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Version 2.5
Quick-build with AI

Quick-build with AI

Agent Studio (the in-app AI assistant, SAI) builds an agent for you: describe what you want, and it drafts the runbook, structures the agent, and gets you to a working draft — fast. You stay in the loop, refining by chatting. It's the quickest path from idea to a real agent.

We'll build a small example agent — an Expense Policy Checker that tells employees whether an expense is within company policy and what to fix.

Build it with Agent Studio

Start a new agent

From the Agents page, click + Agent.

The Agents page with the + Agent button highlighted
The Agents page with the + Agent button highlighted

Describe what you want

Give the agent a name, pick Conversational Agent, then — in the Create your own agent with Agent Studio box — describe what it should do and click Start Building. For our example:

Help employees check an expense against our company expense policy. When someone describes an expense or uploads a receipt, tell them whether it's within policy, flag anything missing (like a required approval or an itemized receipt), and explain it clearly and kindly.

The Create new Agent dialog: name, Conversational type, and the Agent Studio "describe what you want" box with Start Building
The Create new Agent dialog: name, Conversational type, and the Agent Studio "describe what you want" box with Start Building

Take turns with Agent Studio

Agent Studio opens and gets to work. It confirms the goal, asks clarifying questions, and drafts the agent's runbook and behavior for you.

Agent Studio building the agent — the conversation on the left, and the generated Agent Assets (Runbook, Identity, Conversation Guide) on the right
Agent Studio building the agent — the conversation on the left, and the generated Agent Assets (Runbook, Identity, Conversation Guide) on the right

Keep the conversation going to shape it — for example:

  • "Keep the tone friendly and helpful, not bureaucratic."
  • "Always cite the specific policy rule you're applying."
  • "If an expense is over the limit, tell them which approval they need."

Each reply refines the draft. This back-and-forth is the whole point — you're directing, Agent Studio is writing.

You have a working agent

When you're happy, you've got a working draft — a complete runbook and a configured agent — without writing it by hand. Review the generated assets and Deploy it.

The finished agent in Agent Studio: the AI-generated runbook and a Deploy Agent button
The finished agent in Agent Studio: the AI-generated runbook and a Deploy Agent button

Test it in a thread, then refine or publish when it's ready.

Add data and tools

Agent Studio gives you the agent's instructions. To let it reason over your data and act, add:

  • Data — give it the rules to check against: upload your expense policy (and any spending-limit tables) as files, or connect them through a semantic data model.
  • Tools — attach an MCP server so the agent can take action — for example a Slack or email server to route a flagged expense to finance for approval.

Prefer full control, or want to understand every part as you go? See Build an agent from scratch.