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Create an AI agent

Once you’ve built a reusable AI agent, you can incorporate it into multiple flows and APIs, very much like you would any import resource. In the steps below, you will also define the agent’s purpose, specify the model it uses, set its output format, and determine any tools it will have access to.

Create an agent from either location:

  • AI studio: Navigate to AI studioAI agentsCreate AI agent.

    If you have previously created an agent, click + Create AI agent at the upper right side of the page.

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  • Flow builder: In your flow, click the + icon to Add AI agent. Start your own, or choose from a list of prebuilt agents.

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General

Name your agent: Provide a clear and unique agent name.

Description (optional): Enter a clear and concise description of your AI agent to help others understand its purpose. Keep this description updated as you make changes.

Type: Select the AI model source based on your requirement:

  • Celigo AI (Celigo-managed): Select from Celigo-provided models. Celigo manages the provider and availability of supported models.

  • Bring your own key (BYOK): Use your own OpenAI or Google Gemini connection.

Type: Celigo AI

You can choose from a curated list of AI models running under a Celigo-managed account, which includes the following options:

  • OpenAI – gpt-5, gpt-5-pro, gpt-5-mini, gpt-5-nano, gpt-4.1, gpt-4.1-mini (default), and gpt-4.1-nano

  • Gemini – gemini-2.5-pro, gemini-2.5-flash-lite, gemini-2.5-flash, and gemini-2.5-flash-image

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Note

If you switch to a different model, you may lose the configuration settings.

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Type: Bring your own key

If you prefer to use your own connection (BYOK), you can select either an OpenAI or Gemini connector.

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The required AI Model field is then enabled for selecting an available model for that connection.

Note

If you switch to a different agent type, you may lose the configuration settings and the unsaved changes will be removed.

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Write your prompt

Instructions: Write clear, specific instructions that tell the agent what to do for each record. Detailed instructions ensure predictable and accurate outcomes.

Important

Provide the intent and requirements for how the agent should operate, with a few examples. Clear instructions reduce ambiguity, control decision-making, and align behavior with the task. They guide the agent on task approach, rules, constraints, and action priorities.

Output format

Define how the AI model responds by choosing the output format:

  • Plain text: Returns a text response. Select plain text for summaries, explanations, classifications, or human-readable output.

  • JSON: Returns structured output that will match a schema you define, the best option when downstream mapping or logic depends on consistent fields.

    • Name: For JSON output schemas, enter a schema name without spaces. Use only letters (a–z, A–Z), numbers (0–9), underscores (_) or hyphens (-).

      Note

      This option is not available for the Celigo AI model type gemini-2.5-flash-image.

    • Create schema: You can add multiple properties by providing a name and selecting a Data type from the list.

      Output_format_jason_data_type.jpg

      Hover on a property for additional options:

      1. Property configuration (optional): Click the gear icon to add a description and select Required if needed.

      2. Add property: Click the + icon to create a property.

      3. Delete schema: Click the delete icon to remove a property.

  • Image: Select this option for an image response (only for models capable of generating an image).

    Note

    In Gemini, this option is available only when you select the model type gemini-2.5-flash-image.

Tools & capabilities

AI agents rely on tools to execute goals, which are the specific actions that you define for the agent to perform. Tools provide access to capabilities that invoke APIs through standardized inputs and outputs.

Note

When selecting any Gemini models, you can choose to use either MCP or non-MCP tools.

By selecting specific tools during agent creation, you effectively enhance an agent’s capabilities. Tools define how the agent exhibits predictable behavior, maintain secure access to necessary functions, and allow for the reuse of logic across related requirements.

Important

Tools are not available if you select Celigo AI model type gemini-2.5-flash-image.

Add tools and MCP connections

  1. Click + Add.

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    The Add capabilities panel opens.

  2. Select one or more tools by browsing the list or searching for them.

  3. Use the toggle at the top of the page and switch to MCP connections, then select or search for the connections you want to add.

    Note

    If no MCP connections are listed, click + Create MCP connection to add one.

    Agent_create_MCP_connection.png
  4. Expand the connection to view or select to add available tools and prompts and click Save.

After adding the tools, you can configure each tool by clicking its gear icon or remove it using the delete icon.

Configure an AI agent tool

You can control what the Celigo AI agent can do by choosing the tools it’s allowed to use. When you configure an agent, you can add OpenAI tools and MCP tools available through connected MCP servers.

During execution, the flow checks each tool request and retries any temporary errors. Minimal execution is intended to keep the agent’s behavior predictable, reduces surprises, and increase the safely of your flow.

Add tools offers two default OpenAI options: Web search and Image generation. When you select either tool, you can configure it when you save your options and return to the Create AI agent panel. These prebuilt tools make sure your interactions are consistent, relevant, and secure, since the agent looks at and uses only the information sources that are right for the job.

Configure web search

Web search settings define the scope and context of the AI model’s searches. You can limit searches to specific websites and include location details, such as country, region, city, and timezone.

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  • Search only in these websites: You can input details for one or multiple websites to initiate a search.

  • Country: Select a country to restrict the origin of information.

  • Region: Enter the region name for which you intend to manage the origin of information.

  • City: To further refine your search, enter a specific city.

  • Timezone: Select the correct zone based on the location.

  • Search context size: Select one of the following options: high, medium, or low. The amount of information used by the AI agent is based on this level.

Configure Image generation

When an AI agent has been instructed to create an image, configuring this tool helps you control how image outputs are generated by the AI model. Define the image size, quality, format, and background type as needed. Proper configuration ensures the generated images meet your visual and performance requirements.

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  • Size : Select resulting image size, in pixels (width * height).

  • Quality: Select the relative image quality level.

  • Format: Select a standard image output type.

  • Background: Choose an opaque or transparent background.

Configure Google search

When you configure a Google search, you can choose the time range to retain the search:

  • Select a range – Select from the listed options and click Apply. Then, click Save.

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  • Custom range – In the Set custom range, select a start date and end date, then click Apply. Click Save.

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Configure the AI agent

When you create an agent, only the essentials (such as Instructions and model Type) are required. Everything else defaults to safe, usable settings.

If you don’t explicitly override the following settings, their default values apply:

  • Input: Mapper 2.0 values for this step

  • Output: Text mode

  • AI model selection: gpt-4.1-mini (for Type: Celigo AI only)

  • Advanced settings: Secure platform-defined defaults

Click Save & close. After saving, the agent becomes available in the resource listing and can be reused.

AI model advanced settings

This section includes advanced settings that dynamically appear based on the selected model and the output formats it supports. Only the configurations applicable to that model type are displayed.

  • Temperature: Control how varied or consistent the model’s responses are. Higher values produce more creative, less predictable output. Lower values produce more focused, repeatable output. Slide it 0 when you need deterministic results for extraction or Q&A. (This option is not available for gemini-2.5-flash-image.)

  • Top_P: An alternative way to control randomness (nucleus sampling). Lower values make outputs more focused while higher values allow more variation.

  • Service tier: Sets the request priority level for calling the model. (This option is available only for BYOK.)

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  • Verbosity: Control the level of detail in the model’s responses. For example, Medium provides a balanced response with sufficient context while keeping the output concise and usable for downstream steps.

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  • Max tokens: Set the maximum length of the model’s output. This limit is also constrained by the selected model’s context window.

  • Seed: Control the randomness of the agent’s output with a numeric value to reproduce consistent results using the same input and configuration. (This option is available only for Gemini.)

  • Top K: Limit token sampling to the top K highest-probability next-token candidates at each step of generation. Lower values produce more deterministic outputs, while higher values allow greater variation within the top-ranked choices.

  • Includes reasoning: When enabled, the response includes an explanation of how the assistant arrived at the answer.

  • Reasoning effort: Control how extensively an agent analyzes and processes a task before generating a response.

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