Click on Create agent or Create with AI in the AI agents tab of the workspace.

Describe your agent's task as a prompt for the agent to be generated. In this use case, we will be creating an agent to help with reseller assessment.

Click on the triple dot icon beside the Agent's name in the workspace's Agent tab.

Add in key information about your company or product in the Instructions field or upload it as a Knowledge source in the Agent's Knowledge tab.

Create a Project and set the default view to the Table view.

Add in the appropriate Custom Fields by clicking on the plus icon and then selecting the appropriate format. This will be the information we want to collect from our assessment form.

Create a Trigger and click on Forms. Fill in the Form fields with the same names and formats as the Custom Fields set in the Project.

Since we will be scraping information from the reseller's website, add the Scrape Webpage action next and reference the Website URL with the @ symbol.

Add a Run Agent Command action and select the "Assess Reseller Fit" command, reference the relevant information using the @ symbol.

Add an Ask Agent action, this will help provide a definitely conclusion to the assessment and run specific actions based on the conclusion.

Add an Add Task action, fill in the same Custom Fields created in the project with the respective form information.

Add a Branch action. Depending on if the Ask Agent action responded with a Yes or No, an email will be sent out to reach out to the reseller or no action will be taken.

If the agent responds with anything else as the conclusion, you will get an email saying that an error occured.