An AI Agent is an intelligent agent designed to perform tasks, interact with users, and answer questions instantly based on your organizational or project-level data. In AptlyStar, you can create agents directly within a project, allowing them to be scoped specifically to that project’s datasets and goals.

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🛠️ Steps to Create an AI Agent within a Project

1

Navigate to AI Agents inside Project

From the AptlyStar Dashboard:
  • Click on the Projects tab (1)
  • Select your project and go to the AI Agents section (2)
  • Click on Create New Agent (3)
Open Project Agents

Project: AI Agents

2

Configure Your Agent

Fill out the agent creation form:
  • Enter the Agent Name (1)
  • Select the Chat Model and Embedding Model (2)
  • Link relevant Data Stores (3)
  • Click Create (4)
Agent Configuration Screen

Create AI Agent: Configuration Form

3

Agent Successfully Created

Once created, your AI Agent will appear under the AI Agents tab of the selected project.
Agent Successfully Created

Agent List

Looking to connect project-level agents to a data store? Check out our guide on Linking Data Stores to Agents.