Create Custom AI Agents from Scratch

Here's an example of how to build a conversational HR benefits administrator agent. Employees can ask this agent questions related to medical, vision, dental, retirement, and stock plans.

Go to Navigator > Tools > AI Agent Studio.
From the Tools tab, add the required tools.
For the HR benefits administrator agent, these are some of the tools needed.
- Document tools, with the organization's health and financial benefits documents.
  Note: Before you add any document tools to an agent, make sure you’ve done these things:
  - Set the status of the document tool as Ready to Publish.
  - Run the Process Agent Documents scheduled process from the Scheduled Processes work area.
  - After the scheduled process completes, set the status of the document tool as Published.
- Business object tools, to fetch the employee enrollments data.
- Calculator tool, to check balance amounts and percentages.
From the Topics tab, add the required topics. Make sure you include instructions about these key areas.
- What the topic is about
- Tools to use with the topic
- Examples of possible questions
- Any guidelines and guardrails
From the Agents tab, add an agent.
- In Maximum Interactions field, specify the number of times the agent can interact with the topics and tools assigned to it.
- Add the prompt for the agent, and select any additional expressions from Insert functions or variables.
Assign the required tools and topics to the agent, and create it.
From the Agent Teams tab, create an agent team, and add the agent to it.
If needed, use the Debug icon () to test the agent team. For any required fine-tuning, you can edit the agent team using the Agent Team Settings icon ().
Publish your workflow.

Users can view the published agentic workflows from the AI Agents page. To open this page, add agent-explore to the end of the URL for AI Agent Studio. For example, https://example.com/myApp/redwood/human-resources/ai-studio/agent-explore.