Set up your agent profile
Navigate to “Agents” in the left sidebar and click on “Create Agent”. This will bring you to the “Agent profile” section of the edit agent interface.
Select an image to represent your agent, and give your agent a name. Then write a description for your agent that reflects it’s role.
Top tip: Be specific about it’s domain expertise and key tasks.
Understand triggers
Triggers are ways to initiate an agent's task. Relevance AI offers several ways to activate your agent:
- Manual Trigger: send a message to your agent via the Relevance AI interface.
- Integration Triggers: select from one of our prebuilt integrations triggers.
- Webhook Trigger: handle incoming webhooks to trigger your agent.
- API Trigger: programmatically initiate tasks using the Relevance AI API.
Set up triggers
In the left side bar, click “Integrations”. Here, you’ll see a list of options to connect. Once you’ve added an account to your chosen integration, head back to your agent’s edit interface.
In “Agent profile” under the ‘Integrations’ section, you’ll find available triggers. Select the one you need, and configure the the trigger settings.
You’ll be able to customize how and when your agent processes events from this trigger to align with your work habits.
While Relevance has many built in triggers, if you don’t see the third party service you want to use in our list of options, you can try using custom webhook, Zapier or API to build your own trigger.
Give your agent core instructions
Core instructions guide your agent's behavior and decision-making process.
When writing instructions, clearly state the agent's role and primary objectives, and outline step-by-step procedures for it’s tasks.
It can also be helpful to give your agent examples of scenarios it might encounter, and examples of it’s expected responses.
Use the Flow Builder
Flow Builder is where you can give your agent more guidance about it’s tasks by setting up conditional logic with "if-then" statements.
You can create complex, branching decision trees for it to follow, and add specific instructions for different scenarios.
Give your agent tools
Tools enhance your agent's capabilities, allowing it to perform specific tasks or access external resources.
In the edit agent interface, select “Tools” and choose from pre-built templates or add custom tools you've created under “Add new tool”.
You have a few options to configure usage:
- Auto run: tool runs automatically when used by an agent.
- Approval required: agent asks for permission before using the tool.
- Let agent decide: agent determines when to use the tool based on context.
Finally, you can give your agent some guidance about how to use it’s tools in it’s core instructions and in the Flow Builder.
Share your agent
Navigate to the “Share” button in the top right of the agent chat interface.
Relevance AI offers two options for sharing your agents to enable collaboration and wider usage.
- Allow others to clone as template
Toggle this on to let others create their own version of your agent. Users can clone the agent into their own projects. - Allow sharing & embedding of your agent
Create a shareable and embeddable version of your agent. This allows others to use your agent directly, with usage charged to your Relevance account. It’s ideal for adding agents to websites, applications, or shared workspaces.