Creating an Agent
Click Agents in the sidebar → Create Agent.
Agent Name: Descriptive name like “Company Enrichment Agent” or “Resume Parser”. Avoid generic names.
Description: Explain what the agent does, what data it processes, and expected outputs.
Enriches company records by analyzing names and websites to extract
industry classification, company size, headquarters location, and
business focus areas using web search and company databases.
Write System Prompt
The system prompt defines your agent’s role, instructions, output format, and guidelines.
Structure
Role: Define who the agent is
You are a professional business research analyst specializing in
company intelligence and market research.
When provided with company information (name, website, description):
1. Research and analyze the company's core business
2. Determine primary industry and market sector
3. Estimate company size and maturity level
4. Identify key products or services
5. Assess market position
Provide analysis in JSON format:
{
"industry": "Primary industry classification",
"sector": "Market sector (B2B, B2C, etc.)",
"company_size": "Startup | Small | Medium | Large | Enterprise",
"primary_products": ["List of main products/services"],
"confidence_score": 0.85
}
- Always be factual and cite sources when possible
- If information is uncertain, indicate confidence level
- Focus on publicly available information
- If cannot find sufficient information, clearly state this
Start with fewer tools and add as needed. Too many tools slow down agents and
increase costs.
Test Your Agent
Click Test Agent → Provide sample input → Review response → Check formatting, accuracy, completeness.
Test with typical cases, edge cases, missing information, and ambiguous data.
Save and Deploy
Review configuration → Create Agent → Agent is now active.
Connect to Dataset
Navigate to dataset → Click column header → Edit Column → Select your agent in Agent dropdown → Add column-specific instructions if needed → Save.
Next Steps
