Every agent starts as a preset you install, then tailor to how you work.
Installing from the Marketplace
Open the Marketplace from the Agents area.
Browse the presets. Each one lists its capabilities (what it can do — search the web, read your workspace, edit documents, build tables and charts, and more), its instructions, and any included skills.
Click Install, give the agent a name, choose its home workspace, and connect anything it needs. Some tools just take an API key; others connect later by signing in.
Only workspace admins can install agents. Ready-made presets include Research Analyst, Technical Writer, Knowledge Curator, Data Analyst, Project Coordinator, Meeting Scribe, and an SEO agent — each a sensible starting point you can reshape.
Settings
Open an installed agent and go to Settings to adjust:
Name and description
Model — pick one, or leave it on the workspace default
Instructions — the standing brief that shapes how the agent works and what it focuses on
Max steps per run — how much work it's allowed to do in a single run
Agent memory — whether it remembers things between runs (see Memory, skills & connections)
Use workspace skills — also load the workspace's pinned skills on top of the agent's own
Uninstalling
Uninstall from the agent's panel. It removes the agent along with its memory, skill list, and connections — but its run history is kept, so you don't lose the record of what it did.