Create and edit Genie Assistant agents

Genie Assistant is your revenue team's AI assistant for answering product questions, finding the perfect content, and drafting customer communications, all grounded in your trusted Showpad content.

Specialized agents allow you to tailor Genie Assistant for specific teams, use cases, or content libraries. While global instructions provide a baseline, custom agents let you define unique personas and restrict Genie’s knowledge to specific folders, tags, or Experiences. This ensures your sellers get the most relevant support for their specific workflows.

See how it looks

Key features

• Define specialized personas for different departments or product lines
• Enable advanced tools like web search and general knowledge
• Scope the agent's knowledge to specific content filters or categories
• Boost specific files and Pages to appear higher in Genie's recommendations

Note: Genie capabilities depend on your organization’s AI Bundle tier.
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent.
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent.
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

The quick way

1. Navigate to Admin Settings, select Genie, and open Agent Studio
2. Click the three dot menu next to an agent and select Edit.
3. Define the name, instructions, and tools.
4. Configure content filters and boost settings.
5. Click Publish.

Do this step by step

Building a custom agent involves defining its identity, selecting its available tools, and setting the boundaries of its content library.

Note: Creating new specialized agents requires the Expert AI Bundle. On the Professional and Advanced tiers, you can use these steps to edit your included default agents (such as the Company content agent).

1. In the Admin App, click the gear icon, then select Genie from the left-hand menu.
2. Select Agent Studio, then click Create new to open the agent builder. Alternatively, to edit an existing agent, click the three dot menu next to it and select Edit.

3. Select Create custom agent or select a template and click Create.

   Note: Your changes save automatically as a draft. When you edit a published agent, sellers keep seeing the published version until you click Publish again.

4. On the Details tab, provide the following:

   • Name: A clear title for the agent (e.g., "CT Product Expert"). Sellers will see this below the message field.
   • Description: Explain the agent's specialty so sellers know when to select it.

   • Agent instructions: Enter specific guidelines for behavior and tone. This works alongside the Genie Assistant’s global instructions.

     Tip: To help Genie understand the hierarchy and priority of your instructions, you can format them using  Markdown.

   

5. On the Tools tab, you can enable advanced capabilities (depending on the agent):

   • LLM general knowledge: Toggle on to allow Genie to use its pre-trained knowledge if internal content is insufficient.
   • External sources: Toggle on to let the agent provide more accurate, grounded answers from websites, knowledge bases, and other sources.

   • Web search: Toggle on to allow Genie to search the open internet. To restrict Genie’s search to specific sites, list them in the Allowed Sites field.

     Note: The web search tool is exclusive to the Advanced and Expert AI Bundle tiers.

   • Salesforce: Toggle on to let the agent read records from a connected Salesforce instance. Turn on when answers depend on a specific account, contact, or opportunity.
   • MCP Connectors: Toggle on to let the agent use your connected remote MCP servers. Turn on to enable the agent to call tools exposed by your MCP connectors.

   

6. On the Content tab, you can define the agent's knowledge base.

   • Sharing: Toggle this on to allow Genie to use information from files and Pages that are set as unshareable.

     Note: Be aware that information from unshareable sources may be used to draft content shared with buyers.

   • Boost: Use this section to prioritize specific content. Click the plus icon, then select criteria like Tags, Location (Experience, folder, asset), or Recency to rank matching files and Pages higher in the results. Select a Boost strength for each criterion. 
     • We recommend starting with a Boost strength of Medium. 
     • To reduce the relevance ranking of your selected criteria, select a Boost strength of Negative. 
   • Filter: Use this section to strictly include or exclude content.
     • Select a property (e.g., Content type, Date, or Tags).
     • Use group operators (And, Or, Not) to build complex logic.

   

7. Click Preview to test the agent in a Genie panel on the right before you publish. If the agent uses a tool, you might need to click Authenticate in the panel.
8. Click Publish to make the agent available to your users. 
9. In the pop-up, click Publish to confirm that any admin can edit the agent once it’s published.

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Restore an earlier version

Each time you publish an agent, Genie saves it as a new version. You can open an earlier version and restore it as a new draft.

1. While editing an agent, click the three dot menu at the top of the page and select Version history.
2. Select a version and click Open.
3. Review the version.
4. To go back without restoring, click Exit preview; otherwise, click Restore.
5. Optionaly add a comment to describe the change. It appears next to the version in Version history, so you can tell versions apart.
6. Click Restore to confirm.

7. Review the new draft, then click Publish to make it live.

   Note: Restoring replaces any unpublished changes in your current draft. Your published agent doesn’t change until you publish again.

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