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Agents user guide

Last updated Oct 28, 2025

Building an agent in Studio Web

This section walks you through how to build an agent in Studio Web. To make reliable production-grade agents, we highly recommend you check out Best practices.

Exploring the agent workspace

Use the main Studio Web designer canvas to design your agent, and the left and right panels to explore the agent structure and resources.

Choosing your canvas type

You can design your agent using two distinct views: Form and Flow.

  • Flow is a visual canvas. It features a drag-and-drop, node-based visualization where each component (model, prompt, context, tool, or escalation) is represented as a node on the canvas. This view is ideal for users who prefer a graphical and exploratory approach to agent design, enabling them to build, debug, and refine logic through direct manipulation of visual elements.
  • Form is the standard, form-based experience of Studio Web. It provides a structured, form-based authoring experience where each component of the agent is configured through dedicated panels and input fields. This view is ideal for users who prefer a tabular or configuration-driven approach to agent design, enabling step-by-step setup, validation, and testing without relying on visual diagrams.

Switch between Form and Flow modes with lossless synchronization between both experiences. Any property edited in the form is immediately reflected on the flow view, and vice versa.



Flow view

The Flow canvas is structured around four main areas:

  • Central canvas – The primary design surface where agent logic is represented as connected nodes. The canvas supports zoom, pan, and mini-map navigation for complex agents.
  • Left-side panel – Provides access to the Project Explorer, Data Manager, Errors, and Deployment Configuration panels, consistent with the form-based interface.
  • Right-side panel – Displays the Properties and Dev tabs, allowing users to edit node attributes or run quick debug tests.
  • Bottom panel – Shows Execution Trail, History, and Evaluations, and integrates live trace data during design-time debugging.
Node types on the Flow canvas

Each node on the canvas represents a logical component in the agent definition:

  • Agent node – Define the system and user prompts and expose the schema (input/output arguments) in the Data Manager. Configure the model, temperature, and token settings.
  • Context nodes – Link Context Grounding indexes, allowing configuration of query strategy, thresholds, and retrieval limits.
  • Tool nodes – Visualize the connected automations, activities, or other agents. Each tool node can be expanded to display input/output schemas, guardrails, and simulation options.
  • Escalation nodes – Indicate human-in-the-loop mechanisms and memory links. Selecting them opens the escalation configuration panel with task recipients and outcomes.


Debugging in Flow view

The Flow canvas provides real-time visual feedback during debugging:

  • Trace streaming: As the agent runs in design time, trace spans appear directly on the canvas, and nodes light up as they are activated in the agent loop.

  • Conversational agents: When debugging a conversational agent, a persistent chat window allows users to exchange messages with the agent. Each message triggers a debug run.
  • Breakpoints: You can pause an agent’s execution at specific nodes by setting breakpoints. When a breakpoint is reached, the agent stops just before executing that node, allowing you to inspect its inputs, outputs, and trace data.
Form view

The Form view offers a structured, panel-based workspace for building and configuring agents through guided inputs. It provides a clear, step-by-step layout suited for precise configuration and validation of agent components.

Layout overview
  • Agent definition form: Displays the agent definition and its core components, Prompts, Tools, Contexts, and Escalations, organized in a linear, form-based structure.
  • Left-side panel: Includes the Project Explorer, Data Manager, Errors, and Deployment Configuration panels for navigating and managing project resources.
  • Right-side panel: Contains the Properties and Dev tabs, used to edit component settings, run quick tests, and view design-time traces.
  • Bottom panel: Provides access to Execution Trail, History, and Evaluations, showing debug results and evaluation metrics in real time.
Agent configuration

Each section of the form corresponds to a major agent component:

  • Prompts: Define the system and user instructions guiding agent behavior.

  • Tools: Add and configure automations, Integration Service activities, or other agents the agent can call during execution.

  • Contexts: Connect Context Grounding indexes to provide relevant data for reasoning.

  • Escalations: Set up human-in-the-loop actions and enable Agent Memory where needed.
    Figure 1. The form view

Debugging in Form view

When testing an agent in Form view, you can run debug sessions directly from the toolbar to verify logic and outputs. Design-time traces appear in the Execution Trail panel, showing inputs, outputs, and any errors for each run. For conversational agents, an integrated chat window allows you to exchange messages and observe responses in real time.

Using the Studio Web panels

The left-side panel shows you the agent structure and includes:

  • The Project Explorer – Organize and build your agent. Define prompts, tools, context, escalations, and more.
  • The Data Manager – Define input and output arguments.
  • The Errors panel – See design-time issues, broken configurations, or failed test runs.
  • The Deployment configuration panel – Set environment-specific configuration for publishing and running the agent.

The right-side panel includes:

  • The Properties panel, split between:
    • The Properties tab – Configure agent-level and component-level settings.
    • The Dev tab – Run test inputs, debug, and inspect design-time traces.
  • Agent score (Preview) – View your agent’s readiness based on evaluation results and test coverage.
  • The Run output panel – Review results from the most recent test runs.
  • Autopilot (Preview) – Get AI-powered suggestions to refine the prompts, tools, and agent setup.
Figure 2. The Agents workspace

The bottom panel makes evaluations a core part of the design experience by keeping history, results, and live traces all in one place. The available tabs depend on the type of agent you are building:

  • For autonomous agents, the bottom panel includes:
    • Execution Trail – Shows trace details from the current run. When you execute your agent, this tab opens automatically so you can follow the live traces in real time.
    • History – Displays all your agent runs with execution traces and details. From here, you can add runs directly to evaluation sets.
    • Evaluations – Lists all your evaluation sets, showing recent scores. Expand a set to see its evaluations, view details, or run tests individually or as a full set.
  • For conversational agents, the bottom panel includes:
    • Chat – Replaces the Execution Trail tab. Provides an interactive chat window to test conversations with your agent while also displaying the execution trail for each exchange.
    • History – Displays all your conversational runs with execution traces and details. From here, you can add runs directly to evaluation sets.
    • Evaluations – Lists all your evaluation sets, showing recent scores. Expand a set to see its evaluations, view details, or run tests individually or as a full set.
  • Exploring the agent workspace
  • Choosing your canvas type
  • Using the Studio Web panels

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