---
title: "Creating an Expert"
slug: "creating-an-expert"
tags: ["Content Services"]
updated: 2026-08-19T05:09:56Z
published: 2026-08-19T05:09:56Z
canonical: "kb.ctera.com/creating-an-expert"
---

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

# Creating an Expert

## Adding an Expert

Experts are task-focused AI agents, that act as virtual employees to respond to specific types of enquires using your organization’s curated content. For example, a marketing expert might have access to all the company marketing material and competitive information, while a developer expert might have access to all the CTERA SDK and its examples.

Expert settings include the following:

- Workers Configuration
- Embedding Configuration
- Model Configuration
- Chat Configuration

**To create an expert:**

1. Click your avatar at the bottom of the side panel to display additional options. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-LAAH7T50.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)
2. Click **Administration**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-USUTNWJB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D) The Content Services administrator creates the datasets that you can use to create an expert. You can display the available datasets by clicking **Datasets** in the navigation pane. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YV0AC3ZT.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D) You can display the files that are in that dataset by clicking **Files** in the navigation pane. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BAKYLL5Z.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)
3. Click **Experts** in the navigation pane. All the experts that you have access to are listed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-TXQEY430.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)

Or
  - Click **My Experts** to display the experts that you have created.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-CM8RRIM0.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)
  - Click **Shared With Me** to display the experts that have been shared with you to use.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-NQ3N3OOR.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)
4. Click **New Expert**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-DOD2DCL4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)
5. Enter the expert details: **Expert Name** – A name to identify the expert. **Expert Subtitle** – A short description of the expert.
6. Upload a jpeg or png file to use as the expert avatar.
7. Select the expert owner from the drop-down list and collaborators for this expert, from the drop-down list. If you specify any collaborators, only these users will have access to the expert.
8. Slide **Set as Public Expert** on if you want this expert to be available publicly.
9. Slide **Set as Default Expert** on if you want this expert to be the default expert for all users.
10. Under **Expert Settings** specify the instructions to manage the expert.
11. Select the LLM to use for this expert in the **LLM Model** field.
12. Select the datasets to use for this expert in the **Datasets** field.
13. Slide the tools on under **Expert Tools** that will be used with this expert, for example **Semantic Search** and **Image Generator**.
14. Optionally , select an MCP Server from the **MCP Servers** list.
15. Click **Save**

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-0C4BWAPM.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A29Z&se=2026-11-11T05%3A17%3A29Z&sr=c&sp=r&sig=q7kJb2n1jkHK3MQilUKYfCNKJIGEOLG7048u%2BnzTj0w%3D)