How to Create an AI Agent

TL;DR

Create prebuilt AI agents (Risk, Triaging, Intake) or custom AI agents in Wrike by going to Space Settings → AI agents tab → Get started. Choose a template or build via chat, configure settings (name, instructions, triggers, scope, actions), test in the Playground, then click Create. Important: You must @mention the agent in a folder, project, or task to activate it. Requires Space admin permissions.

Overview
Build an Agent by Describing It
How to Create an AI Agent
What’s Next?

Overview

You can choose from prebuilt agents or create custom ones to suit your needs. Prebuilt agents (Risk, Triaging, and Intake) come with predefined logic so you can deploy them quickly. To create or manage agents, you need Space admin permissions.

Build an Agent by Describing It

You can create a custom agent just by describing what you want it to do in a chat conversation. Tell the builder the situation to watch for and the action to take, and it sets up a working agent - trigger, scope, and actions - from your description. This is the default way to create a custom agent.

You can keep refining the agent in the same conversation until it behaves the way you want, and you can ask the builder to appoint the agent to a folder, project, or task for you, so you don't have to @mention it manually afterwards.

Example: You can add this prompt to the chat: "When a new task is added to this folder and it's missing a due date, post a comment asking the requester to add one," and the builder creates an agent configured to watch that folder and post the comment.

How to Create an AI Agent 

1. Navigate to the space where you want to create an agent, then click the Settings 1 icon next to the space overview in the sidebar or below the space title in the overview.

   

2. Select the AI agents 2 tab in the space settings overview and click Get started 3.

   

3. You can either select a ready-made template (Triaging, Intake, or Risk) 4, or use the Chat feature 5  to build an AI agent.
4. You can configure the agent's settings 6 and specify the following details:
   • Name your agent - this serves as its @handle when assigning it to locations.
   • General instructions - describe the agent's role, goal, logic, expected actions, and fallback behavior.
   • Set the trigger - see Agent Triggers Reference.
   • Set the scope - define when the trigger should occur.

   • Define actions - see Agent Actions Reference.

     

5. Use Test this agent 7 feature to test your setup in the Testing Playground. 
   • Playground runs do not count toward your AI usage limits.
6. Click Create 8  to activate your agent.
7. Appoint the agent to a location 9 by @mentioning it in the target folder, project, or task.

What’s Next?

• Appoint an Agent to a Location