You can design and develop custom agents for your specific business needs. For example, a telesales quality management team can build an agent based on call summary data to track sales call quality. This agent can assess whether each salesperson's call activities comply with established standards. This enables data-driven, standardized quality control. To use agents, you must first configure settings in agent management. Agent management is divided into agent workshops and agents. An agent workshop can contain multiple agents. Each agent workshop is tied to a single agent development platform. Different agent workshops have isolated resources and cannot access each other directly. A workshop typically corresponds to a workspace on the agent development platform. This topic describes how to manage agents.
Limitations
Agents are available only in the Advanced and Professional editions. This feature is not available in the Personal edition.
Only organization administrators can perform agent management.
Create an agent workshop
Follow the steps in the figure to navigate to the agent management page.
Click the plus icon (+) in the upper-right corner of the agent workshop list.
On the Create Agent Workshop page, configure the following parameters.
NoteCurrently, Dify, Model Studio (Bailian), Model Studio Dedicated Edition, and HiAgent are supported.
Dify
Category
Parameter
Required
Description
Add Dify authorization
Endpoint
Yes
Enter the domain name or ip:port of your deployed Dify instance. Example: http://XX.XXX.XXX.XX:XXXXX
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
Defaults to the current Quick BI user's name and cannot be changed.
Model Studio (Bailian)
Category
Parameter
Required
Description
Add Model Studio (Bailian) authorization
Endpoint
Yes
Enter your agent service platform endpoint: https://dashscope.aliyuncs.com/
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
Defaults to the current Quick BI user's name and cannot be changed.
Model Studio Dedicated Edition
Category
Parameter
Required
Description
Add Model Studio Dedicated Edition authorization
Endpoint
Yes
See the figure below for instructions on obtaining the endpoint.
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
Defaults to the current Quick BI user's name and cannot be changed.
HiAgent
Category
Parameter
Required
Description
Add HiAgent authorization
Endpoint
Yes
See the figure below for instructions on obtaining the endpoint.
Agent development platform address
No
Enter the URL of your agent development platform.
Agent service platform address
No
Enter the URL of your agent service platform.
Workshop management configuration
Workshop name
Yes
Enter a custom name for the workshop.
Workshop owner
No
Defaults to the current Quick BI user's name and cannot be changed.
Click OK to create the workshop.
Create an agent
The Intelligent Q super search box recognizes user intent and can automatically route requests to the appropriate official or custom agent. To ensure accurate routing, provide a detailed description and representative sample questions when you create an agent.
Create an agent in a Dify workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Category
Parameter
Required
Description
Basic information
Agent type
Yes
Supported types:
workflow,agent, andchatflow.Endpoint suffix
Yes
Log on to your Dify site as an owner and navigate to Studio > Apps > Access API. On the page that appears, copy the request method, such as /workflows/run.
API key
Yes
Log on to your Dify site as an owner and navigate to Studio > Apps > Access API. Click API Key in the upper-right corner. In the dialog box, create or copy a key.
Name
Yes
Enter a custom display name for the agent.
For example, the agent name appears under More in the Intelligent Q super search box.
Description
No
Enter a description for the agent.
Icon
Yes
You can use a stock image or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The file size cannot exceed 0.2 MB.
Availability
Yes
You can select Public to all or Available to specified users and user groups. The default is Public to all.
User guide
Greeting message
Yes
Enter the agent's greeting message. The figure below shows an example:
Sample questions
Yes
Add one or more sample questions, including an image, a question name, and the question content. After configuration, users can click these questions to interact with the agent.
The following figure shows an example:
Click Confirm.
Create an agent in a Model Studio (Bailian) workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Category
Parameter
Required
Description
Basic information
Application type
Yes
Supported types: Agent Application, Task-based Workflow Application, Conversational Workflow Application, and Agent Orchestration Application.
API key
Yes
For instructions on how to obtain the API key, see the following figure:
Application ID
Yes
Enter the application ID.
Workspace ID
No
Enter the workspace ID.
Name
Yes
Enter a custom display name for the agent.
For example, the agent name appears under More in the Intelligent Q super search box.
Description
No
Enter a description for the agent.
Icon
Yes
You can use a stock image or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The file size cannot exceed 0.2 MB.
Availability
Yes
You can select Public to all or Available to specified users and user groups. The default is Public to all.
User guide
Greeting message
Yes
Enter the agent's greeting message. The figure below shows an example:
Sample questions
Yes
Add one or more sample questions, including an image, a question name, and the question content. After configuration, users can click these questions to interact with the agent.
The following figure shows an example:
Click Confirm.
Create an agent in a Model Studio Dedicated Edition workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Category
Parameter
Required
Description
Basic information
API key
Yes
For instructions on how to obtain the API key, see the following figure:
Agent version
Yes
Enter the agent version.
Agent code
Yes
Enter the agent code.
Name
Yes
Enter a custom display name for the agent.
For example, the agent name appears under More in the Intelligent Q super search box.
Description
No
Enter a description for the agent.
Icon
Yes
You can use a stock image or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The file size cannot exceed 0.2 MB.
Availability
Yes
You can select Public to all or Available to specified users and user groups. The default is Public to all.
User guide
Greeting message
Yes
Enter the agent's greeting message. The figure below shows an example:
Sample questions
Yes
Add one or more sample questions, including an image, a question name, and the question content. After configuration, users can click these questions to interact with the agent.
The following figure shows an example:
Click Confirm.
Create an agent in a HiAgent workshop
Select an agent workshop and click Create Agent in the upper-right corner.
On the Create Agent page, configure the following parameters.
Category
Parameter
Required
Description
Basic information
API key
Yes
For instructions on how to obtain the API key, see the following figure:
Application ID
Yes
Enter the application ID.
Name
Yes
Enter a custom display name for the agent.
For example, the agent name appears under More in the Intelligent Q super search box.
Description
No
Enter a description for the agent.
Icon
Yes
You can use a stock image or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The file size cannot exceed 0.2 MB.
Availability
Yes
You can select Public to all or Available to specified users and user groups. The default is Public to all.
User guide
Greeting message
Yes
Enter the agent's greeting message. The figure below shows an example:
Sample questions
Yes
Add one or more sample questions, including an image, a question name, and the question content. After configuration, users can click these questions to interact with the agent.
The following figure shows an example:
Click Confirm.
Manage agent workshops
Hover over an agent workshop and click the 
icon to Edit or Delete it. You can also use this menu to go to the agent development platform or agent service platform.
Manage agents
Hover over an agent and click the 
icon to Edit, Disable, or Delete it.
Next steps
After configuring the agent, go to the Intelligent Q > My Agents page to use it. For more information, see Chat with an Agent.