Manage AI agents
When you create multiple AI agents, managing them through scenario modules could become quite a challenge. To make managing AI agents easier, we added a new tab to the platform navigation called "AI agents".
The AI agents tab shows you the list of AI agents that available in your team.
AI agents are shared across all team members, like connections. If you want to have a private agent, use a team where you are the only member.
In the AI agents tab, you can:
- create and duplicate agents
- update and reconfigure agents
- delete agents
To create a new AI agent, click the button Create agent in the top right corner. A Create agent pop-up appears:
In the Connection, select your AI service provider connection or click Add. Create a connection pop-up appears.
- In the Connection type drop-down, select your AI service provider.
- Fill in the rest of the form according to the documentation for creating a connection to the AI service provider. Check the list of AI service providers.
- Click Save to finish creating the connection.
In the Agent name field, specify name for the agent.
In the Model field, select the AI service model that the agent should use for reasoning.
In the System prompt field, define the agent's purpose and constraints. We recommend providing a short system prompt for the agent and leverage the Additional system instructions to customize the agent for a specific
We recommend starting with a short system prompt and checking your resource (token) usage in your AI service provider.
If your agent is using a lot of tools or is processing long descriptions your AI service usage might increase.
Click Save to confirm agent settings.
You have created an AI agent. You can now use it in a Run an agent module, or you can continue configuring it. For example, you can provide the agent with tools that the agent will have always available. Learn more in the update and reconfigure agents section.
If you need to create a new agent based on an existing agent, you might create a duplicate of an agent to set up the new agent faster. To create a copy of an agent, click the three dots next to the Configure button and select Duplicate.
When using AI agents, you might need to adapt them to changes in your processes or update them to improve their efficiency. To update an agent, go to the AI agents tab and click Configure. Alternatively, you can click the Configuration link in the Run an agent module settings:
In the agent's settings, you can:
- update agent's instructions
- provide the agent with access to
The you select in the agent's settings are always available to the agent, in addition to you add in the Run an agent module.
Keep in mind that updating agent settings influences all Run an agent modules where you use the agent. If you would need to revert changes, you need to put them back manually.
To make further changes to the agent's model, click the Agent Settings button. The pop-up form allows you to:
- change the name of the agent
- change the language model the agent is using if the AI service has different models
- if the AI service supports configuring the model, you can change the model configuration. The configuration options are available based on the agent's language model. Example configuration options:
- Maximum tokens: The maximum amount of tokens that the agent can generate and send back to the Run an agent module.
- Maximum steps: The maximum number of iterations the agent can run before providing the final reply to your request.
- Maximum history: The maximum number of messages that the agent adds to its context from the communication thread. This setting influences the agent's context only if you specify the Thread ID in the Run an agent module settings.
You can't change agent's AI service provider or agent's connection. If you need to use a different AI service provider or if you need to change agent's connection, you have to create a new agent instead.
To delete an agent, go to the agent settings, click the button with the three dots and select Delete.
Deleting an AI agent is irreversible. If you remove an AI agent, all modules that use the agent stop working.