NairoHelp

Create your first Expert

Create a personal Expert in Expert Studio and save it for your team to use.

Updated 4 August 2026

Create a personal Expert when you need a specialised setup that is not already available.

Create an Expert

  1. Open Experts

    In the sidebar, select Experts.

  2. Start creating

    Select Create expert. Nairo opens Expert Studio.

    Expert Studio with setup steps for a new Expert
    Expert Studio walks you through the setup steps.

  3. Complete Details

    On Details, set a Name and optional Description. You can also choose an icon, colour, and team.

  4. Optional: start from a template

    Select browse templates if you prefer not to begin from scratch. Choose a Nairo template to seed your personal copy, then edit anything you need.

    Nairo templates list filtered by team
    Templates give you a starting role you can edit after.

  5. Continue through the setup steps

    Use Continue to move through Instructions, Knowledge, Guardrails, and Capabilities. Add what you need now; you can refine later.

  6. Optional: attach Actions

    On Capabilities, turn on Actions and select Configure to choose which workflows this Expert can run from chat.

    Configure actions modal listing underwriting workflows
    Pick Actions from your library for this Expert. This is not the Actions page itself.

  7. Save the Expert

    Select Save expert. When changes are stored, you may see Saved.

Edit, duplicate, or delete

Only personal experts can be edited in Expert Studio. From Browse experts, open the card menu on a personal Expert to Edit, Duplicate, or Delete. Nairo experts stay as provided unless you customize a personal copy.

Expert card menu with Edit, Duplicate, and Delete
Use the card menu on a personal Expert to edit, duplicate, or delete it.

Need more help?

If you are stuck, email support@nairobilabs.com.