Navigating to the AI Agent Builder

1. Access the Agents Library

   • From the Main Navigation bar, under "Marketing Apps," select "Agents."
   • This brings you to the Agents Library, where you can view existing AI Agents created by your team or shared by NinjaCat.
   • Use the search function to find specific Agents, mark favorites, and check associated Dataset providers.

2. Create a New Agent

   • Click "New Agent" in the top right corner to start building a new Agent.

Define Your Goal

Before configuring your Agent, clarify the task you need it to perform. Examples include:

• Identifying poor-performing keywords.
• Monitoring ad spend.
• Generating report summaries.
• Comparing datasets for discrepancies.

Having a clear objective will streamline the setup process.

Start Building

1. Interact with the Agent Builder

   • Start a conversation by explaining your requirements. Example prompts:
     • "Analyze ad cost data from the last 30 days and recommend budget adjustments."
     • "Identify Google Ads campaigns that have stopped serving impressions."
     • "Research competitors and analyze SEO keyword opportunities."
     • "Compare two CSV files to find campaign name differences."
   • Click Send to let the Agent Builder configure your Agent automatically.
   • The configuration includes prompt creation, profile picture generation, naming, and description setup.

2. Modify the Agent’s Instructions

   • Use the "General" tab to view and manually adjust the prompt.
   • Continue refining by messaging the Agent Builder.

3. Enable Additional Tools (if needed)

   • Some tools are pre-enabled and locked for foundational functions.
   • Optional tools:
     • Code Interpreter – Runs code, analyzes data, performs calculations.
     • Image Generator – Creates images for ads, websites, and marketing.
     • Web Researcher – Finds relevant industry data online.
     • Web Scraper – Extracts website content for analysis.

Set Visibility Preferences

Choose how the Agent will be accessed:

• Private – Only visible and editable by you (except for NinjaCat employees).
• Chat Only – Others can interact with it but cannot edit.
• Public – Fully accessible for editing and use within your agency.

Choose Your Dataset

The AI Agent Builder will recommend relevant Datasets based on your goal. You can:

• Select from suggested Datasets.
• Manually add Datasets via the "Knowledge" tab.

Manually Adding a Dataset

1. Select a Dataset and View (if applicable).
2. Name the Dataset – Assign a friendly reference name.
3. Provide a Description (optional).
4. Review Available Columns – Preview dataset structure.

NinjaNote:

• Use the "Preview Dataset" icon to inspect data in the Data Explorer.
• Assign only necessary data to optimize Agent performance.

Test, Tweak, Repeat

1. Run a test using the Agent Preview.
2. Evaluate the output:
   • Does it align with your goal?
   • If needed, adjust the prompt for clarity.

Save and Deploy

• Once satisfied, save your Agent.
• Start integrating it into your workflow for automated insights and analysis.

Additional Tips for Success

• Start Simple – Begin with basic tasks and refine over time.
• Use Examples – Provide sample data to improve accuracy.
• Experiment – Adjust prompts and settings to fine-tune performance.
• View and Edit Prompts – Access the "General" tab to see or modify the AI-generated instructions.

By following these steps, you’ll have a functional AI Agent tailored to your needs. In the next module, we’ll explore advanced techniques for optimizing AI prompts.