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Custom agents let you define a repeatable job around your project data while keeping the same review-first boundary as the built-in roster.

Create an agent

  1. Open a project and select Agents
  2. Select the Custom filter
  3. Select Create an agent
  4. Complete the Agent configuration
  5. Select Save agent
You need the project management permission to create or edit an agent.

Configure the job

Provide:
  • Name — the label shown in the Agents hub and run history
  • One-sentence description — what the agent does
  • Instructions — the boundaries, priorities, and expected method for the job
  • Quick actions — reusable prompts people can select when starting a run
Add at least one quick action. You can add up to six. Write instructions as a stable job definition. Put one-off scope, such as a page or date range, into the run instruction instead.

Choose tool access

The dialog separates tools by effect:
  • Read tools let the agent inspect selected project data such as pages, search performance, traffic, citations, audit findings, guard rails, owned content, actions, and measured outcomes.
  • Draft tools choose the one reviewable output the agent can create: a report, content brief, or action.
Select only the data needed for the job. A custom agent must have exactly one draft output type.
Custom agents cannot publish or change live content. They can read the selected project data and create one kind of draft for review.

Choose a model and schedule

The Model picker shows only models available to the account and includes each model’s credit multiplier band. Turn on Schedule in the agent configuration to use the daily shortcut at a selected time. Delivery is fixed to In app, and every scheduled output still waits for review. The separate Schedule dialog supports daily, weekly, and monthly cadences for both custom and built-in agents.

Edit a custom agent

Open the Custom filter and select Edit on the agent. You can update its description, instructions, quick actions, tool access, model, and daily schedule shortcut. Use the separate Schedule dialog to choose any supported cadence. Saved changes apply to future runs; existing run history remains available.

Next steps