Creating and managing custom agents

Account owners and admins can build and manage custom agents in AI Studio to support specific use cases within their organization. Using a guided configuration interface, account owners and admins can customize their agent by adding tools and connecting knowledge collections. Admins can also create dynamic prompts that help guide user interactions when agents are invoked using the + or / command. Once published, end users can invoke these custom agents in the Workplace AIC panel and in AI Companion in-meeting. AI Studio also provides account owners and admins robust tooling that allows them to test, refine, and monitor their custom agents to support the end to end agent development lifecycle.

Requirements for creating and managing custom agents

• Business, Business Plus, Enterprise, or Education account
• Custom AI Companion add-on
• Account owner or admin privileges

Responsibilities for creating and managing custom agents

You are responsible for ensuring that your use of custom agents complies with Zoom’s Acceptable Use Guidelines, including those specific to AI. You may not create or use custom agents to make decisions with limited or no human input that have legal or similarly significant effects, including provision or denial of:

• Financial or lending services
• Housing
• Insurance
• Education enrollment or opportunity
• Criminal justice
• Employment opportunities
• Health care services or
• Access to essential goods or services

How to create and publish a custom agent

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then click Custom Agents.
3. Click the + Custom Agent tile. Click on a template to create an agent from a pre-built template or click + Start from blank to create an agent from scratch.
4. In the Create agent window do the following:
   • Create from template:
     • (Optional) Select an Avatar to represent the agent.
     • The Agent name is pre-populated by the template, and can be edited.
     • (Optional) The Description is pre-populated by the template, and can be edited.
     • Under Who can use this?, configure usage permissions for the custom agent.
     • Click Create.
   • Create from scratch:
     • (Optional) Select an Avatar to represent the agent.
     • Enter an Agent name.
     • (Optional) Enter a Description that summarizes the purpose or tasks the custom agent is intended to complete.
     • Under Who can use this?, configure usage permissions for the custom agent.
     • Click Create.
5. To configure dynamic prompts for your custom agent, under Properties, click the pencil icon next to Open questions, then click + Add to configure more dynamic prompts or click Save.
6. To add knowledge content to your custom agent, click Edit source, then do the following:
   
   • Select an existing knowledge source(s).
   • Click Go to Knowledge to create a new knowledge source.
   Note: Learn more about creating knowledge collections.
7. To add tools to your custom agent, click + Add tools, do the following:
   
   • Search and select from the following tool types:
     • Built-in tools: Provided by Zoom.
     • Custom tools: Created by you in the AI Studio tool template library.
     • Marketplace tools: Created by you in the Zoom Marketplace and published to AI Studio Tool Template.
     • MCP tools: You can connect to their MCP server to retrieve tools.
   Note: Learn more about creating custom Zoom Virtual Agent tools.
8. (Optional) Enter a sample query to test your custom agent with AI Companion.
9. Click Publish.
10. Under Who can use this?, click the drop-down to configure usage permissions for the custom agent, then click Publish to confirm your changes. 

How to manage custom agents

Edit a custom agent

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Studio, then click Custom Agents.
3. Click the custom agent name to enter the agent builder.
4. (Optional) At the top of the agent builder page, next to the agent name, click the pencil icon to do the following:
   • Edit the Avatar
   • Edit the Name
   • Edit the Description
   • Configure usage permissions for the custom agent.
5. (Optional) Under Properties, click Edit, then do the following:
   • (Optional) Update existing Opening questions or click + Add to configure more dynamic prompts.
   • Click Save changes.
6. (Optional) Under Knowledge, click Edit sources, then do the following:
   • Select an existing knowledge source(s).
   • Click Go to Knowledge to create a new knowledge source.
   • Click Save.
7. (Optional) Under Tools, click + Add tools, then do the following:
   • Select one or more tools. Use the tabs (All, Built-in, Custom, Marketplace) to navigate between different tool types. You can also search for specific tools using the search bar.
   • Click Add.
   • (Optional) If you need to create a new custom tool for your agent to use, click Create a tool. This will open a modal where you can configure your custom tool.
8. (Optional) Enter a sample query to test your custom agent with AI Companion.
9. Click Publish.
10. Under Who can use this?, click the drop-down to configure usage permissions for the custom agent, then click Publish.
11. (Optional) Under Change log, add a description of what changed to keep a record of updates made to your custom agent.

Delete a custom agent

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Companion, then click Custom Agents.
3. Click the ellipses icon next to the custom agent, then click Delete.

Unpublish a custom agent

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Companion, then click Custom Agents.
3. Click the ellipses icon next to the custom agent, then click Unpublish.