From 175ca6c46735ceb7d2c71ea4c0a6d66ca80429a5 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Nicol=C3=A1s=20Bonet=20=28via=20MelvinBot=29?= Date: Wed, 6 May 2026 22:56:05 +0000 Subject: [PATCH] Add help site article for creating custom agents MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Adds documentation for the new Add Agent feature introduced in Expensify/App#89547, covering how to create a custom AI agent with personalized instructions. Co-authored-by: Nicolás Bonet --- .../concierge-ai/Create-Agent.md | 47 +++++++++++++++++++ 1 file changed, 47 insertions(+) create mode 100644 docs/articles/new-expensify/concierge-ai/Create-Agent.md diff --git a/docs/articles/new-expensify/concierge-ai/Create-Agent.md b/docs/articles/new-expensify/concierge-ai/Create-Agent.md new file mode 100644 index 000000000000..2fca6faa318e --- /dev/null +++ b/docs/articles/new-expensify/concierge-ai/Create-Agent.md @@ -0,0 +1,47 @@ +--- +title: Create an agent in Expensify +description: Learn how to create a custom AI agent with personalized instructions to automate expense review tasks in Expensify. +keywords: [create agent, custom agent, AI agent, expense automation, agent instructions, agent prompt, new agent] +order: 5 +--- + +Agents are custom AI assistants you can create in Expensify to automate repetitive tasks like reviewing expenses and approving reports. Each agent follows the instructions you define, so it handles work the way you want — without manual effort. + +# Create an agent + +## Who can create an agent + +Any Expensify member with access to the Agents feature can create a custom agent. + +## How to create a new agent in Expensify + +1. Go to **Settings** > **Agents**. +2. Click **New agent**. +3. (Optional) Click the avatar to switch between available bot avatars. +4. Enter a name for the agent in the **Agent name** field, or keep the default name. +5. Write custom instructions in the **Write custom instructions** field, or keep the default prompt. +6. Click **Create agent**. + + + +## What happens after you create an agent + +After you click **Create agent**, the agent appears in your **Agents** list under **Settings** > **Agents**. The agent will follow the instructions you provided when reviewing expenses and reports. + +# FAQ + +## Can I edit an agent after creating it? + +Agent editing capabilities are coming soon. For now, you can create new agents with updated instructions. + +## What should I include in the agent instructions? + +Write clear, specific rules for the agent to follow. For example: +- Reject expenses for non-business reasons (gambling, entertainment) +- Remind users to attach receipt images +- Approve reports that match previous patterns +- Flag reports exceeding a spending threshold