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Creating Agents

Learn how to design and build effective agents for any use case.

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Agent Basics

An agent in Xagent is defined by:
  • Purpose — What it should accomplish
  • Capabilities — Tools and knowledge it can access
  • Constraints — Boundaries and guidelines

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Define the Purpose

Start with a clear, specific description:

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Agent Configuration

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1. Basic Settings

Name: Competitive Intelligence Agent
Description: [Your detailed description]
Model: GPT-4 (recommended for complex tasks)

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2. Select Tools

Choose tools based on the agent’s purpose:

Research & Analysis

Web Search, Database Query, File Reader

Data Processing

Python, SQL, Excel, Data Visualization

Communication

Email, Slack, Webhooks

Productivity

Calendar, Task Management, Notes

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3. Add Knowledge Base

For domain-specific agents, connect relevant documents:
  • Product documentation
  • Company policies
  • Technical manuals
  • Research papers
See Knowledge Base for details.

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4. Set Constraints

Define boundaries to keep the agent focused: 
The agent should:
- Only search within specified domains
- Verify information from multiple sources
- Flag uncertain information
- Stay within defined scope

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Agent Patterns

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Research Agent

Purpose: Conduct deep research and synthesize findings
Tools: Web Search, Database, File Reader
Constraints: Cite sources, verify claims, comprehensive coverage

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Data Analyst

Purpose: Analyze data and generate insights
Tools: SQL, Python, Visualization
Constraints: Use provided data only, explain methodology

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Content Creator

Purpose: Generate written content and presentations
Tools: Web Search, File Writer, Templates
Constraints: Follow brand guidelines, factual accuracy

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Automation Agent

Purpose: Execute workflows and integrate systems
Tools: APIs, Database, Webhooks
Constraints: Error handling, logging, approval gates

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Testing Your Agent

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Start Simple

Test with basic tasks to ensure the agent understands its role: 
"Summarize the main features of Xagent"

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Increase Complexity

Gradually test more complex scenarios: 
"Research three competitors in the AI agent space and create a comparison table"

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Validate Output

Check that the agent:
  • Stays within its defined scope
  • Uses available tools appropriately
  • Produces consistent, reliable results
  • Handles errors gracefully

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Iteration Tips

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Best Practices

  1. Start Small — Build a simple agent first, then add complexity
  2. Be Specific — Clear descriptions lead to better performance
  3. Test Thoroughly — Validate with real use cases
  4. Iterate — Refine based on feedback and usage
  5. Monitor — Track performance and user satisfaction

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Next Steps