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Agent Creation Wizard

The Creation Wizard guides you through building an AI agent in five steps. Navigate back and forth between steps as needed - your progress is saved automatically.

The 5 Steps​

  1. Basic Information - Define your agent's identity and purpose
  2. Model Configuration - Choose the AI model and performance settings
  3. Tools & Memory - Attach external capabilities and custom knowledge
  4. Scheduling - Automate execution (optional)
  5. Review & Deploy - Verify and launch

Step 1: Basic Information​

Agent Name​

Give your agent a descriptive name that reflects its purpose.

Examples: Customer Support Bot, Sales Email Writer, Code Review Assistant

Context​

Background information about your agent's role and operating environment.

Include:

  • Company or project details
  • Target audience
  • Domain knowledge or terminology
  • Limitations or boundaries

Example:

You are a customer support agent for TechCorp, a SaaS project management 
company. Be friendly and professional. Escalate complex technical issues.
Rich Text Editor

Use the formatting toolbar to structure complex instructions. Type / to quickly attach tools.

Prompt (System Prompt)​

The most critical field - defines exactly how your agent behaves.

Example:

You are an email writer. When drafting emails:
1. Keep tone professional but friendly
2. Use clear subject lines
3. Include proper greetings and signatures
4. Ask clarifying questions if requests are vague
Improve with AI

Click the "Improve with AI" button to refine your prompt automatically.

Step 2: Model Configuration​

AI Provider & Model​

Popular Options:

  • GPT-4 - Complex reasoning and creative tasks
  • GPT-3.5 Turbo - Fast and cost-effective
  • Claude 3.5 Sonnet - Long conversations and coding
  • Gemini Pro - Multimodal (text + images)

API Key​

Enter your API key for the selected provider. Keys are encrypted and stored securely.

Get keys:

Advanced Settings​

Max Tokens​

Maximum response length. Leave empty for model default.

  • 100-500: Quick answers
  • 500-1500: Detailed explanations
  • 2000+: Articles, reports, code

Temperature​

Controls creativity vs. consistency.

TemperatureBest For
0 - 0.3Factual answers, code, data extraction
0.4 - 0.7General conversations
0.8 - 1.5Creative writing, brainstorming
1.6 - 2.0Experimental content

Interactive Mode​

Enables conversational memory and context awareness.

When enabled:

  • Agent remembers previous messages
  • Multi-turn conversations feel natural
  • Context maintained across questions

When disabled:

  • Each message treated independently
  • Faster responses, lower token usage

Best for: Chatbots, support, tutoring (enabled) | One-shot tasks, data processing (disabled)

Step 3: Tools & Memory​

Tools​

Connect your agent to external services and APIs.

How to add:

  1. Click "Attach Tool"
  2. Browse available MCP tools
  3. Select needed tools
  4. Configure authentication

Popular combinations:

  • Email Agent: Gmail + Calendar + Drive
  • Research Agent: Tavily + Notion + Slack
info

See full tool catalog in Tools documentation.

Memory (RAG)​

Give your agent access to custom documents using Retrieval-Augmented Generation.

Use for:

  • Company policies
  • Product documentation
  • Research papers
  • Internal knowledge bases
Save First

Save your agent before enabling RAG. Then return to upload files.

Supported formats: PDF, TXT, DOCX, MD, CSV

Step 4: Scheduling​

Automate your agent to run at specific times.

Use cases:

  • Daily reports (9 AM summaries)
  • Weekly digests (Friday updates)
  • Monitoring (hourly checks)
  • Social media scheduling
tip

Best for background tasks. Disable for conversational agents.

Step 5: Review & Deploy​

Review all configured settings before launching.

Review sections:

  • Basic Information (Name, Context, Prompt)
  • Model Configuration (Provider, Settings)
  • Tools & Memory (Attachments, RAG status)
  • Scheduling (Enabled/Disabled)

Click "Edit" next to any section to make changes.

Create Agent​

Click "Create Agent" when ready. Your agent will be:

  • Saved to your workspace
  • Ready for immediate use
  • Accessible from "My Agents"
  • Available for testing

Ready to start? Click "Create New Agent" from your dashboard to launch the wizard.