Agents

Creating Agents from Assistant

You can create reusable agents directly from an Assistant conversation. When you describe a task you want to automate, August proposes an agent draft card with steps you can review and customize before saving.

How Agent Creation Works

Creating an agent from Assistant follows a proposal-and-save flow:

1

Start from Create New

Select Create New → Agent from any agent entry point. This opens a prefilled Genius Mode conversation ready to draft your agent.

2

Describe your task

Tell August what you want the agent to do. The assistant proposes an agent draft with suggested steps, prompts, and configuration based on your description.

3

Review& edit the draft card

The draft card shows the proposed agent structure. Edit names, adjust steps, refine prompts, and modify any configuration before saving.

4

Press Save to create

Press Save on the draft card to create the agent. The agent is only created or updated after you press Save—you control when the agent persists.

The assistant can propose and edit agent drafts, but it cannot save agents on your behalf. You must press Save to persist the agent.

Starting from Create New

Any Create New → Agent entry point opens a Genius Mode conversation with a prefilled prompt asking you to describe the task. This ensures the assistant starts in the right mode for building agents and has the context it needs.

You can also ask Assistant to create an agent mid-conversation by describing a repeatable task. If the task is suited for an agent, the assistant will switch to Genius Mode and propose a draft card.

Editing Before You Save

The draft card is fully editable before you save:

  • Agent name: Give your agent a clear, descriptive name.

  • Steps: Add, remove, or reorder steps as needed.

  • Prompts: Refine the instructions for each agent step.

  • Configuration: Adjust outputs, delivery settings, and any step-specific options.

Continue the conversation with the assistant if you want help refining the draft. Ask follow-up questions, request changes, and iterate until the agent matches what you need. When you're ready, press Save on the card.

What Happens After You Save

When you press Save on an agent draft card:

  • The agent is created in your workspace and available to run.

  • You're taken to the agent detail page where you can view run history, add triggers, and manage permissions.

  • Team members with access can run the agent on demand or via scheduled triggers.

For ongoing agent management—including upload triggers, scheduled runs, and permissions—see Agents Overview.

When to Use Chat-Based Creation

Create agents from Assistant 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.

For agents you already understand well, you can also build directly from the Agents panel. Both approaches create the same reusable agent objects.

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