Create and edit Rovo agents

You can create an agent with specialized knowledge and customized actions that are designed to collaborate with you, your team, or your whole organization. We strongly encourage iterating on the agents you create by editing the instructions based on unexpected responses or feedback you’re getting about your agent.

Create an agent

To create an agent from Chat:

1. Jira、Jira Service Management、Jira Product Discovery、または Confluence のナビゲーション バーでチャットを開きます。

2. Select Agents, then Create

To create an agent from Studio

1. Select Studio from the app switcher

2. Select Agents

3. Under Rovo agent, select Create

You have two options when creating an agent:

Create an agent by describing it

1. After selecting Create, you’ll be taken to a new fullscreen chat window where you can build a simple agent by answering a few questions.

2. 名前、説明、会話のきっかけが決まったら、[次へ] を選択します。

3. Review the agent and fill out a few remaining fields on the form to make your agent more advanced, like actions and knowledge.

4. Select Create to publish your agent and start using it.

Manually configuring an agent

1. After selecting Create, you’ll be taken to a new full screen chat window. Select Skip to manual setup.

2. Give your agent:

   1. an Identity, which includes:

      1. Name: Give your custom agent a name that clearly identifies its role or purpose, such as 'Release Manager' or 'People Ops Helper'.

      2. Description: This description will appear when browsing for agents and will help people understand what your agent does.

      3. Conversation starters: These are suggestions to help people get a chat started with your agent. If you leave this field blank, we’ll provide three generic options. More about conversation starters

   2. Instructions: You can provide a custom prompt that defines the way the agent responds. More about writing instructions for an agent

   3. Knowledge: This is the context you want your agent to understand. All agents have generic knowledge to work from, but providing relevant information (like Confluence spaces, or a Google Drive folder, or a Jira project) will help your agent behave in a more optimized and accurate way. More about providing knowledge to your agent

   4. Actions: Select “Add actions”. From here you can choose from a list of available actions for your agent (we recommend no more than five actions to maintain high performance). If you can’t find the action you’re looking for, try filtering by product or searching a keyword. More about actions

3. Select Activate to finish creating your agent.

Editing an agent

Agents can only be edited by the person who created the agent.

To edit an agent from Chat:

1. Open Chat and select Agents.

2. You can Search for an agent by typing its name in the search bar, or by using the filters for Favorites or My agents (which are agents you created).

3. Select more actions () on the agent’s card, then select Edit agent.

4. Edit the agent, then select Update to save your changes.

To edit an agent from Studio

1. Select Studio from the app switcher

2. Select Agents

3. Under Rovo agent select, Browse agents

4. You can Search for an agent by typing its name in the search bar, or by using the filters for Favorites or My agents (which are agents you created).

5. Select more actions () on the agent’s card, then select Edit agent.

6. Edit the agent, then select Update to save your changes.

Transfer ownership of an agent

If you make an agent but you think someone else would be a suitable owner for that agent, you can transfer ownership to someone other than yourself.

To transfer ownership of an agent:

1. Jira、Jira Service Management、Jira Product Discovery、または Confluence のナビゲーション バーでチャットを開きます。

2. From Chat, select Agents.

3. You can Search for an agent by typing its name in the search bar, or by using the filters for Favorites or My agents (which are agents you created).

4. Select more actions () on the agent’s card, then select Edit agent.

5. Select Users and permissions.

6. Choose the desired owner, then select Save to finalize your changes.

You’ll no longer have access to editing an agent if you change its owner to someone other than yourself.

An admin can take ownership of an agent that does not have an owner. For example, the creator or previous owner has since been deactivated.

Deleting an agent

To delete an agent that you created:

1. Jira、Jira Service Management、Jira Product Discovery、または Confluence のナビゲーション バーでチャットを開きます。

2. From Chat, select Agents.

3. You can Search for an agent by typing its name in the search bar, or by using the filters for Favorites or My agents (which are agents you created).

4. Select more actions () on the agent’s card, then select Delete agent.

5. Select Delete again when asked to confirm.

If you’re an admin, you can delete an agent created by a user that has since been deactivated.