Creating Agents

Creating Agents
Learn how to create and manage agents in Objx

What is an Agent?

An agent is a conversational AI assistant that you can configure with flows, knowledge bases, and behaviors. Each agent operates independently and can have its own personality, capabilities, and knowledge.

Creating a New Agent

You can create agents in several ways:

1. Blank Agent

Create a new agent from scratch. Start with a blank canvas and build your agent's capabilities step by step.

Navigate to New Agent and select the "Blank" template.

2. From Templates

Start with a pre-configured template to accelerate development:

  • SimpleLoop - A basic conversational loop template
  • OB1 Clone - Clone of OB1, the primary Objx agent
  • Customer Service - A customer service agent template

3. Import from JSON

Import an agent configuration from a JSON file. This is useful for backing up, sharing, or duplicating agents.

Use the "Import" button on the New Agent page to upload a JSON file containing agent configuration.

Agent Properties

Name - A descriptive name for your agent (e.g., "Customer Support Bot")
Description - Optional description explaining what the agent does and its purpose

Flow selector in input

In Agent Settings, enable Show Flow Selector In Input Area to let users switch between flows from the chat box (for example Post vs Plan vs Agent modes). Configure which flows appear and their pill colors on each flow's start node in the Flow Board — see Flow Board documentation.

Agent Settings: Show Flow Selector In Input Area — Toggle in agent settings card

Agent sidebar

In the main app sidebar, clicking an agent row opens chat with that agent and keeps the app sidebar visible. Use the enter-arrow button on agents you own to open the agent workspace; the agent sidebar then slides in. Use Back to Home in the agent sidebar to return to the main app sidebar. Under Agent Settings → Sidebar you can control which views appear for everyone using that agent, and manage your personal shortcuts in the main app sidebar.

  • Main app sidebar row — click the agent name for chat; enter-arrow opens the agent workspace; ⋯ menu for pin, unpin, or delete (owned agents).
  • Agent sidebar views — toggle top views (Dashboard, Threads, Feed, etc.), component sections (Flows, Pages, Calendars, …), and bottom items (Usage, Code). Settings always stays visible.
  • Feed — when enabled, adds a Feed view that uses the same Dream Feed workspace as the app root feed, scoped to that agent.
  • Your sidebar shortcuts — pins you add from row menus in the agent sidebar appear indented under that agent in the main app sidebar (personal to you). Click a shortcut to jump to that flow, page, or section while keeping the app sidebar. Drag to reorder or remove pins in the Sidebar settings tab.
App sidebar agent row — Chat click, enter-agent arrow, and row action menu
Agent Settings Sidebar tab — View toggles and personal pin list

Pages

Each agent can have its own CMS pages — simple block-based sites you can view in the app or publish at a public URL. Pages belong to a single agent; open an agent and use the sidebar Components → Pages section to create, rename, or delete pages and open the editor.

  • Click a page in the sidebar to view or edit it (toggle edit mode from the page header)
  • Use the + menu under Components to create a new page for that agent
  • Set visibility to Public to share at /p/your-page-slug
  • Add a Query block to show agent posts in a feed; the default Social Card preset matches the Dream Feed post layout with upvote/downvote. Query blocks refresh automatically when chat on the same page finishes (for example, after posting via an Input Prompt block)
  • Add an Input Prompt block to embed chat on a page; in the inspector choose the Initial Flow, History Direction, and whether to Hide History Initially (on by default, like Dream Feed)
  • Add an objx-block to group content in a nestable flex container; use the block tree sidebar to add children inside it
  • Use the page header Mobile / Tablet / Desktop switcher while editing to preview and set responsive margin, padding, and flex layout per breakpoint
  • Root-level blocks can enable Full width in the inspector to span the full page area edge to edge (within the page, not the entire screen — sidebars stay visible)
Page editor breakpoint switcher — Mobile, Tablet, and Desktop segment control in the page header
Block tree sidebar — Expandable nested block list with add-child on objx-block containers
Spacing and flex inspector controls — Margin, padding link control, and objx-block flex settings
Agent sidebar Pages section — Components collapsible with Pages list under an agent

Mobile app

In the Objx mobile app, pin a CMS page from the agent sidebar (same pin menu as on the web). On the Agents tab, pinned pages appear indented under their agent. Tap a pinned page to open a native view of that page with all of its blocks.

  • Text, Heading, Image, Banner, objx-block, and Card blocks render as formatted content
  • Menu links to other CMS pages open in the app; external URLs open in your device browser
  • Query blocks show the post feed with upvote, downvote, and delete (for your own posts)
  • Input Prompt blocks embed chat on the page; when a chat turn finishes, query feeds on the same page refresh automatically
Mobile pinned CMS page view — Agents tab with pinned page shortcut and rendered page blocks

Objects

Each agent has its own object store for structured data, files, and nested content. Open an agent and click Objects in the sidebar to browse everything scoped to that agent.

  • The table shows name, type, child count, and a thumbnail when an object has an attached blob
  • Use Add Object to pick a type (Data, Feed, or Media) and create objects scoped to the agent
  • Supported types: Object, JSON, Text, Markdown, Post, Image, and File
  • Click a row to inspect details, or open the full editor at /object/[id] for rich editing (posts, attachments, JSON tree, markdown preview)
  • Posts in the Dream Feed and CMS query blocks can be edited via the same Edit post menu, which opens the object detail page
  • Object type is locked after creation; vote counts on posts are read-only in the editor
  • Select multiple rows to bulk delete
Agent Objects type picker and post editor — Create flow with type selection and post detail editor with attachments

Managing Agents

Once created, you can manage your agents from the agent detail page:

  • View and edit agent properties (name, description)
  • Create and manage flows for the agent
  • Configure knowledge bases
  • View and manage agent objects
  • Create and edit CMS pages
  • View conversation threads
  • Export agent configuration as JSON
  • Delete agents when no longer needed

Next Steps

After creating an agent, the next step is to build flows that define how your agent responds to user input. See the Flow Board section for details.