Agent creation wizard
The three routes for creating an agent — templates, a written description, or manual configuration — and when to use each.
Agents → New Agent offers three routes to the same result: a configured agent you can then edit like any other.
Which route to use
| Route | Best when | What you get |
|---|---|---|
| Template | Your use case is a common one | A working agent with prompts, skills and often a data table already set up |
| Describe it | You know what you want but not how to configure it | A drafted configuration generated from your description |
| Manual | You know exactly what you want | An empty agent you fill in yourself |
Templates
Pick a template and it is copied into your organization as a new agent. Everything is editable afterwards — the template is a starting point, not a constraint.
This is the fastest route and the easiest to learn from, because you can open each tab and see how a working agent is put together.
Describe it
Write what the agent should do in your own words, and KlicForge drafts the configuration from your description: identity, tone, capabilities, audience, and a suggested model.
The more specific your description, the better the result. Say who the agent talks to, what it should refuse, and what a good answer looks like.
If you already have prompt content written — an identity, a tone guide — include it in the description. Authored sections are used as written rather than being rewritten.
Review everything before publishing. A drafted configuration is a first pass, not a finished agent.
Manual
Set the name, description and model, then configure skills, knowledge, tools and guardrails from their tabs. Nothing is pre-filled.
After the wizard
Whichever route you took, the next steps are the same:
- Attach a knowledge source so the agent has something to answer from.
- Review guardrails, especially the answer mode.
- Test in the Widget Sandbox.
- Set status to
activeand connect a channel.