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 prompt based on unexpected responses or feedback you’re getting about your Agent.

After creating or editing your Agent, you can encourage people on your site to use it by Sharing an Agent.

Create your Agent

To create an Agent:

1. Open Chat in the navigation bar in Jira, Jira Service Management, Jira Product Discovery or Confluence.

2. From the dropdown menu at the top of the chat, select Create an Agent.

You have two options for creating your Agent:

Creating an Agent with Chat

1. After selecting Create an Agent from the dropdown menu at the top of Chat, you’ll be taken to a new fullscreen Chat window where you can build a simple Agent by answering a few questions.

2. Once you’ve settled on a Name, instructions, and conversation starters, select Next.

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 your Agent

1. After selecting Create an Agent from the dropdown menu at the top of Chat, you’ll be taken to a new full screen Chat window. Select Skip to manual setup.

2. Fill in the form fields:

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

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

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

   4. 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

   5. 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

   6. 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

3. Select Create to finish creating your Agent.

If you’d like to hide your Agent so only you and people with a link can use it, select Hide Agent before selecting Create. On the other hand, Show Agent means anyone within your site can search for it by its name when they Browse Agents. You can change your selection at any time by editing an Agent.​

Editing an Agent

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

To edit an Agent:

1. Open Chat in the navigation bar in Jira, Jira Service Management, Jira Product Discovery or Confluence.

2. From the dropdown menu at the top of the chat, or the Chat menu under the chat box, select Browse Agents.

3. You can Search for the Agent you’re looking to edit by typing its name in the search bar, or by using the filters for Starred Agents or My Agents (which are Agents you created).

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

5. Edit the Agent, then select Update to save your changes.