Agents · Create
A Keragon Agent is an AI teammate you give a job to. You describe what you want done in plain English, give the agent the tools to do the work, and set the trigger that tells it when to run — and the agent figures out the rest, every time it fires. This article walks you through creating a new agent from scratch — for a fuller primer first, read Workflows, Agents, and MCP — what's the difference?.
Before you start
Make sure you know what you want the agent to do. It helps to have a clear use case in mind — for example, "process new patient intake forms from JotForm and create patient records in Healthie." If you're not sure yet, jot the goal down in plain English first; you'll reuse it when you write the agent's instructions.
Create your agent in four steps
1
Create a new agent
There are two ways to start:
- From your home page (fastest). Describe the task in the AI copilot. It asks a few questions, shows you a plan, then sets up the trigger, instructions and tools for you.
Prompt
Create an agent that sends appointment reminders. Every day at 8 AM, find tomorrow's appointments in Healthie and text each patient a reminder via Spruce Health with the time and provider. Skip cancelled appointments. Then post a summary to #front-desk in Slack.
- From the Agents page. In the left sidebar, click Agents. Describe the job to the AI copilot, or click Start from scratch to set it up yourself.
Click the name at the top left to rename it. Choose something descriptive — for example, "New Patient Intake Processor" or "Daily Appointment Summary."
2
Get to know the agent builder
The AI copilot sits on the left. Ask it to set up or change the trigger, instructions and tools for you. You can also add or edit each one yourself on the right:
Trigger
When the agent runs. See Set up your agent's trigger.
Instructions
What the agent should do. See Write your agent's instructions.
Tools
The apps the agent can act on. See Add tools to your agent.
Setting it up yourself? Start with the trigger, so you know what input your agent will receive.
3
Connect your tools
Your agent can only act in apps you've connected. When the AI copilot adds tools, it shows a Connect tools card listing each app. Click Connect next to each one before you test.
4
Test and publish
Test your agent with a sample event before going live — see Test your agent before publishing. Each test run uses AI credits.
When you're ready, click Publish.
Editing after you publish. Changes you make stay in a draft until you publish again. Click Version history, next to Publish, to see earlier versions and restore one.