🤖 Creating and Configuring an Agent
Follow this guide to create a new Agent, configure Jobs and Tools, and deploy your conversational AI to production.
Create new Agent​
Click + New Agent under Your agents in the left sidebar and enter a name.
The Agent appears with three subsections:
| Sub-section | Purpose |
|---|---|
| Studio | Configure the Agent (prompts, Jobs, Tools). |
| Interact | Chat with the latest deployed Agent. |
| Knowledge | View or add documents specific to this Agent. |
Knowledge Sub-section​
When you open Knowledge inside an Agent, use the drop-down to switch between Temporary (current, unsaved configuration) and Deployed (live version) data folders.
- Temporary – lets you experiment with new files before deployment.
- Deployed – shows the folders your production Agent is currently using.
Studio Layout​
Studio is split into two panels:
| Panel | Description |
|---|---|
| Configuration | Where you create or edit Jobs, attach Tools, and tweak prompts. |
| Preview | Live chat window showing responses from the current (unsaved) configuration. Use the dropdown to switch between Agent and any individual Job preview. |
Assisted vs Manual mode​
- Assisted – Natural-language wizard; perfect for beginners.
- Manual – Direct access to advanced settings; ideal for power users.
Switch modes at any time—the underlying configuration stays in sync.
Core Concepts​
Agent​
The Agent is your primary AI assistant. It answers broad queries, maintains context, and routes task-specific requests to Jobs.
Job​
A Job is a focused workflow attached to an Agent (e.g., scheduling, ticketing). Jobs can invoke multiple Tools—including any Custom Tools you have registered.
Default Tools​
| Tool | Capability |
|---|---|
| Question Answering | Default Q&A engine |
| Scheduling | Manage and book appointments |
| Form Filling | Capture structured user input |
| Ticket Forwarding | Escalate to live support |
| Sheets Analysis | Process spreadsheets in-line |
| Outbound Phone Call | Place calls via a call-details sheet |
Attach any of these—or your own Custom Tools—to a Job for extra power.
 Preview and Test​
Use the Preview window to chat with:
- Agent – tests the collective logic of all Jobs.
- Specific Job – isolates a single workflow.
 Save, Deploy, and Load Versions​
| Action | Result |
|---|---|
| Save | Store the current draft under a version name (not user-facing). |
| Deploy | Publish the saved version to production; Interact now points to it. |
| Load | Re-open any saved or deployed version for further editing or rollback. |
 Interact​
After deployment, switch to Interact to chat with the live Agent exactly as end-users will experience it. This is the fastest way to sanity-check answers in production.
 Share Your Agent​
You can share an Agent with teammates or external collaborators.
- Click Share in the top-right corner of Studio.
- Invite users by email and choose their role: Editor (can modify configuration) or Viewer (can only interact).
Access levels​
| Level | Who can access |
|---|---|
| Private | Only explicitly invited people. |
| Organization | Everyone in your xMagic Organization. |
| Public | Anyone with the link—even without an xMagic account. |
Important: Set the Agent to Public before sharing with external users, then click Copy link to distribute the URL.
 Public Web View​
When you set Access level → Public and share the link, users without an xMagic account will see a lightweight chat interface like this:
- A Login button appears for returning users, but new visitors can chat immediately.
- The left sidebar can include helpful links (support, documentation, etc.).
- All messages are routed to the deployed version of the Agent, ensuring consistency with the production environment.
Need help? Contact support@xmagic.ai.