Prerequisites
- Workspace admin permissions — members can chat with agents but can’t edit them
- At least one connection in your workspace
Settings tabs
Every agent has the same set of builtin tools. There is no per-agent builtin-tool toggle, so scope an agent by choosing its Connections.
Enable or disable an agent
1
Open the Agents page
Go to Agents in the CloudThinker console.
2
Toggle the agent
Use the Enable/Disable toggle to activate or deactivate the agent.
Assign connections
1
Select the agent
Go to Agents and click the agent.
2
Open the Connections tab
Select Connections in the Agent Settings dialog. Connections are grouped into Builtin and MCP sub-tabs.
3
Select connections
Choose which connections this agent can use, then save. An agent accepts up to 64 connections.
Set custom instructions
Instructions sit at the bottom of the Identity tab, not in a tab of their own.1
Select a custom agent
Go to Agents and click an agent under Custom.
2
Scroll to Instructions
On the Identity tab, scroll to Instructions.
3
Write the instructions
Cover three areas: role context (expertise for your environment), scope limits (what the agent should and shouldn’t access), and operational guidelines (procedures and escalation paths). The field accepts up to 4,000 characters.
Next steps
Customize Agents
Edit identity, language, and learning mode, or build your own agent
Approval
Configure tool approval workflows