Guide Workforces

Agent build flow

Steps to configure an agent from a template through first run

Agent build flow

1. Pick the agent template the user wants to use
2. Clone it into their library
3. Attach tools (suggested tools available) and tune tasks and behavior
4. Add custom instructions
5. Set run criteria (one-shot, recurring, or trigger-based)

Outcomes

  • An owned copy in the user library.
  • Tooling and integrations aligned with the agent’s job.
  • Clear, adjustable execution behavior.