Create Specialist Agent

Specialist Agent will focus on a single domain of expertise. A Specialist Agent can be equipped with one of three capability levels. To create a Specialist Agent:

1. Navigate to the Agents page from the sidebar

2. Click the Create Agent button in the top right corner

3. Now you’ll have 2 options to create your agent

Option 1: Create DXA from an Expert Profile (Recommended)

With just a single document upload, DXA Factory transforms a standard CV or job description into a fully functional domain expert in minutes. No complicated setup or extensive configuration required.

1.Drag and drop your CV or job description into the designated area.

Drag and drop your CV / Job Description in the area

1. Add complementary files (optional): you can also add complementary files (such as research papers, technical documentation, and specialized materials) to enhance your agent's expertise. Click "Complementary Files" to upload materials related to the professional domain to give your agent deeper subject matter knowledge.

Add complementary files

1. Click “Create Agent” once you finish adding all the files. The system will analyze the uploaded file to extract:

   • Professional skills and competencies;

   • Work experiences and expertise areas

   • Educational background and qualification

2. While waiting for the DXA to be ready, you can change the Capability Package for your agent. Once ready, your DXA inherits the specialized vocabulary, problem-solving approaches, and domain context directly from the professional profile (CV/JD and Complementary Files).

Select Capability Package for your DXA

1. Now that your agent is ready, you may perform these 3 actions:

• Start Using Agent: Begin working with your agent immediately. Ask questions or assign tasks.

• Evaluate Agent: Test your agent's capabilities with sample questions and see how well it performs.

• Add Knowledge Sources: Add reference documents your agent can search through when completing tasks.

Why this matters: By building from a CV or job description, DXA Factory creates a more nuanced agent with a comprehensive understanding of the specific role requirements. The system automatically synthesizes knowledge for each identified skillset, resulting in more contextually relevant responses.

Option 2: Create DXA Manually

If you don't have a CV or JD, you can also create a DXA manually by providing all the required information. "Create Manually" can also be used to create Data Analyst and Coordinator agents. To create a DXA in manual creation mode, follow these steps:

Create DXA in “Create Manually” mode

1. Choose the “Create Manually” option on the popup

2. Complete the required fields in the form:

• Agent Name: Choose a clear, descriptive name

• Description: Detail what the agent will do (the more specific, the better). Examples:

  • 👍 Effective Description: "This Customer Support Specialist agent will handle product inquiries for our XYZ software suite, troubleshoot common technical issues following our 3-step resolution protocol, process return requests according to our 30-day policy, escalate complex issues to appropriate departments using our tiered support system, and maintain customer satisfaction by offering personalized solutions. The agent should incorporate our company voice guidelines emphasizing friendliness and efficiency while being knowledgeable about our subscription models, enterprise licensing options, and integration capabilities with major CRM systems."
  • 👎 Ineffective Description: "Customer service agent that helps users with problems and answers questions about our products."
• Agent Role: Select a role for your agent. You may view example to see comparison between different roles.

• Capability Package (only applicable for Specialist Agent): Select how your agent will handle tasks.

View Example for each agent role

1. Select knowledge sources for your agent.

Select knowledge sources from Library to assign to your agent

This critical step equips your DXA with specific information resources it will reference when processing tasks. Your agent will analyze, interpret, and apply these knowledge sources when responding to queries or solving problems. The greater the relevance and quality of these knowledge sources, the more accurate and specific your DXA's responses will be.

You can select from your Library including workflows, expert guidance documents, prior knowledge sets, and uploaded files. Each selected source becomes part of your agent's specialized knowledge base, enabling it to provide industry-specific insights and follow your organization's best practices.

Note: Knowledge source management is under the Library page. Please head to the Library section to view a detailed guide on knowledge source management.

1. Click Save and Finish

After creation, your agent will enter a training mode. This process may take several minutes depending on the complexity of agent profile and knowledge sources. You can monitor progress from the agent list and receive a notification when training is complete.