Choose How to Create AI Agents
Here are some examples of how you choose between creating agents from scratch or using preconfigured templates, based on your use case.
| Use Case | How to Create AI Agents |
|---|---|
| You want to turn on Benefits Agent, which allows employees to ask questions about their benefits, within AI Agent Studio. To ensure that this agent can understand the benefits specific to the organization, the documents specific to that organization must be uploaded. |
Create an AI agent using a preconfigured agent team template. You can edit the existing agent, without adding any additional tools. Note: You can either use or copy a template
and edit it. When you copy an agent template, you can
automatically add a suffix to all workflow components to easily
differentiate them.
|
| You want to create a custom agent to help with onboarding by answering new hire questions and providing deep links to internal new hire resources if the agent is unable to answer. You can tailor the agent's topics and prompts to ensure they effectively address the specific needs of new hires. | Create a custom agent from scratch, and add the necessary tools and topics. |
| You want to create a Contract Assistant Agent to generate a new contract with auto-filled fields. This assistant will be provided with multiple contract templates to generate the new contract. The agent also reviews existing contracts to perform risk analysis, recommend changes and route the contract for final approvals. For these activities that need distinct expertise (template management, legal validation, recommendation, and workflow routing), the administrator will need to build a supervisor agent that collaborates with other worker agents. | You can use either of these methods:
|