You can design and develop custom agents to meet your specific needs. For example, a telesales quality management team can build an agent to track sales call quality based on visit summary data. This agent evaluates whether each salesperson's visit behavior complies with standards, enabling data-driven and standardized quality control. Before you can use agents, you must configure the Agent management settings. Agent management consists of two parts: the Agent workshop and the Agent. An agent workshop can contain multiple agents. Each agent workshop is based on a single agent development platform. Agent workshops are isolated from each other and cannot be accessed directly. An agent workshop usually corresponds to a workspace on the agent development platform. This topic describes how to manage agents.
This feature is available only in the Hong Kong (China) and Malaysia sites. Support for other sites will be available in a future release.
Limits
Agents are supported only in the Premium and Professional Editions. This feature is not available in the Personal Edition.
Only organization administrators can manage agents.
Create an agent workshop
Go to the Agent management page, as shown in the following figure.
In the upper-right corner of the Agent workshop list, click the plus icon.
On the Create Agent Workshop page, configure the following parameters.
NoteDify, Alibaba Cloud Model Studio, and Alibaba Cloud Model Studio exclusive models are supported.
Dify model
Configuration category
Configuration for minor classes
Required
Description
Add Dify authorization
Endpoint
Yes
To get the endpoint, enter the domain name or IP address and port number of the deployed Dify machine. For example: http://XX.XXX.XXX.XX:XXXXX
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
The current Quick BI username is used by default and cannot be changed.
Alibaba Cloud Model Studio model
Configuration category
Configuration subclass
Required
Description
Add Alibaba Cloud Model Studio authorization
Endpoint
Yes
Enter the Endpoint.
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
The current Quick BI username is used by default and cannot be changed.
Alibaba Cloud Model Studio exclusive model
Configuration category
Configure a subclass
Required
Description
Add Alibaba Cloud Model Studio exclusive authorization
Endpoint
Yes
Enter the Endpoint.
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
The current Quick BI username is used by default and cannot be changed.
Click OK to create the workshop.
Create an agent
Create an agent in a Dify model agent workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Configuration category
Configuration subclass
Required
Description
Basic information
Agent type
Yes
The supported types are Workflow, Agent, and Chatflow.
Endpoint suffix
Yes
Log on to your deployed Dify site as the owner. In the top navigation bar, choose Studio > Applications to open the application orchestration page. In the navigation pane on the left, click Access API. On the page that appears, copy the request method information.
API key
Yes
Log on to your deployed Dify site as the owner. In the top navigation bar, choose Studio > Applications to open the application orchestration page. In the navigation pane on the left, click Access API. On the page that appears, click API Key in the upper-right corner. In the dialog box that appears, create a key or copy an existing key.
Name
Yes
Enter a custom name for the agent. This name is for display purposes. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
Use existing materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 0.2 MB.
Availability
Yes
Select Public to all or Available to specified users and user groups. The default is Public to all.
User guidance
Opening statement
Yes
The opening statement for the agent. The following figure shows an example:
Sample questions
Yes
Add multiple sample questions that include images, question titles, and question content. After you configure sample questions, you can use them to quickly ask questions when you query data with the agent.
The following figure shows an example:
Click Confirm.
Create an agent in an Alibaba Cloud Model Studio agent workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Configuration category
Subclass configuration
Required
Description
Basic information
Application type
Yes
The supported types are agent application, task-based workflow application, conversational workflow application, and agent orchestration application.
API key
Yes
Enter the API key.
Application ID
Yes
Enter the application ID.
Workspace ID
No
Enter the workspace ID.
Name
Yes
Enter a custom name for the agent. This name is for display purposes. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
Use existing materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 0.2 MB.
Availability
Yes
Select Public to all or Available to specified users and user groups. The default is Public to all.
User guidance
Opening statement
Yes
The opening statement for the agent. The following figure shows an example:
Sample questions
Yes
Add multiple sample questions that include images, question titles, and question content. After you configure sample questions, you can use them to quickly ask questions when you query data with the agent.
The following figure shows an example:
Click Confirm.
Create an agent in an Alibaba Cloud Model Studio exclusive model agent workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Configuration category
Configuration subclass
Required
Description
Basic information
API key
Yes
Enter the API key.
Agent version
Yes
Enter the agent version.
Agent encoding
Yes
Enter the agent encoding.
Name
Yes
Enter a custom name for the agent. This name is for display purposes. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
Use existing materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 0.2 MB.
Availability
Yes
Select Public to all or Available to specified users and user groups. The default is Public to all.
User guidance
Opening statement
Yes
The opening statement for the agent. The following figure shows an example:
Sample questions
Yes
Add multiple sample questions that include images, question titles, and question content. After you configure sample questions, you can use them to quickly ask questions when you query data with the agent.
The following figure shows an example:
Click Confirm.
Agent workshop management
Hover over an agent workshop and click the 
icon to edit or delete the workshop, go to the agent development platform, or go to the agent service platform.
Agent management
Hover over an agent and click the 
icon to edit, disable, or delete the agent.
What to do next
After you configure the agent management settings, go to the Smart Q > My Agents page to use the agent that you created. For more information, see Conversing with agents.