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

# 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.

<img src="https://mintcdn.com/carnot/twCYe3dtbHpRCzif/en/pages/jinba_app/images/agents-builder.png?fit=max&auto=format&n=twCYe3dtbHpRCzif&q=85&s=eece3b0d6e93a7e83e3c383523dd7572" alt="Agent Builder screen" style={{ width: '100%', borderRadius: '8px', margin: '32px 0' }} width="1280" height="800" data-path="en/pages/jinba_app/images/agents-builder.png" />

<Warning>
  Creating and editing agents requires workspace owner permissions.
</Warning>

## Opening Agent Builder

### For New Creation

<Steps>
  <Step title="Open Agent Management Screen">
    Select "Agents" from the side menu.
  </Step>

  <Step title="Click 'New' Button">
    Click the "New" button at the top of the screen.
  </Step>
</Steps>

### Editing Existing Agents

<Steps>
  <Step title="Select Agent to Edit from List">
    Select "Edit" from the settings menu (⋮) of the agent you want to edit.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open Connector Settings">
    Click the "Connectors" section in the settings panel.
  </Step>

  <Step title="Select Connectors">
    Check the connectors you want to use with this agent from the available connectors list.

    {/* TODO: Screenshot - Connector selection */}
  </Step>

  <Step title="Save Settings">
    The selected connectors are associated with the agent.
  </Step>
</Steps>

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

## File Reference Settings

Configure files for the agent to reference.

<Steps>
  <Step title="Open File Settings">
    Click the "Files" section in the settings panel.
  </Step>

  <Step title="Upload Files">
    Click the "Add Files" button and upload the files you want the agent to reference.

    {/* TODO: Screenshot - File upload */}
  </Step>

  <Step title="Confirm Files">
    Uploaded files are displayed in the list.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Enter Agent Name">
    Enter a name for the agent (if not already entered).
  </Step>

  <Step title="Enter Description (Optional)">
    Enter a description for the agent. A clear description is recommended as it will be displayed in the list.
  </Step>

  <Step title="Click 'Save' Button">
    Click the "Save" button at the top of the screen to save.
  </Step>
</Steps>

## Running Agents (Testing)

You can test run the agent before or after saving.

<Steps>
  <Step title="Click 'Run' Button">
    Click the "Run" button in Agent Builder.
  </Step>

  <Step title="Test in Chat Screen">
    A chat screen with the agent's settings applied opens. You can send actual questions to verify the behavior.
  </Step>
</Steps>

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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Instructions not being applied">
    * Try describing the instructions more specifically
    * Enter in a format that's easier for the AI to understand
  </Accordion>

  <Accordion title="Cannot select connector">
    * Verify the connector is installed
    * Check the connector's connection status
  </Accordion>

  <Accordion title="Cannot upload file">
    * Verify the file format is supported
    * Check if the file size exceeds the limit
  </Accordion>
</AccordionGroup>