Before you start
You need an API key and a knowledge base that already contains processed documents. If you haven’t set one up, follow the quickstart first — it provisions a tenant, a knowledge base, and an uploaded document in a few minutes.Create the agent
POST /agents creates an agent bound to a single knowledge base. Only a few fields are required; the rest let you extend what the agent can do.
The tenant the agent belongs to.
A human-readable name for the agent.
The knowledge base the agent draws grounded answers from. This is fixed at creation — see the note below.
The model that powers the agent’s reasoning and responses.
A short statement of what the agent is for.
Detailed behavior guidance — tone, format, boundaries, and how to handle edge cases.
Connected apps the agent may use (for example a CRM or calendar). Each app must be authenticated first — see below.
Reusable skills, each with a
skill_id and mode always or auto.Custom tool definitions the agent can call.
Other agents this agent may delegate to, each identified by
agent_id.An optional schedule to run the agent automatically. Schedules run in UTC.
id. Save it — every later call uses it.
The selected knowledge base is fixed once the agent is created. To point an agent at a different knowledge base, create a copy of the agent with the new knowledge base rather than editing the original. This keeps a running agent’s grounding stable and predictable.
Deploy your changes
Creating an agent publishes version 1. To change its runtime configuration later, send the complete updated configuration toPOST /agents/:id/deploy; a successful deploy publishes the next version.
Run the agent
Send the agent a message to run it. Choose non-streaming for a single complete response, or streaming for live progress and final content.Review past runs
List an agent’s runs to inspect history, monitor scheduled executions, and debug behavior over time.Scheduled runs consume credits and, for agents that use connected apps, require a bound identity for those apps. Keep the tenant’s credit balance topped up so scheduled runs are not skipped — see Rate limits & credits.
Next steps
Agent in two minutes
Start with the shortest dashboard and API path.
KB prompts vs. agents
Decide which behavior belongs to the knowledge base and which belongs to the agent.
Agent lifecycle
How an agent moves from draft to deployed to running.
Configuring agents
Every configuration option in depth, with examples.
Agents API
Full endpoint reference for creating, deploying, and running agents.
Chat & streaming
Consume streamed responses in your application.