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Agent Quickstart

Complete guide to AgenticFlow's advanced agent system - based on actual code implementation

New to AgenticFlow? This guide covers the actual agent system as implemented in the platform - it's more sophisticated than typical AI chatbots.

What Makes AgenticFlow Agents Different?

Unlike simple chatbots, AgenticFlow agents are enterprise-grade AI workers with:

  • 300+ Tool Integrations via MCP (Model Context Protocol)

  • Advanced Knowledge Management with hybrid search (10-file limit per agent)

  • Task Management System built-in for tracking work

  • Sub-Agent Architecture for delegation and specialization

  • Workflow Integration - agents can execute custom automations

  • Webhook Triggers for enterprise system integration

  • Voice Input with speech-to-text capabilities

  • File System Memory for persistent context

Creating Your First Agent (3 minutes)

AgenticFlow uses a "create-then-configure" approach rather than a wizard.

Step 1: Initial Creation

  1. Click "Agents" in the left sidebar

  2. Click "+ Create Agent"

  3. Fill out basic info:

    • Name: Choose a clear, descriptive name

    • Description: Optional, for your reference

  4. Click "Create Agent"

The agent is created with defaults:

  • Model: agenticflow/gpt-4o-mini

  • Temperature: 0.1

  • Welcome message: "Hello, how can I help you today?"

  • Private visibility

📸 Screenshot needed: Simple creation dialog with name/description

Step 2: Configuration Interface

After creation, you'll see 11 configuration tabs. This is where the real power lies:

📸 Screenshot needed: Agent configuration interface showing all tabs

Core Configuration

1. Basic Information

  • Avatar Selection: Built-in avatar picker or upload custom

  • Voice Input: Enable speech-to-text for conversations

  • Description: Update anytime

2. AI Model Configuration

Available Models:

  • Multiple providers: OpenAI, Google Gemini, Anthropic Claude

  • Automatic provider connection setup

  • Welcome credits for PixelML provider

Advanced Parameters:

  • Temperature: 0-1 creativity slider (default: 0.1)

  • Max Output Tokens: 2000-50000 (optional, default: unlimited)

  • Max Input Tokens: 2000-50000 (optional, default: unlimited)

📸 Screenshot needed: Model configuration with temperature slider

3. System Prompt (Most Important)

  • Rich Markdown Editor with formatting support

  • Auto-save to prevent data loss

  • This defines your agent's personality and capabilities

Template System Prompt:

You are a [ROLE] specializing in [DOMAIN].

## Your Capabilities
- [List specific skills]
- [What you're expert at]
- [What tools you can use]

## Your Personality  
- Professional and helpful
- Ask clarifying questions when unsure
- Provide specific, actionable advice

## When helping users:
1. Understand their exact needs
2. Ask questions if anything is unclear  
3. Provide detailed, helpful responses
4. Offer concrete next steps

Advanced Features (Where AgenticFlow Shines)

4. Knowledge Integration (RAG System)

Text Knowledge (Up to 10 files per agent):

  • Search Types: Hybrid (default), Semantic, Full-text

  • Advanced Settings:

    • Top K: 1-10 results (default: 5)

    • Threshold: 0-1 similarity (default: 0.2)

    • Query Rewrite: AI query optimization (default: on)

    • Reranking: Result reranking (default: off)

  • Auto-retrieval: Automatic knowledge search

Table Knowledge:

  • Structured data integration

  • Queryable datasets

📸 Screenshot needed: Knowledge configuration with search settings

5. MCP Tool Integration (300+ Connectors)

Model Context Protocol (MCP) provides access to:

  • Connected MCP Servers: Workspace-level integrations

  • Registry Servers: Platform-wide tool library

Per-Tool Configuration:

  • Custom Description: How agent sees the tool

  • Run Behavior:

    • Auto-run (agent decides when to use)

    • Request Confirmation (asks user first)

  • Timeout: 1-300 seconds (default: 150)

  • Tool Selection: Enable/disable specific tools within each MCP server

Tool Categories Available:

  • AI & ML Services

  • Business Management & CRM

  • Communication (Email, Slack, SMS)

  • Data Analytics & Databases

  • Developer Tools & APIs

  • E-commerce & Payments

  • Marketing & Social Media

  • Productivity & Project Management

📸 Screenshot needed: MCP configuration showing tool categories

6. Workflow Integration (Custom Automation)

Agents can execute your custom workflows as tools:

  • Workflow Selection: Choose from workspace workflows

  • Tool Configuration:

    • Description: How the agent sees this workflow

    • Run Behavior: Auto-run vs Request Confirmation

    • Timeout: Execution time limit

    • Input Override: JSON parameter customization

  • Connection Detection: Automatically identifies missing connections

📸 Screenshot needed: Workflow integration interface

7. Sub-Agent System

  • Hierarchical Architecture: Agents can manage other agents

  • Delegation: Route specialized queries to expert sub-agents

  • Coordination: Master agent orchestrates multiple specialists

8. Task Management

Built-in task system for agents:

  • Task States: Pending, In Progress, Completed, Cancelled, Blocked, Deferred

  • Priority Levels: Low, Medium, High

  • Context Tracking: Tasks linked to conversations

9. File System Tools

  • Memory Persistence: Agents can read/write files

  • Session Context: Maintain context across conversations

  • Document Management: Handle and reference files

10. Advanced Chat Features

Message Management:

  • Suggested Messages: Pre-defined conversation starters

  • Welcome Message: Custom greeting

  • Auto-suggestions: AI-powered response suggestions

Chat Theming:

  • Color Themes: Default, Orange, Blue, Green, Yellow, Violet

  • Font Sizes: Small, Medium, Large

  • Branding: Hide/show "Powered by" attribution

11. Webhook Triggers (Enterprise Integration)

External System Integration:

  • HTTP Methods: GET, POST, PUT, DELETE

  • Authentication: None, Basic Auth, Bearer Token

  • Response Codes: Configurable success handling

  • Custom Endpoints: Unique webhook URLs per agent

Testing Your Agent

Chat Interface Features

Once configured, your agent supports:

  • Streaming Responses: Real-time message generation

  • Multimodal Input: Text, voice, file uploads

  • Tool Execution: Visual previews of tool calls

  • Thread Management: Conversation persistence

  • Anonymous Access: Public agents work without login

What Should Happen

  1. Natural Conversation: Agent responds according to system prompt

  2. Tool Usage: Agent automatically uses connected tools when relevant

  3. Knowledge Retrieval: Searches knowledge base when needed

  4. Task Creation: Can create and track tasks if enabled

📸 Screenshot needed: Chat interface showing tool execution

Deployment Options

Publishing Levels

  • Private: Only you can access

  • Public: Listed in public directory

  • Public Visible: Accessible by direct link only

Integration Options

  • Embed Code: JavaScript widget for websites

  • API Access: RESTful agent interaction

  • Webhook Endpoints: External system triggers

Sharing Features

  • Embeddable Chat: Custom-branded chat widgets

  • Direct Links: Share agent access links

  • Template Creation: Convert agent to reusable template

Pro Tips for Building Effective Agents

1. Start Simple, Then Expand

  • Begin with basic chat functionality

  • Add tools one at a time

  • Test each addition thoroughly

2. Optimize Knowledge Base

  • Use the 10-file limit strategically

  • Choose high-quality, relevant documents

  • Adjust search parameters based on testing

3. Tool Configuration Strategy

  • Start with auto-run disabled for new tools

  • Enable auto-run only after testing

  • Use descriptive tool names for better AI understanding

4. System Prompt Best Practices

  • Be specific about the agent's role and capabilities

  • Include examples of good responses

  • Set clear boundaries and limitations

  • Update based on real conversations

5. Performance Monitoring

  • Review chat logs regularly

  • Monitor tool usage patterns

  • Adjust configuration based on user feedback

Understanding Costs

AgenticFlow uses a bucket-based credit system:

  • Base Cost: ~4.0 credits per conversation turn

  • Tool Usage: Additional costs for external API calls

  • Model Costs: GPT-4 costs more than GPT-3.5

  • Knowledge Retrieval: Included in base cost

  • File Processing: May incur additional charges

Credit Sources:

  • Subscription plans (with monthly credit buckets)

  • One-time top-ups (non-expiring)

  • Promotional credits

  • Welcome credits (for new users)

Troubleshooting Common Issues

Agent Not Responding

  • Check workspace credit balance

  • Verify model configuration

  • Ensure system prompt isn't empty

Tools Not Working

  • Check MCP server connection status

  • Verify tool permissions and authentication

  • Review timeout settings

Knowledge Base Issues

  • Ensure files are properly uploaded (max 10 per agent)

  • Check search threshold settings

  • Verify file format compatibility

Performance Problems

  • Reduce knowledge base size if responses are slow

  • Adjust temperature for more consistent responses

  • Consider switching to faster model (GPT-3.5 vs GPT-4)

What's Next?

Once you have a working agent:

  1. Explore Templates: Browse pre-built agents for inspiration

  2. Add MCP Integrations: Connect to your favorite tools and services

  3. Create Workflows: Build custom automation sequences

  4. Set Up Webhooks: Integrate with external systems

  5. Build Sub-Agents: Create specialized agent teams

Advanced Features to Explore:

  • Multi-agent conversations

  • Workflow orchestration

  • Enterprise webhook integrations

  • Custom knowledge base optimization

  • Task management workflows

Getting Help

Need Assistance?

  1. Discord Community: https://qra.ai/discord - Real-time help

  2. Documentation: Browse related guides

  3. Support Email: [email protected]

  4. Feature Requests: https://agenticflow.featurebase.app/

🎨 Visual Guides:

  • Visual Agent Builder Guide - Complete 11-tab configuration guide

  • Visual Workflow Builder Guide - Drag-and-drop workflow creation

  • Visual Workforce Builder Guide - Multi-agent team orchestration

Related Guides:

🎉 Congratulations! You now understand AgenticFlow's sophisticated agent system. Unlike simple chatbots, you can build enterprise-grade AI workers that integrate with hundreds of tools, manage tasks, and orchestrate complex workflows.

Questions? Join our Discord - we're here to help you build amazing AI agents!

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