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How to Add a New Agent — User Manual

Overview

The Agent Management page lets you register AI agents that can be used in the Chat window. Each agent is backed by a data source and a flow configuration.


How to Navigate to Agent Management

  1. Log in to the application.
  2. Open Header settings menu.
  3. Locate **Namespace Management" and click it.
  4. In the left-hand sidebar, locate the Editors section.
  5. Click Manage Agents in the sidebar menu.

The page URL is: /namespace-management/agent-management

The page displays a two-panel layout:

  • Left panel — list of all existing agents with a search box and an Add (+) button.
  • Right panel — details of the currently selected agent.

How to Add a New Agent

  1. On the Agent Management page, click the + (Add) button in the top-right corner of the agent list panel.
  2. The "Add agent" dialog opens.
  3. Fill in all required fields (marked below) and click Save.

Dialog Fields

The dialog is divided into three sections.

Section 1 — Data Source

This section is only shown when creating a new agent. It is hidden when editing an existing one.

FieldRequiredDescription
NameYesThe internal name of the data source that will be created for this agent.
PathYesThe URL path segment used to identify the data source. Maximum 255 characters. Must be unique — if a data source with this path already exists, saving will fail.
OpenApi UrlNoThe OpenAPI specification URL for the agent's API.

Section 2 — Agent Configuration

FieldRequiredDescription
Agent nameYesThe display name of the agent shown to users in the chat and agent list.
Agent API keyYesThe secret API key used to authenticate requests to the agent. Entered as a password (masked input).
Flow IdYesThe identifier of the flow that this agent is connected to.
DescriptionNoA short description of the agent's purpose. Displayed in the agent detail panel.

Section 3 — Example Questions

All three fields are optional. Populated questions are displayed in the agent detail panel under "Example questions" and surfaced to users in the chat window.

FieldRequiredDescription
Example question 1NoA sample question that demonstrates what this agent can answer. Maximum 1000 characters.
Example question 2NoA second sample question. Maximum 1000 characters.
Example question 3NoA third sample question. Maximum 1000 characters.

Saving

Click Save to submit the form. If any required field is empty, the form will highlight validation errors without submitting.

  • On success — the dialog closes and the new agent appears in the list.
  • On conflict (duplicate path) — an inline error banner is shown: "A data source with this path already exists. Please use a different path."
  • On general failure — an inline error banner is shown: "Failed to save agent. Please try again."

Click Cancel at any time to close the dialog without saving.