Building an AI agent used to mean editing an XML file by hand. Now Agents Designer gives admins a guided, five-step UI for creating and configuring agents — no XML editing required.

What is an Agent Definition

An Agent Definition is the blueprint for an AI agent: it sets the agent's instructions, which functions it's allowed to call, which groups of users can launch it, and what triggers it — whether that's a schedule (timer) or an event. Once a definition exists, users can start their own agent instance from it.

Accessing Agents Designer

1. Go to Agents Designer.
2. You'll land on the Agent Definitions list, showing every existing definition along with its Instructions, Groups, and number of active agents.
3. Click + Add agent definition to start the wizard.

Creating a definition takes you through five steps: Basic Information, Functions, Groups, Timers, and Events.

Step 1 — Basic Information

Fill in the core identity of the agent:

• Title — the display name for the agent (e.g. "Lead Agent")
• Name — the internal/technical name (e.g. "lead-agent")
• Instructions — the system prompt that defines what the agent does, what tasks it handles, and how it should behave

Click Next to continue.

Step 2 — Functions

This step controls what the agent is actually allowed to do.

Important: if you don't add at least one function, the agent won't be able to perform any functions at all — the UI shows this warning directly on the step.

1. Click the + button to open the Add functions modal.
2. Use the search field to find functions relevant to the agent's purpose — for example, searching "Kleadform" surfaces functions like KLeadForms_startCustomerLead, KLeadForms_addCustomerCommentToLead, KLeadForms_findCustomerLeads, and KLeadForms_getCustomerLeadDetails, each showing its description and the roles required to use it.
3. Click the + next to each function you want to add.
4. Added functions appear in a list on the step, each with an x to remove it if needed.

Which functions to add depends entirely on the agent's purpose — an agent built to support lead management would add KLeadman functions, while one built for a different app would search for functions relevant to that app instead.

Step 3 — Groups

This step determines who can launch an agent using this definition.

1. Click + to open the Choose groups modal.
2. Use the Group filter field to search for a group by name, or browse the list directly.
3. Tick the checkbox next to each group whose members should be allowed to start an agent from this definition.
4. Click Save.

Step 4 — Timers

Timers let the agent run automatically on a schedule instead of only responding to user interaction.

1. Click the timer icon to open the New timer modal.
2. Fill in:
   • Name — a label for the timer
   • Interval — how often the timer fires, expressed as a number plus a unit (e.g. every 5 minutes)
   • Time — optional; if set, the timeout date is adjusted to this time
   • Instructions — what the agent should do when the timer triggers
3. Click Save, then Next to continue.

For example, a Lead Agent might use:

• Name: Daily lead follow-up check
• Interval: 1 Day
• Instructions: Check all leads assigned to this agent that haven't been contacted in the last 24 hours, and send a follow-up reminder to the owner.

Step 5 — Events

Events let the agent react automatically when something happens elsewhere in the platform.

1. Click the lightning-bolt icon to open the New event modal.
2. Fill in:
   • Name — a label for the event
   • Scope — which events this should match. The dropdown offers two options:
     • All - Match on all events
     • Profile - Match on the lead profile of events
   • Instructions — what the agent should do when the event fires
3. Click Save.
4. Once you're done, click Create to finish — this is the step where the Agent Definition is actually created.

For example, a Lead Agent might use:

• Name: New lead submitted
• Scope: Profile - Match on the lead profile of events
• Instructions: When a new lead is submitted matching this profile, review the lead details and notify the assigned sales rep.

A note on saving progress

The Agent Definition isn't created until you reach the final step and click Create. If you refresh the page or navigate away partway through the wizard, whatever you've entered so far won't be saved — so it's best to complete all five steps in one sitting.

Once created, you can always come back and edit any step from the definition's detail page, which uses the same five tabs (Basic Information, Functions, Groups, Timers, Events).

Why this matters

For admins configuring AI agents, this update means:

• No more hand-editing XML to define what an agent can do
• A clear, guided flow that separates identity (Basic Information), capability (Functions), access (Groups), and triggers (Timers, Events)
• A built-in safeguard against accidentally creating an agent with no usable functions

If you're setting up a new agent for your team or partners, Agents Designer is where you'll build it from start to finish.

Get in touch with our team if you'd like a walkthrough of setting up an Agent Definition for your specific use case.