Customize Agents

Edit how default agents talk, choose what they can reach, and create your own agents

The five default agents work out of the box. Customization lets you change how they talk (tone, rules, language) and what they can reach (connections). When the defaults aren’t enough, you can build your own agent.

Open Agents to start. The left panel groups agents into Core Team (the five defaults) and Custom (your own). Click any agent to open its settings dialog — two tabs (Identity, Connections). Personality (Instructions, Language, Learning mode) lives at the bottom of the Identity tab.

Customizing agents requires workspace admin permissions. Members can chat with agents but can’t edit them.

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What you can change

Field	Default agents (Alex, Oliver, Tony, Kai, Anna)	Custom agents
@mention	Locked	Set once on creation, can’t change later
Name, Role, Goal	Locked	Editable
Instructions	Locked	Editable
Language, Learning mode	Editable	Editable
Connections	Attach / detach (Anna is read-only — inherits from the others)	Attach / detach
Active state	Auto — off when no connections (Anna is always on)	Manual

Default agents come pre-optimized for specialized tasks (cloud, security, database, Kubernetes, and Anna for coordination). Their identity and instructions stay locked so the tuning isn’t lost — you can still adjust Language, Learning mode, and Connections to fit your workflow. To change how an agent reasons about your environment, create a custom agent instead.

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Plan tiers

Editing default agents works on every plan. Only the number of custom agents changes.

Plan	Custom agents
Free	1
Standard	1
Advanced	3
Pro	5
Team	5
Scale	10
Scale+	10
Enterprise	Unlimited

Hit the limit? Delete an unused agent or upgrade your plan.

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Create a custom agent

Need an agent for something the defaults don’t cover — a billing analyst, an on-call summarizer, a documentation specialist? Build your own.

Click the + next to Custom on the Agents page, then pick how to create it. You can also reach agent settings from Chat Settings (the gear icon beside the + button in the chat prompt box) under Agent Configuration → Agents.

Create with AI

Best when you know what the agent should do but don’t want to fill every field yourself.

Describe what you want in one sentence — Anna takes it from there. She typically confirms:

• Name and @mention — suggests options based on your description.
• Role and Goal — drafts both for you to approve or tweak.
• Model Tier — recommends Light / Pro / Ultra based on task complexity.
• Instructions — generates a first draft you can refine.
• Connections — asks which to attach (cloud, database, K8s, MCP).
• Learning mode — Auto or Offer.

Example prompt: “I need an agent that watches AWS spend and pings me when daily cost jumps more than 20%.”

You can edit any field afterward from the agent’s settings dialog.

Create manually

Best when you want full control over every field upfront. The dialog walks you through three steps. The header shows your custom-agent quota for the current plan (e.g. “1 of 10 custom agents used” on Scale).

1. Identity

   • Avatar — click the tile to change it (defaults to your initials on a gradient).
   • Name — e.g. “Cost Guardian”.
   • @mention — chat handle (e.g. @cost-guardian). Lowercase letters, numbers, dots, underscores, and hyphens, starting with a letter, up to 63 characters. Must be unique and can’t reuse @alex, @oliver, @tony, @kai, @anna. Set once — can’t change later.
   • Role — short title (e.g. “FinOps Specialist”).
   • Goal — one sentence on what this agent does.

   Click Next.

   
2. Configuration

   • Model Tier — pick Light (fast, lowest credit cost), Pro (balanced), or Ultra (max capability, highest credit cost). See Pricing for current credit multipliers.
   • Instructions — one textarea describing how the agent should behave: what to focus on, how to respond, what to avoid. Write as plain sentences — guidelines, constraints, tone, and response format all live here.
   • Language — reply language.
   • Learning mode — Auto saves new skills automatically; Offer asks before saving.

   Click Next.

   
3. Connect

   Optional. Use the Builtin and MCP tabs to pick which connections this agent can reach. You can attach more later from Agent Settings.

   Click Skip and Create to finish.

   

The agent appears under Custom and is reachable via its @mention handle in chat.

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Edit a default agent

Change tone, rules, language, and more. The agent’s identity (name, @mention, role, goal) stays the same — only how it speaks and behaves changes.

1. Open the agent

   Go to Agents and click an agent in Core Team. The dialog opens on the Identity tab.

2. Edit the unlocked fields

   On the Identity tab, Name, Role, Goal, and Instructions are locked with a “Set by CloudThinker, can’t be changed” hint; @mention shows “Set once, can’t be changed later”. Scroll down on the same tab to edit:

   • Language — reply language.
   • Learning mode — Auto saves new skills automatically; Offer asks before saving.

   To give an agent your own house rules, hard limits, tone, or response format, create a custom agent — a default agent’s Instructions field can’t be changed.

3. Save

   Click Save in the bottom-right. Your changes apply on the next message.

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Attach connections

Connections are how an agent reaches your cloud, databases, Kubernetes, or MCP servers. Alex, Oliver, Tony, and Kai start with no connections — you decide what each can touch.

1. Open the Connections tab

   From the agent dialog, click Connections. The header shows the count (e.g. “3 connections”).

2. Pick Builtin or MCP

   Use the sub-tabs to switch between Builtin (cloud, database, Kubernetes) and MCP.

3. Add or remove

   Click Add to attach, Remove to detach. Save to apply.

A default agent with no connections is automatically off. Attach at least one to turn it back on.

Anna’s connections are managed for you. Anna coordinates the other agents and inherits their reach, so her Connections tab is read-only. Attach connections to Alex, Oliver, Tony, or Kai instead.

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Examples

What you want	What to do
Tony replies in Vietnamese	Set Language to Vietnamese on Tony’s Identity tab.
An agent that only recommends, never changes	Create a custom agent with Instructions: “Recommend only — never propose changes that need write access.”
Cost reported in EUR with weekly digests	Create a custom agent with Instructions: “Report cost in EUR. Summarize spend weekly.” Attach a cloud connection.

Instructions are editable on custom agents only. A default agent’s Instructions are locked, so tone and rule changes go in a custom agent.

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Things to know

• Edits apply on the next message — in-flight chats finish under the old settings.
• Pick a custom agent’s @mention carefully — it’s set once and you’ll be living with it.

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Next steps

Set up connections

Wire up cloud, database, Kubernetes, and MCP connections

Meet the default agents

Profiles for Alex, Oliver, Tony, Kai, and Anna

Custom skills

Add domain knowledge to any agent

CloudThinker language

@agent #tool mention syntax