Create an Agent with Sai

Log in to the Sema4.ai Control Room

• On the Home screen, select the Build With Sai option to create an Agent with the help of Sai.

Intent Discovery

Sai engages in business discussion, seeking clarification on data sources, visualization requirements, and integration needs.

• In the Message Sai Agent prompt, describe what you want to do with your Agent.
• Sai will:
  • Ask you to confirm the name of the Agent and give you the option to accept or try another name.
  • Generate a description of the Agent and confirm if it looks perfect or needs revision.
• Sai will ask business-centric questions to understand your:
  • Business requirements
  • Data sources
  • Integration needs

Create Runbook

Based on the discussion, Sai creates a runbook that defines how the Agent should operate.

• Sai will create a runbook based on the requirements you provide.
• Review the runbook and approve or suggest changes as needed.

Generate Actions

Sai determines the agent's required actions, using pre-built actions and code stubs for customization

• Sai automatically identifies the actions required by the Agent based on the runbook.
• It retrieves pre-built actions from the Action Gallery and generates action stubs for customization.
  • Note: Sit back and let Sai do its magic to cook the best action recipe as per your runbook.

• Click View All to verify actions in an action package.
• To remove an action package, click (-).
• You can proceed with the actions suggested by Sai or adjust the selection of actions.
• Once you click Proceed with saving, Sai saves your runbook and actions to build your Agent.

Deploy Agent

With a single click, Sai packages and deploys the complete agent, ready for immediate testing and use.

• Click Deploy to deploy your Agent.
  • Note: Be patient, as this may take some time.