Agent Builder

How to create and edit agents

What is Agent Builder

Agent Builder is the screen for creating and editing AI agents. You configure agent settings by giving instructions to the AI in a chat format.

Creating and editing agents requires workspace owner permissions.

Opening Agent Builder

For New Creation

1. Open Agent Management Screen

   Select “Agents” from the side menu.

2. Click 'New' Button

   Click the “New” button at the top of the screen.

Editing Existing Agents

1. Select Agent to Edit from List

   Select “Edit” from the settings menu (⋮) of the agent you want to edit.

Screen Layout

Agent Builder consists of the following areas:

Area	Description
Chat Area	Enter instructions through conversation with AI
Settings Panel	Display and edit various agent settings
Preview Area	Preview of the configured results

Chat-based Instructions

In Agent Builder, you can give agent configuration instructions to the AI in a chat format.

Example Instructions

This agent retrieves deal data from Salesforce and
creates a weekly sales report.

Please include the following information in the report:
- Number of new deals this week
- Total amount of closed deals
- List of deals requiring follow-up next week

The AI analyzes the instructions and suggests appropriate settings.

Connector Reference Settings

Configure the connectors to be used by the agent.

1. Open Connector Settings

   Click the “Connectors” section in the settings panel.

2. Select Connectors

   Check the connectors you want to use with this agent from the available connectors list.

3. Save Settings

   The selected connectors are associated with the agent.

When connectors are configured, the selected connectors become automatically available in chats using this agent.

File Reference Settings

Configure files for the agent to reference.

1. Open File Settings

   Click the “Files” section in the settings panel.

2. Upload Files

   Click the “Add Files” button and upload the files you want the agent to reference.

3. Confirm Files

   Uploaded files are displayed in the list.

Reference File Examples

• FAQ Documents: Information that forms the basis for customer support agent responses
• Report Templates: Sample output formats
• Business Manuals: Procedure and policy references

Saving Agents

After completing the settings, save the agent.

1. Enter Agent Name

   Enter a name for the agent (if not already entered).

2. Enter Description (Optional)

   Enter a description for the agent. A clear description is recommended as it will be displayed in the list.

3. Click 'Save' Button

   Click the “Save” button at the top of the screen to save.

Running Agents (Testing)

You can test run the agent before or after saving.

1. Click 'Run' Button

   Click the “Run” button in Agent Builder.

2. Test in Chat Screen

   A chat screen with the agent’s settings applied opens. You can send actual questions to verify the behavior.

If there are no issues with the test run, save the agent and proceed with publishing preparations.

Troubleshooting

Instructions not being applied

• Try describing the instructions more specifically
• Enter in a format that’s easier for the AI to understand

Cannot select connector

• Verify the connector is installed
• Check the connector’s connection status

Cannot upload file

• Verify the file format is supported
• Check if the file size exceeds the limit