Build an agent
Create a saved agent in chat or by hand, turn it on, and run its first task.
This guide shows you how to create an agent, turn it on, and give it its first task.
Before you start
Section titled “Before you start”- Saving an agent does not turn it on. Read Saved, activated, and running to learn the difference.
- Each task uses workspace credits.
Create the agent
Section titled “Create the agent”-
Select Agents in the sidebar.
-
Select Create in chat.
-
Describe the job of the agent in the chat.
-
Read the agent draft that the chat shows.
To change the draft by hand, select Edit in builder.
-
Select Create and activate to save the agent and turn it on.
To save the agent without turning it on, select Save draft.
-
Select Agents in the sidebar.
-
Select Configure manually.
-
On Basics, enter the Agent name.
-
In Instructions, describe the role, tone, and tasks of the agent. Also say when it must ask a person.
-
On Skills, choose the skills that the agent follows.
You can choose up to 16 enabled skills.
-
On Access, choose who can use the agent.
-
On Triggers, choose how the agent starts.
-
On Review, check the setup.
-
Select Create and activate to save the agent and turn it on.
To save the agent without turning it on, select Save draft.
To try the agent before you save it, use the Test chat tab in the preview. Test chat cannot take actions.
The agent uses the Workspace default model unless you choose a model family for it.
Turn on a saved draft
Section titled “Turn on a saved draft”Do these steps if you selected Save draft. Only an agent manager can do them. An agent manager is a person with the Manage permission on the agent.
-
Select Agents in the sidebar.
-
Open the agent.
-
Open the Execution tab.
-
Turn on Enable execution.
-
Select Save execution settings.
-
Select Activate saved instructions.
Later edits to the agent stay inactive until a manager activates them.
Share the agent
Section titled “Share the agent”People need the Invoke permission to start tasks with an agent.
-
Open the agent.
-
Open the Access tab.
-
Add the people or teams that can use the agent.
-
Select Save sharing.
| Permission | What it allows |
|---|---|
| Read | See the agent. |
| Invoke | Start tasks with the agent. |
| Edit | Change the instructions of the agent. |
| Manage | Change access, execution, and activation. |
Run the first task
Section titled “Run the first task”-
Select Agents in the sidebar.
-
Open the agent.
-
Under Run agent now, type the work in Task message.
-
Select Start task.
The task opens in My agent tasks. The agent works in steps and asks before it changes rows.
If the agent cannot start, read its setup checklist on the agent page. The checklist shows the next step and who must take it.
Agent status
Section titled “Agent status”| Status | What it means |
|---|---|
| Not activated | The agent is saved but not turned on. |
| Run permission required | You need the Invoke permission from an agent manager. |
| Activated | The agent is on and ready to run tasks. |