Skip to main content

​
Pick a starting point

Describe it

Say what you need in a sentence.

Use a template

Start from one already written.

Start blank

Write the instructions yourself.
The prompt box sits at the top of the Agents page. Templates and blank are behind New agent. All three land in the same editor, and all three need an AI provider connected.

​
Set it up

The Configure tab holds everything that changes what the agent does.

Instructions

Write down the job, how to decide, and when to stop.

Agent Tools

Give it the app actions, flows, and MCP servers it needs to reach.

Knowledge Base

Attach the documents and tables it should look things up in.

Model

Pick the model that answers and the key that pays for it.

Output fields

Name the fields you want back, so a flow can use the result.

Max steps

Cap how many actions it can take in one run, so a stuck agent stops.

​
Try it

The editor has a conversation panel beside the configuration. Talk to the agent there, watch which tools it reaches for, and adjust the instructions until it behaves. Changes take effect as soon as you save.
Brief it like a capable new colleague. Say the goal and the edges, not every keystroke. The two people forget most: what “done” looks like, and which calls it should hand back to a human.