Overview
Once you’ve created an agent in Beam AI, the next step is to configure it for optimal performance. Proper configuration ensures that the agent can execute workflows effectively, integrate with external platforms, and respond dynamically to triggers.
The Progress Tracker provides a step-by-step guide to setting up the agent, marking milestones as each section is completed.
Configuration Steps
Creating an Agent
Creating an agent is the first step in Beam AI. If using a preconfigured agent (e.g., Customer Support), core elements like the agent and flow are already set up, and you’ll be prompted to connect necessary integrations. If building a custom agent (e.g., Email Triage), you’ll need to start by defining a flow.
2. Creating & Managing Flows
Flows define the execution path of an agent, outlining the steps, decision points, and potential outcomes.
Navigate to Configuration > Flow.
Begin adding nodes, representing actions (e.g., retrieving email details, processing customer requests).
If necessary, define branches for different paths based on conditions (e.g., categorizing emails or handling returns).
Add exit conditions to stop execution when a task is completed or requires manual intervention.
🔗 For best practices on structuring flows efficiently, see Mastering Flows.
3. Connecting Integrations
Agents often rely on external services (e.g., Gmail, Slack, Google Drive) for executing tasks. If a node requires an integration, a warning icon will appear, prompting the user to connect it.
Navigate to Configuration > Integrations.
Select the required service and authenticate the connection.
Confirm that the integration is properly linked to workflow nodes.
🔗 For guidance on setting up and optimising integrations, see Effective Custom Integrations.
4. Setting Up Triggers
Triggers automate agent execution, enabling workflows to run based on predefined conditions such as:
Incoming emails (e.g., classify and respond to customer queries).
Scheduled events (e.g., daily data processing tasks).
Webhook events (e.g., API calls from external platforms).
📌 Steps to Configure Triggers:
Navigate to Configuration > Triggers.
Click Add Trigger and select from available options (e.g., Gmail, Timer, Slack).
Configure trigger parameters and save.
Confirm trigger activation.
🔗 For insights on ensuring precise workflow execution, see Execution Accuracy & Node Optimisation.
5. Managing Tools for Workflows
Tools power workflows, enabling actions such as extracting data, processing messages, and integrating with APIs.
Go to Flow > Node > Tool Dropdown (Sidebar)
Search for a tool in the existing library or create a new custom tool.
Define input variables and evaluation criteria for tool accuracy.
Test the tool by providing input for the variable. Go to Edit Tool > Test Tool
🔗 For guidance on selecting and refining tools for efficiency, see Tool Optimisation
6. Configuring Memory & Interface
Memory allows agents to retain context across tasks, improving decision-making. Add memory sources (e.g., databases, documents) for reference.
Interface settings control how users interact with the agent, including response formats and UI components.
7. Running & Monitoring Tasks
Once the agent is configured, test execution through:
Dashboard – Manually initiate tasks from the agent panel.
Triggers – Allow workflows to run automatically based on configured events.
Webhooks – Integrate external platforms to send execution requests.
Monitor task execution under Tasks, where you can view completed workflows, rerun specific actions, and check system logs for troubleshooting.
