Manage AI agents

to create and manage ai agents in {{product name}} , navigate to the ai agents configuration tab in the left sidebar in the ai agents tab, you can view the existing ai agents available in your team c reate and duplicate agents c onfigure agents d elete agents ai agents are shared across all team members, like connections if you'd like to have a private agent, use a team where you're the only member create agents to create a new ai agent, click the create agent button in the top right corner a create agent dialog appears in connection , select your ai 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 https //www make com/en/help/ai in make click save to finish creating the connection in the agent name field, specify a 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 use the additional system instructions to customize the agent for a specific {{scenario singular lowercase}} we recommend starting with a short system prompt and checking your resource (token) usage in your ai service provider if your agent uses many tools or processes lengthy prompts, your token usage may increase click save to confirm agent settings next, to add the agent's tools and context , click configure on the right hand side of your agent in the make ai agents tab in context , click add to upload files that the agent can use context allows you to add external information that enhances the agent's knowledge base, enabling it to effectively achieve its goal examples include internal knowledge bases or reference tables the files in context are stored in a database and enable long term ai memory current limitations for uploading in context txt, pdf, docx, csv, and json files 20 mb maximum per file 50 files maximum per team 100 files maximum per organization 20 files maximum per ai agent in mcp , you can connect your agent to mcp servers to access additional tools click add to create a connection to an available mcp server, then toggle on the tools that you want the agent to access click save in t ools , click add to select the module(s) or {{scenario plural lowercase}} the agent can use click save you have created an ai agent you can now use it in a make ai agents > run an agent module, or you can continue configuring it duplicate agents if you need to create a new agent based on an existing agent, you can duplicate an agent for a quicker setup to duplicate an agent n avigate to the ai agents configuration tab in the left sidebar identify the existing agent to duplicate click the three dots next to the configure button s elect duplicate in the dialog, configure your new agent's connection, name, model, and system prompt click duplicate you have now duplicated an agent to further configure this agent, click the configure button configure agents when using ai agents, you will need to adapt them to your processes or update them to improve their efficiency to configure an agent, go to the ai agents tab and click configure alternatively, you can click the configuration link in the make ai agents > run an agent module settings options for configuring or reconfiguring your agent u pdate agent's system prompt in system prompt add background information or data for the agent to use in context add modules or {{scenario plural lowercase}} the agent can use as its tools in tools the tools you select in the agent's settings are always available to the agent, in addition to tools that you add in the make ai agents > run an agent module updating agent settings affects 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 c hange the name of the agent c hange the language model the agent is using if the ai service has different models i f 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 make ai agents > 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 make ai agents > run an agent module settings you can't change an 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 the agent's connection, you have to create a new agent instead delete agents to delete an agent, navigate to the agent settings, click the button with the three dots and select delete deleting an ai agent is permanent if you remove an ai agent, all modules that use the agent stop working