Naming history: Starting with the Victorious Vicuna release (January 2026), “Chat Settings” was renamed to “Agent Settings.” With the Wise Wolf release, the Multi-Agent feature now enables creating and managing multiple Agents per organization.
Creating and Configuring an Agent
An administrator (System Admin, Account Manager, or Company Admin) can create Agents from the administration panel with the following settings:General Settings
- Name and description: identify the Agent in the user interface and the discovery page.
- Instruction (system prompt): defines the Agent’s behavior for all users who have access to it.
- Default model: specifies which AI model is used by this Agent.
- Company: the company linked to this Agent.
- Support email: the email address where bug reports will be sent when users encounter issues and submit reports.
Tools and Capabilities
- Agent Tools: manage the tools available for this Agent (e.g., Search Documents, Search Visual).
- Agent MCP Servers: configure the MCP servers available for this Agent (e.g., Web Search Linkup).
Document Scope
- Documents and Workspaces: select the document sources the Agent can access to search and cite information.
Access Control
- Groups / Teams: defines which user groups can access and use this Agent. This setting is central to data governance: it determines who can query which documents through this Agent.
Viewing Agents
The Agent Settings page in the administration displays all Agents associated with the organization. Administrators can view and manage all Agents, regardless of which groups they are assigned to.On the user side: Users only see the Agents they have access to through their groups, from the chat interface and the Agent discovery page.
Default Agent vs Specialized Agents
Each organization has a default Agent (“My Assistant”) that is automatically selected when creating a new session. Additional Agents created by administrators are specialized Agents that users can select manually.Permissions Summary
| Action | User | Administrator |
|---|---|---|
| Create a personal Agent | ✅ | ✅ |
| Create a shared Agent (with group assignment) | ❌ | ✅ |
| Configure tools, MCP, documents, groups | ❌ | ✅ |
| Use an Agent (if access via group) | ✅ | ✅ |
| Manage favorites | ✅ | ✅ |
| View Agents you have access to (chat interface) | ✅ | ✅ |
| View all organization Agents (admin) | ❌ | ✅ |
Best Practices
- Name your Agents clearly: an explicit name and description help users choose the right Agent (e.g., “HR Assistant — Leave & Payroll”, “Regulatory Watch — Banking Sector”).
- Limit the document scope: an Agent with access to a targeted set of documents will produce more relevant responses than one with access to everything.
- Use groups for governance: assign each Agent to the relevant groups to ensure only authorized users can access the associated documents.