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Standard/Instant Access or Dashboard Path
1

Start Agent Creation

You can begin agent creation from multiple entry points:From the Home screen, click on Start under Create AI Agents.
Org Home Start

Organization Home

Or navigate to My Agents and click on Add new agent.
My Agents Start

My Agents: Add New Agent

This opens the guided creation wizard with 3 simple steps:
3-Step Start Screen

My Agents: Guided Agent Creation Flow

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Step 1: Add LLM & Embedding Models

Start by adding the necessary AI models for your Agent.
  • Click Add AI model and choose a supported LLM (e.g., GPT-4o).
Add AI Model

Create AI Agent: Step 1

  • Use the filters at the top of the selection modal to refine results:
    • Provider Filter – show models from a specific provider (e.g., OpenAI, Anthropic, Azure)
    • Capability Filters – such as Image Analysis, to quickly find multimodal models that support vision tasks
  • Select one or more models from the filtered list
  • Click Add to org to complete
Select GPT-4o

Create AI Agent: Add LLM Models

  • Switch to the Embedding Models tab and click Add embedding model.
Add Embedding Model

Create AI Agent: Add Embedding Models

  • Choose a model like text-embedding-3-large and add it to your org.
Select Embedding Model

Create AI Agent: Select Embedding Model

  • Ensure a model is selected before moving to the next step. Click Next to proceed to Step 2.
Pick Embedding Model

Create AI Agent: Confirm Embedding Selection

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Step 2: Create and Upload Data Store

In this step, you’ll prepare the knowledge base for your agent.
  • Click Go to data store to upload data.
Upload Prompt

Create AI Agent: Upload Training Data

  • Click Create new Data Store and fill in the details including the embedding model.
Create Data Store

Create AI Agent: Create New Data Store

  • Once created, click Upload data to this Data Store.
Upload Data Action

Create AI Agent: Upload Data to Store

  • Choose the data source (Webpage, Text, File, YouTube, or REST API).
Select Data Source Type

Create AI Agent: Select Data Source Type

  • After uploading, select the data store to associate with your agent and click Next.
Select Data Store

Create AI Agent: Choose Data Store

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Step 3: Configure & Create Agent

You can now finalize and deploy your agent using one of two options:Custom Configuration
  • Enter a name, choose chat model, embedding model, and link your data store.
  • Click Create to finish.
Custom Config Agent Creation

Create AI Agent: Custom Configuration

Default Configuration
  • Uses preselected models for fast setup.
  • Simply click Create AI Agent.
Default Config Agent Creation

Create AI Agent: Default Configuration

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Creating Agents with Ask Astra

Ask Astra provides a quick way to build agents using prompt based suggestions.
Astra generates the agent configuration automatically based on the prompt you choose or write. Before using Ask Astra, make sure:
  • Your project already has at least one LLM model
  • And at least one embedding model
Astra uses these existing models to create the new agent.
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Open Ask Astra

Click the Ask Astra button to start the assisted agent creation flow.
Ask Astra Entry

Ask Astra Entry Point

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Pick a Suggested Prompt

Astra shows a list of suggested agent ideas you can start from.
If none of them match what you need, click Change Suggestions to shuffle and see new options.
Suggested Prompts

Choose a Suggested Prompt

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Or Enter Your Own Custom Prompt

If you prefer, you can write your own description of the agent you want to build.
This is useful when your use case is more specific or not covered by the suggestions.
Custom Prompt Field

Enter a Custom Prompt

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Review the Generated Agent

Astra uses your chosen or custom prompt to generate the initial agent setup.
You can review the configuration and adjust it before creating the agent.
Ask Astra makes agent creation fast by letting you start from guided suggestions or your own custom prompt, without manually configuring each step.