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?.
Beta note: This article covers the Keragon Agents early-access release. Behaviour, limits, and UI may change during the early access period; this page is updated on a rolling basis as we learn from early adopters.
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 five steps
Open the Agents section
- Log in to your Keragon account.
- In the left sidebar, click Agents.
Note. During the early access period, Agents is only visible to invited users. If you don't see it in the sidebar, apply for early access at app.keragon.com/agents.
Create a new agent
- On the Agents page, click + Create new.
- Enter a name for your agent. Choose something descriptive — for example, "New Patient Intake Processor" or "Daily Appointment Summary."
Get to know the agent builder
The agent builder has three main sections:
Where you set when the agent should run.
Where you write what the agent should do.
Where you connect the apps the agent can act on.
You can work through these sections in any order, but we recommend starting with the trigger so you know what kind of input your agent will receive — your instructions and tool choices both flow from that.
Build your agent
Work through each section to complete your agent's configuration:
- Set up a trigger — Choose whether your agent runs on a schedule (e.g. every weekday at 8 AM, pulling appointments from DrChrono) or when an event happens in one of your apps (e.g. a new patient is created in Athena Health). See Set up your agent's trigger.
- Write your instructions — Tell the agent what to do, step by step. See Write your agent's instructions.
- Add tools — Connect the apps your agent needs to take action. See Add tools to your agent.
Test and publish
Once you've completed all three sections, test your agent with a sample event before going live. See Test your agent before publishing.
When you're ready, click Publish to activate your agent.