# Create an agent

> Create a specialist, decide who can use it and give it the resources it needs.

Create an agent for one clear job. Define its authority before giving it tools or company files.

## Before you begin

You need a business account and owner or dashboard editor access. Create [team roles](/en/docs/team/roles) if you want members to use the agent.

## Create the specialist

1. Open **Agents** and choose **New agent**.
2. Enter **Name** and **Domain**. Use a domain that identifies its business area, such as Sales.
3. Write **Identity**: its role, responsibilities, forbidden actions, tone and when it must ask a person. Identity is required; detailed procedures belong in skills.
4. Choose the team roles under **Role access**.
5. Choose **Only its own folder**, the default, or **Whole Workspace**. Whole Workspace gives read and write access to shared files, subject to system protections.
6. Select **Create agent**.
7. Open **Instructions** and add a first skill for the recurring task you want it to handle.
8. Open **Connections** and attach the tools and specific folders it needs.
9. Try a representative task in **Chat**.
10. Save the completed exchange as an [eval case](/en/docs/agents/evals).

The agent uses its identity in every run, and loads relevant skills when needed. Its tools and file access constrain what it can do.

Botchi generates the member-facing description from the identity, in the same language. Review role access before inviting your team to use the agent.

> **Watch out** — New agents start with **Web** connected. Detach it from **Connections** if the agent should not use those public-web tools. Code Executor can also access the internet during ordinary runs.

## Start from existing work

Choose **Duplicate existing agent** from the **New agent** menu to reuse identity, tools, presets, role access and Workspace access. Memory, run history and chat channels stay with the original. Review inherited permissions before use.

Choose **Community templates** to start from a community brief. **Use template** sends it to the dashboard Assistant for adaptation to your tools and rules. Review its proposal and approve creation. Templates grant no capabilities by themselves.

## Related

- [Identity, skills and memory](/en/docs/agents/instructions)
- [Give an agent tools](/en/docs/agents/tools)
- [Workspace access](/en/docs/agents/workspace-access)