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.

Prerequisites¶

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

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"
   }
   

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"
   }
   

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"
                   }
               }
           }
       ]
   }
   

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"]
   }
   

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

Common Issues and Solutions¶

Issue 1: Task Creation Errors¶

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

Issue 2: Assignment Rule Errors¶

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

Issue 3: Dependency Errors¶

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

Next Steps¶

After completing this guide, you can:

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

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