How to create an agent
From the Agents menu
Click on the Agents page in your menu, then on "Create a new agent":
From a call
Click on the
Ask Modjo AItab, which is usually open by default.Click on "@ Add agent" then Create my agent. You can:
Create an agent from scratch
Create an agent from another agent if you want to reuse an existing prompt
Define the agent's elements
Name your agent
Write a short description for your agent
Write the instructions that will guide your agent's behavior. For a custom agent, specify:
The agent's main objective
The type of analysis or task to perform
The desired output format (list, paragraph, table)
Specific elements to search for or extract
Constraints and limits to respect
Select the Modjo data sources your agent will have access to. Currently, available sources include Modjo sources:
Call transcriptions: full text of recorded conversations
Conversation metadata: information about participants, duration, date
Deal information: data related to commercial opportunities associated with conversations
Contact data: information about contacts participating in conversations
Click Publish in the top right corner of the screen
The agent is created and becomes available in your library.
Add an agent to favorites
Before publishing the agent, you have the option to add the agent to a Favorites list. You can choose to add this agent to favorites for:
You only
Certain teams (for admins and managers only)
All users (for admins and managers only)
Nobody
Adding an agent to favorites allows you to control the display of available agents from Ask Modjo AI on your call pages.
Click Confirm
The agent is created and becomes available in your library.
How to edit an agent
Please note: an agent can be edited by all users.
From the "Agents" page, hover over the desired agent with your mouse and click on the three dots
Choose Edit
It is possible to modify the agent's favorites management; click on Added to favorites by X users in the top left corner of the screen:
Add or remove the desired users then click Validate
Once the modifications are done, click Publish changes in the top right corner of the screen
How to clone an agent
The "Clone" feature in the top right of the edit menu allows you to duplicate an existing agent if you want to reuse its prompt for another agent :
How to delete an agent
From the "Agents" page, hover over the desired agent with your mouse and click on the three dots
Choose Delete
Click on Delete agent
Important: this action is irreversible and is only accessible to admins and managers.
Using Your Agent on Your Conversations
To use your newly created agent on other conversations:
Open another call page
Go to the
Ask Modjo AItabSelect your agent from the list of available agents
Ask your question and click the blue arrow or press the Enter key on your keyboard
Best Practices
Prompting
Be specific: the more precise your instructions, the better the results
Provide examples: include examples of the expected output format
Define the context: specify the agent's role ("You are an assistant...", "You must...")
Limit the scope: focus each agent on a specific task rather than multiple ones
Add constraints: specify what the agent should NOT do if relevant
Discover our complete guide to creating excellent prompts for Modjo Agents here
Naming and Organization
Use descriptive names that reflect the agent's function
Include the team name or use case if the agent is specific
Create multiple specialized agents rather than an "all-in-one" agent