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Adding Connectors

To create a new Connector as a Curator, navigate to the Connectors section in your Curator Panel and click Add Connector.
Curators can create Connectors for their assigned User Groups. These Connectors will be available to group members and can be used in Agents.
Onyx Add Connector page For detailed information about all available Connectors, configuration options, and troubleshooting, see the Connectors Overview.

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Connector Configuration

Each Connector requires:
  • Name: A descriptive name for your data source
  • Credentials: Authentication details for accessing your source
  • Configuration: Specific settings for data indexing
  • Access Controls: Permissions for who can use this Connector
Onyx Connector Configuration page

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Managing Existing Connectors

View and manage your existing Connectors from the Existing Connectors page. Here you can:
  • Monitor indexing status and progress
  • Update configuration settings
  • Manage access permissions
  • View usage analytics
Onyx Existing Connectors page showing connector statuses

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Document Sets

Document Sets allow you to group related Connectors together, making it easier to organize content and assign specific knowledge sources to your Agents.

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Creating Document Sets

1

Navigate to Document Sets

In your Curator Panel, go to the Document Sets section.
2

Create New Document Set

Click Create Document Set and provide a name and description for your document collection.
3

Add Connectors

Select which Connectors should be included in this Document Set. You can combine multiple data sources into a single knowledge base.

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Document Set Benefits

Document Sets provide several advantages:
  • Organized Knowledge: Group related content from different sources
  • Simplified Agent Creation: Assign entire document collections to Agents
  • Access Control: Manage permissions at the document set level
  • Search Filtering: Enable users to search within specific document collections

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Creating Custom Agents

Agents are the primary way Curators deliver specialized AI assistance to their teams. These AI assistants can be configured with specific knowledge sources, instructions, and capabilities. Onyx Agents Overview page showing available agents For comprehensive information about Agent configuration options, management features, and advanced settings, see the Agents Overview.

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Agent Creation Process

1

Start Agent Creation

Navigate to the Agents section in your Curator Panel and click Create New Agent.
2

Basic Agent Configuration

Configure your Agent’s fundamental properties:
  • Name: A clear, descriptive name for your Agent
  • Description: Brief explanation of the Agent’s purpose
  • Instructions: Detailed prompt defining how the Agent should behave
  • Icon: Optional visual identifier for your Agent
Onyx Agent Configuration page
3

Knowledge Sources

Assign knowledge sources to your Agent by selecting:
  • Document Sets: Pre-organized collections of related documents
  • Individual Connectors: Specific data sources
  • User Knowledge: Personal documents (for private Agents)
Onyx Agent Configuration page
4

Actions and Capabilities

Configure which Actions your Agent can perform:
  • Web Search: Enable internet search capabilities
  • File Upload: Allow users to upload documents
  • Custom Actions: MCP or OpenAPI-based custom tools
For more information about available Actions and creating custom Actions, see the Actions Overview.
5

Access and Sharing

Define who can access your Agent:
  • Private: Only you and selected users
  • Group Access: Available to specific User Groups
  • Organization-wide: Public to all users (requires approval)
Configure starter messages and labels to help users understand your Agent’s capabilities.Onyx Agent Configuration pageFor more information about User Groups and access management, see User Management.
6

Advanced Options

Fine-tune your Agent’s behavior:
  • Knowledge Options: Search depth and result limits
  • Model Selection: Choose the AI model for your Agent
  • Temperature Settings: Control response creativity
  • Date/Time Awareness: Enable temporal context
Onyx Agent Configuration page
Once published, your Agent will be available to your users in the Chat interface. Onyx Explore Agents page