Skip to content

Docs updates for E/A#89547 Add help article for creating custom agents #89828

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Closed
MelvinBot wants to merge 1 commit into from
Closed

Docs updates for E/A#89547 Add help article for creating custom agents #89828

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
47 changes: 47 additions & 0 deletions docs/articles/new-expensify/concierge-ai/Create-Agent.md
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -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**.

<!-- SCREENSHOT:
Suggestion: Show the New agent form with the avatar, name field, and instructions field visible.
Location: After step 6.
Purpose: Helps users identify the form layout and available fields.
-->

## 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
Loading