Creating Your First Agent

Create an Agent from launch screen

1. Click Start a New Agent from the welcome screen.

Create an Agent from the side nav

Or Create a new Agent by clicking on '+ New Agent' from the side navigation menu, on hovering over 'Agents'

Create an Agent from Agents page

Or navigate to 'Agents' page and click on 'New Agent' button

Setting up Your Agent

Naming and configuring LLM model

1. Give your agent a recallable name and brief description from the header
2. Leave the default model and parameters, or pick the model you prefer
3. Make sure to hit Save
   

Creating Your Agent's behavior

Adding your Agent's primary instructions

1. The prompt you enter under 'Agent Instructions' is your agents base instruction
2. Approach it as the step-by-step instructions your agent needs to follow
3. Start with a goal, giving your agent a north star in a sentence or two.
4. Then outline the steps the agent needs to take to accomplish that goal.

For example:

Goal



Take on a role as a data-driven SEO strategist. Your goal is to gather keyword data for the given phrase and provide a thorough analysis.



Steps

1. Use the SEO research tool to gather keyword such as volume, difficulty, related keywords and SERP analysis.
2. Ask the user for the domain they are wanting to make this analysis for
3. Gather domain overview data using the SEO research tool
4. Synthesize all the data at your disposal, and curate findings that make a opportunistic SEO play
5. Craft a SEO plan and respond in markdown

Make your agent take actions on apps

Foundational Tools for your Agent

Metaflow AI comes with base tools like:

• Web Scraping
• Search Results
• SEO Data
• Create & Update Documents
• Getting Screenshot of any URL

You can use the tools that come with the platform by default by clicking on the app icon on the Tools strip.

Connecting your apps

1. To add a new app, simply click on 'All Tools' and 'Connect to apps'
2. Once you are on the Integrations page, Search for the app you'd like to connect
3. Click on 'Connect' next to the app name
4. You will be prompted to authenticate the app once.
5. Upon successful authentication, the app will appear in the Tools strip inside the Agent builder.

You can see the actions for each tools by clicking on the icon, hovering each action will reveal the details of the action.

Testing your agents

1. Once you have added agent instructions and connected the required tools, 'Save' your agent.
2. You can begin testing your agent by starting to chat with it on the chat pane.
3. The more steps the agents have, and the lengthier the instructions are, the more likely you will need to test and refine the instructions.
4. Once you get your agent to respond as per your expectations, make sure to save it one last time.\

🎉 Congratulations! You have created your first digital assistant.

⚒️ Troubleshooting

While Agents themselves are pretty nascent, and MCP as a protocol is starting to go mainstream, at Metaflow we are at the frontier, bringing these leading and bleeding edge tech to everyone and not just developers. In doing so, there is going to be a lot of excitement, and 'aha' moments, and for every new productivity unlock there might be some hiccups on the way, some glitches, or errors. Without any hesitation, please write to us, or join us on slack or discord which ever you prefer, and get our help in helping you do 10X and 100X. So you can handover the boring parts of your work to the machines and focus on meaningful and enjoyable parts of your role.

ℹ️ Common errors

• If you are seeing 'Streaming error', it is likely due to token usage, see the usage page to ensure you are under the limit
• If you are facing 'Error processing request' it is likely due to a tool calling. Please send us a screenshot of the agent page, so we can troubleshoot it for you.
• Sometimes, when the prompt is too long, the agent might stop or get stuck during its response (this happens across the board in ChatGPT, Claude, etc), interrupt the agent by prompting a response back. Or use the stop button to stop and restart the conversation.

Continue learning

Explore open the agent builder, AI marketing agent ideas, book a demo for adjacent workflows and setup guidance.