1) Create the Agent
- Go to Forge > Agents.
- Click Create Agent.
- Fill in the basics:
- Name: e.g., “Support Triage Bot”.
- Description: What the agent does (used for routing if this agent is a sub-agent).
- Execution Mode: Reasoning (multi-step planning loop, the default) or Route (each request goes straight to one capability). You can change this later from the Configuration tab — but not per-request.
- Application: Where the agent’s traffic is monitored.
- Base URL (optional): A default API host for any API Actions this agent uses.
2) Add Capabilities
Capabilities are the “tools” your agent can use.- Open your new Agent.
- Go to the Capabilities tab.
- Click Add Capability and choose a type:
- LLM Action: A sub-task handled by an LLM prompt (e.g., “Summarize Ticket”).
- API Action: An external API call (e.g., “Get User Profile”).
- Webhook Creation: Pause the session until an external system calls back.
- Maitai Workflow: Run a hosted multi-step workflow.
- Sub-Agent: Delegate to another existing agent.
3) Configure execution
Open the Configuration tab. What you see depends on the agent’s execution mode: Reasoning mode — the Agent Flow pipeline (Orchestrate → Action → Process → Progress Probe → Respond):- Toggle the optional Process and Progress Probe steps.
- Click any step to customize its system prompt, model, and parameters.
- LLM Routing: the model selects the best capability from the request, state, and capability descriptions.
- Rules-Based Routing: ordered deterministic rules (e.g., “If message contains ‘refund’, route to RefundCapability”), with a default route as fallback.
4) Define State
If your agent needs to remember specific information across the session (like a user’s name or order ID), define it as state.- Go to the State tab.
- Add fields (e.g.,
order_id,user_email) with a type and a clear description. - Set Read/Write Scope to control which sub-agents can see or update each field.
5) Test in Studio
Verify your agent works as expected.- Go to Forge > Studio.
- Select your Agent.
- Chat with it to verify routing, state collection, and capability execution.
6) Publish
Portal edits land on the agent’s draft. When the behavior looks right in Studio, click Publish to create an immutable version, and optionally label it with a release name likeprod to pin production traffic to it.
7) Call the agent from your application
Invoke the agent from code:high_performance, see Execution Mode — performance options.