Step 1 of 6
CHOOSE YOUR DOMAIN
Select the industry vertical your agent will operate in. This loads the right templates, guardrails, and compliance defaults for your use case.
💼
Finance
Portfolio analysis, revenue variance, invoice triage, fraud detection, financial Q&A
🏥
Healthcare
Patient intake, claims review, appointment triage, clinical summarisation
🛒
Retail
Personal shopping, inventory forecast, returns assistant, promotions optimizer
Technology
SRE incident copilot, code support, release risk analyst, customer success agent
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HR & People
HR assistant, onboarding guide, policy Q&A, benefits advisor
General Business
Sales enablement, knowledge base, contract review, document Q&A
Step 2 of 6
SELECT A TEMPLATE
Pick a pre-built agent template or start from scratch. Templates include system prompts, suggested data sources, and guardrails.
Or customise your agent
Defines how your agent behaves. Templates fill this automatically.
Step 3 of 6
CONNECT YOUR DATA
Point your agent to any data source. It will index your data and know how to query it in context. You can connect multiple sources.
Choose data sources to connect
AWS S3
🗄
PostgreSQL
MySQL
🍃
MongoDB
📄
PDF / Docs
📋
Google Sheets
🔗
REST API
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Slack
Select data sources above to configure connection strings
✓ You can also skip this step and connect data later — your agent will work with general knowledge until data sources are added.
Step 4 of 6
MODEL & CONFIGURATION
Choose the LLM your agent will use, set a fallback model, and configure budget and behaviour policies.
Primary model
Claude 3.5 Sonnet
Anthropic
Cost$3/$15 /1M
Context200K tokens
Best forReasoning
GPT-4o
OpenAI
Cost$5/$15 /1M
Context128K tokens
Best forMulti-modal
Claude 3 Haiku
Anthropic
Cost$0.25/$1.25
Context200K tokens
Best forHigh volume
GPT-4o mini
OpenAI
Cost$0.15/$0.60
Context128K tokens
Best forScale
Llama 3 70B
Open source
Cost$0.90/$0.90
Context128K tokens
Best forOpen source
Azure GPT-4 Turbo
Azure OAI
Cost$10/$30 /1M
Context128K tokens
Best forEnterprise
Agent pauses if budget is exceeded
Step 5 of 6
TEST YOUR AGENT
Try your agent live before deploying. It's running with your system prompt and model configuration — powered by Claude AI.
Your agent LIVE · Powered by Claude
AI
Hi! I'm your agent. Ask me anything — I'm running with your configured system prompt and will respond based on your settings.
Suggested test prompts
Step 6 of 6
DEPLOY YOUR AGENT
Your agent is ready to deploy. Click Deploy to get a live REST endpoint and embed widget.
DEPLOYMENT SUMMARY