What is a VISS.AI Agent?

A VISS.AI Agent is an AI assistant with three key components:

• Chat abilities: Conversations and answers to questions

• Tools: Special capabilities that let your Agent run custom built workflows

• Integrations: Perform specific actions in your connected apps

Think of Agents as team members with specific roles in your workflow.

5 Keys to Creating Effective Agents

1. Give Agents Specific Roles

Recommended approach:

• Create agents for specific purposes (like specialized team members)

• Assign clear responsibilities rather than multiple unrelated jobs

• Example: Instead of a general "Marketing Assistant," create a "Social Media Content Manager"

Why this works: Focused agents perform better at specific tasks than generalists trying to do everything.

2. Limit Tools Strategically

Best practice:

• Assign a maximum of 10 tools per agent

• Choose tools that directly support the agent's core purpose

• Avoid adding tools just because they're available

Note: More tools doesn't mean a better agent.

3. Make Identity Clear

When creating your agent:

• Choose a name that clearly reflects its purpose

• Write a description that explains:

This helps others understand your agent's role at a glance.

4. Customize Behavior

Tailor your agent's communication style:

• Response Length: Choose Concise, Balanced, or Detailed

• Personality Traits: Select characteristics like Analytical, Creative, Helpful, or Formal

Match these settings to your agent's purpose and audience.

5. Add Custom Instructions (Optional)

For more control, write custom instructions that specify:

• The agent's expertise and knowledge areas

• How it should approach different requests

• Any limitations or boundaries

• When and how to use specific tools

Creating Your Agent: Quick Steps

1. Create a New Agent

Click "+ Add Agent" in the sidebar or "Create a new Agent" on the home page.

2. Choose "Create your own Agent"

3. Set Up Your Agent

Inside the canvas:

• Click the pencil icon to give your Agent a name and description

• Assign tags that describe how it should behave

4. Add Capabilities

You can enhance your Agent with:

• Integrations — Connect apps like Google Calendar, Gmail, Google Drive, Microsoft Outlook, Apollo.io, and more

• Tools — Select your custom built tools

• Knowledge — Upload documents (PDF, DOCX, CSV, etc.) that your Agent can reference

5. Start Chatting

Once configured, click Start conversation to begin using your Agent. You can type prompts like:

“Hey, tell me what you can do”

Test and Improve

After creating your agent:

• Test with real scenarios

• Start with simple requests before complex ones

• Make adjustments based on performance

• Update instructions and tools as needed

See also: Best Practices for Tools