Build your first agent

A first agent is the smallest useful thing in Tale: instructions plus a model, sometimes with one tool or one document bound. This walk turns the four knobs in order — instructions, knowledge, tools, model — and leaves you with a published agent that answers a real question in a chat. The shape generalises: every agent you build later is the same four moves with different choices.

You need an Editor role and a configured chat-tagged model on the org's provider. The conceptual side lives in Agent concepts; this walk is the end-to-end mechanic.

Before you begin

Confirm three things. Your role is at least Editor — agent editing is gated to Editor and above. The org has a provider configured and at least one chat-tagged model on it; without that, the test reply at the end fails on the model call. You have a question in mind the agent should answer — pick something narrow enough that a paragraph of instructions can frame it, like "summarise an inbound customer message into one sentence plus a recommended next action".

Step 1 — Write the instructions

Instructions are the system prompt — the prose that frames every reply. The first knob is the one most people overshoot. Open Agents > New agent and set:

• Name — Triage assistant
• Instructions — You read a customer message and produce two lines. Line one: a one-sentence summary in plain English. Line two: a recommended next action — reply, escalate, or close. If the message is blank or off-topic, refuse and say so.

Save as a draft for now; publishing comes after the other knobs. Short, opinionated, concrete instructions outperform long ones — keep the rules under a paragraph.

Step 2 — Decide on knowledge

Knowledge is what the agent can reference at reply time. For this first agent, leave Knowledge empty: the job is reading the message, not retrieving anything. The Knowledge tab stays untouched.

If you wanted to add knowledge later — say, an escalation matrix the agent should consult — you would upload the document, open the agent's Knowledge tab, and bind it. The full mechanic is in Agent with knowledge.

Step 3 — Pick the tools

Tools are what the agent can do beyond reply with text. For triage, no tools are needed: the agent reads input and writes output. Open the Tools tab and leave every toggle off. Every tool you grant widens the trust boundary; keep the list short.

If the agent should write the recommended action back to a CRM, you would toggle the corresponding integration tool on later — but not before the text-only version works.

Step 4 — Pick the model and publish

Open the Model tab and pick the org default for the primary; set a smaller model as the fallback so the agent still runs when the primary is rate-limited. Save, then click Publish. The agent is now visible in chat to everyone with the right role.

Open a chat with Triage assistant and paste in a real customer message. The reply should land in two lines per the instructions — a one-sentence summary and a recommended action. If the format drifts, tighten the instructions and republish; this is the loop you spend the most time in.

Where this fits

Four knobs, one published agent, one verified reply: the same shape every agent you build later follows. The next walks specialise on one knob each — Agent with knowledge on the second knob, Delegate between agents on the third.

For the concept page that names the four knobs and the trade-offs between them, see Agent concepts. For versioning and rollback once the agent matures, see Agent versions.