
Start from a template
- Open Agent templates from the workspace navigation.
- Filter with Categories or search with Search agents by name.
- Review the category, name, and description on the template card.
- Select Create agent on the template you want to use.
Start a new agent
Select New agent on the Agent templates page when you want to begin without choosing a gallery template. Review the resulting agent’s Flow and configuration before publishing it.Configure the agent
An agent’s navigation includes Chat, Tasks, Flow, Learning, Configuration, and Analytics. Use these surfaces to continue setup:
For a selected tool node, the Flow sidebar has Parameters, Settings, and Evaluation. Parameters include input variables, the selected model, output variables, and integrations.
Add memory and integrations
Add documents in Configuration → Memory when an agent needs files as knowledge. Configure workspace integrations and node inputs before testing the Flow.Memory and variable fill
Add memory files and choose how node inputs receive values.
Integrations
Connect the services an agent uses.
Add a trigger
The Flow canvas starts with a Trigger node. Select it to review existing trigger cards or use Add trigger. In the audited Gmail Flow, an existing trigger opens controls for its connection, context, filters, conditions, groups, and Configure & test.Triggers and webhooks
Configure the verified trigger editor controls.
Next steps
Build a Flow
Configure the agent’s graph.
Test Mode
Test the Flow before publishing it.
Publishing and deployment
Review the current publishing controls.