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Creating an Agent from a tool allows you to quickly build an intelligent assistant that can perform specific actions using your existing tool integrations.

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What you get

Tool-powered automation
  • Pre-configured actions: Your Agent can immediately perform actions using the selected tool
  • Smart workflows: Automatically handles tool-specific processes and data flows

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Perfect for

  • Email management: Send emails, schedule meetings, and manage contacts using Gmail integration
  • CRM operations: Create leads, update customer records, and track sales activities with HubSpot or Zoho
  • Customer support: Manage tickets, respond to queries, and track customer issues through Zendesk
  • Marketing automation: Create campaigns, manage subscribers, and track email performance with Mailchimp
  • Google Workspace: Manage documents, spreadsheets, and calendar events using Google Drive and Calendar
  • Workflow assistance: Guide users through complex tool-based processes and integrations

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Step-by-step creation process

1

Select Create from Tool

Click on the Create from Tool card to begin creating a tool-powered Agent.
Create Agent page showing Create from Tool card selection
2

Select tool and configure Agent

A modal opens where you can select the tool you wish to use and change the Agent’s icon.
Tool selection modal showing available tools and Agent icon options
Available options:
  • Tool selection: Search and select from available tools and integrations.
  • Agent icon: Use the shuffle button at the top to change the Agent’s icon.
3

Authenticate with the tool

After selecting a tool, another modal opens for tool authentication with different authentication types.
Tool authentication modal showing different authentication methods
Authentication types:
  • API Key/Bearer Token/Basic Auth: Provide authentication details in input fields.
  • OAuth 2: Click the OAuth button to complete the OAuth authentication process.
  • OAuth with input fields: Provide required input fields and then use the OAuth button to complete the process.
4

Tool connected and ready

After successful authentication, you’re redirected back to the page where the tool is connected.
Tool connected modal showing successful connection and Create Agent button enabled
Connection status:
  • Tool connected: The tool is successfully connected and ready.
  • Create Agent button: Enabled and ready to create your tool-powered Agent.
5

Agent created and ready

After clicking Create Agent, your tool-powered Agent is created and ready for interaction.
Completed Agent creation showing tool-connected Agent in canvas ready for interaction
Agent ready:
  • Tool connected: Agent is created with the tool connected
  • Interactive testing: You can interact with the Agent and test the tool connection
Tool Expertise: The more familiar you are with the tool’s capabilities, the better you can configure your Agent to leverage its full potential.
Dependencies: Your Agent’s functionality depends on the tool being properly configured and accessible. Ensure your tool integrations are working correctly.
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