Agents 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 "New Agent", then click "from scratch"

  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

Step 2: Configuration Interface

After creation, you'll see 20 configuration tabs. This is where the real power lies:


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)

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:


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

5. MCP Tool Integrion (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

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

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


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/discordarrow-up-right - Real-time help

  2. Documentation: Browse related guides

🎨 Visual Guides:

Related Guides:


πŸŽ‰ 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 Discordarrow-up-right - we're here to help you build amazing AI agents!

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