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Setting Up an Agent

What you'll do

Create an AI Agent that automates a specific workflow, and configure one or more Skills to trigger it.

Before you start

You need access to the Tenet admin Space. Only platform operators can create Agents. You should have a clear idea of what the Agent should do.

Steps

Step 1: Create the Agent

  1. Go to the Tenet admin Space.
  2. Navigate to Agents or AI Automation.
  3. Click New Agent or Create Agent.
  4. Fill in the Agent details:
    • Name — short, descriptive (e.g., "Daily Task Summary")
    • Type — choose from available types (Pipeline, Chat, Dashboard, etc.)
    • System prompt — instructions for the Agent (e.g., "You summarize open tasks daily and email the team.")
    • Group (optional) — organize related Agents
  5. Click Create or Save.

Step 2: Add a Skill (trigger)

  1. On the Agent's page, click Add Skill or New Skill.
  2. Choose a Skill type:
    • Manual — triggered by a user through chat
    • Scheduled — runs on a repeating schedule (daily, weekly, etc.)
    • Webhook — triggered by an external HTTP request
    • Event — triggered by a domain event (company created, etc.)
  3. Configure the Skill:
    • If Scheduled: choose frequency and timezone
    • If Webhook: Hub generates a URL and API key
    • If Event: choose which event triggers it
  4. Click Create or Save.

Step 3: Test the Agent

  1. Manually trigger the Agent if it's a Manual or Scheduled skill (use "Test" or "Run now").
  2. Check the execution log to see what happened.
  3. If it succeeded, you're done. If it failed, adjust the system prompt and try again.

What happens next

The Agent is now active:

  • If it's Scheduled, it runs at the configured time.
  • If it's Webhook, external systems can POST to the URL.
  • If it's Event-driven, it runs when the event happens.
  • If it's Manual, users can invoke it through chat.

You can view execution history and logs to see what the Agent did.

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