Deploying Pre-Built Agents

Pre-built agents are ready-to-use AI solutions designed to handle specific tasks within an enterprise’s various departments. These agents can be deployed to automate workflows, improve efficiency, and streamline operations. They come pre-configured with core functionalities tailored to different business needs, allowing for seamless integration and execution with minimal setup.

This guide provides step-by-step instructions on how to deploy these pre-built agents.

Step 1: Access the Agent Store

1. Navigate to the Agents Page: Go to the Agents section within your platform.

2. Open the Agent Store: Click on the ‘Agent Store’ button located in the top-right corner of the page to browse available pre-built agents.

1. Search for Agents: Use the search bar to find agents that fit your specific use case by entering relevant keywords.

Step 2: Select the Agent

1. Choose the Desired Agent: Once you find the agent you want to deploy, click on its name to view more details.

2. Deploy the Agent: On the agent page, click the ‘Deploy Agent’ button to initiate the deployment process.

Step 3: Configure the Agent

1. Agent Overview: You will be directed to the Agent Overview page, where you will configure the agent.

   • Agent Name: Enter a unique name for your agent.

   • Agent Description: Provide a brief description of the agent’s purpose and functionality.

2. Proceed to the Next Step: After filling in the details, click ‘Next’ to continue to the next configuration step.

Step 4: Define Input Sources

1. Create a Queue: In the Create a Queue page, you will define the input sources from which the agent will receive data and execute tasks in sequence.

2. Add Input Sources:

   • Click the '+' symbol to add the necessary input sources.

   • Use the search bar to find and select the input sources relevant to your agent's tasks.

   • Some sources may require creating a new connection. Once you add the source, it will trigger the agent when a new folder is created.

1. Complete Input Source Setup: After adding all required input sources, click ‘Next’ to proceed.

Step 5: Define the Agent’s Flow

1. Set the Agent’s Flow: On the Define Flow page, customize the steps that the agent will follow during execution. The platform provides predefined steps using core elements and tools, but these can be adjusted based on your needs.

2. Save and Proceed: Once you’ve made the necessary customizations, click ‘Save’ to save the flow and then click ‘Next.’

Step 6: Additional Settings

1. Add Output Sources: On the Additional Settings page, you can add output sources where the agent will append its results:

   • Click the '+' symbol to add output sources.

   • Enter details such as document IDs, sheet IDs, or page IDs as needed.

2. Transfer Output to Other Agents:

   • If required, pass the agent’s output to another agent. Click ‘Add’ to select the agent that will handle the output. Only one agent can be added at a time for output transfer.

3. Proceed: After finalizing the settings, click ‘Next.’

Step 7: Test the Agent

1. Upload a Document: To test the agent, upload a document that will be processed by the agent.

2. Monitor Agent Activity: Once the document starts processing, you can view the agent’s activity and generated reports in real time.

1. Adjust Configuration: If needed, click the ‘Configure’ button at the bottom left of the Test Agent page to make changes to the configuration. This will redirect you to the Additional Settings page.

Step 8: Deploy the Agent

1. Deploy the Agent: After testing, if you're satisfied with the agent’s performance, click the ‘Deploy Agent’ button at the bottom right of the page.

2. Monitor the Agent: After deployment, you will be directed to the agent dashboard, where you can monitor the agent’s performance, view uploaded documents, and track the agent’s activity.