Skip to main content
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

2

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

3

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

4

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

⌘I