Create the Project for the AI Agent

Before you can create an AI agent, you need to create a project.

  1. In the navigation pane, select Projects.
  2. Click Add.
  3. Select Create.

    The Start a new project page is displayed.

  4. Under New project, click Choose.

    The Create projects panel is displayed.

  5. In Name:, specify Simple Expense Approval Project and click Create.

    The project detail page is displayed.


    The page for a specific project shows the navigation pane on the left with the following icons from top to bottom: Integration, AI Agent, Robot, Decision, Human in the loop, Healthcare, B2B. In the upper right are the icons: Edit, Learn about this project, Export, Share, Refresh. Below is a Search field. In the Integration area, there are four boxes: Integrations, Connections, Lookups, Libraries. An Add button appears in each box.

Next step: Create the Automatic Expense Approval Tool. You can now create integrations to use as agentic AI tools for your agent.