Agents quickstart

Getting Started with Agents in AgenticFlow AI

Start with Your Own AI Assistant

Agents are powerful assistants that can be equipped with a variety of workflows. These workflows are designed to target different goals and address various challenges, expanding the capabilities of your AI workforce beyond traditional limits. Agents are the building blocks of your future AI workforce, which you will build and deploy within AgenticFlow AI.

Creating an Agent

Creating an Agent is a simple process that takes only a few minutes:

1. Navigate to the Agent Page: Click on the + Create Agent button at the top right.

2. Choose Your Option:

   • Build from Scratch: Customize your agent from the ground up.

   • Use a Template: Select a pre-configured template (e.g., "Market Research Marco").

Instruct Your Agent

Each Agent has a resume that describes their skills and experience. For the best results, think through what you want from an Agent and include precise instructions during the configuration phase.

• Precision: The more precise you are in the configuration step, the closer the Agent’s behavior will be to the desired outcome.

• Iteration: Try your Agent, then return to the configuration step to refine and improve the settings towards your goal.

For example, Marco is a market research coding expert with skills in coding, sentiment analysis, and handling the full analysis workflow. To enhance Marco’s capabilities, equip him with the right workflows.

Equip with Workflows

Domain experts have the knowledge to design workflows best tailored to specific company needs. Consequently, Agents equipped with custom workflows are more successful in addressing company-specific challenges.

Workflows allow Agents to interact with other systems, perform actions, retrieve information, and more. In AgenticFlow AI, workflows you create become the skills with which you equip your Agents.

Example Workflows for Marco:

• Upload CSV: Allows uploading a CSV file. Set to auto-run, so user approval is not required.

• Categorize Text Data: Categorizes sample text data. Set to auto-run.

• Bulk Text Analysis: Performs bulk text analysis. Set to auto-run.

• Identify Themes in Responses: Identifies themes in responses. Set to auto-run.

• Calculate Category Statistics: Calculates statistics for categories. Set to auto-run.

• Export Knowledge: Requires user approval to run. Not set to auto-run.

• Evaluate Taxonomy: Evaluates a taxonomy. Set to auto-run.

• Summarize Categories & Extract Quotes: Summarizes categories and extracts quotes automatically without requiring user approval.

You can toggle permissions for auto-run workflows, allowing Marco to run them autonomously or with your approval.

Working with the Agent

Conversation

Interact with Agents through the conversation view page:

• Current Conversation: View and follow the current conversation on the right side of the page.

• Start New Chats: Click on the + New Chat button to initiate new conversations.

Check Workflows

Click on the Workflows button in the chat window to see the list of workflows equipped by the agent. Use the Edit option at the bottom of the list as a shortcut to the configuration step for workflows.

Provide an Input File

Upload files using the paperclip icon. This uploads your file to a temporary location and sends the temporary file URL to the Agent, which then passes the URL to workflows for analysis.

Workflow Execution

When permission for auto-run is granted, notifications indicate which workflow is being used. If a workflow requires permission to run, the Agent will ask for your approval in the conversation.

Next Steps

• Explore Ready-to-Use Templates: Get started quickly with pre-built workflows.

• Create Custom Workflows: Follow step-by-step guides to build your own workflows.

• Customize and Build: Tailor workflows to your specific needs and start building your own.

If you have any questions, reach out to our support team through in-app live chat or join our Discord community.