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).
- 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”).
- Sub-Agent: Delegate to another existing agent.
3) Configure Orchestration (Routing)
Now define how the agent decides which Capability to use.- Go to the Configuration tab → Routing sub-tab.
- Choose a Routing Strategy:
- LLM Router: The model decides based on the user request and capability descriptions.
- Deterministic: Define exact rules (e.g., “If message contains ‘refund’, call RefundCapability”).
- Add Orchestration Instructions to guide the LLM router (e.g., “Always check the user’s status before offering a refund”).
4) Define State (Agent Form)
If your agent needs to remember specific information across the session (like a user’s name or order ID), define it in the Agent Form.- Go to Configuration → Agent Form.
- Add fields (e.g.,
order_id,user_email). - Set Read/Write Scope to control which other agents or actions can see/update these fields.
5) Add Instructions
Refine how the agent plans and processes results.- Go to Configuration → Instructions.
- Strategy Instructions: How the agent should break down complex requests (e.g., “Ask for clarification if the request is ambiguous”).
- Processing Instructions: How to handle results from capabilities (e.g., “Summarize the API response for the user”).
6) Test in Studio
Finally, verify your agent works as expected.- Go to Forge > Studio.
- Select your Agent.
- Chat with it to verify routing, state collection, and capability execution.