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 configuration 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, navigate to the ai agents configuration tab, then click the create agent button in the top right corner in the connection dropdown , select an existing connection, or click add to open a create a connection dialog in the connection type dropdown, select your ai provider if applicable, f ill in the rest of the form according to the documentation for creating a connection to the ai provider check the list of ai service providers https //www make com/en/help/ai in make click save to complete the connection users on all plans can select make's ai provider as a connection type those on paid plans can also choose a custom ai provider connection , such as openai or anthropic claude in the agent name field, specify a name for the agent in the model field, select the ai model that the agent will use for reasoning in the system prompt field, define the agent's purpose and constraints a concise system prompt is recommended you can later tailor the agent's behavior to a specific task i n the make ai agents app click save to confirm agent settings next, add the agent's tools and context in context , click add to upload files that the agent can use, then upload context allows you to add external information that enhances the agent's knowledge base examples include internal knowledge bases or reference tables context files are stored in a rag vector database to enable long term memory current limitations for uploading in context txt, pdf, docx, csv, md, and json files only 20 mb maximum per file 50 files maximum per team (250 for enterprise plans) 100 files maximum per organization (500 for enterprise plans) 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 duplicate agent 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 options for configuring your agent u pdate the 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 to configure an agent navigate to the ai agents configuration tab in the left sidebar, then click configure alternatively, you can click the configuration link in the make ai agents > run an agent module settings to make further changes to the agent's model, click the agent settings button within an agent in the ai agents configuration tab this allows you to c hange the name of the agent c hange the model the agent is using if the ai provider has different models i f the model supports model configuration , you can configure the following 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 updating agent settings affects all run an agent modules using the agent to revert changes, you must do so manually you can't change an agent's ai provider to use a different provider, you must create a new agent delete agents to delete an agent n avigate to the ai agents configuration tab on the left sidebar click the button with the three dots next to the agent to delete select delete ai agent deletion is permanent if you delete an ai agent, all modules using the agent will stop working