Skip to main content
The Purpose is the first section of the sidebar and the heart of the Agent: the instructions it reads before every run. The same view holds the model selector at the top.
Purpose section with the harness badge, model selector and the editor showing a chip for an input

Writing the Purpose

Write the Purpose the way you would brief a capable new colleague. A good Purpose covers:
  • Role and goal: who the Agent is and what a finished job looks like
  • How to use the inputs: what each input contains and what to do with it
  • Steps and rules: the order of work, what to always do, what to never do
  • When to use each helper: which skill, subagent or file applies to which situation
  • Tone and language of the answer
Keep the shape of the result out of the Purpose. The attributes you expect back belong in Outputs, where Tela enforces them; describing them in the Purpose only creates two sources of truth. Here is the Purpose of the contract assistant from the running example. The highlighted names are mentions, explained below:
Start small: a role, the inputs and three or four rules. Run it, read what the Agent did in the Test your agent panel, and only then add skills, subagents and more rules for the cases that went wrong.

Mentioning inputs, skills, subagents and files

Type @ in the editor to open the mention menu. It lists what already exists in the Agent, grouped as Inputs, Skills, Subagents and Files. Pick an item and it is inserted as a chip, so the Agent knows exactly which input, skill, subagent or file you mean. Because the menu only lists things that exist, declare the inputs and add the skills, subagents and files first, then write the Purpose that mentions them. The editor placeholder reminds you of the shortcuts: Type / for commands or @ for mentions.
For developers. A chip is plain text in the Purpose file. Text inputs are written as <inputName>, file inputs as input/<inputName>/, skills as the path to their SKILL.md (for example ./.claude/skills/clause-review/SKILL.md), subagents as the path to their file (for example ./.claude/agents/clause-checker.md) and reference files by their path. The UI only renders these as chips when they are plain text surrounded by spaces or punctuation and the target exists. Do not wrap them in backticks or code formatting, or the Agent page stops recognizing them.

Saving

Changes to the Purpose are saved with the save control of the editor or with Cmd+S (Ctrl+S on Windows and Linux). Every save creates a new version of the Agent, which you can find in the Version History (see Publishing and versions). An Unsaved changes indicator appears while you have edits that are not saved yet.
Switching between Craft, Test and Usage does not ask about unsaved edits. Save before leaving the Purpose editor.

Choosing the model

At the top of the Purpose view you find a badge with the harness (Lightweight or Claude Code) and the model dropdown (Select model). The models offered depend on the harness: the Lightweight harness lists models from several providers, Claude Code lists Claude models. Changing the model is saved as a new version like any other edit. Pick the most capable model while you craft, so you learn what the Agent can do, and only then try a faster or cheaper one against your test cases.
The harness itself is fixed at creation and is not changed here. To use the other harness, create a new Agent.

Advanced settings (Claude Code harness)

With the Claude Code harness, a gear icon next to the model opens Advanced settings. Enabling these features may incur extra costs on Agent runs. Click Save to apply.
Advanced settings dialog with thinking, effort, prompt cache and the Workflow agents section

The Lightweight Agent page

A Lightweight Agent has a different page from a Claude Code Agent. At the top of the sidebar, a switcher chooses between Menu (set up the Agent step by step) and Files (edit the Agent’s files directly). In the Menu view the sidebar has:
  • Purpose: the instructions and the model, as described above.
  • Settings: four tabs, General, Integrations, Schedules and Sharing. In General you find the Default model (used on every run, unless another model is picked in the chat), the Harness (read-only, defined by the Agent template), the Temperature (from 0 to 2, when the model accepts it), the Compaction threshold (older messages are summarized when the context reaches this many tokens, minimum 1,000) and Chat mode (keeps the conversation open after the first answer).
  • References: files the Agent reads on every run, such as templates and playbooks. Click Upload to add them and cite them in the Purpose with @.
  • Inputs and Outputs: the same as in a Claude Code Agent. See Inputs and outputs.
  • Tools: the Agent’s tools, described below.
Settings of a Lightweight Agent, General tab, with default model, harness, temperature, compaction threshold and chat mode

Tools

Each tool opens its own settings view. Super search controls how the Agent searches the web. Choose Native search (the model’s built-in search) or Super Search, which replaces the default with a search across several providers. With Super Search on, pick the Providers (AWS, Google, OpenAI; select at least one) and what each search returns under Result: Summary with links or Links only. Document parsing controls how the Agent reads documents. Extract text reads the text layer of PDFs and Office files: it is faster, but misses scanned pages. Extract text and recognize scanned pages adds OCR for images and scanned PDFs: it is slower and uses more credits. Splitter lets the Agent identify and extract the logical documents inside a PDF. Turn it on, and optionally add instructions for splitting (up to 2,000 characters), used either always or only as a fallback. Add tool turns a published Workflow or Canvas into a tool. Pick the resource and, optionally, write a description. The inputs and their descriptions come from the published resource, and the Agent uses them to decide which values to send.
Page of a Lightweight Agent with the Super search tool open, showing Native search and Super Search

Conversation settings

Two switches in the header of the Inputs section change how a run behaves: Chat (multi-turn conversations) and Auto compact (summarizing long conversations). They are described in Inputs and outputs.