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What is Agent Builder

Agent Builder is the screen for creating and editing AI agents. You write the agent’s instructions in an editor and configure its connectors, files and schedules in the settings panel. Agent Builder screen
Members can edit only the agents they created. Workspace owners can edit any agent.

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Opening Agent Builder

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For New Creation

1

Open Agent Management Screen

Select “Agents” from the side menu.
2

Click 'Create Agent'

Click the “Create Agent” button at the top of the screen (or the “Create” shortcut shown when hovering “Agents” in the side panel).
3

Enter Name and Description

In the “Create New Agent” dialog, enter a name and an optional description and click “Create”. Agent Builder opens for the new agent.

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Editing Existing Agents

1

Select Agent to Edit from List

Click the pencil icon on the agent card, or select “Edit” from its settings menu (⋮).

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Screen Layout

Agent Builder consists of the following areas:

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Writing Instructions

Write the agent’s instructions in the “Instructions” editor. The “AI Instruction Assistant” button opens a chat where you describe what the agent should do; the generated instructions can be inserted with “Apply to Editor”.

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Example Instructions

The assistant turns such a description into instructions for the editor.

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Connector Reference Settings

Configure the connectors to be used by the agent.
1

Open Connector Settings

Find the “Connectors” section in the settings panel.
2

Add Connectors

Click “Add connector” and pick the installed connectors (or individual tools) you want to use with this agent.
3

Save Settings

The selected connectors are listed in the section with their tool count. Click “Save” to keep the change.
When connectors are configured, the selected connectors become automatically available in chats using this agent.

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File Reference Settings

Configure files for the agent to reference.
1

Open File Settings

Find the “Files” section in the settings panel.
2

Upload Files

Click the “Add file” button and upload the files you want the agent to reference.
3

Confirm Files

Uploaded files are displayed in the list.

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Reference File Examples

  • FAQ Documents: Information that forms the basis for customer support agent responses
  • Report Templates: Sample output formats
  • Business Manuals: Procedure and policy references

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Saving Agents

After completing the settings, save the agent.
1

Check the Agent Name

Click the agent name in the header to rename it if needed.
2

Click 'Save' Button

Click the “Save” button at the top of the screen to save. Instructions are required.
3

Versions

Each save creates a new version. The “Versions” tab lists them with the reason (Created / Updated / Published / Unpublished), who saved them and when, and the instructions, tools and files of each version.

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Running Agents (Testing)

You can test run the agent before or after saving.
1

Click 'Run' Button

Click the “Run” button in the Agent Builder header.
2

Test in the Run Tab

The “Run” tab opens with a message input. Send actual questions to verify the behavior; the output appears in the same tab.
If there are no issues with the test run, save the agent and proceed with publishing preparations.

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Troubleshooting

  • Try describing the instructions more specifically
  • Enter in a format that’s easier for the AI to understand
  • Verify the connector is installed
  • Check the connector’s connection status
  • Verify the file format is supported
  • Check if the file size exceeds the limit