Create Agents Quickly Using Templates

Getting Started with Templates

A Quickstart Guide to Creating Agents

Templates provide a structured starting point to help you rapidly build AI agents with standardized logic, integrations, and configurations. This feature is ideal for users who want to avoid building agents from scratch and prefer a guided, consistent setup process.

Using a template streamlines the configuration of key components such as agent parameters, LLM/SLM settings, and workflow design. It also reduces the chance of errors and ensures that all required components are included for successful deployment.

Creating an Agent Using a Template

  1. Click Open Template on the desired agent template card to access the Edit Agent page, where you can modify the agent’s configuration.
    1. If the template has any errors or missing configurations, an error message appears in red at the top of the page (for example: Some required information is missing to save as an agent).
    2. Click See details to view the list of missing fields.
    3. After you fix the missing configurations, the error indicator changes to green, confirming that the template is valid.
  2. In the Left Panel, update the agent parameters as needed. Refer to the Configuring Agent Parameters section for detailed guidance on each field.
    Note: Ensure the correct LLM/SLM is selected under the LLM/SLM configuration. For details, refer Configuring LLM/SLM Provider and Profile section.
  3. In the Center Canvas, drag and drop subagent or decision nodes to build or modify the workflow.
  4. Click on a subagent node in the canvas to open the Subagent Configuration Panel on the right. Update parameters or add new ones as required. For details, refer to the Configuring Subagent Parameter section.
    Note: When you create an agent using a template, the Tools will be added by default. However, you must review and customize the tool configuration to match your specific requirements.
  5. Use the toolbar icons (bottom left corner of the canvas) to add new subagents.
  6. Select the Folder to save the agent, and then click Save as Agent.
  7. Fix any missing information highlighted in red before saving the agent.

Result: You have successfully created an agent. The new agent you created appears in the Folder you selected.