Authoring a procedure

You author procedures from an agent's Procedures tab. Click Add procedure to open the editor.

The editor

A procedure is written like a document — prose interleaved with step badges — not a drag-and-drop flowchart. You describe what the agent should do in plain language, and drop in special steps where you need branching, routing, or logic.

The editor works like the persona editor: rich text, a character count, and the ability to expand into a full-screen dialog. Your changes autosave as a draft and don't go live until you publish.

Building blocks

A Building blocks popover gives you the pieces you'll assemble:

Sub-procedures and code blocks are covered in Code & variables and Steps & conditions.

Mentioning tools and data

Type @ anywhere in the procedure to reference a tool, field, entity, or variable. For example, an instruction might read: "Look up the order with @find order, then confirm the shipping address."

Mentioning a tool in a procedure enables and locks it on the agent the same way prompt mentions do.

Writing good instructions

• One goal per instruction step — keep each step focused on a single thing to accomplish.
• Be explicit about tools — name the tool the agent should use rather than hoping it picks the right one.
• Say what "done" looks like — describe the condition that means the step is complete.

Next steps