Creating Agents

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Overview

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Key Features

• Custom Instructions: Define exactly how your agent should behave and respond
• Integration Access: Connect agents to 200+ external services and business applications
• Flexible Triggers: Schedule, event-based, or manual activation
• Team Collaboration: Share agents with your organization
• Multi-Modal: Process text, images, documents, and files

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How It Works

1. Define Purpose: Specify what tasks your agent should handle
2. Configure Behavior: Set instructions and personality traits
3. Add Integrations: Connect to external tools and services
4. Set Triggers: Choose when and how the agent activates
5. Test & Deploy: Validate functionality before going live

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Getting Started

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Prerequisites

• Active mixus account
• Appropriate permissions (Creator role or higher)
• Understanding of your automation needs

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Basic Agent Creation

1. Navigate to Agents
   • Go to your mixus dashboard
   • Click “Agents” in the sidebar
   • Select “Create New Agent”
2. Choose Agent Type
   • General Assistant: Handles various tasks and conversations
   • Specialized Worker: Focused on specific workflows
   • Integration Agent: Primarily interfaces with external services
   • Monitoring Agent: Watches for events and sends notifications
3. Configure Basic Settings
   Copy

   Ask AI

   Agent Name: Customer Support Assistant
   Description: Handles customer inquiries and routes to appropriate teams
   Visibility: Organization-wide
   

4. Define Instructions Write clear, specific instructions for your agent:
   Copy

   Ask AI

   You are a helpful customer support assistant for Acme Corp.
   
   Your responsibilities:
   - Answer common questions about our products and services
   - Escalate complex issues to human agents
   - Maintain a friendly, professional tone
   - Access our knowledge base for accurate information
   
   Always ask for clarification if a request is unclear.
   

5. Add Integrations (Optional)
   • Select from available integrations
   • Configure authentication for external services
   • Set up data access permissions
6. Set Activation Method
   • Manual: Triggered by team members
   • Scheduled: Runs at specific times
   • Event-based: Responds to webhooks or triggers
   • Always Active: Continuously monitors and responds
7. Test Your Agent
   • Use the built-in testing interface
   • Send sample inputs and review responses
   • Verify integration connections work correctly
8. Deploy
   • Review all settings
   • Click “Deploy Agent”
   • Monitor initial performance

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Use Cases

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Customer Support Agent

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Content Creation Agent

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Data Analysis Agent

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Meeting Coordinator Agent

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Best Practices

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Writing Effective Instructions

• Be Specific: Define exact behaviors and responses
• Set Boundaries: Clearly state what the agent should and shouldn’t do
• Include Examples: Provide sample interactions
• Define Escalation: Specify when to involve humans

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Integration Management

• Minimal Permissions: Only grant necessary access
• Test Thoroughly: Verify all integrations before deployment
• Monitor Usage: Track API calls and rate limits
• Regular Updates: Keep authentication tokens current

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Performance Optimization

• Start Simple: Begin with basic functionality, add complexity gradually
• Monitor Metrics: Track response times and success rates
• Iterate Based on Feedback: Continuously improve instructions
• Version Control: Keep track of configuration changes

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Advanced Configuration

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Custom Triggers

{
  "trigger_type": "webhook",
  "webhook_url": "https://api.mixus.ai/webhooks/agent123",
  "conditions": {
    "source": "crm_system",
    "event": "new_lead",
    "priority": "high"
  }
}

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Integration Parameters

{
  "integrations": [
    {
      "type": "team_chat",
      "channels": ["#support", "#alerts"],
      "permissions": ["read", "write"]
    },
    {
      "type": "document_storage",
      "folders": ["/shared/support-docs"],
      "permissions": ["read"]
    }
  ]
}

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Response Formatting

Response Format:
- Use bullet points for lists
- Include relevant links when helpful
- Bold important information
- Always end with "Is there anything else I can help you with?"

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Troubleshooting

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Common Issues

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Getting Help

1. Check the agent troubleshooting guide
2. Review integration documentation
3. Contact support@mixus.com with agent details

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Next Steps

• Learn about running agents
• Explore scheduling options
• View agent examples
• Set up integrations