Specialist Agents
Create a specialist Agent with saved instructions, resources, and model settings.
A specialist Agent keeps the same instructions, skills, documents, and model settings for a repeatable task. Use one when the work should follow a set method.
Use a supplied Agent
Cogram supplies these Agents to each organization:
QA/QC Agent reviews drawings and specifications for coordination issues.
Code Compliance Agent checks submitted evidence against cited code requirements.
RFP Assistant builds a compliance matrix and drafts from approved firm evidence.
Project Record Assistant supports the built-in RFI and Submittal intake Automations.
Open Agents, select an Agent, and start a chat. Provide the project, purpose, issue or submission date, and required output.
Organization admins and owners can configure the first three supplied Agents. The Project Record Assistant is built in and cannot be changed.
Create a personal Agent
Open Agents and select New agent.
Describe the task in the configuration chat, or complete the form directly.
Set Agent name, Description, Model, Reasoning effort, and Instructions.
Add any required Skills or Documents.
Select Save changes.
The form also lists Connections that the Agent may use. A connection is not a new permission: each user still needs access to its data.
Configure an Agent
Open the Agent and select Configure. Its settings control later chats and Automation runs, not completed work.
Description
Tells people when to use the Agent
Model
Sets the default model for chats and Automations
Reasoning effort
Balances response depth, time, and cost
Connections
Lists systems the Agent can use
Skills
Adds reusable methods
Documents
Adds standing reference material
Instructions
Defines the task, method, limits, and output
Use the Automations tab to see Automations that use this Agent. Use Activity to see its runs. See Library for the Library tab and attached resources.
Share or transfer a personal Agent
The owner can select Share and choose People, Groups, or Everyone in the organization. The owner can also transfer ownership to another member.
Sharing an Agent does not share its owner's chats or permissions. Each person uses their own project and connector access. Only the owner can configure or delete a personal Agent.
A shared Agent can use organization skills and documents only. Remove personal Library items before sharing it.
Organization Agents
Organization admins and owners can turn on Organization Agent in the builder. They can also use Organization Settings → Agents.
An Organization Agent is available to every organization member. Only organization admins and owners can configure or delete it. See Organization Agents and usage.
Permissions
Private personal
Owner
Owner
Shared personal
Selected people, groups, or everyone
Owner
Organization Agent
Organization members
Organization admins and owners
Built-in Agent
Organization members
Cogram
Chats stay private unless their owner shares them. Sharing an Agent never shares its users' chats.
Write clear instructions
Define the required inputs, method, evidence, output, and limits. State when the Agent must stop and ask for missing information. For technical review, require exact sheet, page, detail, section, and revision references.
Delete an Agent
Open its configuration and select Delete agent. If an Automation uses the Agent, deletion also removes that Automation. Completed run history and recorded cost remain in usage reporting.
Troubleshooting
I cannot configure an Agent
Only its owner can configure a personal Agent. Only organization admins and owners can configure an Organization Agent. A built-in Agent cannot be configured.
I cannot share my Agent
It may use a personal skill or document. Remove the item or ask an admin to create an organization version.
The Agent cannot find project material
Select the project as context and confirm that you can open the source in Cogram.
Next steps
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