Skip to main content
Create agents from Agent templates in the workspace navigation. You can start from a template card or use New agent to begin without selecting a gallery template.
Agent templates gallery with New agent, category filters, template cards, and Create agent buttons

Start from a template

  1. Open Agent templates from the workspace navigation.
  2. Filter with Categories or search with Search agents by name.
  3. Review the category, name, and description on the template card.
  4. Select Create agent on the template you want to use.
The current gallery is the source of truth for the templates available in your workspace.

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.