Working with Flow Agents in Agent Studio

About Agent Studio for Flow Agents

Agent Studio is a tool within your CRM that allows you to manage, update, and refine existing flow-based AI agents using a visual interface. While the recommended method for building new agents is the SuperAgents feature, Agent Studio remains the dedicated environment for maintaining your current flow-based agents. This article outlines the purpose of Agent Studio, its capabilities, and how to manage your agents without interrupting active automations.

Important: The flow-based builder in Agent Studio is no longer the primary tool for creating new agents; SuperAgents has taken over that role. However, any flow-based agents you have already built will continue to function normally, and any triggers connected to them will keep running. You can still edit and manage these existing agents from your sub-account. To create a new agent, you should enable and use SuperAgents from the Labs section.

What is Agent Studio?

Agent Studio is the CRM's visual builder for users who have pre-existing flow-based AI agents. It provides a canvas where you can oversee agent logic, modify components, test behavior, manage versions, and maintain integrations without having to reconstruct your automations. It is an essential tool for the ongoing maintenance and optimization of your current flow-based agents.

Note: Access to Agent Studio is available to Agency Admins/Users and Sub-account Admins/Users.

Key Benefits

Using Agent Studio offers several advantages for managing your existing agents:

• Visual Flow Management: Maintain your agents using an intuitive drag-and-drop canvas.
• Flexible Component Editing: Adjust various nodes like LLM, API, MCP, Knowledge Base, and Web Search within your current agents.
• Controlled Updates: Test modifications in a staging environment before making them live.
• Trigger Continuity: Improve your agent's logic while ensuring existing automated triggers continue to run without interruption.
• Safe Optimization: Refine decision paths, variables, and outputs without a complete rebuild.
• Programmatic Access: Continue using supported API actions for production-ready agents.

The Drag-and-Drop Builder

The visual canvas makes it simple to comprehend how an existing agent operates and identify areas for improvement. This is particularly helpful for troubleshooting, enhancing responses, or expanding the agent's capabilities.

With the Agent Studio canvas, you can:

• Open and visually inspect an existing agent.
• Navigate through node connections and decision paths.
• Update prompts and subsequent actions.
• Add or modify supported nodes within the agent's structure.
• Gain a clear overview of the entire agent's operation.

Tool Nodes

Tool nodes enhance your agent by connecting it to data, logic, and external services. Updating these nodes improves how the agent responds and performs tasks.

• LLM Node: Uses large language models to generate intelligent, context-aware responses. You can configure prompts and output settings.
• MCP Tool Node: Integrates external tools via the Model Context Protocol to extend your agent's functionality.
• API Tool Node: Connects to third-party services by sending and receiving data through APIs.
• Knowledge Base Tool Node: Allows the agent to provide answers based on uploaded documents or stored information.
• Web Search Tool Node: Enables the agent to fetch current information from the internet to keep responses relevant.

Logic and Flow Control

These features enable your agent to handle complex situations and make conditional decisions.

• Branching: Create different paths in the flow based on variable values or input conditions.
• Variable Management: Use global, runtime, or input variables to maintain context and flexibility.

Version Control

Agent Studio supports a structured lifecycle with Draft, Staging, and Production modes to ensure changes are safely tested before going live.

• Staging: A work-in-progress version where you can save updates without affecting live interactions.
• Production: The live version that runs for real contacts. A Production version is created by promoting a Staging version.

How to Use Agent Studio

Follow these steps to work with your flow agents in Agent Studio.

1. Navigate to AI Agents > Agent Studio from your CRM dashboard.
2. Click on Flow Agents to view your list of flow agents.
3. Click on the name of an existing flow agent to open it in the canvas.
4. Add tool nodes (such as LLM, MCP, API, Knowledge Base, or Web Search) to your workflow.
5. Connect the nodes with edges to define the logic paths.
6. Configure variables to pass data between different nodes.
7. Use the Test Tab to validate your agent's flow and behavior.
8. Save your work to update the Staging version.
9. When you are satisfied with the changes, promote the Staging version to Production to make it live.

Frequently Asked Questions

Q: Can I create new agents in Agent Studio's flow-based builder?
A: No. All new agent creation should be done using SuperAgents.

Q: What is the status of my existing flow-based agents?
A: Your existing flow-based agents will continue to operate as expected. You can still edit, update, and manage them within Agent Studio.