Before you begin
You need access to a Beam workspace. Decide what the agent should do and which integrations it needs before you choose a template.Create an agent from a template
- Open Agent templates from the workspace navigation.
- Use Categories or Search agents by name to find a suitable template.
- Read the template card’s category, name, and description.
- Select Create agent.
Review the Flow
Open the created agent’s Flow. The Flow page contains the agent graph and provides Test mode and Publish controls in its header. Select a node to review its sidebar configuration. For a tool node, the current sidebar includes Parameters, Settings, and Evaluation. Parameters include input variables, the selected model, output variables, and integrations.Build a Flow
Learn how to work with the Flow canvas and node configuration.
Configure inputs and integrations
Review each node’s input variables and choose the fill method that matches the value source. Configure the integrations the agent needs before testing the Flow.Variable Fill
Choose how node inputs receive values at runtime.
Integrations
Connect and manage the services an agent uses.
Test before publishing
Enable Test mode from the Flow header to test the Flow with data from past executions. Test runs are separate from live Tasks, and integrations are sandboxed so tests do not create, update, or delete live records.Test Mode
Learn how Test mode works and where to review test Tasks.
Publish the agent
When the Flow is ready, select Publish from the Flow header. Review the Flow and its integrations before publishing.Publishing and deployment
Review the current publishing options.
Next steps
Run and review Tasks
Review the agent’s Task executions.
Monitor performance
Review available agent analytics.