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When to use this

You want to build a reliable custom agent from scratch for a specific recurring job.
You need the agent to have a defined output style, input requirements, and limited scope.

Steps

Name the job clearly — specific enough to evaluate (e.g. "client follow-up assistant").
Write operating instructions: goal, what to ask when information is missing, tone, format, and things to avoid.
Enable only the capabilities the role needs.
Run a simple test with a real example.
Run a messy or incomplete example to test edge behavior.
Refine the instructions based on what you observe.

What happens next

The custom agent is ready to use for its defined role and follows the instructions consistently across all future sessions.

Common problems

Agent output is inconsistent across sessions
Instructions are too broad to guide behavior
Agent asks unnecessary questions because inputs are not defined
Capabilities enabled that are not needed for the role