Building an agent with the AI builder

Describe the job in plain English and the AI builder asks the right questions, then assembles a working agent with a visual Blueprint plan.

Last updated July 14, 2026

The AI builder is the fastest way to create an Agent. Instead of filling in forms, you describe the job in plain English and the builder handles the setup — asking clarifying questions, picking the right tools, and drawing up a visual Blueprint of what your agent will do.

It's a conversation. You talk, it builds, and you refine together until the agent is right.

Start a build

Open the builder

From the Agents tab, start a new agent. You'll land in a chat with the AI builder.

Describe the job

Tell it what you want in one or two sentences — for example, "Every morning, check my inbox for new customer questions and draft polite replies for me to review."

Answer its questions

The builder asks about the details it needs: which inbox, how often, what tone, when to send vs. draft. Answer in chat.

Review the Blueprint

As you talk, a visual Blueprint fills in showing the tools, triggers, and steps. This is your plan — check it makes sense.

Approve and refine

Approve what looks right, ask for changes, and keep iterating until the agent does exactly what you want.

Write a good first message

The more the builder knows up front, the fewer questions it has to ask. A strong opening description covers:

  • What the agent should do (the outcome you want).
  • When it should run — a time of day, or an event like "whenever a new lead comes in."
  • Which tools it should touch, if you already know (your Gmail, your CRM, web research).
  • What you want back — a draft to approve, a sent message, a report, a Slack ping.
Tip. Don't over-plan. A one-line goal is enough to start — the builder will draw out the rest with its questions.

The builder does the heavy lifting

Behind the scenes, the builder picks the Tools your agent needs, wires up any Skills or playbooks, sets the Schedule or Trigger, and drafts the agent's instructions. You never touch a settings screen unless you want to — everything it decides shows up on the Blueprint and the agent tabs, where you can adjust it later.

Note. If a tool your agent needs isn't connected yet, the builder will prompt you to connect it in a click before it can use it.

Next steps

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