Builder Overview

The Agent.AI Builder is a no-code tool that allows users at all technical levels to build powerful agentic AI applications in minutes.

Once you sign up for your Agent.AI account, enable your Builder account by clicking on “Agent Builder” in the menu bar. Then, head over to the Agent Builder to get started.

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Create Your First Agent

To create an agent, click on the “Create Agent” modal. You can either start building an agent from scratch or start building from one of our existing templates.

Let’s start by building an agent from scratch. Don’t worry, it’s easier than it sounds!

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Settings

The builder has 5 different sections: Settings, Triggers, Actions, Sharing, and Advanced. Most information is optional, so don’t if you don’t know what some of those words mean.

Let’s start with the settings panel. Here we define how the agent will show up when users try to use it and how it will show up in the marketplace.

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Required Information

The following information is required:

• Agent Name: Name your agent based on its function. Make this descriptive to reflect what the agent does (e.g., “Data Fetcher,” “Customer Profile Enricher”).
• Agent Description: Describe what your agent is built to do. This can include any specific automation or tasks it handles (e.g., “Fetches and enriches customer data from LinkedIn profiles”).
• Agent Tag(s): Add tags that make it easier to search or categorize your agent for quick access.

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Optional Information

The following information is not required, but will help people get a better understanding of what your agent can do and will help it stand out:

• Icon URL: You can add a visual representation by uploading an icon or linking to an image file that represents your agent’s purpose.
• Sharing and Visibility:
  • Private: unlisted, where only people with the link can use the agent
  • User only: only the author can use this agent
  • Public: all users can use this agent
• Expected Runtime: Gives users an indication as to how long the agent will take to run, on average. It also allows the builder to create a progress bar as the agent executes.
• Video Demo: Provide the public video URL of a live demo of your agent in action from Youtube, Loom, Vimeo, or Wistia, or upload a local recording. You can copy this URL from the video player on any of these sites. This video will be shown to Agent.AI site explorers to help better understand the value and behavior of your agent.
• Agent Username: This is the unique identifier for your agent, which will be used in the agent URL.

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Trigger

Triggers determine when the agent will run. You can set up the following trigger types:

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Manual

Agents can always be run manually, but selecting ‘Manual Only’ ensures this agent can only be triggered directly from Agent.AI

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User configured schedule

Enabling user configured schedules allows users of your agent to set up recurring runs of the agent using inputs from their previously defined inputs.

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Enable agent via email

When this setting is enabled, the agent will also be accessible via email. Users can just email the agent’s email address and they’ll get a reply with the full response directly.

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HubSpot Contact/Company Added

Automatically trigger the agent when a new contact or company is added to HubSpot, a useful feature for CRM automation.

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Webhook

By enabling a webhook, the agent can be triggered whenever an external system sends a request to the specified endpoint. This ensures your agent remains up to date and reacts instantly to new events or data.

Sample Webhook curl command generated:

curl -L -X POST -H 'Content-Type: application/json' \
    'https://api-lr.agent.ai/v1/agent/and2o07w2lqhwjnn/webhook/ef2681a0' \
    -d '{"user_input":"REPLACE_ME"}'

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Actions

In the SmartFlow section, users define the steps the agent will perform. Each action is a building block in your workflow, and the order of these actions will determine how the agent operates. Below is a breakdown of the available actions and how you can use them effectively.

Actions are grouped in categories, such as:

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User Input

Capture a wide range of user responses with various input types, from simple text boxes and dropdowns to file uploads and multi-item selectors. For example, prompt users to submit URLs, answer Yes/No questions, or upload documents for review. These actions ensure flexible data collection, enabling interactions that are tailored to different user needs, such as gathering user feedback, survey responses, or receiving important files for processing.

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Get Data

Access real-time information from a wide range of sources, such as extracting content from web pages, fetching social media data like recent tweets or YouTube videos, and retrieving news articles or Google Calendar events. For example, use these actions to keep users updated with the latest industry news, analyze competitor profiles, or compile social media statistics—providing comprehensive data to power smarter decisions and insights.

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Access HubSpot

Seamlessly integrate with HubSpot’s CRM to manage, update, or query CRM data directly within workflows. Retrieve contact information, add new companies, update deal properties, or pull HubSpot owners for targeted actions. For example, use this integration to update contact information, assign sales leads, or pull a list of recent deals—enhancing customer relationship management with precise, automated actions.

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Use AI

Leverage AI-powered actions to enhance workflows with intelligent outputs, such as generating text, creating images, or synthesizing audio. For instance, use an AI language model to draft content based on user input, generate a product image, or convert text to speech for an audio message. These actions bring cutting-edge AI capabilities directly into workflows, enabling creative automation and smarter outputs.

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Run Process

Control workflow logic with essential operations like checking conditions, setting variables, or prompting users for confirmation. Use actions such as ‘Set Variable’ to manage dynamic data flows, or ‘If/Else Statement’ to direct users down different paths based on logic outcomes. Whether it’s guiding a user to the next step based on their input or dynamically altering a process, these actions provide robust adaptability for automating complex workflows.

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Create Output

Deliver meaningful, formatted results that can be communicated or saved for further use. Create engaging outputs like email messages, blog posts, Google Docs, or formatted tables based on workflow data. For example, send users a custom report via email, save generated content as a document, or display a summary table directly on the interface—ensuring results are clear, actionable, and easy to understand.

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Advanced

Execute specialized, technical tasks that support advanced automation needs. Run serverless functions, invoke Python modules, or make direct web API calls to extend workflows beyond standard capabilities. For instance, fetch data from custom endpoints, process complex calculations using Python, or integrate external services via APIs—enabling deep customization, advanced data handling, and complex integrations.

We’ll run through each available action in the Actions page.

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Sharing

Here, you define who can use your agent:

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Just me

Only you can run and see the agent.

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Anyone with the link

The agent is available to anyone with a direct link to it.

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Specific users

Limit access to certain people or teams.

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Public

Make the agent public for everyone.

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Advanced

Here are a few more advanced options:

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Automatically generate sharable URLs

When this setting is enabled, user inputs will automatically be appended to browser urls as new parameters. Users can then share the URL with others, or reload the url themselves to automatically run your agent with those same values.