External Agents can power client facing AI Chat enabled in workspaces. This allows you to expand the scope of what questions your customer can ask AI.

For example, rather than limiting the client to only content they can access within the space, you might want them to be able to reference hidden resources— playbooks, library resources, etc.

Step 1: Click on Dock AI in the left nav.

Step 2: Click Create Agent in the top right corner of the Dock AI screen.

Click the + icon at the top of the form to add a visual icon for your Agent. You can choose from:

Give your Agent a clear, descriptive name so you and your team can easily identify what it's for.

Choose the External agent option. This will allow you to reference it in external client-facing chat that will be added to workspaces.

This is the most important part. Instructions tell the Agent what its purpose is and how it should respond.

Use the text field to describe:

Sources give your Agent the context it needs to produce accurate, relevant responses.

You can add sources two ways:

You can pull in data from specific playbooks or library assets. Workspaces is always selected as a connected source by nature of the chat. The customer will always be able to ask questions about the workspace they're in.

Find and select specific assets hosted in your library. You'll need to be specific.

Choose whether your Agent is private or shared:

Once you're done configuring, you have two options in the top right: