How to create a new AI agent
Create a second AI agent with its own name, role, and instructions to handle a different topic or department.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The account already comes with a default agent. A second agent helps when the work changes: one to answer questions, another to sell, for example. Each one has its own name, its own instructions, and can use a different knowledge base.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can create agents.
- The number of agents depends on the plan; the screen shows how many are already in use.
Step by step
- Step 1:
Open and click New agent. The agent is created right away and its screen opens.
- Step 2:
In Identity, enter a Name and a Description that say what it does, and choose the Team and the Role.
- Step 3:
In System prompt, write the instructions: who it is, what it should do, and what it cannot do. Use short, direct sentences.
- Step 4:
Click Save, at the top of the screen.
- Step 5:
Go back to : the new agent appears in the list, inside the team you chose.
How to know it worked
The agent appears in the list. It starts handling conversations when you connect it to a number, a department, or make it the default.
If it does not work
The New agent button will not create it.
The plan has reached the agent limit. The screen shows how many are in use. Delete one you do not use or change plans.
Next step
Choose the new agent's knowledge base.
Sign in with your Cognizy account to save your progress.
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