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Quick Start Guide

This guide will help you create your first workflow agent using Agent Builder. We’ll create a simple document review workflow that includes AI analysis and human approval.

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Prerequisites

  • Access to Agent Builder platform
  • Necessary permissions to create and edit workflows
  • Basic understanding of workflow concepts

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Step 1: Create a New Agent

  1. Navigate to the Agent Builder dashboard
  2. Click “Create New Agent”
  3. Fill in the basic details: 
    {
    "name": "Document Review Agent",
    "description": "Reviews documents using AI and human approval"
}

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Step 2: Configure Assignment Rules

Before adding tasks, set up at least one assignment rule:
  1. Click “Assignment Rules”
  2. Add a new rule: 
    {
    "rule_type": "Human Feedback",
    "assignment_type": "User",
    "assignee_id": "your_user_id"
}

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Step 3: Add an AI Task

Add the first task for AI analysis:
  1. Click “Add Task”
  2. Choose “AI Task”
  3. Configure the task: 
    {
    "name": "Analyze Document",
    "type": "TASK",
    "instructions": "Analyze the document content and extract key points",
    "input_parameters": [
        {
            "name": "document_text",
            "type": "string",
            "description": "Document content to analyze",
            "required": true,
            "source": "task_config"
        }
    ],
    "expected_output": [
        {
            "name": "analysis_result",
            "type": "object",
            "description": "Analysis results",
            "properties": {
                "key_points": {
                    "type": "array",
                    "items": {
                        "type": "string"
                    }
                },
                "summary": {
                    "type": "string"
                }
            }
        }
    ]
}

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Step 4: Add a Human Task

Add a human approval task:
  1. Click “Add Task”
  2. Choose “Human Task”
  3. Configure the task: 
    {
    "name": "Review Analysis",
    "type": "HUMAN_TASK",
    "instructions": "Review the AI analysis and approve or reject",
    "dependencies": ["Analyze Document"]
}

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Step 5: Test Your Agent

  1. Save Your Agent
    • Click “Save” to store your configuration
  2. Run a Test
    • Click “Test Agent”
    • Input test document content
    • Monitor the execution
  3. Review Results
    • Check AI analysis output
    • Complete human review task
    • Verify workflow completion

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Common Issues and Solutions

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Issue 1: Task Creation Errors

  • Problem: Cannot create task
  • Solution: Check all required fields are filled

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Issue 2: Assignment Rule Errors

  • Problem: Assignment rule validation fails
  • Solution: Ensure at least one rule is properly configured

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Issue 3: Dependency Errors

  • Problem: Tasks not properly connected
  • Solution: Verify task dependencies are correctly set

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Next Steps

After completing this guide, you can:
  1. Explore More Task Types
  2. Advanced Configuration
  3. Best Practices

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Tips for Success

  1. Start Simple
    • Begin with basic tasks
    • Add complexity gradually
  2. Test Thoroughly
    • Test each task individually
    • Verify full workflow execution
  3. Document Your Work
    • Add clear descriptions
    • Document any special requirements