---
title: "Create an AI agent"
description: "Create a manager or specialist agent with the wizard, step by step from its role to its resource limits."
url: "https://okido.io/en/docs/ai/create-an-agent"
chapter: "AI"
chapterUrl: "https://okido.io/en/docs/ai.md"
plans: ["Starter", "Pro", "Business"]
roles: "Owner, Admin"
language: "en"
edition: "2026-10-23"
---

# Create an AI agent

> Create a manager or specialist agent with the wizard, step by step from its role to its resource limits.

An agent is an AI team member with its own job: a manager that plans work and hands it on, or a specialist that does one kind of work well. The wizard asks for its role, its identity, how it behaves and how much it may use, then shows everything once more before you create it.

Owners and admins create agents, and members who have the Advanced AI features (see [Change a member's role or Advanced AI access](https://okido.io/en/docs/administration/manage-member-roles.md)).

## Create an agent

1. In the menu on the left, choose **AI**, then the **Agents** tab, then **Create Agent**.
2. Choose the role:
   - **Manager**: reports to @copilot and can have specialists of its own. Under **Choose a template (optional)** you can start from a ready-made manager, which fills in the next steps for you.
   - **Specialist**: does focused work and reports to @copilot or to a manager. Choose @copilot or the manager under **Reports to**.
   ![The first step of the wizard, with the manager role chosen](https://okido.io/docs/screenshots/en/agent-wizard-role.webp)
3. Choose **Next**, then fill in the agent's identity: the **Handle** you use to @mention it, its **Display Name**, a **Description** and a **Color**.
   ![Handle, name, description and color of the new agent](https://okido.io/docs/screenshots/en/agent-wizard-identity.webp)
4. Choose **Next** and write the **System Prompt**: what the agent is responsible for and how it should work. Add its **Personality**, **Work Style** and **Communication Preferences** if you like.
   ![The instructions and personality of the new agent](https://okido.io/docs/screenshots/en/agent-wizard-behavior.webp)
5. Choose **Next** and set the resource limits: the **Token Budget (per period)**, and how many tool calls, steps and seconds one run may take.
6. Choose **Next**, check the summary and choose **Create Agent**.
   ![The summary of the new agent before it is created](https://okido.io/docs/screenshots/en/agent-wizard-review.webp)

The agent's page opens. The agent is active right away: it starts working as soon as it is given work, for example a task assigned to it. Changes with a big impact wait for a person's approval, depending on its permissions (see [Set what an agent may do](https://okido.io/en/docs/ai/set-agent-permissions.md)).

> **Tip:** Made a mistake in an earlier step? Choose the step's name at the top of the wizard to go back to it.