Agent Builder is in beta. Some features are still in development and are subject to change.
This quickstart walks through building a new agent that summarizes meeting notes in different formats for various stakeholders.
You will:
If you are unfamiliar with Agent Builder:
To create an agent with Agent Builder, log in to AI Studio and follow these steps:
Click the Build an agent button
Click the Build an agent button in the top right corner of the page.
Create a new agent
In the modal that appears, select New Agent to create a new agent from scratch.
For common use cases, prebuilt agent templates are available. These include both general-purpose and industry-specific options, all customizable to your specific requirements.
Once the agent is created, a new tab will open in your browser with the Agent Builder interface.
Return to the Agent Builder interface
You can get to the Agent Builder interface any time by going to the AI Studio homepage and selecting the agent you created.
You’ll see the Configure Deployment page when you select the agent. To get to the edit interface, click the Edit button in the top right corner.
When you create a new Agent Builder project, a demo agent is automatically created for you. You can remove the demo agent’s components and blueprints to start building your own agent.
Delete the top-level Page component from the Component Tree
Navigate to the Interface view. Then select the Interface Layers section in the left sidebar.
Click the top Page component from the UI component tree.
Then click the three vertical dots on the Page’s settings menu to find the Delete option.
Add a new Page
Your Component Tree should now contain a single Root component.
Click Add page at the bottom of the component tree to create a new blank page.
Delete the first component under Blueprints Root
Navigate to the Blueprints view. Then select the Blueprints Layers section in the left sidebar.
Click the first component under Blueprints Root. Here, the component is a blueprint called BUTTON@CLICK_1
.
Then click the three vertical dots on the blueprint’s settings menu to find the Delete option.
Add a new Blueprint
Your blueprint’s component tree should now be empty.
Click Add blueprint at the bottom of the component tree to create a new blank blueprint.
Now that you have an empty page, build the UI for the new agent. This agent has the following components:
Navigate to the Interface view to build the UI.
The Textarea Input component is where users can paste their meeting notes.
Add the Textarea Input component to the canvas
Make sure you are in the Interface view. Then open the Add block section in the left sidebar and search for the Textarea Input component in the component library.
Click and drag the Textarea Input component onto the canvas.
Edit the Textarea input component settings
Click the Textarea component you just added to edit its settings. Update the following settings:
Meeting notes
Paste your meeting notes here.
meeting_notes
. This allows the blueprint to access the meeting notes content whenever the user updates it.The agent’s state is a set of variables that both the blueprint and the UI can access and update. You can learn more about the agent’s state in Agent state.
The component should now look like this:
The Dropdown Input component is where users can select what type of summary they want.
Add the dropdown input component to the canvas
Search for the Dropdown Input component in the component library on the left side of the page.
Click and drag the Dropdown Input component onto the canvas.
Edit the dropdown input component settings
Click the Dropdown Input component you just added to edit its settings. Update the following settings:
Summary format
Executive brief
Action items only
Full summary
Key decisions
summary_format
. This allows the blueprint to access the selected format whenever the user changes it.The component should now look like this:
Next, add a Button component to the UI that triggers the summarization process. You will connect this button to the blueprint in a later step.
Add the button component to the canvas
Search for the Button component in the block library on the left side of the page. Then click and drag the Button component onto the canvas.
Edit the button component settings
Click the Button component you just added to open its settings. Update the following settings:
Generate summary
The component should now look like this:
The Message component displays messages to users. Here, you use it to display a loading message while summarization is in progress.
Add the message component to the canvas
Search for the Message component in the block library. Then click and drag the Message component onto the canvas.
Edit the message component settings
Click the Message component you just added to edit its settings. Update the following settings:
@{status}
. This reads from the status
state variable, which the blueprint will set to indicate the progress of the summarization.The component should now look like this:
The Text component is where the blueprint displays the meeting summary when it’s complete.
Add the text component to the canvas
Search for the Text component in the block library on the left side of the page. Then click and drag the Text component onto the canvas.
There are multiple components with the name Text in them. Make sure you select the Text component under the Content section of the component library.
Edit the text component settings
Click the Text component you just added to edit its settings. Update the following settings:
@{summary}
. This displays the value of the summary
state variable, which the blueprint sets to the meeting summary.The component should now look like this:
With the UI built, you can now build the blueprint for the new agent.
The blueprint has the following logic:
status
state variable to Summarizing
so that the Message
component in the UI can display it.summary
state variable to the generated summary so that the Text
component in the UI can display it.status
state variable back to an empty string to clear the loading message from the UI.Navigate to the Blueprints view to build the blueprint.
The UI trigger block triggers the blueprint when the user clicks the Generate summary button in the UI.
Add the UI trigger block to the canvas
Make sure you are in the Blueprints view. Then open the Add block section in the left sidebar and search for the UI trigger block in the blueprints toolkit.
Click and drag the UI trigger block onto the canvas.
Edit the UI trigger block settings
Click the UI trigger block you just added to edit its settings. Update the following settings:
Generate summary
)wf-click
. This triggers the blueprint when the user clicks the Generate summary button in the UI.The block should now look like this:
The Set state block sets the status
state variable to Summarizing
so that the Message
component in the UI can display it.
Add the set state block to the canvas
Search for the Set state block. Then click and drag the Set state block onto the canvas.
Connect the Set state block to the UI trigger block by dragging a line from the green dot on the UI trigger block to the Set state block. This tells the blueprint to execute the Set state block after the UI Trigger completes.
Edit the set state block settings
Click the Set state block you just added to edit its settings. Update the following settings:
status
% Generating summary
. The %
symbol indicates that the message should display a dynamic loading symbol.The Message component in the UI displays the loading message when this block is executed.
The block should now look like this:
At this point, you can preview the agent to see the new behavior. When you click the Generate summary button, the Message
component displays the loading message that you set in the Set state block.
The Text generation block generates a summary of the meeting notes based on the selected format using Palmyra LLMs.
Add the text generation block to the canvas
Search for the Text generation block in the block library. Then click and drag the Text generation block onto the canvas.
Connect the previous Set state block to this Text generation block. Drag a line from the green dot on the Set state block to the Text generation block. This tells the blueprint to execute the Text generation block after the Set state block completes successfully.
Edit the text generation block settings
Click the Text generation block you just added to edit its settings. Update the following settings:
meeting_notes
and summary_format
state variables, which you set up in the UI. It instructs the agent to summarize the meeting notes and defines the different formats.The block should now look like this:
This Set state block sets the summary
state variable to the generated summary so that the Text component in the UI can display it.
Add the set state block to the canvas
Search for the Set state block in the block library. Then click and drag the Set state block onto the canvas.
Connect the new Set state block to the Text generation block. Drag a line from the green dot on the Text generation block to the new Set state block. This tells the blueprint to execute the new block after the Text generation block completes successfully.
Edit the set state block settings
Click the Set state block you just added to edit its settings. Update the following settings:
summary
@{result}
. The result
environment variable is the output of the previous Text generation block.The @{result}
syntax is how you reference the output of previous blocks. Learn more about what data and variables are available to reference in Using data from previous blocks.
The block should now look like this:
This Set state block clears the status
state variable to remove the status message from the UI.
Add the set state block to the canvas
Search for the Set state block in the block library. Then click and drag the Set state block onto the canvas.
Connect the new Set state block to the previous Set state block. Drag a line from the green dot on the previous Set state block to the new Set state block. This tells the blueprint to execute the new block after the previous block completes successfully.
Edit the set state block settings
Click the Set state block you just added to edit its settings. Update the following settings:
status
status
state variable.The block should now look like this:
Notice how the blueprint connects blocks and passes data using variables:
@{meeting_notes}
and @{summary_format}
: the blueprint blocks read from UI inputs via state@{result}
: the blueprint blocks read the output from the Text generation block@{summary}
: the blueprint blocks write the summary to the state, which the UI displays@{status}
: the blueprint blocks set progress messages that the UI displaysThis pattern of using @{variable_name}
is how all Agent Builder components communicate.
You’ve now built the UI and blueprint for the new agent. Go to the Preview view to test the agent.
Paste meeting notes into the Meeting notes text area and select a summary format from the Summary format dropdown. Then click the Generate summary button to see the agent create a summary in your selected format.
Here is a sample transcript that you can use to test if you don’t have your own meeting notes:
Try different summary formats with the same meeting notes to see how the output changes based on your selection. You can also experiment with leaving the summary format blank to see how the agent handles it.
If you encounter any issues, refer to the Troubleshooting guide for debugging information.
When you’re ready to deploy the agent, click Configure deployment in the top right corner of the Agent Builder interface. You can also access the deployment configuration by going to the AI Studio homepage and selecting the agent you created.
If the agent isn’t deployed, you see a toggle bar that says Draft.
To deploy the agent, toggle the bar. Writer deploys the agent to the Writer cloud, which takes a moment to complete.
When the agent is deployed, the toggle bar shows Deployed. It also shows a list of the teams in your organization, which you can use to grant access to the agent. You must select at least one team before you can view the URL for the deployed agent.
You can also choose to deploy the agent to the Writer Agent Library for the teams you’ve granted access to. These teams can see the agent you’ve created in the main Ask Writer app.
To help teams find the agent, select Edit the agent guide, where you can add a description and other information to help teams use the agent.
This tutorial shows outcome-driven design in action: you define what kind of summary you want, and the agent adapts. To make this agent even more powerful, consider adding:
These integrations transform a summarizer into a true meeting assistant that takes action on your behalf.