Configuring Your Agent
This involves multiple elements that come together to form a cohesive system, ensuring your agent not only functions but excels in its tasks. This section is pivotal to the agent’s optimisation as it allows you to:
Equip the agent with workflows that automate key processes.
Add and customise tools that power specific actions.
Integrate external platforms and data sources to enhance its capabilities.
Set triggers that automate responses to specific events.
Let’s dive into each aspect, detailing how you can effectively set up your agent for success.
Summary: Monitor Your Agent’s Setup
The Summary section provides a quick overview of your agent’s current configuration, showing the number of workflows and tools assigned. This section updates dynamically as you add or modify components, giving you a snapshot of the agent’s current capabilities.
Settings: Define Your Agent’s Identity
The Settings section is where you define your agent’s basic identity, setting the foundation for its operation.
Step-by-Step:
Navigate to the Settings tab within Configuration.
Update the Name and Description fields as needed.
Choose or upload a custom avatar/image to represent the agent visually.
Save your changes.
Character: Shape Your Agent’s Personality
Character settings influence how your agent interacts during conversations, ensuring that its responses align with your brand’s tone and communication style.
Step-by-Step:
In the Character tab, fill in the Personality field with traits that align with your brand’s communication style.
Specify any Restrictions to refine the agent’s scope of interaction.
Test the character settings within the agent’s Dashboard to ensure it behaves as intended.
Review the Optimising Agent Behavior section for additional instructions.
Watch the video for an overview of setting up agent’s personality, & interaction rules
Workflows: Automate Your Processes
Configuring workflows is essential for automating your agent’s tasks, enabling it to handle complex processes effectively.
Choosing Workflows: Templates vs. Custom
Templates: Ideal when existing templates match your needs, saving setup time. Use pre-built workflows for standard tasks like customer support, data processing, or scheduling.
Custom Workflows: Best for unique requirements that aren’t covered by templates. Build workflows tailored to your specific processes, allowing full control over each task step, conditions, and tool integrations.
Choosing Workflows: Templates vs. Custom
Accessing Workflows
Navigate to Configuration > Workflows. This section lists all workflows linked to your agent. Agents created from templates will have workflows already present, while custom agents will require workflow setup from scratch.
Adding Workflows
From Templates: Click “Add from templates” to explore available workflows. Select relevant workflows by checking their boxes; they’ll be instantly added to your agent.
Create Custom Workflow: Choose “Create custom workflow” to develop a workflow tailored to your needs. Define each task step, set specific conditions, and assign necessary tools.
Editing Workflow Steps
Open a workflow to view and modify its steps. You can add, remove, rename, or reorder steps to improve the workflow’s functionality. Ensure logical flow and correct tool assignment at each step to avoid errors.
Optimising Workflows
Regular testing and adjustments are crucial. If workflows aren’t functioning as expected, review task steps, conditions, and tool connections. Our guide on workflow optimisation provides insights into structuring workflows for maximum efficiency.
Review the: Mastering Workflow Efficiency section for additional instructions.
Watch the demo video for an overview of building and refining workflows
Tools: Power Your Workflows
Tools are integral to your workflows, powering specific tasks like data extraction or automated communications. These tools can be selected from a pre-existing library or custom-built for specific needs.
Purpose: Tools equip workflows with the functionality to execute defined actions effectively.
Integration: Integrate relevant tools directly into your workflows for smooth operation.
Step-by-Step:
Open the Tools tab in Configuration.
Add existing tools by selecting them from the gallery or create new custom tools.
Link the tools to corresponding task steps in your workflows for enhanced functionality.
Review the: Custom Tool Development section for additional instructions.
Watch the demo video for an overview of creating tools to enhance your agent’s workflows and capabilities.
Memory: Enhance Your Agent’s Contextual Understanding
Memory allows your agent to reference data during task execution, improving its ability to respond accurately and execute workflows efficiently.
Purpose: Incorporate data into your agent’s memory to provide contextual responses and enhance task performance.
Data Sources: Add relevant data sources that the agent can reference as needed.
Watch the demo video for an overview of expanding your agent’s capabilities with connected data sources.
Step-by-Step:
Go to the Memory tab in Configuration.
Click “Add Data” to include documents or data sources.
Test the agent’s performance with the new memory inputs to ensure improved outputs.
Integrations: Connect to External Platforms
Integrations enable your agent to connect with external platforms, expanding its capabilities beyond the built-in features.
Purpose: Enhance your agent’s functionality by connecting to external services like Gmail, Slack, or custom APIs.
Custom Integrations: Develop bespoke connections using OpenAPI specifications for proprietary systems.
Step-by-Step:
Open the Integrations tab in Configuration.
Select from the available integrations or create a custom integration.
Watch the demo video for an overview of building and managing custom integrations for your agent.
Connect the integration to relevant workflows and test its performance.
Review the: Custom Integration Setup section for additional instructions.
Triggers: Automate Workflow Execution
Triggers are conditions that automatically activate workflows, such as specific events or schedules.
Purpose: Set up automated responses, ensuring workflows are executed promptly and accurately.
Examples: Use triggers for new incoming emails, scheduled tasks, or webhook events.
Watch the video for an overview of automating actions by configuring triggers for workflows.
Step-by-Step:
Navigate to the Triggers tab in Configuration.
Choose from existing triggers or create custom ones to suit your needs.
Test triggers to ensure they activate the correct workflows under the right conditions.
