Configuring Agents and Tools

This guide explains how to create or modify a Personal Agent in Squirro Chat and configure tools for it.

Overview

Each project in Squirro Chat can have one or more agents. When creating an agent, they assign a name for easy identification, can add a tooltip to help users understand the purpose and functionality, and have the option to add a visual element, such as an icon or picture, to enhance its presentation in the user interface. They also select the grounding, which determines whether it works with or without project data. Administrators can also reorder the list of agents as needed, to prioritize or organize them in a specific way.

Steps

1. Open Project Settings

In the Squirro Chat interface, locate the More Options (three vertical dots) in the lower-left corner.

Click it, then choose Project Configuration from the menu.

2. Switch to the Agents Tab

Once in Project Configuration, navigate to the Agents tab to view or manage personal agents.

3. Create or Select an Agent

You can either click Create A New Agent or expand an existing one to view and edit its settings.

4. Add or Configure Tools

Under the Custom Tools section, click + Configure New Tool to add a tool that has been uploaded and registered.

A searchable list of all registered tools will appear. Select the tool you want and adjust its configuration fields as needed.

Note

Custom tools can be registered using the @deploy_as_agent_tool decorator and deployed via squirro_asset to appear in this list.

Need Help?

For more information, visit the Squirro Support portal or consult the internal admin documentation.