Create and configure an AI agent

EARLY ACCESS

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You can **create** an AI agent either from scratch or **import** a previously exported agent configuration.

Multi-agent systems
If multiple AI agents need to work together, create a separate agent for each specialized task, then use an orchestrator agent to coordinate them.

To create an AI agent, choose one of the following options:

- [Create agent](https://www.infobip.com/docs/agentos-ai-agents/ai-agents/configure-ai-agent#create-a-new-ai-agent)
- [Import agent](https://www.infobip.com/docs/agentos-ai-agents/ai-agents/configure-ai-agent#import-an-ai-agent)

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## Create a new AI agent

To create a new AI agent:

1. On the Infobip web interface, go to **AI Agents** > **My agents**.
2. Select **Create agent**.
3. [Configure](https://www.infobip.com/docs/agentos-ai-agents/ai-agents/configure-ai-agent#configure-your-agent) the fields as described below.

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## Import an AI agent

To import an AI agent:

1. On the Infobip web interface, go to **AI Agents** > **My agents**.
2. Select **Import agent**.
3. Browse for the `.export` file.
4. Confirm by selecting **Import**.

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## Configure your agent

Configure the agent properties that define its identity, behavior, integrations, and model settings.

| Field | Description |
|-------|-------------|
| **Name** | Uniquely identifies the agent in your workspace. To rename, select the **pencil icon** next to the current name. |
| **Description** | **(Mandatory)** Short description that explains the purpose and responsibilities of the agent. Other agents use this to understand when and how to call this agent. |
| **Instructions** | Defines the agent’s behavioral specification, including how it communicates, performs tasks, and interacts with end users. Acts as the **system prompt** for the underlying language model. The editor provides a structured template with recommended sections. |

NOTE
Effective prompts are essential for reliable AI agents. See [Write prompts for AI agents](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/write-prompts) for best practices on role definition, instructions, tool usage, and complete examples.

You can use a predefined template to populate the instructions:

- **Appointment booking agent**
- **Order status assistant**
- **Sales representative**

For a complete prompt example, see [Write prompts for AI agents](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/write-prompts#complete-example-finance-tracker-agent).

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## Tools

**Tools** extend the capabilities of an AI agent by allowing it to **execute actions and integrate with external systems**.

For example, tools can enable the agent to:

- Call APIs
- Execute backend logic
- Retrieve external data
- Trigger automated workflows

In the **Tools** section:

1. Select **Add tool**.
2. Select the type of tool:
   - Component
   - MCP server
   - Exchange Application
3. To remove a tool, select the **X** icon next to it.

### Component [#component-tools]

Components encapsulate reusable logic and can orchestrate multiple API calls or backend processes. Use components when the agent needs to execute **complex workflows or backend integrations**.

See [Use chatbot components in AI agents](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/component-design) for best practices.

IMPORTANT
You can use only channel-agnostic components in your AI agent. Channel-agnostic components work across all communication channels.

To add a component:

1. Select **Create component** to create a new one (follow the [Components documentation](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/component-design)), or select one or more existing components from the list.
2. Select **Add component**.
    > If you select a draft component, publish it **before** activating the AI agent.

### MCP server [#mcp-server-tools]

Configure the following fields:

| Field | Description |
|-------|-------------|
| **Name** | Unique name to identify the MCP server. |
| **URL** | Endpoint URL the AI agent sends requests to. |
| **Headers** | HTTP headers as key-value pairs (for example, authentication tokens). |
| **Allowed functions** | Actions the server is permitted to take when called. |

To edit the MCP server after adding it, select it and update the details.

For use cases and more information, see [MCP servers](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/mcp-servers).

### Exchange application [#exchange-application-tools]

1. Select one or more integrations from the list.
2. Select **Add**.

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## Subagents

You can configure this agent as an orchestrator that coordinates other AI agents. Orchestrator agents can:

- Delegate tasks to specialized agents
- Combine responses
- Control conversation routing

### Add subagents [#agents-for-orchestration]

To add subagents:

1. Select **Add agent**.
2. Select one or more AI agents from the list.
3. Select **Add agent**. Alternatively, select **Create agent**.

For more information about orchestration, see [Orchestration](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/orchestration).

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## Advanced settings (optional)

| Field | Description |
|-------|-------------|
| **Model** | Select the LLM model that best matches your requirements for reasoning capability, latency, and cost. |
| **Guardrails** | Select content filters to detect and block harmful content in agent conversations. For configuration details, see [Configure guardrails](https://www.infobip.com/docs/agentos-ai-agents/ai-agents/configure-guardrails). |
| **Agent structured output** | Define a JSON schema to enforce a specific response format. For use cases and details, see [Structured output](https://www.infobip.com/docs/agentos-ai-agents/advanced-topics/structured-output). |

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## Save and version your agent

While you configure your agent, changes are autosaved to the current draft. The system keeps a maximum of **10 autosaved versions**.

When you are ready to save a named snapshot:

1. Select **Versions** > **Create version**.
2. The system assigns a version number automatically (V1, V2, and so on).
3. You can optionally add a version name and description.

To deploy a version for production use:

1. Select **Activate**.
2. Activating a version sets it as the active version for the agent.

For more information about versioning, see [Version history](https://www.infobip.com/docs/agentos-ai-agents/ai-agents/manage-ai-agents#version-history).

Select the menu icon (three dots) to access the following options:

- **View as code**: View the agent configuration as code.
- **Go to Session history**: View previous sessions and associated analytics.

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## Next steps

Test your agent

Verify it behaves as expected before publishing.

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