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Part 2: Build your Agent

3. Create a New Agent​

This agent will be the "brain" of your Customer Support Insights assistant. It will be provided with specific tools that it can use, as it deems appropriate.

  1. In Agent Garden, select Agents in the left menu. Select Create New Agent.

    Agent Garden Agents menu with Create New Agent button

    1. Start with a Blank Template → I will add manually.

    2. Profile:

      • Goal: Customer support assistant to answer support case questions about our products.
      • Agent Name: CustomerSupportAgent
      • Quick Inference: Leave off

      Agent profile configuration showing Goal and Agent Name

      • Voice: Professional
      • Add Conversation Starters:
        • Tell me about the FP-2100-GRD
        • Define compatible parts with product code: FP-2100-GRD

  2. Select Save and Continue.

Task 1: Research a Case​

  1. Click + Add New Task.

  2. Task Name: Research a case by retrieving product info

  3. Description: A question will be asked about a product. Research the case by querying for product information.

    note

    Leave Instructions empty.

  4. Click Add Task.

  1. On the Tasks tab, find the Research a case by retrieving product info task just created.

  2. Click the Manage Tools button for this task.

  3. Click + Add New Tool.

  4. Search for and check the box for the tool: Get Product Info by Code (API Tool).

    info

    Leave checkboxes unchecked after adding tools (Requires Approval; Data Passthrough).

  5. Click Add Tool, and then Save.

Task 2: Generate Response​

  1. Click + Add New Task.

  2. Task Name: Generate proposed response or resolution

  3. Description: Using the product information retrieved, generate a draft or proposed resolution or response to the customer support case.

  4. Instructions:

    Using the product information retrieved, generate a draft or proposed resolution or response to the customer support case.
    Format the response using the following template: Dear (customer name), (proposed resolution) Thank you, Acme, Inc.

  5. Click Add Task.

4. Save and Test the Agent​

  1. Save the agent.

    • Now test the agent in the Test Agent panel by prompting: Define compatible parts with product code: FP-2100-GRD

    • View the response.

    Test Agent panel showing agent response

    tip

    While testing the agent, select Show Trace to review the logs and see the agent's rationale and the tasks/tools used.