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Custom Agents

How to Use Custom Agents to Automate Marketing Workflows

Raleon’s Custom Agents feature gives you the power to create your own, bespoke AI agents tailored to your brand, data, and workflows. Agents can generate reports, create content, follow processes, and even interact with your marketing stack—all while staying on-brand.

This guide explains how to enable, configure, and use Custom Agents effectively.

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  1. Access & Availability
  • Plans: Custom Agents are available to all Raleon customers, regardless of plan.
  • Status: This is an experimental feature, which means it is off by default.

👉 You’ll need to turn it on before creating agents.

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  1. Enabling Custom Agents
    1. In Raleon, click the Settings menu.
    2. Navigate to Account Settings → Experimental.
    3. Scroll to the Custom Agents section.
    4. Toggle Enable Custom Agents to ON.

At any time, you can toggle it back OFF. Your agents will remain saved, but hidden from the app.

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  1. Creating Your First Agent

Once enabled, go to Custom Agents → Create Agent. You’ll see two options:

Option A: Recommended (AI-assisted)

  • Describe in plain language what you want the agent to do.
  • Include:
    • The task (e.g. “Generate my monthly Klaviyo performance report.”)
    • The process (e.g. “First campaigns, then flows, then summary narrative.”)
    • Any SOPs or rules (optional, e.g. “Write at an 8th-grade level, avoid M-dashes.”)
    • Click Generate Agent. Raleon will create the agent for you.

Option B: Advanced (Manual setup)

  • Click Advanced to build your agent manually.
  • Define role, workflow, instructions, and available tools step-by-step.
  • Best if you want granular control or to edit after AI-generation.

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  1. Reviewing & Configuring an Agent

After generation, you’ll see the Agent Configuration screen:

  • Name & Role Definition – What the agent is called and its purpose.
  • Custom Workflow – The ordered steps the agent will follow (you can edit or add steps).
  • Custom Instructions – Style guides, brand rules, do’s/don’ts.
  • Available Tools – Capabilities the agent can use, such as:
    • Data Lookup (pull from Klaviyo/Shopify analytics)
    • Product Lookup (Shopify product info, inventory)
    • Plan Tool (generate campaign plans)
    • Brief Tool (draft email briefs)
    • Email Tool (write full campaigns)
    • Image Tools (generate on-brand creative variations)

💡 Tip: Only enable tools your agent actually needs. This keeps workflows efficient.

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  1. Using Your Agent
    1. Go to Chat → New Chat.
    2. Select your custom agent from the list.
    3. Start the conversation. The agent will follow its workflow, fetch data, and output results.
  2. Managing Custom Agents
  • Edit: Reopen configuration in Experimental Settings to update workflows, instructions, or tools.
  • Disable: Toggle off in Experimental settings (agents remain saved).
  • Delete: Permanently remove an agent from your account.

Custom Agent Examples:

For example prompts to create your own agents, you can read from our blog here!

Popular Use Cases

  • Reporting Agent: Auto-generate monthly campaign & flow reports with commentary.
  • Social Media Agent: Create on-brand Instagram posts/images or Twitter threads using product images.
  • Content Agent: Draft blog posts, landing pages, or briefs aligned with your tone.

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Best Practices

  • Start simple: create one reporting or content agent before expanding.
  • Use process steps if you want structured outputs (e.g. “First summarize, then recommend next actions”).
  • Leverage Custom Instructions to enforce tone, style, and compliance rules.
  • Review tool permissions—don’t give more capabilities than necessary.

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✅ Next Steps: Turn on Custom Agents in your settings and try creating your first one—whether it’s a monthly reporting analyst, a blog post writer, or a social media manager.

Updated about 2 months ago