Using Custom Agents

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Activating a Custom Agent

There are two ways to start using a custom agent:

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Method 1: From the Agent Card

1. Navigate to julius.ai/custom-agents
2. Find the agent you want to use
3. Click Use Agent on the agent card
4. A new chat session will open with your agent activated

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Method 2: From Any Chat

1. Open any chat conversation
2. Look for the agent selector in your chat interface
3. Choose your desired agent from the dropdown
4. Your agent is now active for this conversation

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Working with Custom Agents

Once activated, your custom agent works intelligently in the background, applying its instructions, training tasks, and knowledge base automatically to every question you ask.

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Ask Questions Naturally

You don’t need to change how you communicate. Just ask questions as you normally would:

• “Show me this month’s performance”
• “Analyze customer retention trends”
• “Create a dashboard for executive reporting”

Your agent applies its training and knowledge automatically.

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Refine Responses

If a response isn’t quite what you need:

• Ask follow-up questions to refine the analysis
• Request different visualizations or formats
• Ask the agent to focus on specific aspects

Your agent maintains context throughout the conversation while applying its configuration.

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Use Across All Features

Custom agents work seamlessly with:

• Data Connectors: Query your databases with agent-specific approaches
• Notebooks: Build notebooks that follow your agent’s methodology
• File Analysis: Upload files and analyze them according to your agent’s training
• Visualizations: Get charts and graphs tailored to your preferences

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Switching Between Agents

You can change agents mid-conversation or use different agents for different tasks:

1. Click the agent selector in your chat
2. Choose a different agent (or “No Agent” for standard Julius)
3. Your new agent’s configuration applies from that point forward

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Next Steps