TABLE OF CONTENTS
What is Agent Studio?
Key Benefits of Agent Studio
Drag-and-Drop Agent Builder
Tool Nodes
Logic & Flow Control
Version Control
Export & Import Agents
Test Tab
API Access
How To Setup Agent Studio
Frequently Asked Questions
Related Articles
What is Agent Studio?
Agent Studio is a visual platform in the platform for creating AI-powered agents. It combines drag-and-drop workflows, versatile tool nodes, and seamless integrations so you can design agents that respond intelligently, automate processes, and connect with external data sources.
Agent Studio provides the tools needed to create robust agents that can support customers, streamline operations, and integrate into your existing systems.
Key Benefits of Agent Studio
Agent Studio is designed to make building AI agents simple, powerful, and adaptable for real-world use cases.
Drag-and-drop builder: Create workflows quickly with an intuitive visual canvas.
Versatile tool nodes: Add intelligence, knowledge, and integrations with dedicated node types.
Logic and flow control: Manage branching, conditions, and variable handling for smarter automation.
Version control: Safely develop, test, and deploy agents with structured lifecycle stages.
Built-in testing: Validate agent performance before deploying to production.
Integration flexibility: Connect to APIs, knowledge bases, and the web for dynamic, context-aware responses.
Export/import capabilities: Easily share, back up, or migrate agents.
API access: Run agents programmatically to fit within existing workflows.
Drag-and-Drop Agent Builder
The drag-and-drop builder provides a visual way to create and manage your AI agent workflows. By connecting nodes and setting flow conditions, you can design complex processes with ease.
This builder allows you to:
Connect tool nodes for logic, data, and intelligence.
Configure workflows visually without coding.
Manage runtime and global variables for dynamic responses.
Tool Nodes
Tool nodes are the core building blocks of Agent Studio. Each node type adds specific functionality, enabling you to design agents that meet your unique needs.
LLM Node
The LLM node leverages advanced large language models to generate intelligent, context-aware responses. You can configure prompts, parameters, and output handling to suit your workflows.MCP Tool Node
The MCP tool node integrates external tools through the Model Context Protocol, extending your agent’s abilities. This is useful for accessing external data sources or triggering actions.API Tool Node
The API tool node connects directly to third-party services by sending and receiving data via APIs. This allows your agent to interact with outside systems dynamically.Knowledge Base Tool Node
Attach a knowledge base to your agent so it can respond based on uploaded documents or stored information. This ensures accurate and consistent answers.Web Search Tool Node
Allow your agent to retrieve the latest information from the internet. This keeps your agent’s responses fresh, relevant, and accurate.
Logic & Flow Control
Logic and flow control features allow your agent to handle complex scenarios and make decisions based on conditions.
Branching via edge conditions: Define different paths depending on variable values or input.
Variable management: Create global, runtime, or input variables to ensure context-aware and flexible responses.
Version Control
Agent Studio supports structured lifecycle management with Draft, Staging, and Production modes. This ensures that changes are tested before they go live, preventing disruptions in production.
Export & Import Agents
With export/import functionality, you can back up, share, or move agents between environments. This makes it easier to collaborate or migrate setups without rebuilding agents from scratch.
Test Tab
The built-in Test Tab allows you to simulate and validate agent workflows before pushing them to production. This helps you identify errors, confirm logic paths, and refine your agent’s performance.
API Access
Agent Studio provides secure APIs so you can execute your agents programmatically. This makes it easy to embed agents into your existing systems or workflows.
How To Setup Agent Studio
Proper setup ensures you get the most from Agent Studio and its features. Follow these steps to get started:
Navigate to AI Agents > Agent Studio from your CRM dashboard.
Click Create Agent to open the drag-and-drop builder.
Add tool nodes (LLM, MCP, API, Knowledge Base, or Web Search) to your workflow.
Connect nodes with edges to define logic paths.
Configure variables to pass data between nodes.
Use the Test Tab to validate your agent’s flow.
Save your agent and move it through the lifecycle: Draft → Staging → Production.
(Optional) Export or share your agent if needed.
Use API Access to run agents programmatically.
Frequently Asked Questions
Q: How does Agent Studio differ from Conversation AI?
A: Agent Studio provides a visual builder with multiple node types, enabling more complex workflows and integrations compared to Conversation AI.
Q: Can I use my own documents in Agent Studio?
A: Yes, you can attach a knowledge base with your uploaded documents, making your agent capable of delivering precise answers.
Q: What is MCP, and why would I use it?
A: MCP (Model Context Protocol) allows integration with external tools, expanding your agent’s functionality beyond standard nodes.
Q: Is version control mandatory when creating agents?
A: While not mandatory, version control is recommended to safely test and stage agents before deploying them to production.
Q: Can I migrate agents between accounts?
A: Yes, the export/import functionality allows you to share or move agents between environments.
Q: How do I test my agent before going live?
A: Use the built-in Test Tab to run simulations and validate your agent’s workflow.
Q: Who can access Agent Studio in CRM?
A: Access depends on your account permissions. Admins and users with appropriate roles can build and manage agents.
Q: Does Agent Studio support API integrations?
A: Yes, you can connect external APIs via the API tool node or execute your agent through secure API access.