Create and manage AI Skills | Zoho Creator Help

Creating and managing AI Agents

1. What does this page cover

Learn how to create a new AI agent that works independently and executes multiple tasks like an real agent without human intervention. 
Before you proceed, read this help page to learn about AI Agents.

2. Availability

AI Agent:
  1. can be created and managed in all plans of Creator, where the API invoke limit varies according to the subscribed plan.
  2. can only be created and managed by the super admin and admins, while all other types of users can invoke it.

3. Setting up AI Agent

Creating a new AI agent involves two steps: 
  1. Defining the agent - Provide an overall description about the skill of the agent by specifying its purpose, goal, error handling, and its complete behavior in few lines.
    1. Eg., You are a support optimizer. You assign tickets to support executives based on the severity of the case to senior executives. You send a Cliq message when a high priority ticket is raised.
  2. Adding tools - Choose the list of tools that will be used by the AI for the above mentioned definition. These tools are the Deluge functions you've previously configured as per the required actions to be performed.
    1. Eg., Deluge functions like Assign executives, Send cliq message. You can instruct the AI about the purpose of each tool. The agent then decides when to use the tool and picks the right tool to complete its goal. For example, It will only use the Send cliq message tool when a high priority ticket is raised. 

3.1 Steps to create an AI Agent

  1. Click Microservices under the DEVELOP module of your Creator homepage, then click the + Create New button at the top-right corner.
     


  2. Select Create in the AI Models card that is shown in the Create New Microservice screen. 


  3. Choose the AI Agent card in the Build - Custom Models section. 


  4. Enter the below details in the Define Agent page. In this page, you are naming and describing the agent.



    1. Agent Name: Provide a name for your agent. Eg. Incident Handler
    2. Agent Link Name: The agent name given above will be automatically converted to a link name, which will be appended to the agent's endpoint URL. You can, however, edit it as required. Eg. Incident_Handler
    3. Instructions: Provide a detailed description of the agent along with instructions on what actions must be performed. The agent works as per the instructions given here. So, list down all the actions and behavior clearly. Click Next.
      Note:
      1. Agent Name and Agent Link Name can be up to 50 characters.
      2. Instructions can be up to 2000 characters. 

  5. Add the required Deluge functions that AI needs in the Actions page. Click + Add Tool. 


  6. Choose the below details in the Add AI Tools pop-up.
    1. Application - Select an application in which the Deluge function is present.
    2. Namespace - Choose a namespace, and the functions under it will be listed.
    3. Function - Select the Deluge function that is required for the AI to perform the actions described in the Define Agent page. Depending upon the function chosen, its parameters will be listed.
  7. Parameter Details - Add details about each parameter under Description to help AI understand its purpose and usage.
  8. Provide details about the tool as below: 
    1. Tool Name - Enter a name for this function that is meaningful. 
    2. Tool Description - Specify the use of the tool in a few lines. Both Parameter Description and Tool Description will be used by the AI to understand about the tool.
  9. Click Add.
       
  10. You can add multiple tools by clicking + Add Tool. Click Next.


    Note: You can disable/enable any tool using the toggle as shown above. This allows you to retain your tools settings while providing flexibility to activate them as needed.

  11. Verify the tools in the Summary page and click Create. The endpoint URL of the agent will be automatically generated and displayed. 

     

  12. A new agent will be created and listed under the AI Models section. Click the newly created AI agent, and copy the endpoint URL from the Summary page as shown in the above image. Use this URL to access the agent as explained in this section.

3.2 Best practices to give instructions 

To get the best results from the AI agent, you can follow the below best practices for the instructions: 
  1. Use simple language; keep it clear, concise, and specific.
  2. Breakdown complex tasks into smaller and manageable tasks.
  3. Arrange tasks in logical order for smooth execution.
  4. Clearly indicate which tools should the AI agent use and when.
  5. Offer alternative actions in case of failure or unexpected situations.

4. Managing AI Agents

4.1 Editing an AI Agent

  1. Navigate to Microservices and then go to the AI Models tab. 
  2. Click the ellipsis icon  on the required AI agent card and select Edit. 

    This opens the AI agent builder, where you can edit all the settings of the agent except the link name.

    Please note that you can also disable/enable a tool as shown below. This helps in refining the agent to suit your needs better.

  3. Click Save after making the required change to the configuration. Otherwise, any modifications made will be lost. 

4.2 Deleting an AI Agent

  1. Navigate to Microservices and click the AI Models tab. 
  2. Hover over the required AI agent card, click the horizontal ellipsis icon , and select Delete. This will permanently remove the agent, whereas the associated Deluge functions remain unaffected. 

4.3 View agent log

To access the detail view of an AI agent, navigate to Microservices > AI Models and click the required agent card.

 

 

Here, you can access:

  1. Endpoint URL of the AI agent - Click the copy icon to copy the agent URL.
  2. Agent Log - This tab shows the list of executions of the AI agent. You can view the details of each execution by clicking View Summary.

  1. In the Execution Summary slider, the top part shows the request prompt and its AI response. The bottom part, the Tools Used tab, shows the list of tools that have been used for the selected execution.

  2. You can view the list of tools added for the AI agent by clicking the Tools tab in the detail view page. Here you can edit or delete any tool by clicking the ellipsis icon. .
  3. To add a new tool to the AI agent, you can click the ellipsis icon in the top-right corner and click Edit. The agent builder will then appear, where you can add a new tool.
  4. You can filter to view only the required logs based on its status or the day it was executed. Click Filter on the right side, and choose either Status or Executed On in the Filter By dropdown. In the next dropdown, select the criteria and click Filter.
  5. If any execution has failed, click View Summary to view what caused the failure.

4.4 Enable or disable the AI agent 

Once an AI agent is created, it will be in the Enabled state by default. Depending on your usage, you can disable it to temporarily stop it from being used or invoked. This lets you keep the agent settings intact without deleting the agent.

 

To disable:

  1. In the detail view, click the ellipsis icon and select the Disable option.
  2. A pop-up will then appear to confirm disabling. Click Disable.

 

To enable:

  1. In the detail view, click the ellipsis icon and select the Enable option.
  2. ​A pop-up will then appear to confirm enabling. Click Enable.

  1. Understanding AI Agent
  2. AI Modeler