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Create an agent

On this pageDefine the jobOpen the creation wizardName your agentConnect your data sourcesEnrich your dataWhat should your agent help with?

Turn a specific job into an agent, add its information and test it before sharing.

Define the job

Decide who the agent is for, what questions it should answer and which information it needs. “Find upcoming contracts for our construction team” gives it a clearer job than “Help with business”.

Open the creation wizard

Open the agents list by clicking on your agent’s name in the sidebar.

CompanyIQ’s name at the top of the sidebar, where you click to open the agents list.

Then click + New to start creating a new agent.

Agents list with the + New button beneath the search box.

On the hosted service, creating agents requires a plan that includes building. On-premise uses its own creation wizard and your installation’s configured model.

Name your agent

First step of creating an agent: Name your agent, with Company knowledge agent entered and a Continue button.

Give your agent a name, then click Continue.

Connect your data sources

Step two: connect your data sources by uploading documents or connecting Google Drive, with an option to set up APIs through your own AI assistant.

Upload your documents or connect Google Drive. If you want to connect your own APIs, choose Onboard your agent to set up APIs. If you don’t have any data to add yet, choose I don’t have any.

Enrich your data

Step three: Enrich your data, with People, Companies, News and Financial reports added as Omnimatch data sources.

Here we’ve added four Omnimatch data sources to enrich our data: People, Companies, News and Financial reports. Choose Add data sources to select the ones you want, then click Continue.

What should your agent help with?

Step four: describe what your agent should help with, with options to Speak or Finish setup.

Tell it what you want your agent to help with and any guidance it should follow. You can type this or choose Speak to say it out loud. When you’re ready, click Finish setup.

Once it’s set up, test and refine your agent.