Agent Builder Tour
Before we dive into more detail of each section of the Agent Builder, let’s start off with a brief tour to get the layout of the land.
- Tab: Create - this is where you can collaborate with Agent Builder Bob to configure the Agent together
 

- Tab: General - this is where the bulk of the configuration is done.
 

- 1. Generate a Profile Picture: Upload your own image or shuffle through AI-generated options to personalize your Agent’s appearance.
 - 2. Name: Unique identifier for your Agent that appears in the Agent Library.
 - 3. Description: A brief summary of the Agent’s role and goal, giving users a quick understanding of what it does.
 - 4. Instructions: Otherwise known as the “prompt.” Define how your Agent should behave, what tasks it should perform, and the type of responses it should generate.
 - 5. Model: Select from available AI models to determine how your Agent processes and responds to inputs.
 - 6. Access: Manage permissions by defining who can edit the Agent and who can only interact with it.
 - 7. Triggers: Set up automations that allow the Agent to take action without human intervention.
 - 8. Tools: Additional capabilities to allow the Agent to have in order to complete its task.
 - Tab: Knowledge - This is where relevant Datasets and/or Views can be assigned to the Agent that it will need in order to complete its task/goal.
 

Updated 8 months ago