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Welcome to building your first Agent

Welcome to the fastest way to get started with Agents! Whether you’re new to our platform or looking to launch your next project quickly, this guide will walk you through creating your first Agent in just a few minutes.

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Three ways to start building your Agent

Choose the approach that best fits your needs. Each method gets you to a working agent, which you can then customize with prompt instructions, tools, and settings to match your specific requirements.

Invent an Agent

Let AI generate your agent from a simple description

Clone from Marketplace

Start with pre-built templates from domain experts

Build from Scratch

Full control to design your agent exactly how you want

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Invent an Agent

Use our Agent Invent feature to instantly create a functional agent. Just describe what you want in plain English, and we’ll generate a working draft with a prompt and tool placeholders ready for you to customize. Best for: Getting started quickly with minimal setup How it works:
  1. Describe your agent’s purpose and tasks
  2. Our AI generates the initial configuration
  3. Review and customize the generated agent
  4. Deploy and start using it
This is the fastest way to get up and running. We highly recommend starting here if you’re new to building agents.

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Clone from Marketplace

Pick from a library of ready-made agents built by domain experts in our Marketplace. Cloning lets you skip the hard setup and quickly tweak agents to fit your needs, saving you time and effort. Best for: Leveraging proven templates and best practices How it works:
  1. Browse the Marketplace for agents that match your use case
  2. Clone the agent to your workspace
  3. Customize the configuration to your needs
  4. Connect your integrations and deploy
Perfect for faster deployments when you want to build on existing expertise and proven patterns.

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Build from Scratch

Start from scratch and build your agent fully customized to your workflows. This approach gives you complete control over every aspect of your agent’s design and behavior. Best for: Advanced users who need full customization How it works:
  1. Define your agent’s purpose and goals
  2. Configure the prompt and instructions
  3. Add tools and integrations
  4. Set up knowledge bases
  5. Configure escalation and approval workflows
  6. Test and deploy
For detailed guidance on building from scratch, see our Build Your Agent documentation.

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Customizing Your Agent

Regardless of which method you choose, you’ll want to customize your agent to match your specific needs. Here are the key areas to configure:
Define how your agent thinks and responds. Write clear instructions about the agent’s role, tone, and behavior. Include specific guidelines for handling different scenarios.Learn more about prompts →
Give your agent the ability to take actions by connecting tools. This could include sending emails, updating CRMs, searching databases, or calling APIs.Learn more about tools →
Upload documents, connect data sources, or integrate with your knowledge management systems to give your agent access to specific information.Learn more about knowledge →
Set up how and when your agent runs. Configure triggers from integrations, webhooks, schedules, or API calls.Learn more about triggers →
Define when your agent should ask for human help or approval. Set up escalation paths to ensure quality and maintain control.Learn more about escalations →

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Follow along on YouTube

We also have a number of YouTube tutorials you can use to follow along with and learn how to build Agents.
In this video, our GTM Lead, Ahmed Alassafi, will show you how to build an AI sales research agent that is saving sales teams 15+ hours every week.

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Next Steps

Build Your Agent

Learn about all the components that make up an agent

Agent Introduction

Understand agent concepts, benefits, and best practices

Give Your Agent Tasks

Learn how to interact with and manage your agents

Explore the Marketplace

Browse pre-built agents and templates