Overview

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What is a Custom Agent?

A Custom Agent is your personalized AI assistant that you can train to work exactly how you need it to. Think of it as teaching Julius your specific workflows, company context, and preferred approaches to analysis. Once configured, your custom agent applies this knowledge consistently across all your conversations.

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Key Features

• Knowledge Base: Provide context about your company, data structure, or domain-specific information (up to 10,000 characters)
• Custom Instructions: Define how the agent should approach analysis and what to prioritize
• Training Tasks: Teach your agent specific tasks with example questions and approaches
• Behavior Control: Adjust response length from short and concise to detailed and comprehensive
• Output Preferences: Set whether your agent prioritizes visualizations, data frames, or insights
• Team Sharing: Share your custom agents with team members for consistent analysis across your organization
• Template Library: Use pre-built agents or publish your own as templates

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Benefits of Custom Agents

• Consistency: Get the same quality of analysis every time, following your preferred methodology
• Efficiency: Skip repetitive instructions - your agent already knows how you work
• Domain Expertise: Embed industry or company-specific knowledge directly into your AI assistant
• Team Alignment: Share agents across your team to ensure everyone follows the same analytical standards
• Time Savings: Train once, use everywhere - no need to repeat context in every conversation

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How Custom Agents Work

Your custom agent’s knowledge and instructions are automatically applied to every message you send:

1. You configure your agent with instructions, knowledge base, and training examples
2. Julius reads the relevant parts of your configuration based on your question
3. The agent applies your guidelines to provide tailored, consistent responses
4. You refine the agent over time as you discover new best practices

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Getting to Custom Agents

There are two ways to access your custom agents:

1. From the sidebar menu: Click on Custom Agents in your left sidebar
2. Direct link: Navigate to julius.ai/custom-agents

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Empowering Your Team

One of the most powerful uses of custom agents is enabling team members who may be less experienced with AI or data analysis to perform complex tasks with confidence. Here’s how it works: You (the expert):

• Create a custom agent with detailed instructions and training tasks
• Embed your expertise into the agent’s knowledge base
• Define the exact methodology and best practices
• Configure output preferences to match your standards

Your team members:

• Simply activate the agent and ask questions naturally
• Get consistent, high-quality analysis without needing to know the technical details
• Follow established methodologies automatically
• Produce work that meets your team’s standards

Example: A data analyst creates a “Sales Reporting Agent” with specific SQL patterns, metric definitions, and visualization preferences. Now, marketing team members can generate accurate sales reports by simply asking “Show me Q3 performance by region” - the agent handles all the complexity.

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Getting Started

Ready to create your first custom agent? Follow our step-by-step guide to build an agent tailored to your needs.

Creating a Custom Agent

Learn how to configure and train your first custom agent

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