Agents and collaboration

Create and configure a specialist agent

Give a project specialist a clear purpose and versioned instructions.

Desktop · Pro (custom creation) / Free (view and gated controls) · Owner

Before you begin

Sign in to Eva and select the intended project.
Use fictional records when practising; changes affect the selected business.

Starting screen: /dashboard/agents

1. Open Agents

Action: Open Agents. Select the image to enlarge it.

Choose Team & automation → Agents. Review the Project agents list.

Expected result: Eva and project specialists are shown.

Confirm it worked: Check whether the project’s plan permits custom-agent creation.

Result: Open Agents. Select the image to enlarge it.

2. Start a specialist

Action: Start a specialist. Select the image to enlarge it.

Click Create agent. On an eligible plan, choose Template, then enter Name and Role.

Expected result: The creation sheet offers specialist configuration.

Confirm it worked: Free-plan attempts show Pro is required for agents rather than creating a specialist.

Result: Start a specialist. Select the image to enlarge it.

3. Describe its work

Action: Describe its work. Select the image to enlarge it.

Fill Purpose, Instructions, and Persona brief where shown. Explain a focused read-only responsibility, such as reviewing business marketing priorities.

Expected result: The definition states the specialist’s responsibility and communication style.

Confirm it worked: Do not add secrets or claim the specialist has unrestricted write authority.

Result: Describe its work. Select the image to enlarge it.

4. Create or save a version

Action: Create or save a version. Select the image to enlarge it.

Submit the creation form. For an existing specialist, use Configure [agent name], edit the definition, then click Save new version. The save button appears only after a change.

Expected result: The specialist or a new definition version is saved.

Confirm it worked: Reload Agents and reopen its configuration to confirm the saved values.

Result: Create or save a version. Select the image to enlarge it.

5. Manage availability

Action: Manage availability. Select the image to enlarge it.

Use the supported active/pause/archive controls. Review confirmation carefully before Delete permanently.

Expected result: The specialist’s availability or lifecycle changes.

Confirm it worked: Check the appropriate list and channel participation after the action.

Result: Manage availability. Select the image to enlarge it.

Troubleshooting and alternatives

Custom creation and configuration depend on plan and ownership. Follow the displayed upgrade dialog rather than attempting to bypass it.

A specialist can use only its verified project capabilities. Voice configuration, when available, belongs to the Agents hub rather than a standalone Voice page.