Creating Agents
Use the New Agent Wizard to define an agent's identity, capabilities, and guardrails. The 14-step form walks you through everything from naming the agent to selecting its model and integrations.
The New Agent Wizard
The wizard is a 14-step guided form that collects everything needed to create a fully configured agent. Each step validates its inputs before allowing you to proceed. You can navigate back to earlier steps to revise your choices at any time before the final submission.
Agent status after creation
All newly created agents start in draftstatus. Draft agents cannot receive work items or be dispatched. They must be activated — either directly (if the Agent Review is not enabled) or after passing agent review.
Name and identity
Enter a namefor the agent and an optional description. The name should be descriptive of the agent's function — for example, "Support Ticket Triager" or "Invoice Processor."
Role
Define the agent's role within your organization. This is a free-text field that describes what the agent does. The role is displayed on the agent card and used for organizational filtering.
Expertise
Specify the agent's areas of expertise. These are tags or keywords that describe the domains the agent is knowledgeable in, such as "customer support," "financial analysis," or "code review."
Model selection
Choose which AI model powers the agent. Available models depend on your configured provider keys (BYOK). Common choices include Claude, GPT, and Gemini variants.
System prompt
Write the system promptthat defines the agent's behavior, personality, and constraints. This is the foundational instruction set the model receives with every interaction.
Integrations
Select which MCP servers and skillsthe agent can access. This defines the agent's tool surface — what external services and capabilities it can use.
Available integrations include connected MCP servers (Slack, GitHub, Google Drive, Notion, etc.) and installed skills. Only grant the integrations your agent actually needs — the principle of least privilege applies here.
Environment
Choose the deployment environment: non-prod or production. This affects whether review governance is required (depending on your organization's council settings) and how the agent is labeled in the dashboard.
Review and create
Review all your choices on the summary screen. Verify the agent's name, role, model, system prompt, integrations, and environment. Click Create Agent to finalize.