Agent

Use AI to analyze data, make decisions, generate content, and extract structured information.

Overview

The Agent node brings AI into your workflow. It can analyze text, make decisions, extract structured data, generate content, and answer questions using natural language instructions.

When to Use Agent Node

Perfect for:

• Analyzing and categorizing content
• Extracting structured data from unstructured text
• Making decisions based on criteria
• Generating summaries or reports
• Sentiment analysis
• Answering questions about data
• Content generation
• Translation and language tasks

Not ideal for:

• Simple data transformations (use Code Node)
• Mathematical calculations (use Code Node)
• Direct API calls (use HTTP Request Node)

Configuration

Select or Create Agent

Use Existing Agent

• Choose from your workspace agents
• Inherits agent's configuration and knowledge
• Consistent behavior across chat and workflows

Create New Agent

• Define agent specifically for this workflow
• Configure independently
• Optimized for automation

Agent Instructions

Provide clear instructions for what the agent should do:

Good Instructions:

Analyze the customer feedback and determine:
1. Sentiment (positive, neutral, negative)
2. Main topic category (product, service, pricing, support)
3. Urgency level (low, medium, high)
4. Key issues mentioned

Feedback: {{trigger.output.feedback_text}}

Poor Instructions:

Analyze this feedback: {{trigger.output.feedback_text}}

Input Variables

Pass data from previous nodes to the agent:

Customer: {{trigger.output.customer_name}}
Order ID: {{trigger.output.order_id}}
Issue: {{trigger.output.description}}

Please analyze this support ticket and categorize it.

Structured Output (Recommended)

Define the exact structure you want from the agent:

Why Use Structured Output:

• Guaranteed format (always valid JSON)
• No parsing errors
• Reliable for downstream nodes
• Easier to debug

Example:

{
  "sentiment": "positive",
  "category": "product_feedback",
  "priority": "medium",
  "summary": "Customer loves the new feature",
  "action_needed": false
}

Configure:

1. Enable "Structured Output"
2. Define output fields:
   • Field name
   • Type (string, number, boolean, array)
   • Description

Max Steps

Max Steps sets the number of tool call steps the Agent can take during execution. This prevents runaway Agents from using excessive resources.

Default: 25 steps Minimum: 1 Maximum: 100

When to adjust:

• Lower (5 to 10): Simple tasks with predictable tool usage
• Default (25): Most use cases
• Higher (50 to 100): Complex research or multi step analysis

Tools & Capabilities

Enable additional capabilities for the agent. Tools are configured as an array with four types:

Built-in Capabilities

• Web Search: Agent can search the internet for fact-checking and current information
• Code execution and file creation: Workflow agents can run shell commands and execute code to perform calculations, transform data, and produce file outputs (CSVs, spreadsheets, documents, images, and more). This is enabled by default and does not need to be added to the tools list.

Integration Actions

• Add specific actions from your connected integrations
• Each action can optionally require confirmation before execution (human-in-the-loop)
• Specify which connection to use if you have multiple

Knowledge bases

• In the workflow editor, Knowledge bases appear as Knowledge base
• Attach Knowledge bases so the Agent can search your documents
• The Agent automatically retrieves relevant sections when answering questions

Other Agents

• Call other agents as tools for specialized sub-tasks
• Useful for complex workflows with multiple areas of expertise

Error Handling

Configure how the workflow handles errors from this node:

Connection Overrides

When using integration actions, you can override which connection the agent uses for specific tools. This is useful when:

• You have multiple connections to the same integration (e.g., different Slack workspaces)
• You want the workflow to use a specific service account

Attachments

Attach files directly to the agent node that will be available for processing. These can be:

• Files uploaded to the workflow
• Files from previous node outputs
• Static reference documents

Example Use Cases

Content Categorization

Agent Configuration:
- Instructions: "Categorize this article by topic and suggest tags"
- Input: {{trigger.output.article_text}}
- Model: GPT-3.5 Turbo
- Structured Output:
  {
    "category": "string",
    "tags": ["string"],
    "confidence": "number"
  }

Lead Qualification

Agent Configuration:
- Instructions: "Score this lead based on company size, role, and use case"
- Input:
  Company: {{trigger.output.company}}
  Role: {{trigger.output.role}}
  Use case: {{trigger.output.use_case}}
- Model: GPT-4
- Structured Output:
  {
    "score": "number (0-100)",
    "qualification": "hot|warm|cold",
    "reasoning": "string"
  }

Document Summarization

Agent Configuration:
- Instructions: "Summarize this document in 3-5 bullet points"
- Input: {{trigger.output.document_text}}
- Model: Claude Sonnet
- Structured Output:
  {
    "summary_points": ["string"],
    "key_topics": ["string"],
    "word_count": "number"
  }

Sentiment Analysis

Agent Configuration:
- Instructions: "Analyze sentiment and emotional tone"
- Input: {{trigger.output.customer_message}}
- Model: GPT-3.5 Turbo
- Structured Output:
  {
    "sentiment": "positive|neutral|negative",
    "emotion": "string",
    "confidence": "number"
  }

Accessing Agent Output

Without Structured Output:

{{agent_node_name.output.messages}}

With Structured Output:

{{agent_node_name.output.structured.sentiment}}
{{agent_node_name.output.structured.category}}
{{agent_node_name.output.structured.summary}}
{{agent_node_name.output.structured.tags[0]}}

Prompt Engineering Tips

Be Explicit

❌ "Analyze this text"
✅ "Analyze this customer feedback and categorize as bug, feature request, or question"

Provide Context

You are analyzing customer support tickets for a SaaS company.
Categorize by urgency based on:
- Urgent: System down, data loss, security issue
- High: Blocking user's work
- Medium: Inconvenience but has workaround
- Low: Feature request or question

Use Examples

Categorize these issues:
Example 1: "Can't log in, getting 500 error" → Urgent
Example 2: "How do I export data?" → Low

Now categorize: {{trigger.output.issue}}

Constrain Output

Respond with ONLY one of these categories: bug, feature, question
Do not explain your reasoning.

Best Practices

For workflows, structured output is almost always better. It prevents parsing errors and makes data easier to use in subsequent nodes.

Clear, detailed instructions lead to better results. Include examples if the task is complex.

Agents work best with focused inputs. If processing long documents, consider extracting relevant sections first.

Agent performance can vary. Test with actual data examples to ensure consistent results.

Add validation after the agent node to handle unexpected outputs or errors.

Next Steps

• Code Node — Transform data before/after agent processing
• Condition Node — Route based on agent decisions
• Cost Management — Optimize agent costs
• Agents — Learn about using agents in workflows