> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Instructions tab

> Name, icon, description, system prompt, model, and prompt bubbles

The **Instructions** tab is the first tab in the Agent Builder. It's always pinned and is the minimum viable configuration — every other tab is optional.

<img src="https://mintcdn.com/pinkfishai/ZcYFyF2aB9Gj-xv4/images/agents/instructions-tab.png?fit=max&auto=format&n=ZcYFyF2aB9Gj-xv4&q=85&s=4c59314ca0114ac8e9046593f87a95f6" alt="Instructions tab for the Sales Assistant agent showing Agent Name (Sales Assistant), Agent Instructions expanded with a filled system prompt, and collapsed Agent Icon / Agent Description / Model / Prompt Bubbles sections. All six builder tabs are pinned at the top (Instructions, Tools, Resources, Channel, Monitor, Advanced)." width="1440" height="900" data-path="images/agents/instructions-tab.png" />

Each field is a collapsible section. Click a section header to expand or collapse it.

## Agent Name

Required. The display name users see in Coworker, in the `@`-mention picker, and in every chat transcript.

* Placeholder: *My Agent*
* Keep it short and human — "Sales Assistant", not "Sales\_Assistant\_v2\_final".

The name is also used by the builder to compute the small two-letter avatar circle in the preview pane (e.g. **SA** for Sales Assistant).

## Agent Instructions

Required. The system prompt that defines how the agent behaves — role, scope, rules, tone, tools it should prefer, and any do-not-do guardrails.

The placeholder offers a starter template along the lines of:

> *Role / What You Do / Rules — You are an AI assistant specialized in \[insert domain or function, e.g. IT service management, HR onboarding, customer support]…*

Tips that tend to produce better agents:

* **Lead with role and scope.** One clear sentence that tells the model who it is and what problem it owns.
* **List rules as bullet points.** Models follow crisp constraints better than paragraph prose.
* **Describe the tools it has.** If you've attached Slack, Gmail, and a knowledge base, name them — the model decides which one to reach for faster.
* **Say what to refuse.** Explicit "when asked about X, politely redirect" rules stop off-scope conversations.

There is no hard character limit, but extremely long prompts consume context on every turn, which can slow responses and raise token usage.

## Agent Icon

Optional. A single-character / emoji / image icon shown next to the agent in lists and preview avatars. Click the section to open the icon picker.

## Agent Description

Optional but recommended. A short, user-facing summary of the agent.

* Placeholder: *Describe what this agent does and its main purpose*
* Shown in the [My Agents list](/agents/my-agents) and in the preview pane header.

Users discover agents in Coworker by reading descriptions, so write for that audience — "Helps with CRM updates, pipeline reviews, and drafting outreach emails" is more useful than "Sales agent".

## Model

Required — but defaulted. The model that runs every turn of this agent's conversations.

<img src="https://mintcdn.com/pinkfishai/ZcYFyF2aB9Gj-xv4/images/agents/instructions-model-dropdown.png?fit=max&auto=format&n=ZcYFyF2aB9Gj-xv4&q=85&s=0708fcdeac865a8640cc2a6a47d7f936" alt="Model dropdown expanded showing a list of models grouped by provider — Claude (Haiku 4.5, Sonnet 4.5 selected as default, Opus Low / Med / High), Inception (Mercury 2), and OpenAI (GPT-5.4, GPT-5 Mini, ...)" width="1440" height="900" data-path="images/agents/instructions-model-dropdown.png" />

Models are grouped by provider. The exact labels available depend on what your organization has enabled, but typically you'll see:

* **Claude** — Haiku 4.5 (fast, low-friction), Sonnet 4.5 (balanced, the default), Opus Low / Med / High (most intelligent; Low / Med / High controls thinking effort).
* **Inception** — Mercury 2 (ultra-fast diffusion model; good for narrow code tasks).
* **OpenAI** — GPT-5.4, GPT-5 Mini, GPT-5 Nano.
* **Groq** — hosted open-weights models (e.g. GPT-OSS-120B, GPT-OSS-20B).
* **Fireworks** — hosted open-weights models (e.g. Kimi-K2p5).

Each row in the dropdown shows a short description next to the label ("fast, low-cost", "balanced speed and intelligence (default)", etc.).

<Note>
  Changing the model **does not auto-tune the system prompt**. A prompt that works great on Sonnet may behave differently on Haiku or a non-Claude model. Always re-test in the preview after switching.
</Note>

## Prompt Bubbles

Optional. One-click conversation starters shown in the preview pane and in Coworker when your agent is selected.

* Placeholder: *Example 1 / Example 2 / Example 3*
* One starter per line in the textarea.
* Keep them short — they render as small rounded buttons.

A good set has three to six varied starters that cover common first-asks. For a sales agent, that might be:

```
Summarize this week's pipeline changes
Draft a follow-up email for the Acme meeting
What deals are stalled for more than 14 days?
```

Up to six buttons are shown on channels that display them.

## Required vs optional

| Field              | Required        | Used for                           |
| ------------------ | --------------- | ---------------------------------- |
| Agent Name         | Yes             | Display everywhere                 |
| Agent Instructions | Yes             | System prompt on every turn        |
| Model              | Yes (defaulted) | Which LLM runs the agent           |
| Agent Icon         | No              | Visual identity                    |
| Agent Description  | No              | Discovery copy in lists / Coworker |
| Prompt Bubbles     | No              | Quick-start buttons                |

You can save and release an agent with only Name + Instructions filled, but for anything user-facing, fill Description and Prompt Bubbles too.

## Related

* [Tools tab](/agents/tools) — pick which tools the agent can call.
* [Agent Memory](/agents/introduction#agent-memory) — long-lived memory across sessions.
* [Save & Release](/agents/releases) — what happens when you click **Save**.
