> ## Documentation Index > Fetch the complete documentation index at: https://docs.utari.ai/llms.txt > Use this file to discover all available pages before exploring further. # Agent Builder > Create and configure new AI agents with custom capabilities, integrations, scheduled triggers, and specialized configurations through conversational agent construction. ## Overview The Agent Builder enables your Utari workers to create entirely new AI agents from scratch through conversation. This meta-capability allows workers to design, configure, and deploy specialized agents with custom instructions, integrated services, scheduled automation, and tailored tool setsβ€”all without manual configuration interfaces. **User Permission Required**: Agent Builder MUST ask for explicit user confirmation before creating any new agent. Workers will provide details about the planned agent and wait for your approval before proceeding. ## Agent Builder Capabilities Build completely new AI agents with custom configurations and capabilities Modify existing agents including prompts, tools, and settings Search, configure, and connect external services via MCP Create and configure credential profiles for service authentication Set up automated execution on schedules using cron expressions Find available tools for authenticated services ## Creating a New Agent ### Agent Creation Process Describe what you need the agent to do: ``` I need an agent that monitors competitor websites daily and generates reports Create an agent for automating social media content distribution Build me a research agent that tracks AI industry news ``` Your worker analyzes requirements and proposes an agent configuration: ``` I'll create a "Competitor Intelligence Agent" with: Name: Competitor Monitor Purpose: Daily competitive intelligence tracking and reporting System Prompt: - Monitor competitor websites for changes - Track pricing, features, and announcements - Generate daily comparison reports - Flag significant changes for review Tools to Enable: - Web Browser (for site monitoring) - Web Search (for additional research) - Document Creator (for reports) - Files and Folder (for organization) - Spreadsheet tools (for tracking) Integrations: - Slack (for notifications) - Google Sheets (for data logging) Scheduled Trigger: - Daily at 8 AM - Prompt: "Check competitor sites and generate daily report" Shall I create this agent? ``` Review and approve the proposed agent: ``` Yes, create this agent or Create it, but change the schedule to 9 AM and add Twitter monitoring ``` After confirmation, the worker: * Creates the new agent * Configures all specified tools * Sets up system prompts * Returns agent details and next steps ``` Agent created successfully! βœ“ Agent Name: Competitor Monitor Agent ID: agent-comp-123 Next steps: 1. Authenticate integrations (Slack, Google Sheets) 2. Test with a manual run 3. Scheduled trigger will start tomorrow at 8 AM Would you like to test the agent now? ``` ### Confirming Before Creation **Critical Requirement**: Workers MUST use the 'ask' tool to request explicit user permission before creating agents. The confirmation request includes full details of the proposed agent configuration. Example confirmation request: ```text theme={null} πŸ€– Agent Creation Proposal I'd like to create a new agent with the following configuration: Name: Daily News Curator Purpose: Aggregate and summarize AI industry news System Prompt Additions: - Search for AI news from top 10 sources daily - Summarize key developments in 5 bullet points - Categorize by: Research, Business, Policy, Applications - Flag breakthrough announcements - Maintain consistent format across reports Tools: - Web Search βœ“ - Web Browser βœ“ - Document Creator βœ“ - Files and Folder βœ“ Integrations: - Slack (for distribution) - Notion (for archival) Scheduled Trigger: - Every weekday at 7 AM - Prompt: "Generate daily AI news digest" Do you want me to create this agent? ``` ## Agent Configuration Components ### System Prompt Design The system prompt defines the agent's personality, behavior, and operating procedures: **Purpose**: Define what the agent is and does **Example**: ``` You are a Competitive Intelligence Analyst specializing in SaaS companies. Your role is to monitor competitor activities, track market trends, and provide actionable insights to the product and marketing teams. ``` **Purpose**: Establish how the agent should operate **Example**: ``` - Always cite sources for competitive data - Present findings objectively without bias - Flag significant changes immediately - Maintain consistent report formatting - Distinguish between facts and speculation - Respect competitor intellectual property ``` **Purpose**: Define step-by-step processes **Example**: ``` Daily Monitoring Workflow: 1. Visit each competitor website 2. Capture screenshots of key pages 3. Compare against previous day's captures 4. Document any changes detected 5. Analyze significance of changes 6. Generate summary report 7. Update tracking spreadsheet 8. Send alert if major changes found ``` **Purpose**: Specify formatting and quality expectations **Example**: ``` Report Format: - Executive Summary (3-5 bullet points) - Detailed Findings (by competitor) - Change Impact Analysis - Recommended Actions - Supporting Screenshots - Data Tracking Table Save to: "Competitive Intelligence/Daily Reports/[DATE]" ``` **Purpose**: Embed specialized knowledge **Example**: ``` Focus Areas: - Pricing changes and packaging updates - New feature announcements - Marketing messaging shifts - Customer case studies - Partnership announcements - Team expansions (especially leadership) - Funding or acquisition news ``` ### Tool Selection Strategy **Essential Tools**: * Web Search (finding information) * Web Browser (accessing sites) * Data Providers (structured data) * Document Creator (reports) * Spreadsheet tools (data organization) **Optional Tools**: * Image Vision (analyzing screenshots) * Files and Folder (organization) **Avoid**: Image generation, presentations (not needed) **Essential Tools**: * Web Search (research) * Document Creator (writing) * Image Search (visuals) * Image Editor (custom graphics) * Files and Folder (management) **Optional Tools**: * Presentation Creator (slide decks) * Web Browser (reference) **Avoid**: Data Providers, spreadsheets (unless analytics-focused) **Essential Tools**: * Integration-specific MCP servers * Document Creator (logging) * Files and Folder (organization) **Optional Tools**: * Web Search (enrichment) * Spreadsheet tools (tracking) **Avoid**: Heavy research or content creation tools **Essential Tools**: * Data Providers (data sources) * Spreadsheet tools (analysis) * Web Search (context) * Document Creator (reports) **Optional Tools**: * Presentation Creator (dashboards) * Web Browser (verification) **Avoid**: Image generation, social media tools ## Integration Configuration ### Searching for MCP Servers ``` Search for MCP servers for email automation Find integrations for project management What MCP servers are available for CRM? ``` Worker returns matching MCP servers: ``` Found MCP Servers for Email: 1. Gmail - Send emails - Read inbox - Manage labels - Search messages Auth: OAuth 2. Outlook - Send/receive emails - Calendar management - Contact management Auth: OAuth 3. SendGrid - Bulk email sending - Template management - Analytics Auth: API Key ``` ``` Get details for Gmail MCP server Gmail MCP Server: Toolkit: Google (Gmail, Drive, Calendar, Sheets) Available Tools: - send_email: Send email messages - read_emails: Fetch inbox messages - search_emails: Search by criteria - create_draft: Create email draft - manage_labels: Organize with labels - get_attachments: Download attachments Authentication: OAuth 2.0 Required Scopes: gmail.send, gmail.readonly, gmail.modify Setup Process: 1. Create credential profile 2. Complete OAuth flow 3. Configure for agent 4. Select tools to enable ``` ### Creating Credential Profiles ``` Create a credential profile for Gmail for the new agent ``` ``` Credential profile created: gmail-daily-reporter Complete authentication: https://auth.composio.dev/connect/gmail-daily-reporter Click the link to: 1. Select your Google account 2. Grant Gmail permissions 3. Complete OAuth flow 4. Return here when done ``` Click link β†’ Authorize β†’ Grant permissions β†’ Confirm ``` Discover tools for gmail-daily-reporter profile Available Gmail Tools: - Send email βœ“ - Read emails βœ“ - Search emails βœ“ - Create draft βœ“ - Manage labels βœ“ - Delete emails βœ— (not recommended for automation) ``` ``` Configure gmail-daily-reporter profile for Daily Reporter Agent Enable tools: βœ“ Send email βœ“ Read emails βœ“ Search emails βœ“ Create draft Configuration complete! Agent can now access Gmail with selected tools. ``` ## Scheduled Trigger Configuration ### Creating Scheduled Triggers ``` Create a scheduled trigger for Daily Reporter Agent: - Run every weekday at 8 AM - Execute daily reporting workflow ``` ``` Trigger Prompt: "Generate today's daily digest report by: 1. Searching for news in {{industry}} 2. Analyzing top 10 most relevant articles 3. Creating summary document 4. Saving to Daily Reports/{{date}} 5. Sending via email to {{distribution_list}}" ``` ``` Schedule: 0 8 * * 1-5 Translation: At 8:00 AM, Monday through Friday Timezone: America/Los_Angeles ``` ``` Scheduled trigger created! βœ“ Trigger ID: trigger-daily-8am Agent: Daily Reporter Agent Schedule: Weekdays at 8:00 AM PST Status: Active Next execution: Tomorrow at 8:00 AM The agent will now run automatically on this schedule. ``` ### Managing Triggers ```text List Triggers theme={null} Show me all scheduled triggers for the Marketing Agent List scheduled automation for Sales Agent ``` ```text Toggle Triggers theme={null} Disable the weekend reporting trigger Pause all triggers for the Content Agent during vacation Re-enable the daily monitoring trigger ``` ```text Delete Triggers theme={null} Delete the old quarterly report trigger Remove the outdated monitoring schedule ``` ## Complete Agent Creation Examples ### Example 1: Competitive Intelligence Agent ``` Create an agent that monitors our top 3 competitors daily and generates analysis reports ``` ``` I'll create a "Competitive Intelligence Agent": Name: Competitor Tracker System Prompt: - Monitor {{competitor_1}}, {{competitor_2}}, {{competitor_3}} daily - Track: pricing, features, marketing, news - Generate comparative analysis - Flag significant changes - Maintain historical tracking Tools: - Web Browser (site monitoring) - Web Search (news tracking) - Image Vision (screenshot analysis) - Spreadsheet tools (data tracking) - Document Creator (reports) Integrations: - Google Sheets (tracking database) - Slack (alerts) Scheduled Trigger: - Daily at 9 AM - "Check all competitor sites and generate daily intelligence report" Create this agent? ``` ``` Yes, create it ``` ``` Creating Competitor Tracker agent... βœ“ Agent created βœ“ Tools configured βœ“ System prompt set Next: Set up integrations 1. Creating Google Sheets credential profile... Auth link: [URL] 2. Creating Slack credential profile... Auth link: [URL] Please authenticate both services. ``` ``` After authentication: βœ“ Google Sheets connected βœ“ Slack connected βœ“ Tools configured for agent βœ“ Scheduled trigger created Competitor Tracker Agent is ready! Would you like to run a test? ``` ### Example 2: Content Distribution Agent ``` I need an agent that takes blog posts from Notion and distributes them to Twitter, LinkedIn, and our newsletter ``` ``` I'll create a "Content Distribution Agent": Name: Content Distributor Capabilities: - Read new posts from Notion - Generate platform-specific variants: * Twitter: Thread format (280 char) * LinkedIn: Professional post * Newsletter: Email format - Post to each platform - Track engagement Tools: - Document Creator (content adaptation) - Image Editor (social graphics) Integrations: - Notion (source) - Twitter (distribution) - LinkedIn (distribution) - Mailchimp (newsletter) - Google Analytics (tracking) Trigger Options: - Event: When new post published in Notion or - Schedule: Check for new posts daily at 10 AM Which trigger type do you prefer? ``` ``` Use event trigger - distribute immediately when post is published ``` ``` Content Distributor Agent created! βœ“ Configuration: βœ“ Agent created with content adaptation capabilities βœ“ Event trigger: Notion β†’ New page published Required authentications: 1. Notion: [Auth URL] 2. Twitter: [Auth URL] 3. LinkedIn: [Auth URL] 4. Mailchimp: [Auth URL] 5. Google Analytics: [Auth URL] After authentication, agent will automatically: - Detect new Notion publications - Create platform-specific content - Distribute across channels - Track engagement ``` ### Example 3: Sales Intelligence Agent ``` Build me an agent that enriches new Salesforce leads with LinkedIn data and sends personalized outreach emails ``` ``` I'll create a "Sales Intelligence Agent": Name: Lead Enrichment Assistant Workflow: 1. Monitor Salesforce for new leads 2. Research lead on LinkedIn: - Company info - Role and background - Recent activity - Mutual connections 3. Enrich Salesforce record with data 4. Generate personalized email using: - Company context - Pain points for their role - Relevant case studies 5. Save draft in Gmail for review 6. Log activity in tracking sheet Integrations: - Salesforce (lead source) - LinkedIn (research) - Gmail (outreach) - Google Sheets (tracking) Trigger: - Event-based: New lead created in Salesforce - Automatic execution within 5 minutes Create this agent? ``` ## Updating Existing Agents ### Update Agent Configuration ``` Update my Research Agent to: - Add the Data Providers tool - Include LinkedIn in the system prompt - Change the name to "Market Research Agent" ``` ``` Updating Research Agent configuration... Changes: βœ“ Added tool: Data Providers βœ“ Updated system prompt: Added LinkedIn research guidelines βœ“ Changed name: "Market Research Agent" βœ“ Created new version: v2 Previous configuration preserved in v1 for rollback if needed Market Research Agent updated successfully! ``` **Version Control**: Updates create new agent versions, preserving history. You can rollback to previous versions if needed. ## Best Practices for Agent Creation Design agents for one primary purpose rather than trying to do everything Write detailed, specific instructions about expected behavior and outputs Only enable tools directly needed for the agent's purpose Run agents manually several times before setting up automated triggers Make agents reusable with {variable} syntax in prompts and triggers Keep notes on why the agent exists and what workflows it supports Begin with basic configuration, add complexity as you understand behavior Review agent outputs regularly to ensure quality and accuracy ## Troubleshooting This is expected behavior: * Agent Builder REQUIRES explicit user permission * Worker will always ask for confirmation first * Review the proposed configuration * Reply with clear approval or modifications * This safety measure prevents accidental agent creation Try: * Opening auth link in different browser * Checking popup blockers * Verifying account permissions * Ensuring correct account selected * Requesting new credential profile if link expired Verify: * Trigger is enabled (not disabled) * Cron expression is correct * Timezone is set appropriately * Agent has all required tools * Check trigger execution logs Review: * System prompt clarity and specificity * Whether all required tools are enabled * If integrations are properly authenticated * Execution logs for errors * Consider updating configuration Check: * Navigate to Workers/Agents section * Look for the agent name * Search by agent purpose or ID * Verify creation completed successfully * Check if logged into correct workspace ## Summary You've successfully learned how to: Create completely new AI agents with custom configurations Design effective system prompts and behavioral guidelines Select and configure appropriate tools for agent purposes Search for and integrate MCP servers for external services Create and configure credential profiles for authentication Set up scheduled triggers for automated execution Update existing agent configurations with version control Apply best practices for reliable, effective agent design The Agent Builder enables sophisticated meta-automation where workers can create specialized agents tailored to exact requirements. This allows you to rapidly build teams of focused agents, each optimized for specific tasks, creating a comprehensive automation ecosystem through conversational commands. ## Next Steps Learn advanced configuration techniques Discover available integrations Master scheduled and event-based triggers Manage authentication for services