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How do I share Agents with my team?

Updated over a week ago

Sharing your Agents with other members of your organization is straightforward. Follow these steps.

1. Select your Agent

  1. Click Agents in the left-hand menu to navigate to the Agents page.

  2. Select your Agent card.

  3. Click Customize.

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Click Agents on the left-hand menu

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Click Customize

2. Open sharing options

Click the sharing status button on the Agent card.

It shows one of:

  • Private

  • Organization

  • x people (where x is the number of people with whom you’ve shared the Agent).

🔑 By default, a newly created Agent is Private: only you can see and use it. If you see Organization or x people, this means the Agent is already shared.

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Click the sharing status (e.g., Private) to open sharing options

3. Configure who can access it

In the modal, search and select users or groups, then assign permissions:

  • Collaborators (1): Can use the Agent, edit its configuration, and delete it.

  • Viewers (2): Can use the Agent in their own conversations. They can’t edit or delete it.

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Set (1) Collaborators and (2) Viewers for the Agent

💡 To share broadly, toggle Entire organization and choose whether everyone is a Collaborator or Viewer.

All changes are saved automatically as you make them.

Just close the modal when done. The sharing status on the Agent card updates to reflect your changes.

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Agent card showing updated sharing status (here: Organization)

Spread the word

Your shared Agent is now available to the people you selected. They’ll see it in their Agents list and can use it in their own conversations.

🔑 We don’t send notifications when you share an Agent. Let your teammates know so they can start using it.

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