Vuetra allows users to create fully customizable AI agents tailored to specific tasks, workflows, or knowledge areas. These agents can be embedded into your workspace and equipped with specific language models, datasets, tools, and commands.
This guide walks you through each step of configuring an agent.
Vuetra allows users to create fully customizable AI agents tailored to specific tasks, workflows, or knowledge areas. These agents can be embedded into your workspace and equipped with specific language models, datasets, tools, and commands.
This guide walks you through each step of configuring an agent.
Vuetra allows users to create fully customizable AI agents tailored to specific tasks, workflows, or knowledge areas. These agents can be embedded into your workspace and equipped with specific language models, datasets, tools, and commands.
This guide walks you through each step of configuring an agent.
Vuetra’s upcoming Flowbuilder module will enable users to go beyond interaction — allowing you to build full automations and agent logic using visual tools.
With Flowbuilder, the Assistant will be able to:
Execute pre-configured workflows
Trigger alerts or external actions
Chain responses into complex reasoning paths
Operate as a fully autonomous, role-specific financial agent
Vuetra’s upcoming Flowbuilder module will enable users to go beyond interaction — allowing you to build full automations and agent logic using visual tools.
With Flowbuilder, the Assistant will be able to:
Execute pre-configured workflows
Trigger alerts or external actions
Chain responses into complex reasoning paths
Operate as a fully autonomous, role-specific financial agent
Vuetra’s upcoming Flowbuilder module will enable users to go beyond interaction — allowing you to build full automations and agent logic using visual tools.
With Flowbuilder, the Assistant will be able to:
Execute pre-configured workflows
Trigger alerts or external actions
Chain responses into complex reasoning paths
Operate as a fully autonomous, role-specific financial agent
The core identity of the agent is defined under the General tab.
The core identity of the agent is defined under the General tab.
The core identity of the agent is defined under the General tab.
Name
A custom label for identifying the agent within your workspace.
Avatar & Color
Customize the agent icon and theme color for visual identification.
Instruction
A long-form system prompt that defines the agent’s behavior, expertise, tone, and response strategy. This is the foundational logic behind the agent’s actions.
Tone, Language & Model Selection
Tone: Sets the formality or stylistic tone of the agent.
Language: Sets the default language used in conversations.
AI Model: Choose from available models (e.g., GPT-4o Pro, Groq, LLaMA, Gemma). Each model offers different speed, accuracy, and cost profiles.
Name
A custom label for identifying the agent within your workspace.
Avatar & Color
Customize the agent icon and theme color for visual identification.
Instruction
A long-form system prompt that defines the agent’s behavior, expertise, tone, and response strategy. This is the foundational logic behind the agent’s actions.
Tone, Language & Model Selection
Tone: Sets the formality or stylistic tone of the agent.
Language: Sets the default language used in conversations.
AI Model: Choose from available models (e.g., GPT-4o Pro, Groq, LLaMA, Gemma). Each model offers different speed, accuracy, and cost profiles.
Name
A custom label for identifying the agent within your workspace.
Avatar & Color
Customize the agent icon and theme color for visual identification.
Instruction
A long-form system prompt that defines the agent’s behavior, expertise, tone, and response strategy. This is the foundational logic behind the agent’s actions.
Tone, Language & Model Selection
Tone: Sets the formality or stylistic tone of the agent.
Language: Sets the default language used in conversations.
AI Model: Choose from available models (e.g., GPT-4o Pro, Groq, LLaMA, Gemma). Each model offers different speed, accuracy, and cost profiles.
The Knowledge section allows you to train the agent on static or dynamic data.
The Knowledge section allows you to train the agent on static or dynamic data.
The Knowledge section allows you to train the agent on static or dynamic data.
Enable Knowledge: Turns on file/web/video-based training mode.
File Uploads: Supported formats include
.pdf,.txt, and.docx.Add Links: Include public web URLs to reference content in real-time.
Add YouTube: Add video URLs; the transcript becomes searchable context.
Retrain Button: Reprocesses new content so the agent can access it in updated queries.
Enable Knowledge: Turns on file/web/video-based training mode.
File Uploads: Supported formats include
.pdf,.txt, and.docx.Add Links: Include public web URLs to reference content in real-time.
Add YouTube: Add video URLs; the transcript becomes searchable context.
Retrain Button: Reprocesses new content so the agent can access it in updated queries.
Enable Knowledge: Turns on file/web/video-based training mode.
File Uploads: Supported formats include
.pdf,.txt, and.docx.Add Links: Include public web URLs to reference content in real-time.
Add YouTube: Add video URLs; the transcript becomes searchable context.
Retrain Button: Reprocesses new content so the agent can access it in updated queries.
Commands are structured instructions or workflows that the agent can execute on demand.
Commands are structured instructions or workflows that the agent can execute on demand.
Commands are structured instructions or workflows that the agent can execute on demand.
Command Name & Instruction: Define a custom instruction the agent can trigger.
Prompt Linking: Optionally link commands to saved prompts.
Plan and Execute: Enable the agent to break down complex tasks into smaller subtasks and solve them sequentially.
Command Name & Instruction: Define a custom instruction the agent can trigger.
Prompt Linking: Optionally link commands to saved prompts.
Plan and Execute: Enable the agent to break down complex tasks into smaller subtasks and solve them sequentially.
Command Name & Instruction: Define a custom instruction the agent can trigger.
Prompt Linking: Optionally link commands to saved prompts.
Plan and Execute: Enable the agent to break down complex tasks into smaller subtasks and solve them sequentially.
The Share & Embed tab enables deployment outside of Vuetra or into collaborative environments.
The Share & Embed tab enables deployment outside of Vuetra or into collaborative environments.
The Share & Embed tab enables deployment outside of Vuetra or into collaborative environments.
Public Access Toggle: Allows others to access your agent via a direct link.
Modus: Choose between:
Chat Only— for Q&A-style experiencesChat & Template— for sharing prompts and content in context
Copy Knowledge: Allows clones of the agent to retain the same files and training material.
Hide Branding: Option to remove “Powered by Vuetra” in embeds.
Theme Selection: Set light, dark, or automatic theming for UI.
Custom Background: Upload a visual background for your agent interface.
Agent Link: A live link that updates with the latest version of your agent.
Public Access Toggle: Allows others to access your agent via a direct link.
Modus: Choose between:
Chat Only— for Q&A-style experiencesChat & Template— for sharing prompts and content in context
Copy Knowledge: Allows clones of the agent to retain the same files and training material.
Hide Branding: Option to remove “Powered by Vuetra” in embeds.
Theme Selection: Set light, dark, or automatic theming for UI.
Custom Background: Upload a visual background for your agent interface.
Agent Link: A live link that updates with the latest version of your agent.
Public Access Toggle: Allows others to access your agent via a direct link.
Modus: Choose between:
Chat Only— for Q&A-style experiencesChat & Template— for sharing prompts and content in context
Copy Knowledge: Allows clones of the agent to retain the same files and training material.
Hide Branding: Option to remove “Powered by Vuetra” in embeds.
Theme Selection: Set light, dark, or automatic theming for UI.
Custom Background: Upload a visual background for your agent interface.
Agent Link: A live link that updates with the latest version of your agent.
After creation your agent appears in the Manage Agents list. In the right sidebar. You can select, activate, and switch agents at any time.
After creation your agent appears in the Manage Agents list. In the right sidebar. You can select, activate, and switch agents at any time.
After creation your agent appears in the Manage Agents list. In the right sidebar. You can select, activate, and switch agents at any time.
Last updated on
Apr,
26,
2025
Last updated on
Apr,
26,
2025
Last updated on
Apr,
26,
2025