Kristė Vagnerytė

Guides for creating, structuring, and improving custom AI agents in Moterra.

Custom Agents

This article explains what custom agents are and how they help you create tailored AI experiences in Moterra.

Custom agents allow admins to configure specialized versions of the assistant by defining their behavior, available tools, and access permissions.

What Are Custom Agents in Moterra? 

This article explains when it makes sense to create a custom agent in Moterra and when the General Assistant is a better choice.

Creating custom agents helps keep behavior consistent, but not every use case requires one.

When to Create a Custom Agent (and When Not To)

This article explains how to define the scope of a custom agent and why clear scope is essential for reliable and consistent results.

Custom agents perform best when they are designed to handle a single, well-defined type of task.

Defining Custom Agent Scope

This article explains how to write an effective system prompt for a custom agent and why the system prompt is the most important part of agent behavior.

A well-written system prompt defines what the agent does, how it responds, and what it should focus on.

Writing an Effective Custom Agent System Prompt

This article explains how tools, permissions, and knowledge access affect how a custom agent behaves in Moterra.

Choosing the right configuration helps keep custom agents reliable, safe, and focused on their intended task.

Tools, Permissions, and Knowledge Access

This article explains how to connect a Knowledge Base to a Custom Agent and how to create a new Knowledge Base if needed.

A Knowledge Base allows the agent to retrieve information from internal documents.

Configuring a Knowledge Base in a Custom Agent

Learn the basics of Moterra, how it works, and how to get the most out of the product.

Getting started with Moterra

Moterra helps you create content, research information, and find answers in your company documents using AI assistants. This guide will help you get started and complete your first task in just a few steps.

Moterra AI Quick Start Guide

Moterra provides two AI assistants, each designed for a different type of task. Using the correct assistant helps ensure accurate results and a smoother experience.

This article explains the differences between the assistants and helps you decide which one to use.

Choosing the Right Assistant

This guide walks you through your first task in Moterra using one of the AI assistants. Completing a first task helps you understand how Moterra works and what to expect from the AI.

Your First Task with Moterra

Learn what the General Assistant does, when to use it, and what types of tasks it is best suited for.

General Assistant 

The General Assistant is designed for creating new content and working with publicly available information. It is best suited for everyday tasks that involve writing, researching, analyzing, or transforming information.

Use this assistant when you want to produce new output or explore topics beyond your company’s internal documents.

What Is the General Assistant?

The General Assistant helps you create written content quickly and consistently. It is best suited for tasks where you need to produce new text based on your instructions.

This article explains what types of content you can create and how to write effective requests.

Creating Content with the General Assistant

The General Assistant can be used to research topics using publicly available information. It is well suited for tasks such as market research, trend analysis, comparisons, and high-level summaries.

This article explains what types of research tasks the General Assistant supports and how to structure research requests effectively.

Researching Information with the General Assistant

The General Assistant allows you to generate images and graphics directly in the chat. This feature is useful when you need simple visuals to support documents, presentations, or internal communication.

Image generation is available through the Image Tools button in the General Assistant.

Creating Images with the General Assistant

The General Assistant allows you to upload files directly in the chat and work with their contents. This is useful when you want to analyze, summarize, or transform information from a file using AI.

This article explains how file uploads work and how to use them effectively.

Working with Files in the General Assistant

The General Assistant produces better results when requests are clear, focused, and well structured. This article outlines practical best practices that help improve accuracy, relevance, and consistency across common tasks.

These guidelines apply to content creation, research, image generation, and working with files.

Best Practices for General Assistant Queries

The General Assistant can translate documents into other languages while preserving their original structure and formatting. This is useful when you need to work with documents across languages without manual rewriting.

This article explains how document translation works and how to use it effectively.

Translating Documents with the General Assistant

Learn how to find answers in your company’s documents.

Internal Knowledge Assistant

The Internal Knowledge Assistant helps you find accurate information in your company’s internal documents. It acts as a centralized knowledge source, allowing you to search, analyze, and compare company files quickly and reliably.

Unlike the General Assistant, this assistant does not use public internet information. It works only with documents that belong to your organization.

What Is the Internal Knowledge Assistant?

The Internal Knowledge Assistant works with your company’s internal documents to provide accurate answers with exact citations. Unlike chat uploads in the General Assistant, files used here are stored centrally and available across conversations.

This article explains how files are accessed and used in the Internal Knowledge Assistant.

Working with Files in the Internal Knowledge Assistant

The Internal Knowledge Assistant helps you find accurate information in your company’s documents and provides citations that show where each answer comes from. This allows you to verify information and review the original source files.

This article explains how to find information effectively and how to use citations.

Finding Information and Using Citations

The Internal Knowledge Assistant can be used to compare your company’s internal documents with external documents you provide. This is useful when reviewing proposals, contracts, or other materials received from clients or partners.

This article explains how to compare internal documents with external files and how to combine both assistants when needed.

Comparing Company Documents

The Internal Knowledge Assistant provides the most accurate results when queries are clear, focused, and well scoped. This article outlines best practices that help you find reliable answers in your company’s documents and use them effectively.

Best Practices for Internal Knowledge Queries

Ask questions and analyse data stored in databases using natural language.

Database Assistant 

The Database Assistant is designed to help you work with structured data stored in databases. It allows you to ask questions about your data using natural language and get answers based on SQL queries executed on the database.

The assistant focuses on factual, data-driven results based on actual query outputs.

What Is the Database Assistant?

The Database Assistant allows you to ask questions about your data using natural language. It translates your questions into SQL queries and returns answers based on actual database results.

This article shows how to ask effective questions and includes example queries you can reuse.

Asking Questions About Your Data 

The Database Assistant can create charts and visualizations based on database query results. Visualizations help you explore trends, compare values, and understand patterns in your data more easily.

This article explains how to request charts and how to get the most useful visual output.

Creating Charts and Visualisations in Database Assistant

The Database Assistant can create reports and documents based on database query results. This is useful when you want to turn data into a readable summary, report, or structured document.

This article explains how to request documents and how to get the most useful output.

Creating Reports and Documents in Database Assistant

The Database Assistant produces better results when questions are clear, focused, and well scoped. This article outlines best practices that help you get accurate, reliable insights from your database.

Best Practices for Database Queries

Guides for managing platform settings, access, and administrative features.

Admin Portal


The Admin Portal is where administrators manage platform-wide settings, users, content, and AI behaviour in Moterra.

It is designed for users responsible for configuring how Moterra works across their organisation.

Admin Portal Overview

The Knowledge Base is a central place in the Admin Panel where you upload, sync, and manage company documents that power the Internal Knowledge Assistant.

Documents added to the Knowledge Base are used across conversations to answer questions based on your organisation’s internal information.

Knowledge Base

The Users and Access section allows administrators to manage who can use Moterra and what they can access.

Users & Access

The Configure AI tab lets administrators influence how assistants behave globally and how users are guided in chats.


Configure AI

The Branding section allows administrators to upload and manage the organization’s logo used in the Moterra interface.

Branding helps align the platform with your company’s visual identity.

Branding

Share feedback, report bugs, and help us improve Moterra.

Feedback & Bug Reporting

Moterra includes a built-in feedback tool that lets you share feature ideas, report issues, or tell us what’s not working as expected.

Your feedback helps us improve the product and prioritize what to build next.

Feature Request in Moterra

Bug Reports help us identify and fix issues when something in Moterra is not working as expected. Submitting a clear bug report allows our team to investigate problems faster and improve reliability.

Reporting Bugs in Moterra

Practical tips, ready-to-use prompts, and best practices for working more effectively with Moterra.

Tips, Prompts & Best Practices

This prompt library contains ready-to-use templates for common business tasks. Copy the prompt, customise the placeholders, and paste into the appropriate assistant.


Prompt Library

This article covers practical tips to help you work more effectively with Moterra and get clearer, more accurate results across all assistants.