Publish an agent

In this tutorial, you will learn how to set up agent's details, settings and pricing and publish it for private use within your organization. This tutorial will use the Receipt scanning agent from a previous tutorial.

Create a new template

Click "+ New" and select "Agent" to craete a new template for publishing

Engine - Publish Section

Publishing an Agent means that your entire workflow will be packaged into a service.

Configurations

Input configuration details

Agent Template Setting - Configurations Section

The description will be visible for your agent's users, so make sure to include all the information a user or a developer may want to know.

Agent Template Setting - Configurations Section

Learn more about configurations settings.

Version & Prcing

Input the version number and select a bot that you want to publish

Agent Template Setting - Version Section

As you publish updates or bug fixes of your agent, remembe to update the version number. Learn more about version settings.

Set permission as "Private" to restrict access to you and specified users.

Agent Template Setting - Pricing Section

Learn more about pricing settings.

Service

Input the service slug

Agent Template Setting - Service Section

A slug is a unique part of the URL of yout service, it will appear at the end. We recommend using underscores or hyphens instead of spaces and keeping the slug short.

Define actions

Agent Template Setting - Service Section

Agent Template Setting - Service Section

Actions define specific types of requests sent to the agent. When using an agent as a service, these actions will be displayed as separate buttons. Actions function as a template of a message that you would send to the bot.

In this case, we define an action called "Upload a receipt" and allow file upload. The description is the content of the message that will be sent together with the uploaded file.

Agent Template Setting - Service Section

Agent Template Setting - Service Section

Another action that needs to be defined is sending the email adress. For this action, we allow the use to input an additional message to contain the email address.

Configure additional settings and input Organization ID

Agent Template Setting - Service Section

You willl be able to add examples after publishing and using your service.

To share this agent privately, within the members of your organization, input the Organization ID in the corresponding field.

Learn more about service settings.