Create an agentflow

Important: Agents is currently in private beta and is not yet available to all customers.

An agentflow consists of actions that define its behavior and processing logic. You can configure the actions to design and publish the agentflow to achieve the required outcome. The first step is to define the agentflow, then add and configure actions to complete it.

Agentflows are created in the Agent Designer. The Agent Designer includes the action toolbox, which contains the available actions you can use to build the agentflow, the design canvas, and the toolbar.

Access the agent designer

You can create a agentflow or view an existing agentflow in the agent designer.

To open the Agent Designer to create a new agent:

  1. Go to Agents > All agents.

  2. Click Create agentflow.

  3. Drag and drop: Select Drag and drop if you want to drag and drop actions to the designer canvas to create an agent you want.

To view an existing agentflow:

  1. Go to Agents > All agents.

  2. Select the required agentflow.

Create and publish an agentflow

Important: The maximum size for a agent design is 25MB.

After you open the Agent Designer, you can add actions to your agent and configure the start event and actions to complete. Follow these steps to create and publish your agent:

  1. Go to Agents > All agents.

  2. Click Create agentflow.

  3. On the Designer canvas, click Start to open the start agent configuration panel and configure the start agent.

  4. Find the actions you want in the action toolbox on the left and drag and drop actions to the Designer canvas. For more information, see Agentflow actions.

  5. Click an action to open the action configuration panel and configure the actions. For more information, see Action configuration panel.

  6. (Optional) Test your agentflow. For more information, see Test an agentflow.

  7. Save the agentflow. You can save an agentflow to edit and publish later. For more information, see Save an agentflow.

  8. Publish your agentflow. You can edit your agentflow after it's published. However, you must re-publish the agentflow for the changes to be affective. For more information, see Publish an agentflow.

    The agentflow will be displayed in the Agentflows list. The Status of the agentflow indicates if the agentflow is saved or published. The status of agentflows that are only saved is Draft and the status of published agentflows is Published.

Refer to the topics below to learn about using variables in your agentflow, how to handle files, and best practices to follow when creating an agentflow: