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How do I share Agents with my team?

Updated this week

Sharing your Agents with other members of your organization is a straightforward process.

Here's a step-by-step guide:

1. Select your Agent

  • navigate to the main Agents page in le Chat by clicking Agents in the left-hand menu

  • select your Agent card and click on Customize

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Click on Agents on the left-hand menu

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Click on your Agent card then on Customize.

2. Click on the sharing status button (e.g., Private)

Click on the sharing status button, which should either be labeled Private, Organization or Shared with x people alongside a User icon.

πŸ”‘ By default, a newly created Agent is always Private in le Chat, which means it's only visible to you and usable by you.

If you see Organization or Shared with x people it implies that the Agent has already been shared.

You may still change revert its status to Private or add more users at your convenience.

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Clicking the sharing status button (e.g., Private) on an Agent card to open sharing options

3. Configure sharing permissions

A modal window will appear, allowing you to configure who can access your Agent and what permissions they have.

Search and select the users you want to share with and assign them the appropriate permissions as follows:

  • Collaborators (1): Users or groups added as Collaborators can use the Agent, edit its configuration, and delete it.

  • Viewers (2): Users or groups added as Viewers can only use the Agent in their own conversations and can't access its configuration or delete it.

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Configuring sharing: Assigning (1) Collaborators and (2) Viewers.

πŸ“Œ You can also share the Agent with everyone in your organization by clicking on the toggle button Entire organization, both as Collaborators or Viewers

4. Your Agent is now shared

After configuring the desired sharing settings, click Close to exit the sharing modal.

The Agent's sharing status on the Agents page will update to reflect its new state (e.g., it might now say Organization if shared with everyone, or indicate the number of people it's shared with, such as Shared with x people) and the icon will update accordingly.

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Agent card showing the updated sharing (here Organization)

Shared Agents can now be accessed and used by the designated team members according to the permissions you've set.

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