Creating Agents

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.

Configure AI Model

GPT-4: Best for complex reasoning and detailed analysis. Higher cost, slower. GPT-4 Mini: Balanced performance and cost. Good for standard data processing. GPT-4 Nano: Fast, low cost, simple tasks only. API Key: Select from existing variables or create new. Never paste keys directly—always use secure variables.

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.

Task: Explain what to do

When provided with company information (name, website, description):
Research and analyze the company's core business
Determine primary industry and market sector
Estimate company size and maturity level
Identify key products or services
Assess market position

Output Format: Specify exact format

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
}

Guidelines: Add important rules

- 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

Select Tools (Optional)

Choose tools that extend agent capabilities: web search, company databases, social media APIs, document processing, custom APIs.

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

Test Agents

Test and validate agents

Chat with Agents

Interactive agent testing

Manage Agent Tools

Add and configure tools

Configure Models

Advanced model configuration

Workspaces

Datasets

Agents

Tools

Pages

Creating an Agent

Configure AI Model

Write System Prompt

Structure

Select Tools (Optional)

Test Your Agent

Save and Deploy

Connect to Dataset

Next Steps

Test Agents

Chat with Agents

Manage Agent Tools

Configure Models

​Creating an Agent

​Configure AI Model

​Write System Prompt

​Structure

​Select Tools (Optional)

​Test Your Agent

​Save and Deploy

​Connect to Dataset

​Next Steps

Test Agents

Chat with Agents

Manage Agent Tools

Configure Models

Creating an Agent

Configure AI Model

Write System Prompt

Structure

Select Tools (Optional)

Test Your Agent

Save and Deploy

Connect to Dataset

Next Steps