How to Set Up an AI Agent

What is an AI Agent?

An AI Agent is a configured assistant that can be invoked from Workflows. It combines an AI Adapter (the underlying model) with a persona — a role, goal, and backstory — and optional tools.

How to create an AI Agent

1. Go to Menu → AI & ML → AI Agents
2. Click + New Agent
3. Give it a Name (e.g. Job Classifier)
4. Select the AI Adapter (the model to use)
5. Define the agent’s persona — its Role, Goal, and Backstory (these shape how it behaves)
6. Optionally configure Tools the agent can use
7. Click Save

The persona (Role / Goal / Backstory) is the normal way to shape an agent. For advanced cases you can also supply an optional System Prompt Template that overrides the generated prompt, and tune model parameters such as temperature and max tokens.

Using an Agent in a Workflow

1. Add an Agent node to your Workflow
2. Select the AI Agent
3. Configure the Input — the message or data to send
4. The node output contains the agent’s response

Example use cases

• Job classification — receive a job description and return the right work center
• Error diagnosis — receive a device error and suggest a resolution
• Content generation — draft a customer notification or shipping label