Editing An Agent
AI Agents are dynamic tools, and refining their configuration is often necessary to improve their accuracy and performance. Whether you need to adjust the prompt, update datasets, modify triggers, or fine-tune tools, you can easily edit an existing Agent through the Agent Builder.
How to Access the Agent Builder
There are two ways to reopen the Agent Builder:
- From the Agents Library:
- Navigate to your Agent of choice
- Select the “More Options” menu
- Select “Edit.”
- From the Conversation History:
- Open the specific Agent’s conversation view.
- Click the “More Options” menu in the top-right corner.
- Select “Edit.”
Editing Your Agent's Configuration
Once inside the Agent Builder, you have two main ways to make changes:
Option 1: Manual Edits
Make direct updates to your Agent’s configuration through the appropriate tabs:
- General Tab: Modify the Agent Name, Description, Instructions (Prompt), Triggers, and Tools.
- Knowledge Tab: Adjust Datasets/Views assigned to the Agent.
Option 2: Use Agent Builder Bob for Assistance
If you prefer a guided approach, switch to the ‘Create’ tab and chat with Agent Builder Bob.
- Tell Bob what changes you’d like to make, such as refining the prompt, adding new datasets, or adjusting triggers.
- Bob will suggest modifications, and you can review and confirm before applying them.
This option is great for users who want a faster, AI-assisted way to tweak an Agent’s setup without manually adjusting settings.
Regularly reviewing and refining your Agent’s setup ensures that it continues to deliver accurate insights and optimal performance. Whether making manual updates or working with Agent Builder Bob, keeping your Agents fine-tuned and aligned with your needs is key to maximizing their value.
Updated 14 days ago