Quick Start Guide

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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:
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   {
     "name": "Document Review Agent",
     "description": "Reviews documents using AI and human approval"
   }
   

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Step 2: Configure Assignment Rules

1. Click “Assignment Rules”
2. Add a new rule:
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   {
     "rule_type": "Human Feedback",
     "assignment_type": "User",
     "assignee_id": "your_user_id"
   }
   

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Step 3: Add an AI Task

1. Click “Add Task”
2. Choose “AI Task”
3. Configure the task:
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   {
     "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

1. Click “Add Task”
2. Choose “Human Task”
3. Configure the task:
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   {
     "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

1. Explore More Task Types
   • Learn about App Tasks
   • Try Coder Tasks
2. Advanced Configuration
   • Configure Input Parameters
   • Set up Output Parameters
3. Best Practices
   • Review Validation Rules
   • Learn 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