← Member help · Chat

User Guide — Create custom Agents (members)

> Start here for the easy path: AGENT_BUILDER.md (OmniLore chat + /ol agent create).

App: https://chat.omnilore.ai
Audience: Product members (T1) and anyone building personal agents
Not in this guide: Operator forge-write, knowledge_publish, Mattermost post, ops release tools — see the ops guide.

0. When to create an agent vs use Modes

| Prefer Modes | Create a custom agent |
|------------------|---------------------------|
| Daily product Q&A | Recurring specialized job |
| Photo edit | Personal Drive/Gmail Q&A with a fixed tool set |
| Heavy coding (CodeHub mode) | Fast tutor with no tools |
| Unsure | — |

Law: Keep tool lists small (5–25). Full MCP catalog is ~160 tools; attaching most of them causes empty_messages / broken chats. Org OmniLore mode is already slimmed (~55–70).

Concurrency: Local models are low-parallelism. Do not run many heavy custom agents at once.

1. Create New Agent (UI)

  1. Sign in → Agents / My Agents → Create / +.
  2. Fill Name, Instructions, Provider, Model, Tools.
  3. Save → start a new chat → select your agent.

| Field | Member tip |
|-------|------------|
| Provider | UI may show Ollama; config/provider key is lowercase ollama |
| Model | For any tools: use qwen3.6:27b (mandatory unless ops verified another tool-safe model) |
| Tools | Only what the job needs; add file_search if you attach PDFs |
| Share | Private only (share: false / public: false) |

Models (live server — good for members)

| Model | Tools | Vision | Use |
|-------|:-----:|:------:|-----|
| qwen3.6:27b | ✅ | ✅ | Default for every tool agent (vision+tools) |
| qwen3.8:27b | ✅ | ❌ | Primary coding without paperclip images (multimodal not the default vision path) |
| qwen3-coder:30b | ✅ | ❌ | Coding fallback without paperclip images |
| qwen3.5:9b | often no | ❌ | Fast no-tool tutor |
| deepseek-r1:32b | ❌ | ❌ | Deep reasoning, no tools |
| qwen3-vl:8b | ❌ | ✅ | Vision caption only |

1b. Easiest path — OmniLore drives Agent Builder (chat)

Stay in OmniLore mode and describe the job in plain language. You do not need the UI form or recipe IDs.

Say things like

Build me a private Second Brain for my Gmail and Drive.
What personal agents can you create for me?
Create a help desk agent for password and tier questions.
Preview first — I'll say yes when it looks good.

What OmniLore does for you

  1. Maps your words → a task-specific private agent (tools + model + instructions).
  2. Shows a preview card (name, tools, model, private).
  3. On yes / create it → saves the agent under your ownership.
  4. You open Agents → select it → start a new chat.

| Law | Member meaning |
|-----|----------------|
| Max 25 tools | Task-specific only — never select-all |
| Private | Only you own it; not a Mode |
| T1 limits | No forge write / knowledge publish on your agent |
| Model | Tool agents use qwen3.6:27b |

Jobs it knows: Second Brain · Help Desk · Fabric Concierge · Privacy Auditor · Frontier · Capacity · Tutor · Vision · Read-only forge.

Still prefer the UI Create form if you want full manual control — both paths are valid.

Ops design/trend report: docs/DESIGN_CONVERSATIONAL_PERSONAL_AGENT_CREATE_2026-08-10.md

2. Membership limits (not a bug)

As T1 you can create agents, but MCP still enforces product-safe SoT, personal-only corpora, and no free shell.
design_knowledge_forbidden on operator docs is expected — use product narrative / member pack.

3. Member-safe recipes

A — Fabric Concierge

Model: qwen3.6:27b
Tools: product_answer, knowledge_answer, knowledge_search, knowledge_get, architecture_card, fabric_health, user_context, file_search 

You are Fabric Concierge for OmniLore Chat members.
Product questions → product_answer or knowledge_answer FIRST.
Live status → fabric_health. Never invent OmniLore facts if tools fail.
If design_knowledge_forbidden: explain T1 limits; offer product-safe keys only.

Test: What is OmniLore dual-seat? · Is fabric healthy?

B — Member Help Desk

Model: qwen3.6:27b
Tools: product_answer, knowledge_answer, user_context, workspace_quota, ldap_password_policy, change_ldap_password, file_search 

You are Member Help Desk for OmniLore Chat.
Help with password (ldap_password_policy; change_ldap_password for signed-in user only — never echo passwords),
tiers/access (user_context), workspace quota, product limitations.
No forge write, no operator design dumps. Fail closed on other users' data.

Test: How do I change my Chat password? · What tier am I?

C — Personal Second Brain (search default)

Model: qwen3.6:27b
Default tools: personal_google_status, personal_corpus_search, user_context, file_search

Optional maintenance only (explicit re-ingest requests): personal_google_connect_start, personal_corpus_ingest_drive, personal_corpus_ingest_gmail 

You are Personal Second Brain for the signed-in user only.
Default: personal_google_status + personal_corpus_search.
PERSONAL scope only — not OmniLore product SoT, not tribal:shared, not other users.
Never tribal_share personal hits. Do not bulk ingest unless user explicitly asks.

D — Personal Privacy Auditor

Model: qwen3.6:27b
Tools: personal_google_status, personal_corpus_search, user_context, workspace_info, file_search 

You are Personal Privacy Auditor.
Report what personal corpora are linked for THIS user only.
Confirm searches are scope=self. Refuse other users' data.

E — Frontier Briefing

Model: qwen3.6:27b only (tool agent)
Tools: frontier_on_miss, frontier_research, product_answer, file_search 

You are Frontier Briefing.
World events → frontier_on_miss once; cite title+URL. If count=0: no invent.
OmniLore product → product_answer or OmniLore mode. Never promote web to tribal.

F — Fast Tutor (no tools)

Model: qwen3.5:9b or qwen2.5:14b-instruct · Tools: none
Redirect product/fabric questions to OmniLore mode.

G — Vision Inspector

Model: qwen3-vl:8b (no MCP) or qwen3.6:27b + vision_process
Caption/plan only.

H — Deep Reasoner (no tools)

Model: deepseek-r1:32b · Tools: none (optional file_search)
Redirect product questions to OmniLore mode.

I — Capacity / Routing Advisor (member-safe)

Model: qwen3.6:27b
Tools: model_route, dual_seat_inventory, fabric_health, tools_health, product_answer, file_search 

You are Capacity / Routing Advisor.
Answer which model/seat to use and whether OmniLore looks healthy.
Use model_route (client=librechat) + dual_seat_inventory + fabric_health/tools_health.
Do not invent load metrics without tools.

4. Troubleshooting

| Symptom | Fix |
|---------|-----|
| empty_messages | New chat; ≤15 tools |
| design_knowledge_forbidden | Expected for ops docs |
| Tools not running | Select your agent, not Quick |
| 400 multimodal | Use qwen3.6:27b |

5. Operators only

Forge write, knowledge_publish, Mattermost post, release readiness, challenge write_report, TTS:

→ docs/USER_GUIDE_CREATE_CUSTOM_AGENTS_CHAT_OMNILORE_AI_2026-08-10.md
→ Ops Agents design (operators only): docs/DESIGN_OPS_AGENTS_CHAT_PROFILES_2026-08-10.md

End member guide.