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Custom Agent List

How to create a Custom Agent​

Custom Agents are Agents that you can create to connect to some microservice or rest API The Custom Agents screen is designed to simplify the process of creating and configuring intelligent agents tailored to your specific business needs. Here, you can view, create, edit, export, and delete your custom agents.

The Custom Agents screen is designed to simplify the process of creating and configuring intelligent agents tailored to your specific business needs. Here, you can view, create, edit, export, and delete your custom agents.

Screen Elements​

  1. Header Section:

    • Title: "Agents"
    • Description: Provides a brief overview of the screen's purpose.

  2. Search Bar:

    • Function: Allows you to search for specific agents by name or description.
    • Usage: Type in the search term and press the search icon (magnifying glass).

  3. Agents List:

    • Columns:
      • Name: Displays the name of the agent.
      • Description: Provides a brief description of what the agent does.
      • Modified: Shows the last modified date of the agent.
      • Status: Draft or Published, if Draft mode then the reasoning engine is not aware or this custom agent.
      • Action: Contains options to edit, export, or delete the agent.
    • Sorting: You can sort the agents list by clicking on the column headers.

  4. Create Button:

    • Location: Top-right corner of the screen.
    • Function: Opens the agent creation dialog to create a new custom agent.

  5. Action Menu:

    • Location: Found in the 'Action' column next to each agent.
    • Options:
      • Edit: Allows you to edit the agent's details.
      • Export: Lets you export the agent's configuration.
      • Delete: Deletes the agent.

How to Use​

  1. Creating a New Agent:

    • Click the Add Agent button at the top right of the screen

      • Select either Create Agent or Import Agent

      Add Agent button, select either Create Agent or Import Agent

  2. Editing an Agent:

    • Find the agent you wish to edit in the agents list.
    • Click the three vertical dots in the 'Action' column next to the agent.
    • Select Edit from the dropdown menu.

    Add Agent button, select either Create Agent or Import Agent

  3. Exporting an Agent:

    • Locate the agent you wish to export.
    • Click the three vertical dots in the 'Action' column next to the agent.
    • Select "Export" from the dropdown menu.
    • Follow the prompts to export the agent's configuration.

  4. Deleting an Agent:

    • Find the agent you want to delete.
    • Click the three vertical dots in the 'Action' column next to the agent.
    • Select "Delete" from the dropdown menu.
    • Confirm the deletion in the popup dialog.

Notes​

  • Ensure that you review the agent's details before deleting, as this action cannot be undone.
  • Use the search functionality to quickly locate agents, especially when dealing with a large number of agents.

This documentation should help you navigate and utilize the Custom Agents screen efficiently. If you have any further questions or need assistance, please refer to the help section or contact support.