Agent setup

This section outlines the initial steps to create and configure a custom agent tailored to your specific needs. Follow the steps below to access the agent creation interface, define essential details, and set the foundation for your agent's functionality.

Step 1: Navigate to the agents page

1. Access the platform dashboard.

2. Locate and click on the Agents section.

3. Click the ‘Create New Agent’ button to begin the agent creation process.

Step 2: Provide agent details

On the Agent Overview page, you will define the essential details for your agent:

• Name: Assign a clear, descriptive name that reflects the agent’s intended function or role.

• Description: Write a concise description explaining the agent’s tasks and overall purpose, ensuring it is easy to understand.

Once the necessary details are filled in, click ‘Next’ to proceed to configuring the agent's input sources.

These initial steps set the foundation for building your custom agent and establishing its identity and role within your workflow.