Agent wizard
A guided alternative to the Agent Designer. The wizard asks 6 questions and produces a working agent without exposing the full surface area.
URL: /app/agent-wizard.
Steps
1. What's this agent for?
Free-text. The wizard uses the OrgIntel Scout + Prompt Designer system agents to draft a starter system prompt, name and avatar from your description.
2. Who'll use it?
| Choice | Effect |
|---|---|
| Just me | Visibility: private. |
| My team | Visibility: specific groups (you pick). |
| Whole org | Visibility: org-wide. |
| Public | Submit to marketplace. |
3. What should it know?
| Choice | Effect |
|---|---|
| No special knowledge | No KB attached. |
| Pick existing KB | Multi-select from your KBs. |
| Upload a doc | Drop a PDF / Markdown / URL — wizard creates a new KB and attaches it. |
4. What should it be able to do?
A list of high-level capabilities — picking each toggles the relevant tool integrations:
| Capability | Tools enabled |
|---|---|
| Read my email | gmail_* or outlook_* |
| Manage my calendar | *_calendar_* |
| Search files | nextcloud_files_*, gdrive_*, onedrive_* |
| Track issues | github_*, youtrack_* |
| Talk to my team | nextcloud_talk_* |
| Create presentations | gamma_* |
The wizard maps these to the actual tool list — you don't need to know tool names.
5. How careful should it be?
| Choice | Effect |
|---|---|
| Standard | Privacy Shield: standard. |
| Strict (PII / addresses redacted) | Privacy Shield: strict. |
| Customer-facing | Strict (block mode) + Azure Content Safety moderation. |
| Internal-only | Standard. |
6. Review and publish
The wizard shows the generated agent — name, prompt, KBs, tools, privacy level — and lets you tweak before saving.
Behind the scenes
Each step's output is saved to a draftAgent record. On confirm, that draft is materialised into a regular agent row, with the same shape as the Agent Designer produces. You can edit the result in the Designer afterwards if needed.
When to use which
| Use the wizard | Use the designer |
|---|---|
| First-time creator | Power user with specific needs |
| You want a "good enough" agent fast | You're tuning prompt + tool selection precisely |
| You don't know which tools to enable | You know exactly which tools to allow/deny |
| You want a low-friction template | You want to inspect / override every field |