Creating Agents
A complete guide to creating and configuring your AI agents in the Agent Studio.
The Agent Studio
The Agent Studio is where you create, configure, and test your agents before deploying them. It provides a visual interface for defining your agent's goal, selecting tools, and configuring schedules.
To access the Agent Studio, click + New Agent from the Agents page or your home dashboard.
Step-by-Step Guide
Name Your Agent
Start by giving your agent a descriptive name. This helps you identify it later and makes it easier to understand what each agent does.
Good names
- ✓“Daily Stock Portfolio Monitor”
- ✓“Competitor Price Tracker”
- ✓“Weekly Sales Report Generator”
- ✗“Agent 1” (too generic)
Define the Goal
The goal is the most important part of your agent. It tells the AI what you want it to accomplish. Write it in plain English, as if you were explaining the task to a colleague.
Good Goal Example
“Monitor my portfolio stocks (AAPL, GOOGL, MSFT, TSLA) and alert me if any stock moves more than 5% in a single day. Include a brief analysis of why the movement occurred based on recent news.”
Tips for Writing Goals
- • Be specific about what data to monitor
- • Define clear thresholds for alerts
- • Explain what output you expect
- • Mention any context or constraints
Select Tools
Tools are the capabilities your agent can use. Enable only the tools your agent needs to minimize credit consumption and improve performance.
Web Search
Find information on the web
Web Scraper
Extract data from URLs
Code Execution
Run Python for analysis
Database Query
Query your data sources
Configure Model Settings
Adjust the AI model settings to fine-tune agent behavior:
| Setting | Description | Default |
|---|---|---|
| Model | AI model (GPT-4, Claude, Gemini) | GPT-4o |
| Temperature | Creativity (0 = focused, 1 = creative) | 0.7 |
| Max Tokens | Maximum response length | 4096 |
Set a Schedule
Choose when and how often your agent should run. See the Scheduling guide for detailed options.
Every 15 min
High-frequency
Daily at 9am
Morning reports
Weekly
Summaries
Deploy
Once you're happy with your configuration, click Deploy to activate your agent. The agent will:
- Validate your configuration
- Check that you have sufficient credits
- Start running according to its schedule
- Begin its first execution immediately (if configured)
Using the AI Builder
The Agent Builder is an AI assistant that helps you create agents through conversation. Instead of filling out forms, describe what you want and the AI will configure everything.
“I want to track prices on Amazon for a list of products and get notified when they drop by more than 10%”
I'll help you create a price tracking agent. I've enabled the Web Scraper tool and set up a schedule to check prices every 4 hours. Would you like to add specific product URLs now, or configure email notifications?
Using Templates
Templates are pre-configured agents for common use cases. They include optimized goals, recommended tools, suggested schedules, and best-practice settings.
Browse the Template Gallery to find a starting point, then customize it to fit your specific needs.
Best Practices
Tips for Success
- Start simple: Begin with a focused goal and expand later
- Test before deploying: Use manual runs to verify behavior
- Monitor credit usage: Check estimated costs before scheduling
- Enable only needed tools: Fewer tools = lower costs
- Set reasonable schedules: Don't run more often than necessary