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Edit Your Expert

The Edit Expert interface provides full access to all customization options for your expert. Access it by clicking the edit button on any expert card in the Expert Manager. Edit Expert Interface

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Edit Expert Tabs

The Edit Expert modal contains 8 tabs for comprehensive configuration:
TabPurpose
Basic InformationName, profession, description, preferred provider
Profile PictureUpload, AI-generate, or URL for profile image
AbilitiesDefine specific behaviors and “wake words”
TemplatesPre-written conversation starters
ModelsMain AI model and input/output modalities
App ConnectionsView and manage connected apps
TeamAdd other experts to collaborate
OverviewReview all settings at a glance

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Basic Information

Edit the core identity of your expert:
  • Name - Display name shown in chat and expert cards
  • Profession - Role or specialty
  • Description - Brief explanation of expert’s purpose
  • Preferred AI Provider - Lock to a specific provider (optional)
Basic Information Tab

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Profile Picture

Three ways to set your expert’s avatar:

Upload

Upload from your computer (1:1 ratio recommended)

AI Generate

Generate with AI - select type and describe appearance

URL

Paste a direct image URL
Profile Picture Options

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AI Generation

  1. Select Expert Type (Technology, Marketing, Healthcare, etc.)
  2. Enter a description of desired appearance
  3. Click Generate Image
  4. Select from generated options
AI Generate Profile Picture

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Abilities

Abilities are specific behaviors your expert can activate. They act as “wake words” for the model. Abilities Tab

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Adding Abilities

  • Click Generate Initial Ability for AI-suggested abilities
  • Or manually add abilities with clear, short descriptions
  • Edit or delete abilities as needed

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Good Ability Examples

✅ Good❌ Avoid
”Provide step-by-step troubleshooting”Long paragraphs
”Write in a friendly, casual tone”Vague instructions
”Focus on technical accuracy”Multiple behaviors in one

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Templates

Templates are pre-written prompts users can click to start conversations. Templates Tab

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Adding Templates

  • Click Generate Initial Template for AI suggestions
  • Each template has a title and prompt text
  • Templates appear as clickable buttons in chat

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Template Tips

  • Show what your expert can do
  • Cover common use cases
  • Keep prompts specific and actionable

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Models & Modalities

Configure your expert’s AI capabilities: Models Tab

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Main Conversational Model

  • Click Change to select a different AI model
  • Options include GPT-4o, GPT-4o-mini, Claude, Gemini, etc.
  • Each model shows provider, input/output counts

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Input Modalities

Configure how users can interact:
  • Voice input (speech-to-text)
  • File uploads
  • Image analysis

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Output Modalities

Configure how your expert responds:
  • Text-to-speech voices
  • Audio output settings

Learn More

See Input & Output Modalities for detailed configuration

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App Connections

View and manage apps connected to your expert. App Connections Tab
Note: App connections are created in the Apps section (/apps), not here. This tab only shows existing connections for review and removal.

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To Connect Apps

  1. Go to Apps in the sidebar
  2. Browse or search for an app
  3. Click Connect and configure settings
  4. The connection will appear in Edit Expert → App Connections

Apps & Integrations

Learn how to connect apps to your expert

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Team

Create multi-agent collaboration by adding other experts to your expert’s team. Team Tab
Requirement: You need at least 2 experts to use the Team feature. Create additional experts first if you only have one.

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How Teams Work

  • Your expert can consult team members for specialized tasks
  • Team members appear in “Available Experts” list
  • Drag or add experts to “Current Team”
  • Useful for complex workflows requiring multiple specialties

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Example Team Structure

Marketing Expert (main)
├── Content Writer Expert
├── Data Analyst Expert
└── Social Media Expert

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Overview

The Overview tab provides a summary of all expert settings: Overview Tab

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Quick Stats

  • Abilities count
  • Templates count
  • Team members count
  • Connected apps count
  • Current model
  • Last updated date

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Quick Actions

  • Chat - Start chatting with this expert
  • Knowledge - Manage knowledge bases
  • Apps - Go to app connections
  • Channels - Set up distribution

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Saving Changes

After making changes:
  1. Navigate to any tab or Overview
  2. Click Update to save all changes
  3. Changes take effect immediately
Tip: Use the Overview tab to verify all settings before saving.

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Next Steps

Chat with Expert

Test your expert’s configuration

🎯 Tutorial: First Expert

Complete hands-on guide with exercises