Get Started using Agent Platform

Create your first AI agent and agentic app.

Prerequisites

Before you begin, ensure you have:

• An Agent Platform account
• An AI model with tool-calling capabilities configured (OpenAI, Anthropic, Google, or Azure)

Create an Agentic App

An agentic app is the container for your agents, tools, and orchestration logic.

Step 1: Create the App

1. Navigate to Autonomous Agents in the sidebar
2. Click + New App
3. Configure your app:

Name: Customer Support Bot
Description: Handles customer inquiries about orders, returns, and products
AI Model: gpt-4o

4. Click Create App

Your app is created with a default orchestrator that will route requests to your agents.

Add an Agent

Agents are specialized workers that handle specific types of tasks.

Step 2: Create Your First Agent

1. From your app’s overview, click + New Agent
2. Configure the agent profile:

Name: Order Assistant
Description: Helps customers check order status, track shipments, and process returns
AI Model: gpt-4o
Context Window: 50 messages

3. Define the agent’s scope and instructions:

## Scope
You help customers with order-related inquiries including:
- Order status checks
- Shipment tracking
- Return requests
- Order modifications

## Instructions
- Always verify the customer's order number before providing details
- Be concise but friendly
- If you cannot resolve an issue, offer to escalate to a human agent
- Never share sensitive payment information

4. Click Save.

Add a Tool

Tools enable agents to take actions and retrieve data.

Step 3: Create a Workflow Tool

1. From your agent’s page, click + Add Tool
2. Select New Workflow Tool
3. Configure the tool:

Name: Get Order Status
Description: Retrieves the current status of a customer order by order ID

4. Build the workflow:

   • Add a Start node
   • Add an API Call node to fetch order data
   • Add an End node to return the response

5. Define the input parameters:

{
  "order_id": {
    "type": "string",
    "description": "The unique order identifier",
    "required": true
  }
}

6. Click Deploy.

Test Your Agent

Step 4: Run a Test Conversation

1. Click the Test button in the top right
2. Start a conversation:

You: What's the status of order #12345?

Agent: I'll check that for you.

[Tool Call: Get Order Status]

Your order #12345 is currently "Shipped" and is expected
to arrive on March 15th. The tracking number is 1Z999AA10123456784.

Would you like me to help with anything else?

Deploy

Step 5: Publish Your App

1. Click Publish in the app settings
2. Select your deployment channels:
   • Web Widget
   • API Endpoint
   • Slack
   • Microsoft Teams
3. Configure channel-specific settings
4. Click Deploy

Your agent is now live and ready to handle customer inquiries.

Next Steps

Goal	Resources
Create specialized agents for different tasks.	Add More Agents
Set up multi-agent coordination patterns.	Configure Orchestration
Connect your knowledge bases for RAG.	Add Knowledge
Create workflow, code, or MCP tools.	Build Custom Tools