How to Create and Use GoSearch Agents

What is a GoSearch Agent?

GoSearch agents are built on top of GoAI, with an added layer of personalized instructions and configurations that make them purpose-driven assistants. 

Think of an agent as GoAI with a defined mission. The combination of the underlying AI platform plus your custom directions allows each agent to deliver results specific to your commonly run workflows.

GoSearch agents are fully customizable, so you can define the data sources they draw from, their response style, set guardrails, and determine the output style. By leveraging AI, agents can retrieve documents, summarize conversations, and execute routines, tailored specifically to your and your team’s needs.

Why are GoSearch Agents Useful?

GoSearch agents add value by streamlining daily workflows and saving time by surfacing the most relevant information instantly. This automation enhances productivity, consistency and accuracy in responses. Whether you’re simplifying onboarding, automating support, or handling repetitive tasks, agents empower teams to work smarter and focus on more strategic initiatives. It’s like having an always-on teammate who understands your workflow and handles time-consuming tasks, so you can focus on what matters most.

How to Create a GoSearch Agent

Note: If you add a personal file to an Agent, you can no longer make it available for your colleagues to use as a workspace agent.

1. From your GoSearch dashboard, navigate to Agents in the left-hand menu.
2. Click Create agent and add a name, description, and instructions for your bot.
3. Optionally, you can add an icon, add a conversation starter, choose the default model, and decide who can use this agent.
4. Next, you should select the data sources you want your agent to use, decide if it can web search, and upload any local files relevant to your agent’s instructions.
5. Then click create, and you’ll see a banner at the top that says Agent created successfully to confirm that your agent has been created. 

How to Use a GoSearch Agent

From the GoSearch sidebar:

1. Click on the GoSearch icon to the right of your screen. 
2. Here, you can click on the GoAI button on the top right.
3. Then, you can select a commonly used agent and start a conversation.
4. You can also click See all agents, which will open a new tab where you can click on any agent available to you and start your conversation. 

From the GoSearch dashboard:

1. From your GoSearch dashboard, navigate to Agents in the left-hand menu.
2. From there, you can see your most recently used agents, popular agents in your workspace, new agents, your agents, and workspace agents. 
3. Click on the agent you want to use and start your conversation.

From GoAI:

1. From your GoSearch dashboard, navigate to GoAI in the left-hand menu.
2. From there, at the top right, you can see your most recently used agents.
3. You can click on one of those or you can click See all agents, which will open a new tab where you can click on any agent available to you and start your conversation. 

How to Edit or Delete a GoSearch Agent

1. From your GoSearch dashboard, navigate to Agents in the left-hand menu.
2. Click My agents, find an agent you want to edit, click the ellipses button, and click Edit. 
3. Make any edits you wish, click Save & Close, and you’ll see a banner at the top that says “Agent saved successfully” to confirm that your agent has been edited. 
4. You can also click the ellipses button and click Delete to delete any of your own agents.

You should now be able to create, maintain, and use GoSearch agents across the GoSearch platform. If you need further assistance, please consult the GoSearch Help Center.