The Guided Managed Agent Builder helps you create and edit AI agents using natural-language instructions. Targeted configuration edits, guided clarifying questions, and a live configuration panel make it easier to update agents without rebuilding them.
The builder also synchronizes related instructions and uses available account resources when configuring agents. This article explains the features and how to use them.
TABLE OF CONTENTS
- What is the Guided Managed Agent Builder?
- Key Benefits of the Guided Managed Agent Builder
- Targeted Configuration Edits
- Guided Clarifying Questions and Intent Recognition
- Live Editable Configuration Panel
- Smart Cascades and Instruction Synchronization
- How to Use the Guided Managed Agent Builder
- Frequently Asked Questions
What is the Guided Managed Agent Builder?
The Guided Managed Agent Builder is an AI-powered experience in Agent Studio that helps you create and configure Managed Agents (formerly Super Agents) through conversation.
You can describe your intended changes instead of manually adjusting each setting. The builder displays the resulting configuration and lets you edit supported fields directly.
It also recognizes informational questions, requests clarification when needed, and preserves unrelated settings during targeted edits. These capabilities are available for Managed Agents in Agent Studio without additional feature setup.
Key Benefits of the Guided Managed Agent Builder
The builder simplifies agent creation and configuration while providing greater control over individual changes.
Targeted Edits: Change specific settings without modifying unrelated configurations.
Guided Clarification: Resolve ambiguous requests by identifying the appropriate resources.
Intent Recognition: Ask questions or request changes without triggering unintended edits.
Live Configuration Updates: View changes to instructions, triggers, tools, skills, and Knowledge Bases as they happen.
Inline Editing: Modify supported fields directly in the configuration panel.
Smart Cascades: Keep related instructions synchronized when triggers, plugins, or Knowledge Bases change.
Account-Grounded Resources: Configure agents using existing forms, calendars, pipelines, Knowledge Bases, and connected apps available in your account.
Targeted Configuration Edits
Targeted configuration editing lets you update specific parts of an existing Managed Agent without regenerating the entire configuration.
This helps protect working instructions, triggers, and connected resources while you refine the agent's behavior.
For example, to change how an agent communicates, enter:
Make this agent's tone friendlier without changing its existing triggers or Knowledge Base.
The builder updates the appropriate instructions while retaining unrelated settings.
Other examples include:
"Add a trigger for the Contact Us form."
"Make the agent's responses shorter."
"Update the instructions to ask for an email address before creating a task."
If an edit affects connected configuration elements, the builder may update their associated instructions to maintain consistency.
Guided Clarifying Questions and Intent Recognition
The builder recognizes whether your message is a question, an instruction to change the configuration, or a request that needs more information. This helps prevent unintended changes and supports accurate resource selection.
When your request does not contain enough detail, the builder asks a clarifying question rather than making an assumption.
For example, suppose your account contains multiple forms named "Contact Us."
If you enter:
Add a trigger for the Contact Us form.
The builder asks you to identify the correct form. It also checks available account resources to help avoid invalid resource selections.
Examples of Intent Recognition
| Request | Builder Behavior |
|---|---|
| "What can this agent do?" | Explains the agent's capabilities without changing its configuration. |
| "Make the tone friendlier." | Updates the relevant agent instructions. |
| "Improve this agent." | Requests clarification before applying changes. |
| "Add a trigger for the Contact Us form." | Identifies the form or asks you to select one if multiple matches exist. |
| "Use the Support Knowledge Base." | Selects the available resource or asks for clarification if the resource cannot be identified. |
Intent recognition also works when creating new agents. If you ask a question instead of providing creation instructions, the builder answers without creating an unintended agent.
Live Editable Configuration Panel
The live configuration panel displays agent settings while the builder processes your requests. You can monitor changes, review configuration details, and modify supported fields before publishing.
Configuration Elements
The panel includes the following elements:
Instructions: Establish how the agent behaves and communicates.
Triggers: Define the events that activate the agent.
Tools: Connect the agent to supported actions and integrations.
Skills: Provide capabilities for completing specific tasks.
Knowledge Bases: Supply information that the agent can use when responding or performing tasks.
As the builder processes your instructions, changes appear in the panel. Configuration elements are populated as the builder identifies and resolves them. You can also edit supported fields directly without submitting another conversational instruction.
Smart Cascades and Instruction Synchronization
Smart cascades help ensure that an agent's instructions remain consistent with its configuration. When you update a trigger, plugin, or Knowledge Base, the builder adjusts related instructions where necessary. Unrelated settings remain unchanged.
For example, enter:
Replace the current Knowledge Base with the Support Procedures Knowledge Base.
The builder changes the selected Knowledge Base and updates the associated instructions to reflect the new information source. Similarly, modifying a trigger can adjust instructions that determine when and why the agent runs.
Configurations Supported by Smart Cascades
Triggers: Synchronize agent instructions with the events that activate the agent.
Plugins: Reflect changes in available integrations and capabilities.
Knowledge Bases: Align agent instructions with the selected information sources.
Review the resulting configuration before publishing to confirm that the changes match your intended behavior.
How to Use the Guided Managed Agent Builder
Use the Guided Managed Agent Builder to create or modify an agent, review its configuration, and test its behavior before publishing.
Step 1: Open the Managed Agent Builder
Log in to your account.
Navigate to AI Agents → Agent Studio.
Open the Managed Agents tab.
Create a new Managed Agent or select an existing agent to edit.
Step 2: Enter Your Instructions
Use the conversational composer to describe the agent you want to create or the configuration you want to change. For example:
Add a form submission trigger for the Demo Request form without changing the existing tools or Knowledge Base.
Submit the instruction.
Step 3: Answer Clarifying Questions
If the builder requires additional information, select the correct resource or provide the requested details. The builder uses your response to continue processing the configuration change.
Step 4: Review and Adjust the Configuration
Monitor the live configuration panel as changes appear. Review the updated instructions, triggers, tools, skills, and Knowledge Bases. If additional adjustments are needed, submit another instruction or edit the supported fields directly in the panel.
Step 5: Test and Publish
Select the available Test option to check the agent's behavior.
Verify that the requested changes work as intended.
Confirm that unrelated settings and capabilities remain unchanged.
Make any necessary adjustments.
Select Publish when the agent is ready.
Frequently Asked Questions
Q: Do I need to enable the guided-builder improvements?
No. These capabilities are available for Managed Agents in Agent Studio without additional feature setup.
Q: Can I ask questions without changing my agent?
Yes. The builder distinguishes informational questions from requests to edit configurations. Asking a question does not intentionally modify your agent's settings.
Q: What happens if the requested form or resource cannot be found?
The builder requests clarification instead of selecting an invalid or nonexistent resource. Check that the resource exists and is available in your account.
Q: Can I edit configurations directly without using prompts?
Yes. The live configuration panel lets you edit supported configuration fields directly.
Q: Will changing a trigger or Knowledge Base overwrite all my instructions?
No. Smart cascades modify related instructions when necessary while preserving unrelated configuration settings.
Q: Does using account-grounded resources guarantee the agent will work correctly?
No. Selecting existing resources helps prevent invalid references, but you should still review and test the agent before publishing.