# Agents Quickstart

**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"**&#x20;
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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FQVYmsWYQmNqxXyR3dbmh%2Fimage.png?alt=media&#x26;token=1066731b-f40c-4c4f-a503-2ac566a7e3ed" alt=""><figcaption></figcaption></figure>

### Step 2: Configuration Interface

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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FkDxynDNkzaRI7LbMuNx8%2Fimage.png?alt=media&#x26;token=6fecffa1-ea27-4761-bce6-0fbdce773336" alt=""><figcaption></figcaption></figure>

***

## 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)

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FC7eKZOmcOsomABhzwuuz%2Fimage.png?alt=media&#x26;token=2f2137f6-4db7-461b-a2d5-70ba71ff9617" alt=""><figcaption></figcaption></figure>

### 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**:

```markdown
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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2F8JHFfzAQcqCZLHnId85g%2Fimage.png?alt=media&#x26;token=a821e74e-4ca9-40a4-85dd-388f5367d28d" alt=""><figcaption></figcaption></figure>

**Table Knowledge**:

* Structured data integration
* Queryable datasets

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FB6MkmtSmD2EAyWLkAArg%2Fimage.png?alt=media&#x26;token=ce665749-4fe0-406c-9b47-9751741e34eb" alt=""><figcaption></figcaption></figure>

### 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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FMJufGDEvCPqYxfqgantn%2Fimage.png?alt=media&#x26;token=09e3717b-bafb-4e60-916a-c2832cb42472" alt=""><figcaption></figcaption></figure>

### 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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FEWUcxiJ4jKXGBvMbHxQj%2Fimage.png?alt=media&#x26;token=7148d46c-ccff-4c33-9c4b-b8d22eced963" alt=""><figcaption></figcaption></figure>

### 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

<figure><img src="https://487764224-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ3ppnJjAH1qBNXEYnDPA%2Fuploads%2FpGVRS5CE0Mh7C1RdABwy%2Fimage.png?alt=media&#x26;token=633d75b1-7a4a-46eb-84b0-fceb6a2168bc" alt=""><figcaption></figcaption></figure>

***

## 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**: <support@agenticflow.ai>
4. **Feature Requests**: <https://agenticflow.featurebase.app/>

**🎨 Visual Guides**:

* [**Agents Hub**](https://docs.agenticflow.ai/ai-agents/03-agents) - **Complete agent configuration guide**
* [**Workflows Hub**](https://docs.agenticflow.ai/workflows/04-workflows) - Drag-and-drop workflow creation
* [**Workforce Hub**](https://docs.agenticflow.ai/workforce/05-workforce) - Multi-agent team orchestration

**Related Guides**:

* [Workflows Quickstart](https://docs.agenticflow.ai/get-started/workflows-quickstart) - Build custom automation
* [MCP Integration Guide](https://docs.agenticflow.ai/integrations/agenticflow-mcp) - Connect external tools
* [Key Concepts](https://docs.agenticflow.ai/learn/key-concepts) - Understanding the platform

***

**🎉 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](https://qra.ai/discord) - we're here to help you build amazing AI agents!
