---
title: "Agent creation wizard"
url: "/agents/creation-wizard"
description: "The three routes for creating an agent — templates, a written description, or manual configuration — and when to use each."
productArea: agents
audience: ["business-user"]
tags: ["agents", "getting-started"]
lastReviewed: 2026-09-10
---

# Agent creation wizard (/agents/creation-wizard)





**Agents → New Agent** offers three routes to the same result: a configured agent you can then
edit like any other.

## Which route to use [#which-route-to-use]

| Route           | Best when                                          | What you get                                                                      |
| --------------- | -------------------------------------------------- | --------------------------------------------------------------------------------- |
| **Template**    | Your use case is a common one                      | A working agent with prompts, skills, tools 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 [#templates]

Pick a [template](/agents/templates) and it is copied into your workspace 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.

Your business name is filled into the prompts and the starter documents automatically. The
remaining placeholders — contact number, email, opening hours — are yours to fill in; see
[after creating from a template](/agents/templates#after-creating-from-a-template).

## Describe it [#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.

<Callout type="info">
  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.
</Callout>

Review everything before publishing. A drafted configuration is a first pass, not a finished
agent.

## Manual [#manual]

Set the name, description and model, then configure skills, knowledge, tools and guardrails
from their tabs. Nothing is pre-filled.

## After the wizard [#after-the-wizard]

Whichever route you took, the next steps are the same:

1. Attach a [knowledge source](/knowledge) so the agent has something to answer from.
2. Review [guardrails](/guardrails), especially the answer mode.
3. Test in the **Sandbox** tab.
4. Set status to `active` and connect a [channel](/channels).

## Related pages [#related-pages]

* [Create your first agent](/getting-started/create-your-first-agent)
* [Agent templates](/agents/templates)
* [Core prompt files](/agents/core-prompt-files)