Creating & Managing Agents

Our Agentic Platform helps your team move beyond basic chat prompts to automate repeatable research workflows using governed agents. From the Agents page, you can create new agents, configure their instructions, and connect them to the platform and external data. This article explains how to create an agent, update its configuration, manage versions, and reuse or share agents to consistently generate rich, review-ready deliverables like slide decks, spreadsheets, comparison tables, and reports.

This article will cover the following topics:

• Creating a New Agent
• Configuring an Agent
• Managing Agent Versions
• FAQs

Note: Users with the appropriate permissions can also create new agents or manage existing agents from this view. Ask a System Administrator to grant one before creating agents.

 

Creating a New Agent

1. Navigate to the CentrlX module.
2. In the left navigation bar, select the Agents option. Then select the Manage Agents button.

3. In the following screen, select Add Agent to create an agent from scratch. Users can also select Clone from Library in the dropdown to create a clone based on a previous Agent.

   

 

Configuring an Agent

The next screen will prompt a user to configure their Agent. See details below on Agent Instructions, Skills, Actions, and Connectors.

Instructions

Instructions tell an agent the precise workflow to follow including what entities are in scope (Partner, Products, Funds, etc.), what steps to follow, and what outputs to deliver. Instructions must be written using Markdown syntax (such as hashes for headers or asterisks for bold text) so the agent can properly interpret structure and logic steps.

Instructions should describe:

• What user inputs are required (i.e., does the user need to provide a list of Partners or Products?).
• The goal of the agent.
• The sequence of steps it should follow.
• Any decision logic it should use.
• The type of output it should produce.

An Optimize button is available next to the instructions box. Clicking this will automatically apply prompt engineering best practices to refine your instructions, standardize tone, inject safety boundaries (e.g., ignoring unverified sources), and detail exactly what was changed.

Skills

Skills let you give your AI agents standardized, reusable instructions so they behave consistently every time they're used. Think of an agent as a recipe: a Skill is one repeatable technique — like a preferred tone of voice, a formatting standard, or a document template — that can be reused across many agents instead of being re-typed into every agent's instructions. To learn more, please reference our article: Creating and Managing Skills

Actions

Actions let Agents and Chats modify platform data, create records, or send notifications on your behalf. When an Agent or Chat determines that completing your request requires making a change — for example, updating a field, creating an Issue, or creating and publishing a Clarification — it proposes the change as an Action. To learn more, please see our article: Agent Actions: Reviewing and Approving Actions

Connectors

Data connectors control what data an agent can access during execution. Some connectors may appear locked and disabled. These connectors must be first configured in Integrations under System Admin. Connectors are categorized as either user-level or company-level integrations.

Saving & Publishing an Agent

You can save agents that are in the process of being configured to continue their setup at any time by clicking the Save button. Once configuration is completed, you need to publish the agent to begin using it by clicking the Publish button.

Agent Versions

Each agent can have multiple versions, allowing you to track changes over time. To view agent versions follow the steps below.

1. Open the Agent Details page.
2. Open the Actions menu and select Versions.

The Versions page shows version details such as:

• Version Number
• Status
• Created On
• Modified On
• Created By

After clicking the Version Number to view the details page, you can take several actions including:

• Restore: On inactive versions you can restore the version to published. This will set the current published version to inactive. 
• Clone as Draft: On inactive or published versions you can clone the version to a new draft version. 
• Save & Publish: You can save draft agents that are in the process of being configured to continue their setup at any time. You can publish any draft version. If you are cloning as a draft, publishing will set the current published version to inactive. 

FAQs