Member” or “Owner” so you can quickly see each agent’s access level.
• Channel indicators — Small icons showing which channels the agent is connected to (WebChat, Slack, Telegram, WhatsApp). This helps you see where each agent is reachable without opening its settings.

Next steps

Now that your agent is created, here is what to do next:

• Agent Settings — Fine-tune your agent’s persona, directives, performance tier, integrations, and more.
• Agent Teams — Add your agent to a team so it can collaborate with other agents.
• Tools Reference — See what tools are available for your agent to use.
• Knowledge Bases — Give your agent access to company documents and data so it can answer questions accurately.
• Channels — Connect your agent to Slack, WhatsApp, Telegram, or your website so customers and staff can reach it.