Documentation Index
Fetch the complete documentation index at: https://docs.cobalt.peoplereign.io/llms.txt
Use this file to discover all available pages before exploring further.
Create your first agent
Creating an agent is a short guided flow. You start from a template, connect the systems the agent needs, then shape how it talks and what it won’t do. This page explains each step and what good looks like.Screenshots are coming as Cobalt nears launch. For now this walk-through
describes each step so you know what to expect.
1. Choose a template
Templates pre-select the integrations a typical agent of that kind needs, so you start most of the way there:| Template | Good for | Pre-selected systems |
|---|---|---|
| IT agent | Internal IT service desk | Service desk + identity provider |
| HR agent | HR support and questions | HRIS + identity provider |
| Multi-domain agent | One agent for IT and HR | Service desk + identity provider |
| Blank agent | Anything else | Nothing — you choose |
2. Confirm the essentials
The template proposes one system per role it needs — for example a service desk and an identity provider for an IT agent. For each role you can keep the default, switch to an alternative, or clear it. This is where you decide which of your systems the agent connects to.3. Add other integrations
Add any additional systems the agent should reach — a productivity suite, a collaboration tool, a file store. You can always add more later, so keep the first set focused on what the agent needs on day one.4. Authorize access
Review the access each integration requests and authorize it. Some integrations connect on behalf of each end user (the agent only ever sees what that user can already see); others need an administrator to grant access once. You can finish setup here and authorize, or continue and authorize at the end. See Integrations for how this works.5. Set personality
Give the agent a voice. Start from a preset and edit it freely:- Direct & efficient — calm and competent; confirms before destructive actions; cites sources.
- Warm & explanatory — approachable; explains the why before the how.
- Terse — one sentence where possible.
- Formal — full sentences, professional register.
6. Set safety boundaries
Turn on the boundaries the agent must respect. Common ones include:- Never repeat SSNs, credit cards, or unmasked PII.
- Don’t promise response times or SLAs.
- Hand off to a human if sentiment turns clearly negative.
- Refuse HR, legal, or compensation topics and hand off to a human.
7. Create and try it
Cobalt creates the agent and shows the status of each integration it connected. From here:- Open Preview and ask the agent a real question.
- Refine its profile and capabilities until it behaves the way you want.
- Connect a channel to put it in front of employees.