Create an AI agent

Start from My Agents

Create and manage agents from My Agents in the Interlinked panel. The page shows each agent’s status, customer-facing or internal mode, readiness progress, active channels, abilities, and connected apps.

Choose Create agent or New agent to begin. The new agent is created as a draft. A draft is a saved working configuration; it is not yet answering customers.

Complete the four creation steps

The creation flow guides you through four steps:

1. Identity — Give the agent a name and describe its role. Use a name your team will recognize when several agents share a workspace.
2. Workflow — Choose how the agent should help customers, such as selling products, booking services, qualifying before a booking, or handing a request to your team.
3. Model — Choose the available AI model for the agent. The choices and availability depend on your workspace.
4. Review — Check the proposed setup before selecting Create draft.

The workflow determines which configuration areas matter later. A retail workflow may need a product catalog and fulfillment rules. A service workflow may need services, a calendar, payment choices, or a handoff path. A hybrid workflow can use both product and service information.

If the flow cannot finish all four steps, the panel keeps the incomplete draft. Select Keep editing to continue, Open agent to work from the agent page, or Archive draft if you do not want to keep it. An incomplete draft does not become customer-facing by itself.

What a draft can and cannot do

Creating a draft does not activate an agent. Before it can answer customers, the agent needs a usable configuration, at least one supported customer channel assigned to it, and a successful readiness check. The panel shows the missing requirements on the agent card and detail page.

You can safely create a draft while your catalog, services, channels, or calendar are still being prepared. Use Review agent readiness to understand the checks before you try to launch it.

Workspace limits can also affect creation. If the Create agent action is replaced by a plan or support prompt, the workspace has reached its current agent limit. Existing agents and their configurations remain available; creating another agent requires the option shown by the panel.

Choose a starting point later if needed

The first creation flow is intentionally short. After the draft exists, you can open the agent and choose Guided configuration for business questions, or use the settings areas for more direct control. The Builder is available when you want to review a workflow as a set of visible steps and checkpoints.

Do not create a separate agent just to test a small change. A draft lets you review changes before publishing, while the live agent keeps its current configuration until you intentionally publish and activate the new setup.

Recommended next steps

After creating the draft:

• Open Configure an AI agent to complete identity, workflow, channels, catalog, and safety settings.
• Connect a customer channel from the agent’s Apps settings or Channels & Integrations.
• Review Agent readiness before you publish.
• Follow Publish and activate an agent when the draft is ready.

The important distinction is simple: Create draft saves the agent; it does not put the agent to work.