--- title: Manage AI agents slug: manage-ai-agents description: Create, configure, and manage AI agents with instructions, knowledge, and tools image: https://archbee-image-uploads.s3.amazonaws.com/oAyFj2GHlBeBVWF5OAir2/JyroW6Jy2_nDW9frFrwez_9.png docTags: createdAt: 2025-04-07T11:15:26.770Z --- :::hint{type="success"} This page reflects a **previous version of Make AI Agents**. For the latest information, see [Make AI Agent (New)](docId\:rXryASA6852hvhkZ6NhXU). ::: To create and manage AI agents in Make, navigate to the **AI Agents** configuration tab in the left sidebar. ::Image[]{src="https://app.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/FzsjmBiHto_6xA8P1c_Mi-20250929-071833.png" size="70" width="2648" height="1368" position="center" showCaption="false"} In the **AI Agents** configuration tab, you can: - View the existing AI agents available in your team - Create and duplicate agents - Configure agents - Delete agents :::hint{type="info"} 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: :::::WorkflowBlock ::::WorkflowBlockItem In the **Connection **dropdown, select an existing connection, or click **Add** to open a **Create a connection** dialog: 1. In the **Connection type **dropdown, select your AI provider. 2. If applicable, fill 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). 3. Click **Save** to complete the connection. :::hint{type="info"} 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. ::: :::: :::WorkflowBlockItem In the **Agent name** field, specify a name for the agent. ::: :::WorkflowBlockItem In the **Model** field, select the AI model that the agent will use for reasoning. ::: ::::WorkflowBlockItem In the **System prompt** field, define the agent's purpose and constraints. :::hint{type="info"} A concise system prompt is recommended. You can later tailor the agent's behavior to a specific task in the **Make AI Agents** app. ::: :::: :::WorkflowBlockItem Click **Save** to confirm agent settings. ::: ::::: Next, add the agent's tools and context: :::::WorkflowBlock ::::WorkflowBlockItem 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. :::hint{type="warning"} Current limitations for uploading in **Context**: - TXT, PDF, DOCX, CSV, MD, and JSON files only - 20 MB maximum per file - 20 files maximum per AI agent - 150 files per team and 200 files per organization (Teams plan) - 250 files per team and 500 files per organization (Enterprise plan) - 100 files per team and 150 files per organization (all other plans) ::: :::: :::WorkflowBlockItem 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**. ::: :::WorkflowBlockItem In **Tools**, click **Add** to select the module(s) or scenarios the agent can use. ::: :::WorkflowBlockItem 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: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the **AI agents **configuration tab in the left sidebar. ::: :::WorkflowBlockItem Identify the existing agent to duplicate. ::: :::WorkflowBlockItem Click the three dots next to the **Configure** button. ::: :::WorkflowBlockItem Select **Duplicate**. ::: :::WorkflowBlockItem In the **Duplicate agent** dialog, configure your new agent's connection, name, model, and system prompt. ::: :::WorkflowBlockItem 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: - Update the agent's system prompt in **System prompt** - Add background information or data for the agent to use in **Context** - Add modules or scenarios 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: :::::WorkflowBlock :::WorkflowBlockItem Navigate to the **AI Agents **configuration tab in the left sidebar, then click **Configure**. ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Tv3c1dTEDHliFxX4Bebya-20251104-154117.png) ::: :::WorkflowBlockItem Alternatively, you can click the **Configuration** link in the **Make AI Agents **> **Run an agent** module settings: ::Image[]{src="https://app.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/W6HaZIbptVOHIQBavuQAX-20250924-101937.png" size="60" width="1296" height="1334" position="center" showCaption="false"} ::: ::::WorkflowBlockItem 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: - Change the name of the agent - Change the model the agent is using if the AI provider has different models - If 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. :::hint{type="warning"} Updating agent settings affects all **Run an agent** modules using the agent. To revert changes, you must do so manually. ::: :::: ::::: :::hint{type="info"} 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: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the **AI Agents **configuration tab on the left sidebar. ::: :::WorkflowBlockItem Click the button with the three dots next to the agent to delete. ::: :::WorkflowBlockItem Select **Delete**. ::: :::: :::hint{type="warning"} AI agent deletion is permanent. If you delete an AI agent, all modules using the agent will stop working. :::