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 the 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 routing), the administrator will need to build a supervisor agent that collaborates with other worker agents.	You can use either of these methods: Create a team of custom agents from scratch, with one agent added as a supervisor to manage the others. Use a preconfigured agent team template, and add more agents and a supervisor agent to it.
You want to create a Supplier Quote Assistant agent to parse through quotes from multiple suppliers. The agent processes the quote document and maps the attributes. It then creates a draft requisition and submits for approval. For these activities, administrator will need to create a workflow agent that runs the tasks in the specified order.	Create an agent team of type Workflow, to run the predetermined set of tasks. Each node can perform a defined function, for example, extracting data, calling a business object, running an LLM, or sending an email in the order you define.