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Build the First Version

The goal of the first version is not perfection. You only need a usable Consultation Desk Agent that can handle one customer scenario well enough to start learning from real feedback.

Step 1: Open Edit Agents

  1. Enter your workspace.
  2. Click the Edit Agents tab.
  3. Click New.

Empty Edit Agents state in the current workspace view

Step 2: Ask Copilot for a First Draft

Open Copilot and describe the behavior you want in plain language. For example:

Help me create a `Consultation Desk` agent for an expert service business.

The agent should:
- welcome people who are not sure what they need
- ask 2 or 3 clarifying questions before deciding on a next step
- choose one next step: recommend the right consultation, suggest a safe next step, or hand off to a human
- act like an approved expert touchpoint, not a scripted intake bot
- never invent services, prices, or guaranteed outcomes
- use a calm, direct, professional tone

Write the result so I can apply it to the `Instructions` field.

Copilot may ask one or two follow-up questions about your services, boundaries, or safe handoff path before it writes the draft. Once the response is ready, use Apply all, or copy only the parts you want into Instructions.

Copilot responding with a draft that can be applied into the Agent Editor

Step 3: Review the First Draft Before Creating

Make sure the editor fields clearly describe the first version:

  • Name: Consultation Desk
  • Description: An expert workflow agent that turns vague customer requests into clear, approved next steps.
  • Instructions: The rules that define how the Agent should clarify, recommend, and hand off

This example starts at the front door, but the same structure also works for review, follow-up, and decision-support agents later in the workflow.

Before you click Create, confirm the draft does these things:

  • It asks clarifying questions before making a recommendation
  • It defines what the Agent is allowed to recommend
  • It includes a safe handoff path for uncertainty or edge cases
  • It clearly says what the Agent must not invent or promise

Consultation Desk filled into the current Agent Editor

Step 4: Click Create

Click Create when the first version is good enough to test. After the Agent is created, the Live Test panel becomes available and later changes use Apply.

What "Good Enough" Looks Like

Your first version is ready if it can:

  • Handle one straightforward customer scenario end to end
  • Avoid obvious risky behavior
  • Be improved quickly after you see a real mistake

Next Steps