Baseline vs. a strong agent
To create and save an agent in Studio you must set at least a name (Profile), a description and most importantly choose a model (Inference). That is enough for the app to store a valid configuration — think of it as the technical floor, not the goal. For an agent that will hold up in production, treat the rest of the wizard as expected work, not extras: a clear profile (purpose, behavior, evaluation strategy, system prompt), knowledge (RAG) when answers must be grounded, MCP tools when the agent must act on systems, memory when conversations need continuity, channels when users reach you outside Studio, and pre-processors / sentinels when safety or policy matters. Start with name + model if you need to move fast, then fill these in before you call the agent done.Wizard steps
| Step | What it configures | When you need it |
|---|---|---|
| Profile | Identity, personality, evaluation strategy, system prompt | Always |
| Inference | Which LLM powers the agent | Always |
| MCP Servers | External tools the agent can call | When you want tool use |
| Agent-to-Agent | Other agents this agent can call in the workspace | When you want peer agents available to this one |
| Knowledge | Document retrieval (RAG) | When agents should answer from documents |
| Integration Channels | WhatsApp, Email delivery | When agents should send/receive outside Studio |
| Pre-processor | Sentinels and empathy rules | When you need safety or input filtering |
| Memory | Short-term or long-term conversation memory | When context persistence matters |
Test at any time
The Try Me button in the top-right corner opens the Test Drawer at any point during configuration. You can test the agent with its current settings by saving first.Editing existing agents
Editing an existing agent from the Dashboard opens the same wizard, pre-populated with the agent’s current configuration. Changes are saved in real time.Next steps
Start with the most important steps:Profile
Define the agent’s identity, personality, and reasoning strategy.
Inference
Select the model that powers the agent.