Create your own agents
Create your own agents when a recurring loyalty or promo job needs a specialist that Loyal Guru’s purpose-built agents do not cover — images for a group of discounts, inconsistency checks, campaign recommendations, plan ROI, a CPG funding playbook, or a seasonal promo desk.
Same agentic engine as purpose-built agents, pointed at the Company’s context, campaigns, and rules. You define the context it reasons with, the loyalty and promo tools it may use, and the boundaries it must respect.
An Owner user creates it in the Owner AI chat panel when they have Create permission on the Agents entity. After it becomes Active, you chat with it like any other agent. Create, edit, and delete follow permissions on that entity.
This is the custom half of the Agentic layer. Purpose-built catalog: Purpose Built agents.
What you can configure
| Field | Required | What it does |
|---|---|---|
| Name | ✓ | Display name. It must contain at least one letter or number. |
| Description | Short text shown in the agent list. | |
| Tools | Presets the agent may call (grouped in the form). Search is on when presets exist. | |
| Instructions | ✓ | How the agent should behave and what it should refuse. |
| Conversation starters | Suggested first messages in chat. Add or remove rows. Empty rows are ignored. |
How to create a custom agent
- Open the AI chat panel from the Owner header.
- Open the agent list.
- Choose Create (needs Create on the Agents entity).
- Fill Name and Instructions. Add description, tools, and starters if you need them.
- Choose Save as draft or Save and activate. Both save the agent. Chat stays closed until status is Active.
- Wait until the list shows Active, open the agent, and Start chat.
If templates fail to load, the panel shows that configuration is missing. Ask an administrator — the form cannot save without those templates.
Edit, chat, and delete
From the list, open an agent to see instructions and selected tools.
| Action | Permission on the Agents entity | Notes |
|---|---|---|
| Start chat | Chat-session permission (separate entity) | Only when status is Active. |
| Create | Create | Name, instructions, tools, starters. |
| Edit | Update | Same form as create. Saving can republish the agent (status goes back to processing). |
| Delete | Delete | Confirm by name. Status becomes Deleting, then the row is removed. |
Search the list by name, description, or creator.
The header dropdown shows up to five Active agents. After you start chat with a custom agent, its conversation starters replace the default prompts.
Examples
Simple. Create “Promo desk”, instructions “Answer only from Loyal Guru promotion rules. Do not invent discounts.”, no extra tools. Save. Chat when Active.
Combined. Same agent plus tool presets for campaign and discount APIs, and two starters: “List active discount campaigns” and “Draft 10% off fruit in store X”.
Edge. Name is only symbols. Save stops with “Name must include at least one letter or number.”
What is not available yet
- Creating an agent outside this Owner form.
- Chaining agents into an unattended flow (detect churn → create campaign → send) with no person in the loop.
- Editing Loyal Guru purpose-built agents as if they were custom.
Configuration
| Check | Where |
|---|---|
| Panel visible | Header AI chat, Company AI agents availability on |
| Create / edit / delete | Create, Update, or Delete on the Agents entity in Users & Roles |
| Tools empty | Preset catalog comes from Loyal Guru templates. If the list is empty, tools stay disabled. |
For published system agents, see Purpose Built agents. To connect external AI tools, see Connect Your agents.