3. Create Text Agent
4 min
This section walks you through creating and configuring a Text Agent end-to-end.
What you’ll finish with
- A Text Agent with a clear name and description
- Workflows connected (only if your agent needs to take actions/tools)
- Tasks written (your main prompts/instructions)
- Memory configured (optional)
- Final review completed and the agent created
Before you start (recommended)
- Define the goal (1 sentence): write exactly what the agent should do.
- Example: “Answer customer questions about Product X in simple English.”
- Collect reference info: product details, policies, FAQs, tone guidelines.
- Workflow readiness: confirm required workflows/paths are already created and tested.
- Attribute clarity: keep attribute names consistent (same spelling, same meaning, clear allowed values).
- Keep it minimal: remove anything you won’t use to avoid confusion.
Quick overview (follow in order)
Follow the steps below to complete the agent setup.
Step 1 — Navigate to Agents
Step 2 — Start Agent Creation
Step 3 — Define Agent
Step 4 — Create and Set Up Workflows
Step 5 — Add Tasks (Prompt Writing)
Step 6 — Set Up Memory
Step 7 — Evaluate (Optional) & Review and Confirm
Video: Creating a Text Agent
Tips for better results
- Keep the agent goal narrow (one clear job).
- In Tasks, be explicit: tone, format, do/don’t rules, and when to use workflows.
- Add 1–2 examples (optional) to improve consistency.
- If outputs are incorrect, update the Task prompt first before adding more workflows.