Create an agent
Create a custom agent with instructions, tools, triggers, and a name. Available on Pro and Teams.
Custom agents are the teammates you configure. Creation is locked on the Free plan.
Start Create agent
Click New → Create agent, or open Agents in the sidebar and choose Add Agent / Create Agent. You can also go to Account settings → Agents.
Write instructions
The first wizard step is Instructions. Describe what the agent should do. You can start from a template if one fits.
Choose tools
On Tools, turn on what the agent may use — for example web search, notes search, memory FAQs, connectors, hearing (native and in-person meetings), or screen access where it applies.
Set triggers and identity
Triggers control when the agent should jump in. Identity is the name (and handle Simplora derives from it) that you will @mention.
Save
Name is required. After you save, the agent appears under Agents. Click it or @mention it to use it. See Use an agent.
From an agent’s row you can view the profile, edit, or delete.
Hearing and screen access apply to native Simplora meetings and in-person capture. They are not a backdoor into someone else’s Zoom call.