Agent Configuration - Utari Docs

Overview

The Agent Configuration tool enables your Utari workers to modify and customize other agents dynamically. This meta-capability allows workers to adapt agent configurations, enable or disable tools, adjust instructions, and connect integrations—all through natural conversation. It’s particularly powerful for creating specialized agents on-the-fly or adapting existing agents to new requirements.

Agent Configuration Capabilities

Get Current Config

View the current configuration of any agent including tools, settings, and instructions

Update Agent

Modify agent name, enabled tools, MCP servers, and system prompt additions

Tool Management

Enable or disable specific tools for an agent’s capabilities

Instruction Customization

Add high-priority instructions to guide agent behavior

Agent Configuration allows one worker to configure another agent, enabling sophisticated automation workflows and dynamic agent creation.

Configuration Capabilities Explained

Get Current Agent Config

Review an agent’s existing configuration before making changes: What You Can See:

Agent name and description
Currently enabled tools
Connected MCP servers
System prompt additions
Other configuration settings

When to Use:

Before updating an agent to see current state
To verify what’s already configured
When troubleshooting agent behavior
To document existing configurations
Before duplicating or templating agents

Example Usage:

Show me the current configuration for my Content Writer agent
What tools are enabled for the Research Assistant?
Check the settings for my Sales Agent

Update Agent

Modify any aspect of an agent’s configuration: What You Can Update:

Name: Change the agent’s display name
Tools: Enable or disable specific capabilities
MCP Servers: Add or remove integration connections
System Prompt Additions: Add high-priority behavioral instructions

How Updates Work:

Changes apply immediately to the agent
System prompt additions are appended to existing instructions
New instructions receive high priority markers
Existing configuration is preserved unless explicitly changed

System Prompt Additions: When you add instructions to the system prompt, they are appended to the agent’s existing instructions with high-priority markers. They don’t replace existing instructions but add additional guidance.

Using Agent Configuration

Basic Configuration Review

Request Current Config

    Show me the current configuration for my Marketing Agent

Review Configuration

Worker displays:

    Marketing Agent Configuration:
    
    Name: Marketing Campaign Manager
    
    Enabled Tools:
    - Web Search
    - Image Search
    - Image Editor
    - Document Creator
    - Files and Folder
    
    MCP Servers:
    - Google Drive
    - Slack
    
    System Prompt Additions:
    - Always maintain brand voice guidelines
    - Use data-driven insights in recommendations

Identify Changes Needed

Determine what you want to modify based on current state.

Updating Agent Configuration

Specify Changes

Tell your worker what to update:

    Update my Marketing Agent to:
    - Add the Presentation Creator tool
    - Enable the LinkedIn integration
    - Add instruction: "Always include competitor analysis in campaign plans"

Worker Applies Updates

Your worker:

Gets current configuration
Applies requested changes
Updates the agent
Confirms changes made

Verify Updates

    Confirmed updates to Marketing Agent:
    ✓ Added tool: Presentation Creator
    ✓ Connected MCP server: LinkedIn
    ✓ Added system prompt: "Always include competitor analysis in campaign plans"

Test Agent

Interact with the updated agent to verify it behaves as configured.

Common Configuration Tasks

Adding Tools to Agents

Enable Single Tool

    Add the Web Browser tool to my Research Agent
    
    Enable Image Vision for my Content Creator
    
    Give my Data Analyst the Spreadsheet tool

Enable Multiple Tools

    Add the following tools to my Sales Agent:
    - LinkedIn integration
    - Document Creator
    - Email integration
    - Calendar integration
    
    Enable all communication tools for my Assistant Agent

Disable Tools

    Remove the Web Browser tool from my Writing Agent (to keep it focused)
    
    Disable all image tools for my Data Processing Agent
    
    Turn off social media integrations for my Internal Documentation Agent

Customizing Agent Behavior

Add Behavioral Instructions

    Add this instruction to my Customer Support Agent:
    "Always respond with empathy and offer solutions before escalating"
    
    Update my Research Agent with:
    "Cite all sources and verify information from multiple providers"
    
    Configure my Writing Agent to:
    "Match the user's tone and formality level in all responses"

Domain-Specific Guidance

    Add to my Legal Assistant:
    "Always include disclaimers that this is not legal advice"
    
    Update my Medical Research Agent:
    "Prioritize peer-reviewed sources and note when information is preliminary"
    
    Configure my Financial Advisor:
    "Include risk disclaimers and remind users to consult professionals"

Output Format Preferences

    Add instruction to my Report Generator:
    "Always use bullet points for lists and include executive summaries"
    
    Update my Data Analyst:
    "Present findings in tables with clear headers and visual hierarchies"
    
    Configure my Email Drafter:
    "Keep emails under 200 words and always include clear call-to-action"

Managing Integrations

Connect MCP Servers

    Connect Google Drive to my Document Manager agent
    
    Add Slack integration to my Team Communications agent
    
    Enable the following integrations for my Sales Agent:
    - Salesforce
    - HubSpot
    - Gmail

Remove Integrations

    Disconnect Twitter integration from my Content Agent
    
    Remove all social media integrations from my Internal Tools Agent
    
    Disable the database integration for my Public Facing Agent

Specialized Agent Configurations

Content Creation Agent

Optimized for Content Production

Tools to Enable:

Web Search (research)
Image Search (visuals)
Image Editor (custom graphics)
Document Creator (articles, posts)
Files and Folder (organization)

Integrations:

Google Drive (storage)
WordPress or CMS (publishing)

System Prompt Additions:

  - Always research topics thoroughly before writing
  - Match brand voice and style guidelines
  - Include relevant images and visual elements
  - Optimize content for SEO when appropriate
  - Cite sources for factual claims

Research and Analysis Agent

Optimized for Data Collection and Insights

Tools to Enable:

Web Search
Web Browser
Data Providers (LinkedIn, Yahoo Finance, etc.)
Spreadsheet tools
Document Creator

Integrations:

Google Sheets (data storage)
Research databases

System Prompt Additions:

  - Verify information from multiple sources
  - Clearly cite all data sources
  - Present findings in structured formats
  - Note confidence levels and limitations
  - Distinguish facts from analysis

Sales and Outreach Agent

Optimized for Sales Activities

Tools to Enable:

LinkedIn integration
Email integration
Document Creator (proposals)
Calendar integration
CRM tools

Integrations:

Salesforce or CRM
Gmail/Outlook
Google Calendar

System Prompt Additions:

  - Maintain professional and friendly tone
  - Personalize all outreach based on prospect research
  - Follow up systematically
  - Track all interactions in CRM
  - Focus on providing value, not just selling

Customer Support Agent

Optimized for Customer Service

Tools to Enable:

Knowledge Base access
Document Creator (responses)
Email integration
Ticketing system integration

Integrations:

Help desk software
Knowledge base
Communication platforms

System Prompt Additions:

  - Always respond with empathy and patience
  - Reference knowledge base articles when applicable
  - Escalate complex issues appropriately
  - Follow up to ensure resolution
  - Maintain professional tone even when challenged

Development and Technical Agent

Optimized for Technical Tasks

Tools to Enable:

Terminal Commands
Port Exposure
Files and Folder
Web Search (documentation)
Code execution tools

Integrations:

GitHub
Development databases

System Prompt Additions:

  - Follow coding best practices and conventions
  - Include error handling in all code
  - Write clear comments and documentation
  - Test code before presenting
  - Explain technical concepts clearly

Marketing Campaign Agent

Optimized for Marketing Execution

Tools to Enable:

Image Search
Image Editor
Presentation Creator
Web Search
Social media integrations

Integrations:

Social media platforms
Marketing automation tools
Analytics platforms

System Prompt Additions:

  - Align all content with brand guidelines
  - Include calls-to-action in all materials
  - Track and report on performance metrics
  - Stay current with marketing trends
  - A/B test when possible

Configuration Workflows

Creating a Specialized Agent from Scratch

Define Purpose

    I need an agent for competitive analysis in the SaaS industry

Configure Tools

    Update the Competitive Analysis Agent to enable:
    - Web Search
    - Web Browser
    - Data Providers (LinkedIn, Twitter)
    - Spreadsheet tools
    - Document Creator

Add Integrations

    Connect the following integrations:
    - Google Sheets (for data tracking)
    - Slack (for reports)

Set Behavioral Instructions

    Add these instructions:
    - Focus on SaaS companies with 50-500 employees
    - Track pricing, features, and market positioning
    - Update competitive spreadsheet weekly
    - Highlight significant changes or new competitors
    - Present findings in executive summary format

Test and Refine

    Test the agent with a sample task and refine configuration based on results

Adapting an Existing Agent

Review Current Config

    Show me the current configuration for my Content Writer agent

Identify Gaps

    Current config shows it lacks social media tools and scheduling capabilities

Add Missing Capabilities

    Update Content Writer agent to add:
    - Twitter integration
    - LinkedIn integration
    - Calendar integration for scheduling

Update Instructions

    Add instruction:
    "When creating social media content, optimize for each platform's best practices and character limits"

Creating Agent Templates

Configure Master Agent

Set up a fully configured agent with all desired tools and instructions

Document Configuration

    Get current configuration and save to document:
    "Agent Templates/Social Media Manager Template"

Clone for New Use Cases

    Create new agent using the same configuration:
    - Copy all enabled tools
    - Copy MCP servers
    - Copy system prompt additions
    - Adjust name and specific instructions

Best Practices

Check Before Updating

Always get current config before making changes to understand existing state

Be Specific

Provide clear, detailed instructions about what to change and why

Test After Changes

Always test agent behavior after configuration updates

Document Configurations

Save configuration details for important agents for reference and replication

Incremental Updates

Make changes incrementally rather than all at once for easier troubleshooting

Purpose-Driven Tools

Only enable tools directly relevant to the agent’s purpose

Clear Instructions

Write behavioral instructions clearly and specifically

Version Control

Keep track of configuration changes over time

Advanced Configuration Techniques

Conditional Behavior Instructions

Add instruction:
"When user indicates urgency, prioritize speed over comprehensiveness. When user has time, provide detailed analysis with multiple options."

Add instruction:
"Adjust technical depth based on user expertise: beginner (explain all terms), intermediate (assume basic knowledge), expert (use technical language freely)."

Add instruction:
"For quick questions, provide concise answers. For research requests, create structured documents with sections, citations, and visualizations."

Multi-Stage Workflows

Configure agents for complex, multi-step processes:

Update my Research Agent with this workflow instruction:

"For comprehensive research tasks:
First, conduct broad web search to understand topic landscape
Then, use Data Providers for specific data points
Cross-reference findings across multiple sources
Organize findings in spreadsheet with source tracking
Create executive summary document with key insights
Flag any conflicting information for manual review"

Quality Control Instructions

Add instruction:
"Before presenting financial data, verify from at least two independent sources. Flag any discrepancies for user review."

Add instruction:
"All medical information must include disclaimer: 'This is for informational purposes only and not medical advice. Consult healthcare professionals for medical decisions.'"

Add instruction:
"All content must align with brand voice guidelines: professional but approachable, data-driven, optimistic about technology, inclusive language."

Combining with Other Tools

Agent Configuration becomes more powerful when combined with other capabilities:

+ Triggers

Create triggers that use configured agents for scheduled tasks

+ Knowledge Base

Configure agents to reference specific SOPs and guidelines

+ Files and Folder

Save agent configurations as templates for reuse

+ Task Management

Assign different configured agents to specific task types

Example Combined Workflow

Create Specialized Team

Configure Research Agent with data providers and web search
Configure Content Agent with writing and image tools
Configure Distribution Agent with social media integrations
Configure Analytics Agent with data analysis tools

Set Up Workflows

    - Research Agent gathers information daily (trigger)
    - Content Agent creates posts from research (manual or trigger)
    - Distribution Agent publishes to platforms (manual approval)
    - Analytics Agent tracks performance weekly (trigger)

Knowledge Sharing

    - All agents reference brand guidelines from knowledge base
    - Agents can access each other's outputs from shared folders
    - Coordinated through task management system

Troubleshooting

Configuration update doesn't seem to apply

Try:

Get current config to verify changes were saved
Start a new conversation with the agent
Clear any cached sessions
Re-apply the update explicitly
Check if conflicting instructions exist

Agent behavior unchanged after adding instructions

Check:

Instructions are clear and specific enough
No conflicting existing instructions
Instructions don’t contradict core agent capabilities
Try rephrasing instructions more explicitly
Use “always” or “never” for clarity

Can't enable certain tools

Verify:

Tool name is spelled correctly
Tool is actually available in Utari
You have permissions to enable that tool
Tool is compatible with agent type
Check tool documentation for requirements

Integration won't connect

Ensure:

MCP server name is correct
Integration is properly set up in workspace
You have authenticated the integration
Integration is compatible with agent use case
Try disconnecting and reconnecting

Too many tools causing confusion

Solutions:

Disable tools not directly needed for core purpose
Be more specific in prompts about which tool to use
Add instruction prioritizing certain tools
Create multiple specialized agents instead of one generalist
Review and streamline enabled tools list

Configuration Templates

Template: Blog Content Creator

Tools:
- Web Search
- Image Search
- Image Editor
- Document Creator
- Files and Folder

Integrations:
- Google Drive
- WordPress (if available)

System Prompt Additions:
- Research topics thoroughly using web search before writing
- Include relevant images from image search or create custom graphics
- Follow SEO best practices: target keyword, meta description, headers
- Match company blog voice: professional but conversational, data-driven
- Aim for 1500-2000 words for long-form content
- Always include call-to-action at the end
- Save drafts to "Blog Drafts/[Topic]" folder

Template: Sales Outreach Specialist

Tools:
- LinkedIn integration
- Email integration
- Document Creator
- Web Search

Integrations:
- Salesforce
- Gmail
- Google Calendar

System Prompt Additions:
- Research prospect on LinkedIn before outreach
- Personalize every message with specific company/role details
- Keep initial emails under 150 words
- Focus on value proposition, not features
- Always include clear next step or call-to-action
- Log all interactions in Salesforce
- Follow up 3-5 business days after initial contact
- Maintain friendly but professional tone

Template: Data Analyst

Tools:
- Data Providers (LinkedIn, Yahoo Finance, Amazon, Zillow, Twitter)
- Spreadsheet tools
- Document Creator
- Web Search

Integrations:
- Google Sheets
- Data visualization tools (if available)

System Prompt Additions:
- Verify data from multiple sources when possible
- Always cite data sources with timestamps
- Present findings in tables and charts
- Include methodology section in reports
- Flag any anomalies or unexpected patterns
- Calculate confidence intervals for estimates
- Distinguish correlation from causation
- Save raw data and analysis separately

Summary

You’ve successfully learned how to:

View current agent configurations to understand existing state

Update agent settings including tools, integrations, and instructions

Add behavioral guidance through system prompt additions

Create specialized agents optimized for specific tasks

Manage tools and integrations dynamically

Apply best practices for agent configuration

Troubleshoot common configuration issues

Use configuration templates for common agent types

The Agent Configuration tool enables sophisticated meta-automation, allowing workers to create and customize other agents dynamically. This creates powerful workflows where agents can adapt to changing needs, spawn specialized workers for specific tasks, and continuously optimize their own capabilities.

Next Steps

Create Your First Worker

Learn the full worker creation process

Available Tools

Explore all tools you can enable for agents

Integrations

See all available MCP servers and integrations

Knowledge Base

Configure agents with custom knowledge

​Overview

​Agent Configuration Capabilities

Get Current Config

Update Agent

Tool Management

Instruction Customization

​Configuration Capabilities Explained

​Get Current Agent Config

​Update Agent

​Using Agent Configuration

​Basic Configuration Review

​Updating Agent Configuration

​Common Configuration Tasks

​Adding Tools to Agents

​Customizing Agent Behavior

​Managing Integrations

​Specialized Agent Configurations

​Content Creation Agent

Optimized for Content Production

​Research and Analysis Agent

Optimized for Data Collection and Insights

​Sales and Outreach Agent

Optimized for Sales Activities

​Customer Support Agent

Optimized for Customer Service

​Development and Technical Agent

Optimized for Technical Tasks

​Marketing Campaign Agent

Optimized for Marketing Execution

​Configuration Workflows

​Creating a Specialized Agent from Scratch

​Adapting an Existing Agent

​Creating Agent Templates

​Best Practices

Check Before Updating

Be Specific

Test After Changes

Document Configurations

Incremental Updates

Purpose-Driven Tools

Clear Instructions

Version Control

​Advanced Configuration Techniques

​Conditional Behavior Instructions

​Multi-Stage Workflows

​Quality Control Instructions

​Combining with Other Tools

+ Triggers

+ Knowledge Base

+ Files and Folder

+ Task Management

​Example Combined Workflow

​Troubleshooting

​Configuration Templates

​Template: Blog Content Creator

​Template: Sales Outreach Specialist

​Template: Data Analyst

​Summary

​Next Steps

Create Your First Worker

Available Tools

Integrations

Knowledge Base

Overview

Agent Configuration Capabilities

Configuration Capabilities Explained

Get Current Agent Config

Update Agent

Using Agent Configuration

Basic Configuration Review

Updating Agent Configuration

Common Configuration Tasks

Adding Tools to Agents

Customizing Agent Behavior

Managing Integrations

Specialized Agent Configurations

Content Creation Agent

Research and Analysis Agent

Sales and Outreach Agent

Customer Support Agent

Development and Technical Agent

Marketing Campaign Agent

Configuration Workflows

Creating a Specialized Agent from Scratch

Adapting an Existing Agent

Creating Agent Templates

Best Practices

Advanced Configuration Techniques

Conditional Behavior Instructions

Multi-Stage Workflows

Quality Control Instructions

Combining with Other Tools

Example Combined Workflow

Troubleshooting

Configuration Templates

Template: Blog Content Creator

Template: Sales Outreach Specialist

Template: Data Analyst

Summary

Next Steps