Troubleshoot an Agent - Counso AI

When an Agent behaves unexpectedly, identify the symptom first and change the smallest relevant part of its setup. Use Preview to compare results after each change.

Symptom	What to check	What to try
The Agent cannot find the right source	Confirm the intended source, folder, channel, or Space is selected and that the user and Agent can access it. Check whether a label filter excludes the document.	Narrow the source list to relevant material. In the prompt, name the document or topic to search for. Improve source organization where needed.
The Agent makes up details	Check whether the answer is supported by retrieved material, whether the source set is too broad, and whether the conversation is very long.	Ask it to cite the source and state when evidence is missing. Add an example or a constraint such as “do not assume missing values.” Start a fresh conversation for a new task. For complex work, test a more capable available model or reasoning setting.
The answer format changes between runs	Check whether the requested format and required fields are explicit.	Specify the output structure, for example a table with named columns, and include a good example. Test more than one input.

Use the builder to iterate

Sidekick can help refine instructions with targeted suggestions. You can also start from a template. Apply suggestions selectively, then test them in Preview with the same representative request. If a setting or source is unavailable, ask a workspace administrator to check the Agent’s permissions and configuration.