The Prompt is the core set of instructions that your agent follows every time it works on a task. Think of it like the instructions you’d provide to an employee about how they should work. You might tell them about their responsibilities and expectations, rules and guidelines, common processes and ways to communicate (do’s and don’ts).

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Agent Profile

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Agent Name

Your agent’s name serves as its identity throughout the platform. Choose a name that:
  • Clearly reflects the agent’s purpose or role
  • Is memorable and easy to reference
  • Distinguishes it from other agents in your workspace
For example, “Sales Qualification Assistant” immediately communicates the agent’s function, while “ResponseBot” might be too vague.
Fun fact: We like to give our Agents names — for example, Samuel, the Sales Qualification Assistant.

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Agent Summary

The summary is a descriptive explanation of what your agent does and its area of expertise. This information:
  • Guides the agent’s behavior and responses
  • Sets expectations for users (you) interacting with the agent
  • Helps the underlying AI model understand its purpose

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Model Selection

Choosing the right model powers how your Agent thinks, responds, and performs tasks. You can either let Relevance AI automatically optimize the model for you, or manually choose a specific provider and model type.

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Pick For Me

Relevance AI automatically selects the best model for your Agent based on performance or cost, no action needed. You’re more than welcome to choose the model the suits your Agent’s needs.

Cost-optimized

Prioritizes cheaper models if you want to minimize token costs/credit costs. (e.g., GPT 4o mini - or whichever model is cheaper at the time)

Peformance-optimized

Prioritizes the best-performing model available for quality responses (e.g., Claude v3.5 Sonnet - or whichever is more performant at the time).

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Choose Your Own Model

You can manually choose from different model families depending on your needs. Each option charges based on your Relevance AI credits per 1,000 tokens — tokens are pieces of text (words/characters) your Agent processes when sending and receiving messages. See each option in the dropdown for current credit/token costs.
  1. More credits = more complex, detailed tasks.
  2. Fewer credits = cheaper, lighter interactions.
If you’re choosing a specific model, we recommend doing a quick search up the model to qualify the best fit for your use case. Search model comparisons here

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Prompt instructions

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Invent a Prompt

Use the Invent feature to automatically generate a smart, structured prompt based on a few words you provide. Perfect for getting started quickly if you’re not sure how to write detailed instructions.

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Write Your Own Prompt

You can also manually type your prompt from scratch if you want full control over how your Agent behaves and what tasks it focuses on. Clear, specific prompts produce the best results.

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Reference Tools in Your Prompt

While writing your instructions, you can reference specific Tools (e.g., “Use the Extract Text from PDF tool to pull invoice data.”). This lets the Agent know exactly which tools to use when completing tasks.

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Use the Slash ( / ) Menu

Type / to open the Slash menu and quickly insert shortcuts like:
  • Referencing available Tools
  • Adding Tool Placeholders
  • Adding Markdown Styles for your Prompt
This speeds up writing structured and action-driven prompts.

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Create or Invent New Tools from the Slash Menu

If you insert a Tool Placeholder using the Slash menu, you can immediately Invent a new tool or create one manually — no need to leave the prompt!
(Note: Currently, Invented Tools will still need to be customized in the separate Tool Builder section)

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Connect Tools Conveniently

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Add Tools to Your Agent

Tools allow your Agent to perform real-world actions like searching the web, sending emails, extracting data, or connecting with other systems — expanding your Agent’s capabilities far beyond simple conversation. When writing your Prompt, you can reference specific Tools directly to guide how your Agent should complete tasks. You can also insert Tool Placeholders to invent new tools or connect existing ones as needed. For a full guide on adding, configuring, and best practices for using Agent Tools, check out the Tools article.

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View your Prompt in Markdown

Prompt Markdown Format Pn You can select if you wish to view your Prompt in Markdown (formatted), or view it in raw formatting, by scrolling down to the bottom of your Prompt and clicking the checkbox named ‘Markdown format’.

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Frequently asked questions (FAQs)

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Resources

If you want help with writing better prompts, we recommend watching this YouTube video by one of our amazing Solution Engineers, Andrew!