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Welcome to Taqat AI Employee Store Documentation
Agents

Agents

Learn how to create and configure AI agents step by step using the agent builder.

Creating Your First Agent

Step 1: Profile & Instructions

Configure your agent’s basic information and behavior.

Profile & Instructions Tab

Avatar

  • Upload a custom image or choose from preset avatars
  • Click on the avatar selector to browse options

Agent Name (Required)

  • Enter a descriptive name for your agent
  • This will be visible to users interacting with the agent

Description (Required)

  • Write a clear description of what your agent does
  • Explain how it can help users (minimum 4 rows)
  • This description appears when users interact with your agent

System Instructions

  • Write detailed instructions that define your agent’s role and behavior
  • Use the markdown editor to format your instructions
  • Click “Enhance with AI” to improve your instructions automatically
  • Instructions guide how the agent interacts and responds to users

Step 2: Capabilities

Configure the AI model, tools, and integrations your agent can use.

Screenshot: Capabilities Tab Capabilities Tab

Model Selection

  • Choose the LLM model to power your agent
  • Available models include GPT-4, Claude, and others
  • Different models have different capabilities and costs

Model Settings Click “Configure” to adjust:

  • Temperature: Control response creativity (0-2)
    • Lower = more focused and deterministic
    • Higher = more creative and varied
  • Max Tokens: Set maximum response length
  • Top P: Nucleus sampling parameter
  • Frequency Penalty: Reduce repetition
  • Presence Penalty: Encourage topic diversity

Tools Enable tools your agent can use:

  • Core tools (planning, file operations, user interaction)
  • Search & research capabilities
  • Code execution in sandbox
  • Data analysis and visualization
  • PDF processing, email, image generation

Integrations

  • Click “Browse Apps” to connect third-party applications
  • Over 1000+ apps available through Composio
  • Select specific actions your agent can perform
  • Click “Custom MCP” for custom integrations

Triggers

  • Click “Browse Triggers” to set up automatic agent activation
  • Configure event-based, scheduled, or webhook triggers
  • Triggers activate your agent automatically based on conditions

Step 3: Knowledge

Connect knowledge bases your agent can access for answering questions.

Agent Knowledge

Adding Knowledge

  • Click “Add Knowledge” to browse available knowledge bases
  • Use the search bar to find specific knowledge sources
  • Select checkbox next to each knowledge base to include
  • View knowledge type and chunk count for each source
  • Click “Confirm Selection” to add selected knowledge

Managing Knowledge

  • View all connected knowledge bases in the list
  • Each knowledge base shows:
    • Knowledge type (File, Website, Database)
    • Number of content chunks
  • Click the trash icon to remove a knowledge base

Step 4: Settings

Configure advanced features and structured output.

Agent Knowledge

Agent Features

  • Enable or disable specific capabilities
  • Toggle features on/off using switches
  • Each feature has a description of its functionality

JSON Schema (Optional)

  • Define structured input/output format for your agent
  • Use the code editor to write JSON schema
  • Click “Enhance with AI” for schema suggestions
  • Useful for API integrations and structured data

Step 5: Publish & Share

Make your agent available and share it with others.

Agent Publish

Publishing

  • Toggle “Published” switch to make agent publicly available
  • Published agents can be accessed via URL or embedded
  • Unpublished agents are only available in your workspace

Published URL

  • Copy the agent URL to share with others
  • URL includes authentication for secure access
  • Anyone with the URL can interact with your agent

Embed Code

  • Choose embed type: iframe or script
  • Copy embed code to add agent to your website
  • Available in two modes:
    • Full Window: Agent takes entire page
    • Bubble: Floating chat bubble in corner

Channel Integrations Configure agent deployment to messaging platforms:

  • WhatsApp: Connect via WhatsApp Business API
  • Slack: Deploy agent to Slack workspace
  • Twilio: Integrate with Twilio messaging

Testing Your Agent

Agent Testing

Right-Side Chat Panel

  • Save your agent first to enable testing
  • Use the built-in chat interface to test
  • Send messages and verify agent responses
  • Ensure tools and integrations work correctly
  • Test with different types of questions

Saving Your Agent

Agent Testing

Save Options

  • Click “Save Agent” button at the bottom
  • “Unsaved changes” indicator shows when edits are pending
  • Changes must be saved before testing
  • All tabs save together as one agent configuration

Cancel Option

  • Click “Cancel” to discard changes
  • Confirmation dialog appears if there are unsaved changes
  • Returns to agent list without saving

Managing Agents

Editing

  • Open an existing agent to edit
  • Make changes in any tab
  • Save to update the agent configuration

Deleting

  • Click “Delete” button (only for existing agents)
  • Confirmation dialog prevents accidental deletion
  • Deletes agent configuration permanently
  • Chat history is preserved but agent cannot be used

Best Practices

System Instructions

  • Be specific about the agent’s role and responsibilities
  • Include examples of desired behavior
  • Set clear boundaries for what agent should and shouldn’t do
  • Define the communication tone and style

Tools Selection

  • Only enable tools your agent actually needs
  • Too many tools can increase costs and slow responses
  • Test tools individually to ensure they work correctly

Knowledge Base

  • Connect relevant knowledge sources for your agent’s purpose
  • Keep knowledge bases updated with current information
  • Remove outdated or irrelevant knowledge sources

Testing

  • Test with various types of inputs before publishing
  • Verify tool usage works as expected
  • Check responses match your requirements
  • Test edge cases and error scenarios