How to Create a Team Agent in AI Studio Follow

AI Studio allows you to create internal AI agents that help users analyze CRM data, answer questions, prepare outputs, perform actions, and run background tasks.

Topics Covered:

• Create a Team Agent
• Create an Agent using Prompt-Based Creation
• Create an Agent Manually

Create a Team Agent

To create a Team Agent, follow the steps below:

• Navigate to the AI Studio from the left sidebar 
• Head over to Team Agents 
• Click on Browse Agents.

You can create an agent using either of the following methods:

• Prompt-Based Creation – Describe what you want the agent to do in natural language.
• Manual Creation – Select the agent type and configure the agent using the Agent Builder.

Create an Agent using Prompt-Based Creation

Prompt-Based Creation allows you to describe the agent you want to create in natural language.

For example:

Build an agent that reviews stale deals every Friday and sends a summary.

Based on your request, AI Studio may ask follow-up questions when additional information is required.

For example, it may ask you to specify:

• Which pipeline should be reviewed.
• What time period should be considered.
• Whether follow-up tasks should be created.

The questions are determined based on the request and the information required to safely create the agent.
Depending on the request, you may be asked to provide information using text, selections, dates, users or teams, CRM records or modules, or confirmation prompts.

Once the agent is created, you can Save and Publish it.

Create an Agent Manually

If you want to configure the agent yourself, select the required agent type and configure it using the Agent Builder.

You can create the following types of agents:

Chat Assistant

A Chat Assistant is a conversational agent that users can invoke from the internal assistant or chat experience.

You can use it to:

• Summarize contacts, companies, or deals.
• Explain deal risks.
• Draft follow-up emails.
• Answer questions using CRM data or knowledge.
• Help users work faster inside the assistant.

For detailed information on creating and configuring a Chat Assistant, see How to Create a Chat Assistant in AI Studio.

Background Agent

A Background Agent is a task-oriented agent that can work with records, lists, schedules, triggers, and background workflows.

It can be run manually or automated through Smart Flow.

You can use it to:

• Review stale deals.
• Analyze closed-lost deals.
• Summarize calls.
• Identify accounts at risk.
• Create follow-up tasks.
• Send scheduled reports.

For detailed information on creating and configuring a Background Agent, see How to Create a Background Agent in AI Studio.