The display name shown in the agent list and at the top of the chat. Make it descriptive — e.g. “Paid Search Analyst” or “Weekly Budget Report”.
Slug
A URL-friendly identifier used in the agent’s web address. Lowercase letters, numbers, and hyphens only. Set once and avoid changing it, as it forms part of the URL.
Short description
A one-line summary shown below the agent name in the agent list. It’s also passed to the orchestrator to help it understand the agent’s purpose.
Active
When unchecked, the agent is hidden from all users and cannot be accessed via chat or jobs. Use this to take an agent offline without deleting it.
Interact supports two agent architectures. Choose the one that fits your use case when creating the agent.
Data Analysis Agent
The recommended type for most users. The orchestrator handles the full workflow — querying data, analysing results, generating charts and reports — with a single, streamlined setup.
Multi-Agent Swarm
A more flexible architecture where the orchestrator delegates to separate, independently configured subagents. More powerful for complex setups, but requires more configuration.
The agent type affects which subagents and tools are available in the Agent Builder tab. It cannot be changed after the agent has been used in production without reconfiguring the subagents.
The Model dropdown sets the default AI model used across your agent. All agents in your organisation that don’t have a model override will use this setting — or fall back to the organisation-level default if left blank.You can also override the model per-agent-component (orchestrator, subagents) in the Agent Builder tab. This lets you use a fast, cost-effective model for SQL generation and a more capable model for analysis and report writing.See Agent Builder → Model overrides for details.
These settings control how the agent appears in the navigation menu.
Field
Description
Show in navigation menu
When checked, the agent appears as a shortcut in the left sidebar. Useful for frequently used agents.
Menu order
A number that controls the agent’s position in the sidebar menu. Lower numbers appear first. Use 0, 10, 20 etc. to leave room for inserting agents later.
