Skip to main content

How to Create an Agent

SkyStudio Documentation · Agent Creation Guide

In SkyStudio, you can create customized agents for specific use cases. You can define the agent's purpose, behavior, and communication style through the settings available on the creation screen.

When creating a new agent, you can use SkyBuilder for assistance or configure all fields manually.


Section 1 — Getting Started

This section provides an overview of the agent creation process. It covers the basic information you need to become familiar with the interface and create your first agent.

1.1 Accessing the Agent Screen

To view your agents and create a new one, click Agent in the left-hand navigation menu.

Agent List

On the Agent screen, you can view previously created agents, search through your agents, and edit existing ones.

Frequently used agents are also displayed in the Recently Used section.

Agent Card Actions

Each agent card displays basic information about the agent and the available actions.

ActionDescription
StartStarts a conversation with the selected agent
Edit AgentAllows you to modify the existing configuration

1.2 Creating a New Agent

To create a new agent, click the + Create Agent button in the upper-right corner of the Agent screen.

Structure of the Creation Screen

When the agent creation screen opens, configuration fields are displayed on the left, while SkyBuilder is displayed on the right.

The first section of the agent creation screen includes the Name, Avatar, and Instructions fields. Name and Instructions are required, while Avatar is optional.

Two Creation Methods

You can create your agent using two different methods:

MethodHow It Works
With SkyBuilderDescribe the agent you want to create using natural language, and SkyBuilder prepares the configuration
ManualConfigure the agent by filling in the fields yourself

If you do not want to use SkyBuilder, you can configure your agent by completing the fields manually.


1.3 Creating an Agent with SkyBuilder

SkyBuilder is an AI-powered creation assistant that helps you during the agent creation process. You can describe the agent you want to create using natural language and proceed through the configuration process step by step.

For example, you can describe the agent you want to create as follows:

I want to create an agent that analyzes sales proposals and summarizes the key differences between proposals for the user.

Areas Where SkyBuilder Can Be Used

SkyBuilder can be used not only when creating an agent but also when updating configuration fields:

FieldSkyBuilder SupportDetails
Instructions5-step guidanceSection 2.2
Model SettingsNatural language updatesSection 3.4

1.4 Required and Optional Fields

You do not need to complete every field to create an agent. The following table shows which fields are required:

FieldStatusSection
NameRequired1. Identity Settings
InstructionsRequired2. Instructions
AvatarOptional1. Identity Settings
Model SettingsOptional3. Model Settings
ActionsOptional4. Actions
Knowledge SourcesOptional5. Knowledge
Advanced SettingsOptional6. Advanced Settings
NotesOptional7. Descriptive Fields
Initial Suggested PromptsOptional7. Descriptive Fields

After defining the agent's Name, optional Avatar, and Instructions, you can continue configuring the remaining fields on the same screen.

1.5 Step-by-Step Agent Creation

The following workflow summarizes the steps required to create an agent from start to finish. Each step is explained in detail under the relevant heading in Section 2.

Step 1 — Open the Agent Screen

Click Agent in the left-hand navigation menu, then click + Create Agent in the upper-right corner.

Details: 1.2 Creating a New Agent

Step 2 — Choose a Creation Method

You can create the agent by describing it to SkyBuilder using natural language or by completing the configuration fields manually.

Details: 1.3 Creating an Agent with SkyBuilder

Step 3 — Define a Name and Avatar

Enter a name in the Name field that clearly represents the agent's purpose. You can also add an Avatar if desired.

Details: Section 2 › 1. Assigning a Name and Avatar to an Agent

Step 4 — Write the Instructions

Define the agent's role, responsibilities, tone, response format, and limitations in the Instructions field. This field is required.

Details: Section 2 › 2. How to Write Agent Instructions

Step 5 — Configure Model Settings

Select the model the agent will use and, if necessary, configure the Temperature and Maximum Tokens values.

Details: Section 2 › 3. How to Configure Model Settings for an Agent

Step 6 — Add Capabilities and Knowledge Sources

Use Actions if you want the agent to perform operations beyond the conversation. Use Knowledge if you want the agent to answer questions based on your own documents.

Details: Section 2 › 4. Adding Capabilities to an Agent · Section 2 › 5. Adding Knowledge Sources to an Agent

Step 7 — Configure Advanced Settings and Descriptive Fields

Enable features such as Memory and Follow-Up Questions according to your requirements, and complete the Notes and Initial Suggested Prompts fields.

Details: Section 2 › 6. Advanced Agent Settings · Section 2 › 7. Describing an Agent

Step 8 — Review and Create

Review your configuration one final time and click Create Agent to create the agent.