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61 changes: 61 additions & 0 deletions docs/articles/new-expensify/concierge-ai/Custom-Agents.md
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---
title: Custom Agents
description: Learn how to create, edit, and delete custom agents that automate expense report review in Expensify.
keywords: custom agents, create agent, edit agent, delete agent, AI agent, expense review, automated approval, custom instructions, agent prompt
order: 6
---

<div id="new-expensify" markdown="1">

Custom agents let you automate expense report review by giving an AI agent specific instructions — like rejecting non-business expenses or flagging reports over a set amount. Instead of manually reviewing every report, you define the rules and the agent handles the rest.

# Custom Agents

## Who can use custom agents

Custom agents are available to members with access to the Agents feature in their account settings.

## How to create a custom agent

1. Go to **Settings** > **Agents**.
2. Click **New agent**.
3. Enter a name for the agent in the **Agent name** field.
4. Write your instructions in the **Write custom instructions** field. These instructions tell the agent how to review and handle expense reports.
5. Click **Create agent**.

A default set of instructions is provided as a starting point. You can customize these to match your specific review criteria.

## How to edit a custom agent's name

1. Go to **Settings** > **Agents**.
2. Click the agent you want to edit.
3. Click **Agent name**.
4. Update the name and click **Save**.

## How to edit a custom agent's instructions

1. Go to **Settings** > **Agents**.
2. Click the agent you want to edit.
3. Click **Write custom instructions**.
4. Update the instructions and click **Save**.

## How to delete a custom agent

1. Go to **Settings** > **Agents**.
2. Click the agent you want to delete.
3. Click **Delete agent**.
4. Confirm the deletion in the confirmation dialog.

Deleting an agent is permanent and cannot be undone.

# FAQ

## What kind of instructions can I give an agent?

You can write natural language instructions that tell the agent how to handle expense reports. For example, you can instruct an agent to reject expenses for non-business reasons, flag reports above a dollar threshold, or remind users to attach receipts.

## Can I have multiple custom agents?

Yes. You can create multiple agents, each with different instructions for different review criteria.

</div>
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