Agents

Creating Agents from Assistant

You create an agent by describing the task in chat. August drafts the agent, shows you a preview of its steps, inputs, and outputs, and creates it when you click Save. You need edit access to the project to create agents.

Create an agent

Start from the Agents page of the project where the agent should live.

  1. Click Create New. A chat opens, ready to draft an agent.

  2. Describe what the agent should do, what it works on, and what it should deliver. August makes reasonable assumptions instead of asking you a long list of questions.

  3. Review the Agent preview panel, which opens beside the chat once the first draft is ready. Switch between Graph and Text to see the steps as a diagram or as a written outline.

  4. Ask for any changes in the chat. Each reply updates the preview.

  5. Click Save in the preview panel. The draft becomes a saved agent on the Agents page, and the button changes to Open so you can go to the agent's page.

August saves an agent for you only when you explicitly ask it to, for example "save this agent". Asking it to draft or build an agent never saves it on its own.

Draft an agent from any chat

You can also describe a repeatable process in an ordinary Assistant chat, such as "every time a contract lands in the NDA folder, summarize it". August proposes a draft card in the conversation. Click Save on the card to create the agent, or Open once it is saved. For a task you only need done once, August does the task instead of proposing an agent.

Change the draft

The preview and the draft card are read-only. To change a draft before saving, tell August what to change in the chat:

  • Name and description: ask for a clearer name or a different summary.

  • Steps: ask to add, remove, reorder, or reword steps.

  • Inputs and defaults: ask for the documents, folders, playbooks, or questions every run should use.

  • Outputs and triggers: ask for a different deliverable, or for a schedule or upload trigger.

An upload trigger needs the real folder to watch, so August asks which folder to use if you have not named one. A trigger is only added when every required input has a saved default.

What Happens After You Save

The saved agent appears on the Agents page and is ready to run. From its page you can run it, view Run History, set up Triggers, and Share it with colleagues.

To change a saved agent later, open it and click Edit to continue in chat, then save the updated draft. To edit steps directly instead, choose Edit manually from the menu next to Edit and follow Build and edit agents on the canvas.

Have August read or copy a saved agent

In a web chat, August can also work with agents you have already saved. Reading an agent needs viewer access to it; copying an agent needs edit access to the source and to the destination.

  • Read a saved agent: ask August to show you an agent's setup. It reads the agent's steps, prompts, inputs and defaults, outputs, notes, runtime settings, and trigger information.

  • Copy a saved agent: ask August to copy an agent, then approve the copy when August asks. The copy is saved disabled, with no triggers or schedules, and does not carry over sharing, email-send permissions, files, Skills, runs, or run history.

When to Use Chat-Based Creation

Chat is how every agent starts. It works best when:

  • You're describing a repeatable task and want August to suggest the structure.

  • You prefer to draft and iterate in conversation before committing to a saved agent.

  • You want help translating a manual process into an automated agent.

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