How to Add Agents in O-mega
Overview
Learn how to add AI agents to your O-mega workforce and configure them for specific roles within your organization.
Requirements
- Active O-mega account
- At least one tool configured in your workspace
- Basic understanding of your company's organizational structure
Introduction
AI agents are the core workforce of your O-mega platform. Each agent can be configured with specific roles, tools, and responsibilities to perform tasks autonomously within your organization. By properly setting up agents, you create an efficient AI workforce that understands your business context and can execute tasks effectively.
Step-by-Step Guide
1. Access Agent Creation
- Log into your O-mega dashboard
- Click the \"Add Agent\" button in the top navigation bar
- Select \"Create New Agent\" from the dropdown menu
2. Basic Configuration
- Enter agent details:
Name: \"Customer Support Specialist\"\nTitle: \"Technical Support Lead\"\nDescription: \"Handles customer inquiries and technical support requests\" - Upload or generate an agent profile image
- Click \"Upload Image\" to use a custom image
- Or use \"Generate Avatar\" for an AI-generated profile picture
3. Role Definition
- Select agent role:
Primary Role: \"Support\"\nSpecialization: \"Technical Support\"\nDepartment: \"Customer Service\" - Define reporting structure:
- Select a manager from the organization chart
- Or mark as \"Department Head\" if top-level agent
4. Tool Assignment
- Select relevant tools from your configured tools list
- For each tool, specify:
Access Level: \"Full Access\"\nUsage Priority: \"High\"\nAutomation Rules: \"Always ask for confirmation\"
5. Testing Your Agent
- Open a chat with your new agent
- Test basic functionality:
User: \"What is your role?\"\nAgent: \"I am a Technical Support Lead responsible for handling customer inquiries...\" - Test tool usage:
User: \"Can you help me check the status of ticket #12345?\"\nAgent: \"I'll use the support tool to check that ticket for you...\"