10. Agents

What it is: An agent is a specialized AI assistant with its own focus, instructions and its own set of tools. Instead of asking general questions, you create (or use a ready-made) expert for a specific area, who then handles routine tasks as well as in-depth analyses according to predefined rules. Examples include the agents "aml" (creating an AML report), "plynar" (gas-industry regulations), "ekonom" (economist) or "Průzkumník" (Explorer, which finds and summarizes relevant information).

Where to find them: In the left menu under Tools → Agents.

Agent overview

Agents are divided into groups:

• Custom agents — agents that you or your team have created.
• Agents by add-on — e.g. in the CODEXIS — Legal Database group there is the Explorer agent.

For each agent you can see its name, description and a Start chat button, which lets you begin working with it right away.

Creating a custom agent

You create a new agent using the create-agent button. In the Create agent window you set its parameters and instructions. The window has two tabs — Basic and Advanced.

Basic tab

Here you set the agent's basic identity:

• Name — the agent's name. It may contain only lowercase letters and hyphens, max. 64 characters (e.g. my-agent).
• Description — a brief description that also tells the AI when it should hand work over to this agent. The more clearly you describe the purpose, the better the agent engages in the right situation.
• Instructions — the agent's main brief in Markdown. These are the instructions the AI follows whenever the agent is active — that is, its "personality" and the rules of its work.

💡 Tip on instructions: Write them as a clear role brief — what the agent should do, how it should proceed, what to stick to and what to avoid. It is the instructions that turn a general AI into a specialized expert.

Advanced tab

Here you fine-tune the agent's technical behavior (optional):

• Model — the language model the agent uses (e.g. GPT-5.4 as the default quality for interactive chat).
• Verbosity — how extensive the responses should be (low / higher).
• Reasoning effort — how much "thinking" the agent devotes to a task (higher effort = more thorough, but slower and more expensive).
• Class and Context size — the performance class and how much information the agent keeps "in memory" during the conversation.
• Maximum number of turns — the cap on the number of steps in a single task (default 50).
• Price estimate — an approximate multiple of the price compared to the base setting (changes according to the chosen parameters).
• Tools — the tools the agent is allowed to use. If you leave this empty, it inherits the set of tools from its parent.
• Disabled tools — tools that should be explicitly disabled (even if they would otherwise be inherited).
• Skills — skills that are preloaded into the agent's context right at startup.
• Jurisdictions — the legal jurisdictions the agent relates to (e.g. CZ, SK).

You save the settings with the Save button, or close the window via Cancel.

💡 In practice: For recurring tasks it pays off to have a ready-made agent with fixed instructions and the right jurisdiction — it saves time and ensures consistent outputs. The Basic tab is enough for the average user; the advanced parameters are optional.

Creating an agent via chat (recommended approach)

The most convenient way is to have the agent created directly in the conversation — you don't have to click anything in the form, you just describe what the agent should be able to do.

1. Open a new conversation and write your brief in plain language. For example:

   "Create me an agent named smluvni-kontrolor. It should serve to review draft contracts — it goes through the contract text, finds risky and unbalanced clauses, points out missing customary provisions, and for disputed points adds a reference to the relevant act from Czech legislation. It answers concisely, in bullet points, and always proposes a specific amendment. Jurisdiction CZ."

2. CODEXIS AI assembles an agent from this — it fills in the individual fields itself, just as you would otherwise fill them in the form:

   Field	What gets filled in
   Name	smluvni-kontrolor
   Description	Review of draft contracts — uncovers risky clauses and missing provisions.
   Instructions	Review procedure: go through the text → flag risks → add references to the act → propose an amendment. Style: concise, in bullet points.
   Jurisdiction	CZ
   Tools / Skills	e.g. searching the legal database and OCR of documents

3. You confirm — CODEXIS saves the agent for you and immediately offers to Start chat. It then appears in the Agents → Custom agents section.

4. Fine-tuning: If something isn't right, just continue the conversation, e.g.: "Adjust the agent smluvni-kontrolor — have it also always summarize the three biggest risks at the top." CODEXIS rewrites the instructions, there is no need to open the form.

💡 Tip: The more specific the brief you give (role, procedure, output style, jurisdiction), the better and more consistent the resulting agent. You can start simple and gradually "teach" it in the chat — as if you were onboarding a new colleague.