Design and develop custom agents tailored to your business needs. For example, a telesales quality management team can use visit summary data to build an agent that tracks telesales quality and assesses whether each salesperson's visit behavior meets standards. Before you use agents, configure the Agent Management settings. Agent management consists of agent workshops and agents. Each agent workshop supports a single agent development platform and can contain multiple agents. Agent workshops are resource-isolated and cannot directly access each other. They typically correspond to a workspace on the agent development platform.
This feature is available only in the Hong Kong (China), Malaysia, and Singapore sites. Support for other sites will be available soon.
Limits
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Agents are supported only in the Premium and Professional editions. The Personal Edition does not support this feature.
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Only organization administrators can manage agents.
Create an agent workshop
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Follow the steps in the figure to navigate to the Agent Management page.
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Click the plus icon (+) in the upper-right corner of the Agent Workshop list.
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On the Create Agent Workshop page, configure the following parameters.
NoteThe Dify, Alibaba Cloud Model Studio, Alibaba Cloud Model Studio Exclusive Edition, and HiAgent models are supported.
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Dify model
Configuration Category
Configuration Subclass
Required
Description
Add Dify authorization
End_Point
Yes
To obtain the endpoint, enter the domain name or [IP address:port] of the deployed Dify machine. 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 username. This value cannot be modified.
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Alibaba Cloud Model Studio model
Configuration Category
Configuration Subcategory
Required
Description
Add authorization for Alibaba Cloud Model Studio
End_Point
Yes
Enter the endpoint of your agent service platform.
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 username. This value cannot be modified.
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Alibaba Cloud Model Studio Exclusive Edition model
Configuration Category
Configuration Subclass
Required
Description
Add Alibaba Cloud Model Studio Exclusive Edition authorization
End_Point
Yes
Enter 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 username. This value cannot be modified.
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HiAgent model
Configuration Category
Configuration Subclass
Required
Description
Add HiAgent authorization
End_Point
Yes
Enter 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 username. This value cannot be modified.
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Click OK to complete the creation.
Create an agent
Create an agent in a Dify model agent workshop
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Select an agent workshop and click Create Agent in the upper-right corner.
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On the Create Agent page, configure the following parameters.
Configuration Category
Subclass configuration
Required
Description
Basic information
Agent type
Yes
Three types are supported: Workflow, Agent, and Chatflow.
End_Point suffix
Yes
Log on to your deployed Dify site as the owner. In the top navigation bar, open Studio. Click Applications to open the application orchestration page. In the left-side navigation pane, click Access API. On the page that appears, copy the request method information. For example: /workflows/run
API key
Yes
Log on to your deployed Dify site as the owner. In the top navigation bar, open Studio. Click Applications to open the application orchestration page. In the left-side navigation pane, click Access API. On the page that appears, click API Key in the upper-right corner. In the dialog box that appears, create a key or copy an existing key.
Name
Yes
Enter a custom display name for the agent. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
You can use stock materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 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
Opening remark
Yes
The opening remark for the agent. The following figure shows an example:
Sample questions
Yes
You can add multiple sample questions, including an image, question name, and question content. After configuration, you can use these samples to ask questions quickly when interacting with the agent.
The following figure shows an example:
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Click Confirm.
Create an agent in an Alibaba Cloud Model Studio agent workshop
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Select an agent workshop and click Create Agent in the upper-right corner.
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On the Create Agent page, configure the following parameters.
Configuration Category
Configuration subclass
Required
Description
Basic information
Application type
Yes
The supported application types are agent application, task-based workflow application, conversational workflow application, and agent orchestration application.
API key
Yes
Enter the API key.
Application ID
Yes
Enter the application ID.
Workspace ID
No
Enter the workspace ID.
Name
Yes
Enter a custom display name for the agent. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
You can use stock materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 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
Opening remark
Yes
The opening remark for the agent. The following figure shows an example:
Sample questions
Yes
You can add multiple sample questions, including an image, question name, and question content. After configuration, you can use these samples to ask questions quickly when interacting with the agent.
The following figure shows an example:
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Click Confirm.
Create an agent in an Alibaba Cloud Model Studio Exclusive Edition agent workshop
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Select an agent workshop and click Create Agent in the upper-right corner.
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On the Create Agent page, configure the following parameters.
Configuration Category
Subclass configuration
Required
Description
Basic information
API key
Yes
Enter the API key.
Agent version
Yes
Enter the agent version.
Agent code
Yes
Enter the agent code.
Name
Yes
Enter a custom display name for the agent. The following figure shows an example:
Description
No
Enter a description for the agent.
Icon
Yes
You can use stock materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 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
Opening remark
Yes
The opening remark for the agent. The following figure shows an example:
Sample questions
Yes
You can add multiple sample questions, including an image, question name, and question content. After configuration, you can use these samples to ask questions quickly when interacting with the agent.
The following figure shows an example:
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Click Confirm.
Create an agent in a HiAgent model agent workshop
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Select an agent workshop and click Create Agent in the upper-right corner.
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On the Create Agent page, configure the following parameters.
Configuration Category
Configuration subclass
Required
Description
Basic information
API key
Yes
Enter the API key.
Application ID
Yes
Enter the application ID.
Name
Yes
Enter a custom display name for the agent.
Description
No
Enter a description for the agent.
Icon
Yes
You can use stock materials or upload a custom image. Only JPG, JPEG, PNG, GIF, and SVG formats are supported. The maximum file size is 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
Opening remark
Yes
The opening remark for the agent. The following figure shows an example:
Sample questions
Yes
You can add multiple sample questions, including an image, question name, and question content. After configuration, you can use these samples to ask questions quickly when interacting with the agent.
The following figure shows an example:
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Click Confirm.
Manage agent workshops
Hover over the target agent workshop and click the 
icon on the right. You can Edit or Delete the agent workshop, or go to the agent development platform or agent service platform.
Manage agents
Hover over the target agent and click the 
icon on the right. You can Edit, Deactivate, or Delete the agent.
What to do next
After you configure agent management, go to the Intelligent Q&A > My Agents page to use your agent. For more information, see Converse with an agent.