# Agents Configure specialized AI agents in DarcyIQ that combine custom instructions, MCP tool integrations, calibration forms, and automated scheduling. **Build purpose-built agents for your team and let them run tasks on your behalf — on demand or on a recurring schedule.** {% hint style="success" %} **From Chat to Automation**: Create a "Sales Analyst" agent with product knowledge and CRM tools, then schedule it to generate pipeline reports every Monday morning. {% endhint %} ## Overview {% embed url="" %} Agents elevate DarcyIQ from a general-purpose AI into a library of specialized experts, each tailored to a specific role and equipped with the tools it needs. | Feature | Capability | Business Impact | | ------------------------ | ---------------------------------------------------------------- | --------------------------------------------------- | | **Custom Instructions** | Define the agent's role, behavior, and response style | Consistent, role-appropriate interactions | | **MCP Integrations** | Attach MCP tools so the agent can interact with external systems | Agents that take action, not just answer questions | | **Calibration Forms** | Present structured input forms to users before a conversation | Collect context up-front for better results | | **Agent Types** | Chat agents for DarcyIQ, Widget agents for website embedding | Deploy AI where your users are | | **Automated Scheduling** | Run agents on a recurring basis with full context | Hands-off reporting, monitoring, and task execution | | **Team Sharing** | Share agents with configurable permissions | Standardized expertise across the organization | ## Creating an Agent {% stepper %} {% step %} **Open the Agents Panel** Click the **Agents** icon in the sidebar to open the Agents drawer, then click **New Agent**. {% endstep %} {% step %} **Name Your Agent** Give the agent a clear, descriptive name (e.g., "Technical Writer", "Sales Analyst", "AWS Advisor"). {% endstep %} {% step %} **Choose an Agent Type** | Type | Description | Use Case | | ------------- | --------------------------------- | --------------------------------------- | | **Default** | Regular chat agent inside DarcyIQ | Internal team use | | **Widget** | Embeddable agent for your website | Customer-facing support or self-service | | {% endstep %} | | | {% step %} **Write Role and Instructions** Provide detailed instructions that tell the agent who it is, how it should behave, what tone to use, and what topics it should focus on. This is the core of the agent's personality and expertise. {% endstep %} {% step %} **Configure Optional Settings** Add welcome screen options, calibration forms, MCP integrations, and schedules (all described below). {% endstep %} {% step %} **Save and Share** Click **Create Agent** to save. You can then share the agent with your team. {% endstep %} {% endstepper %} ## Agent Configuration ### Role and Instructions The **Role and Instructions** field is the most important part of your agent. Write detailed guidelines covering: * The agent's persona and expertise area * Communication tone and style (formal, friendly, technical) * What the agent should and should not do * Preferred response formats (bullet points, tables, structured documents) * Domain-specific knowledge or constraints {% hint style="info" %} **Pro Tip**: Be specific in your instructions. "Always include 3 supporting data points" is better than "Be thorough." Instructions up to 10,000 characters are supported. {% endhint %} ### Welcome Screen Options Optionally configure a **use case** label and **initial prompt** so the agent appears on the DarcyIQ welcome screen with a quick-start button. Both fields must be provided together. | Setting | Purpose | Example | | ------------------ | ------------------------------------------------- | ---------------------------------------- | | **Use Case** | Short label shown on the welcome screen | "Technical Documentation" | | **Initial Prompt** | Pre-filled message when the user clicks the agent | "Help me write API documentation for..." | ### Calibration Forms Calibration forms present structured input fields to the user above the chat input when the agent is selected. Use them to collect key context before the conversation begins. | Configuration | Description | | -------------- | ------------------------------------------------------- | | **Form Title** | Header displayed above the form fields | | **Form Icon** | Icon displayed alongside the title | | **Fields** | Custom fields the user fills in (text, dropdowns, etc.) | This is useful for agents that need specific information to do their job well — for example, a proposal writer that needs the client name, budget range, and timeline before drafting. ### MCP Integrations Attach MCP tools to give your agent access to external systems and data sources. When a user chats with the agent, the selected integrations are automatically available. To configure: 1. Open the agent editor 2. Scroll to **MCP Integrations** 3. Check the integrations you want to enable The agent will be able to use any tools provided by the selected MCP integrations during conversations and scheduled runs. ## Managing Agents ### Agents Drawer The Agents drawer provides three tabs: | Tab | Purpose | | ------------------- | ------------------------------------------ | | **Agents** | View, create, edit, and manage your agents | | **To Do's & Tasks** | View task submissions and their results | | **Schedules** | Manage all recurring schedules (see below) | ### Agent List Features * **Grid or Table view**: Switch between card and table layouts * **Search**: Filter agents by name * **"Only mine" filter**: Show only agents you created * **Default agent**: Star an agent to set it as your default for new conversations * **Share**: Invite team members with Owner or Editor permissions * **Edit / Delete**: Modify or remove agents you own ### Sharing & Permissions | Permission | Capabilities | | ---------- | ---------------------------------- | | **Owner** | Full control — edit, share, delete | | **Editor** | Modify the agent's configuration | Click the **Share** button on any agent you own to invite team members. *** ## Scheduling Agents Schedule agents to run tasks automatically on a recurring basis — no manual intervention required. Scheduled runs execute in the background and can include meetings, project context, and integrations. ### Creating a Schedule Use the step-by-step schedule wizard to set up a new schedule: {% stepper %} {% step %} **Select an Agent** Choose which agent will execute the scheduled task. Search by name to find the right one. {% endstep %} {% step %} **Set the Frequency** Choose when the schedule should run using built-in presets: **Interval options:** | Frequency | Description | | ---------------- | ------------------------------------ | | Every 15 minutes | High-frequency monitoring or polling | | Every 30 minutes | Regular check-ins | | Every hour | Hourly updates | | Every 2 hours | Moderate-frequency tasks | | Every 6 hours | Periodic summaries | | Every 12 hours | Twice-daily reports | **Time-based options:** | Frequency | Configuration | | --------- | ----------------------------------------- | | Daily | Pick a specific time of day | | Weekly | Pick a day of the week and a time | | Monthly | Pick a day of the month (1–28) and a time | All schedules run in your local timezone. {% endstep %} {% step %} **Define the Task** Describe what the agent should do on each run. Write the task just like you would type a message in chat. You can enrich the task with additional context: | Context | How to Add | Purpose | | ---------------- | ----------------------------------------------- | ------------------------------------------------------ | | **Meetings** | Attach one or more meetings | Give the agent access to meeting transcripts and notes | | **Project** | Link a project | Provide project-specific knowledge and documents | | **Integrations** | Enable MCP tools, AWS, Atlassian, or Salesforce | Let the agent interact with external systems | | {% endstep %} | | | | {% endstepper %} | | | ### Schedule Options | Option | Description | | ----------------------- | -------------------------------------------------------------------------------------------- | | **Enable / Disable** | Toggle the schedule on or off without deleting it | | **Email on Completion** | Receive an email when the scheduled run finishes. Add one or more recipient email addresses. | ### Managing Schedules Open the **Schedules** tab in the Agents drawer to view and manage all schedules across your organization. | Feature | Description | | --------------------- | -------------------------------------------------------------------------------------------------------------------- | | **Search** | Find schedules by agent name or task description | | **Filter by type** | Show only agent runs or workflow runs | | **Enable / Disable** | Toggle individual schedules on or off | | **Edit** | Modify the frequency and task details (the agent stays the same) | | **Delete** | Permanently remove a schedule | | **Execution History** | Click any schedule to expand and view recent executions with time, status (Success / Failed / Running), and duration | *** ## Use Cases ### Sales & Revenue * **Pipeline Reporter**: Schedule a daily summary of CRM pipeline changes * **Lead Researcher**: Run competitive intelligence on new prospects every morning * **Meeting Prep**: Automatically generate briefing docs before client calls ### Operations & Monitoring * **System Health Check**: Run infrastructure checks every 15 minutes * **Compliance Monitor**: Weekly audit of policy adherence * **Cost Analyzer**: Daily AWS spend summaries with anomaly detection ### Customer Success * **Renewal Tracker**: Monthly renewal risk reports * **Support Digest**: Daily summary of open tickets and trends * **Onboarding Checklist**: Automated status checks on new customer implementations ### AWS Marketplace & Partner Programs * **Marketplace Manager**: Update product listings, descriptions, and pricing through conversation * **Offer Coordinator**: Create and track private offers for customers on a schedule * **Listing Auditor**: Weekly analysis of marketplace listings to ensure completeness and optimization ### Content & Documentation * **Technical Writer**: Scheduled documentation reviews and updates * **Report Generator**: Weekly market analysis or project status reports * **Knowledge Base Curator**: Monthly review of outdated content ## Integration with Other Features ### Chat Integration * Select any agent from the chat agent picker * Each agent maintains its own conversation context * Switch between agents without losing history ### Project Integration * Link agents to specific projects for contextual conversations * Scheduled runs can reference project knowledge bases ### Workflow Integration * Agents can run as part of automated workflows * Combine agent expertise with workflow automation for complex processes ### Meeting Integration * Include meeting transcripts as context for agent conversations * Schedule post-meeting analysis to run automatically ## Best Practices ### Designing Effective Agents 1. **Single Responsibility**: Each agent should have a clear, focused role 2. **Detailed Instructions**: Provide specific guidelines, not vague directions 3. **Right Tools**: Only enable the MCP integrations the agent actually needs 4. **Test First**: Try the agent in chat before setting up schedules 5. **Iterate**: Refine instructions based on output quality ### Scheduling Tips | Practice | Recommendation | | ---------------------- | ----------------------------------------------------------------------- | | **Start conservative** | Begin with daily schedules before moving to higher frequencies | | **Be specific** | Write clear task descriptions — the agent performs exactly what you ask | | **Add context** | Attach meetings and projects to give the agent the information it needs | | **Monitor results** | Review execution history regularly to ensure quality | | **Use notifications** | Enable email notifications so you know when runs complete | {% hint style="info" %} **Pro Tip**: Start with one well-defined agent for your most common use case. Schedule it to run a daily task, review the output quality, and then expand to more agents and higher frequencies. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.darcyiq.com/core-features/agents.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.