---
title: "Basic Setup"
slug: "basic-setup"
tags: ["Agents", "Base models", "Basic Setup", "Claude", "Creating Agent"]
updated: 2026-08-12T07:44:02Z
published: 2026-08-12T07:44:02Z
canonical: "help.csgi.com/basic-setup"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic Setup

- **Name**: Enter a meaningful name for the agent. The name helps identify the agent’s purpose and distinguishes it from other agents in the organization. Must start with alphanumeric, with no space, contain only alphanumeric, hyphens (-) or underscores (_), but no consecutive hyphens (-) or underscores (_)
- **Goal & Context**: Provide clear, outcome-focused instructions that explain who the agent is and what it aims to achieve. This definition guides the agent’s behavior during execution.

The instruction must be at least 40 characters long. Use concise and specific language to clearly describe the agent’s intent.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/2026-08-10_20-26-24 (1).gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A13Z&se=2026-10-26T13%3A26%3A13Z&sr=c&sp=r&sig=MyEzLhNF5%2BnONiWFBFap%2F63H%2BnfXojqEgiIpzi13Hns%3D)

- **Base Models**: Agents are powered by a Large Language Model (LLM) that enables reasoning, planning, and decision‑making capabilities.

Select the model used for the agent. By default, the agent uses Claude. The following models are available from the dropdown list:
  - Claude 4.5 Haiku
  - Claude 4.5 Sonnet
  - Claude 4.6 Sonnet
  - Claude 4.7 Opus

When you have completed the required information, select **Next** to continue with the agent setup, or select **Cancel** to exit and discard the agent creation process.

> ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A13Z&se=2026-10-26T13%3A26%3A13Z&sr=c&sp=r&sig=MyEzLhNF5%2BnONiWFBFap%2F63H%2BnfXojqEgiIpzi13Hns%3D)
> 
> All fields in this step are required and must be completed to proceed with agent creation.