AGENTS AND ROUTINES

Agents

An agent is a specialized assistant: it has its own instructions and connectors, and can work on its own on scheduled tasks.

Agents and routines5 sections

Finding or creating an agent

Sidebar › “Agents”, tabs “Moon agents”, “Community” and “My agents”. “Create an agent”: a “Name” and “Instructions”, then “Create”. The “Guided setup” then opens on the page of the agent; it stays in the “Context” tab. Create an agent (Moon AI app)

Chatting with an agent

To talk to an agent, open its page: the Chat with button, followed by its name, starts a chat with it. It can also answer you in Telegram, if you link it there. Your agents (Moon AI app)

The page of an agent

Tabs “Overview”, “Context” (instructions, files, skills), “Tasks”, “Rules”, “Activity” and “Sharing”. “Edit” changes the name and the instructions of an agent you created. The “More actions” menu offers “Delete” (“Remove” for a Moon or community agent).

Tasks and trials

In “Tasks”, “New task” schedules work, for example a report every Monday. A task is created turned off: “Run a trial” shows what the agent does without changing anything, then “Activate task”.

Rules and sharing

“Rules” sets, for each action that changes your tools, “Always allow”, “Ask” or “Block”; the requests arrive in “Pending approvals”. An agent can be shared with the workspace (“Sharing” tab) or published in the “Community”.

Included depending on the workspace’s plan: scheduled agent tasks. Compare plans

Labels in quotes are those of the app in English as of October 7, 2026; the app opens in French until you choose English in Settings. Links followed by an arrow open the app, which may ask you to sign in.

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Open Moon AI to try these steps in your workspace, or go back to the help center for another topic.

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