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