Custom chat agents - Amazon Quick Suite
Create custom chat agentShare custom chat agentUpdate custom chat agentManager access to a chat agentView chat agentsView chat agent detailsDuplicate custom chat agentsDelete chat agents

Custom chat agents

Custom chat agents enable Amazon Quick Suite users to create tailored conversational interfaces for specific business needs. Unlike the system chat agent, which is available to all users with chat permissions by default, custom chat agents can be selectively shared and configured by authorized users.

Users with chat agent creation capabilities can customize the chat agent's personality, response style, and capabilities through a natural language interface, or through the agent builder configuration flow. These users can also configure these chat agents with specific knowledge sources (like spaces) and workflows (like actions) while maintaining control over sharing and access permissions for each of those resources separately. Or, chat agents can be left unlinked for general purpose use which allows end users to use the agent with all or some of their resources.

Quick Suite admins must give users the permission to create chat agents. For information on which roles can create chat agents, refer to the Amazon Quick Suite pricing documentation. For information on how to provide or restrict access to these features, see Custom permissions in the Quick Suite Admin Guide.

Create and preview custom chat agents

You can create custom chat agents in Amazon Quick Suite from the Chat agents menu on the Amazon Quick Suite home page. You can preview and test your chat agent as you build it. When you create a custom chat agent, you are assigned as its owner by default. The following procedure outlines how to create a custom chat agent.

Using natural language
To create a custom chat agent using a natural language prompt

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents, and then select Create chat agent.

  3. In New chat agent, do the following:

    1. In the text input box, enter a natural language description for what kind of chat agent you want to create. This is the prompt Amazon Quick Suite will use you create your chat agent. You can use the suggested sample instructions on the page to create your chat agent as well.

    2. Then, select Generate. Selecting Generate takes the instruction or goal provided and expands it into chat agent instructions and configurations. It also scans the user's available resources (spaces and action connectors) and finds the most relevant matches based on the chat agent intent provided. The expanded builder UI is opened with these configurations for the user to review, customize, test, and launch.

  4. On the Configure chat agent page, make sure your chat agent has the right settings and customize your chat agent further. Click on Update preview to ensure all changes are saved before you try out the chat agent in preview.

  5. When you're ready, select Launch chat agent to publish your custom chat agent to the chat agent library and use it in chat.

    Note

    • Until you select Launch chat agent, your chat agent is not available in the chat agent library. If you exit the creation process without launching, the preview version will be deleted and the chat agent won't be saved.

    • When you launch a chat agent, it remains private by default. The chat agent only becomes available in other users' libraries after you share it. Once shared, subsequent edits and launches will publish changes to the same chat agent for all users who have access.

Using builder view directly
To create a custom chat agent using builder mode

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents, and then select Create chat agent.

  3. In Agent Creator,select Skip. This opens up the chat agent configuration page from which you can build and customize your chat agent.

  4. Add a name for your custom chat agent. This is the name that your chat agent will be identified by.

  5. (Optional) Add a description for your custom chat agent that helps users understand the purpose of the chat agent.

  6. (Optional) Select an icon for your chat agent.

  7. In Configure chat agent, customize the following sections:

    1. In AGENT PERSONA, configure your chat agent's personality, identity, tone, and response style:

      • For Agent identity – Define the identity of your chat agent. For example, you can give it instructions on what it's name and personality are. Amazon Quick Suite will use defaults if left blank.

      • For Persona instructions – Add instructions on how your chat agent interacts with users during chat. For example, you can define what your chat agent's primary tasks are. Amazon Quick Suite uses these to customize your chat agent's persona.

    2. In Communication style, for Pick a response style preset – Choose a response style. You can choose between the following response style presets or add custom instructions:

      • Executive – Optimized for high-level business communication and strategic insights.

      • Technical – Optimized for detailed technical explanations and technical problem-solving.

      • Creative – Standard configuration for general-purpose interactions.

      Each preset has the following settings:

      • For Tone – Add a natural language prompt to define your agent's tone. Amazon Quick Suite will use it to customize your chat agent's persona.

      • For Response format – Add a natural language prompt to define your chat agent's response style. Amazon Quick Suite will use it to customize your chat agent's response style. Define the format of your chat chat agent's responses, for example: "Use bullet points for lists longer than 3 items".

      • For Length – Specify the length of your chat agent's responses. Define the length of your chat agent's responses, for example: "Keep answers under 100 words".

      When you choose a preset to use, Amazon Quick Suite auto-populates the Tone, Response format, and Length instructions for your chat agent's responses based on the style chosen. You can further customize the existing prompts using natural language, or create new ones.

    3. In Reference documents, upload files that remain active in your chat agent's memory to guide all interactions. For more information about how reference documents work with other context types, see Types of agent context.

      • Select Upload files or drag and drop your documents to attach files that will guide your chat agent's responses.

      • You can attach documents of .pdf, .txt, .html, .md, .csv, .doc or .docx format. Upto 100,000 characters of text will be extracted and accepted from documents uploaded.

  8. (Optional) In Knowledge sources, choose between the following options:

    • Continue without linking knowledge sources

      • Your chat agent will generate responses from large language model (LLM) knowledge and all Amazon Quick Suite resources the interacting user has access to. You can choose to select a specific knowledge source to focus on during chat. Choose this if you want to create a general purpose chat chat agent.

    • To link specific existing spaces

      • Select Link.

      • From the Link spaces modal, select the spaces you want to link to your chat agent, and then select Link.

        The system displays a success message to denote successful linking.

        If you link a chat agent to a knowledge source, your chat agent will generate responses from large language model (LLM) knowledge and data from linked resources only. You can add up to 1 more knowledge source to this chat agent as temporray context during chat.

    • To create and link a new space

      • Select Create.

      • From the Create space window that opens, select the assets you want to add to your space and then select Create.

        If you link a chat agent to a knowledge source, your chat agent will generate responses from large language model (LLM) knowledge and data from linked resources only. You can add up to 1 more knowledge source to this chat agent as temporray context during chat.

        Note

        For more information on creating and using spaces, see Working with spaces in Amazon Quick Suite.

        The system displays a success message to denote successful space creation. Return to the chat agent creation window.

      • In the chat agent creation window, from Knowledge sources select Link.

      • From the Link spaces modal, select the space you just created, and then select Link.

        The system displays a success message to denote successful linking.

  9. (Optional) In Actions, for Actions – Choose between the following options:

    • To link specific existing actions

      • Select Link.

      • From the Link action connectors modal, select the action connectors you want to link to your chat agent, and then select Next.

      • In Actions select the actions you want to add and then select Link.

        The system displays a success message to denote successful linking.

    • To create an action connector and link new actions

      • Select Create.

      • From the Actions home page, select New action.

      • From the New action window, for Sources select the action connector you want to add and then select Next.

      • In Actions review the actions available and then select Next.

      • In Connection details, enter the connection details needed and select Add.

        Note

        For more information on creating and using action connectors, see Actions in Amazon Quick Suite.

        The system displays a success message to denote successful action addition. Return to the chat agent creation window.

      • In the chat agent creation window, from Actions select Link.

      • From the Link action connectors modal, select the action connector you just created, and then select Link.

        The system displays a success message to denote successful linking.

  10. In Customization, do the following:

    1. For Welcome message – Add a welcome message for your chat agent to display to your end user.

    2. For Suggested prompts – Add example prompts as conversation starters to inform your end users of the chat agents capabilities.

  11. Select Launch chat agent to create your custom chat agent.

    Note

    • Until you select Launch chat agent, your chat agent is not available in the chat agent library. If you exit the creation process without launching, the preview version will be deleted and the chat agent won't be saved.

    • When you launch a chat agent, it remains private by default. The chat agent only becomes available in other users' libraries after you share it. Once shared, subsequent edits and launches will publish changes to the same chat agent for all users who have access.

Share custom chat agents

When you create a chat agent, you are assigned as its owner by default. You can choose to share a chat agent you own with other Amazon Quick Suite users using the following permissions:

  • Owner permissions – User can edit, share, use, and delete the chat agent.

  • Viewer permissions – User can view and use the chat agent.

You can also define access permissions for a chat agent globally, granting all users access to a chat agent and then defining more granular access permissions for specific users and groups.

The following procedure shows you how to share and assign permissions to chat agents.

To share custom chat agents

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the Actions column for the chat agent you want to share, select the menu icon, and then select Share.

  4. In the Share chat agent modal that opens, enter the user or group name you want to share the chat agent with. When the user or group name appears, select it. Repeat the action for all groups or users you want to share the chat agent with. The modal displays the users and groups you're adding.

  5. Assign permissions and access information for each user or group you're sharing your chat agent with using the dropdown next to the user or group name. You can assign one of two roles:

    • Owner – User can edit, share, and delete the chat agent.

    • Viewer – User can view and use the chat agent.

  6. Select Share.

Update custom chat agents

You can update custom chat agents in Amazon Quick Suite from the Agents menu on the Amazon Quick Suite home page. The following procedure outlines how to do so.

Note

You can preview how your chat agent customizations updates perform, as you are configuring the chat agent, in the preview chat interface. Make sure to select Update preview before testing a change. Once all changes are tested in preview, select Launch to publish the changes to the chat agent currently in use.

To update a custom chat agent

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the Actions column for the chat agent you want to share, select the menu icon, and then select Edit. This creates a preview version of your chat agent to update and test before publishing.

  4. In the Edit agent, update your chat agent settings, and then select Launch.

Manage access to a custom chat agent

If you're the owner of a chat agent, you can choose to change the user access permissions for a chat agent. You can also remove user and group access to a chat chat agent. The following procedure shows how.

To manage access to custom chat agents

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the Actions column for the chat agent you want to share, select the menu icon, and then select Share.

  4. In the Share chat agent modal that opens, select the user and group you want to change permissions for. When the user or group name appears, select it and change the permissions. Repeat the action for all groups or users you want to change permissions for. The modal displays the users and group permissions you're changing. You can take the following three actions:

    • Change to Owner – User can edit, share, and delete the chat agent.

    • Change to Viewer – User can view and use the chat agent.

    • Remove access – Remove user or group access to a chat agent.

    Note

    You can also define access permissions to a chat agent globally, granting all users access to a chat agent and then defining more granular access permissions for specific users and groups. To do so, choose Settings and then use Global settings to turn this feature on or off.

  5. Select Share.

View chat agents

You can view a list of the chat agents you have created or have access to. The following procedure shows how.

To view custom chat agents

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. The chat agents you have created or have access to will be displayed on the Chat agents home page.

View chat agent details

You can view the details of chat agents that are either created by you or shared with you, including all spaces and actions attached to each chat agent.

To view chat agent details

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the list of chat agents, from the Name column, click on the name of the chat agent you want to view details for. A detail modal will open.

    Note

    You can also view chat agent details by navigating to the Actions column for the chat agent you want to share, selecting the menu icon, and then selecting View chat agent details.

  4. In the chat agent details modal that opens, you will see the following details:

    1. Description – The description for the chat agent.

    2. Instruction summary – A summary of the instructions defined for the chat agent.

    3. Created by – Details on whether the chat agent was created by you or someone else.

    4. Last modified – The time the chat agent was last modified.

    5. Under Capabilities:

      • Knowledge – The knowledge sources the chat agent is either attached to or has access to. If your chat agent is linked to a space, you'll be able to see which space it is linked to.

      • Actions – The actions that the chat agent is attached or has access to. You can also view this by clicking on info next to the agent name in the chat UI agent selector.

Duplicate custom chat agents

You can duplicate existing custom chat agents without building a chat agent from scratch. Users can duplicate chat chat agents from the list page using the Duplicate action button. When you duplicate a chat agent, Amazon Quick Suite creates a new chat agent with name format "[Original name] (copy)", which you can edit. All fields and configurations from the original chat agent are copied to the new version of the chat agent. Once duplicated, you can assign custom user access permissions to the duplicated chat agent and share it.

The following procedure outlines how to duplicate chat agents.

To duplicate custom chat agents

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the Actions column for the chat agent you want to share, select the menu icon, and then select Duplicate.

    You will be redirected to a chat agent duplication modal with prepopulated fields.

  4. Make any changes you need to, including adding the right user and group permissions, and linking it to the assets you want and then select Launch to launch your duplicated chat agent.

Delete chat agents

You can delete a Amazon Quick Suite chat agent you own. The following procedure shows you how.

To delete a custom chat agent

  1. Log in to the Amazon Quick Suite console.

  2. From the left navigation menu, select Chat agents

  3. Then, from the Actions column for the chat agent you want to share, select the menu icon, and then select Delete.