Create your first agent

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.

What is a Keragon Agent?

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 is different from a Keragon Workflow, which you design step by step and which runs the same way every time. Agents handle the judgment calls. Workflows handle the deterministic rails. The two work side by side.

If you want a fuller primer before diving in, read Workflows, Agents, and MCP — what's the difference? first.

This article walks you through creating a new agent in Keragon from scratch. The process takes a few minutes. Once created, you'll set the agent's trigger, write its instructions, and add its tools before publishing it.

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

1

Open the Agents section

1. Log in to your Keragon account.
2. In the left sidebar, click Agents.

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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.

2

Create a new agent

1. On the Agents page, click + Create new.
2. Enter a name for your agent. Choose something descriptive — for example, "New Patient Intake Processor" or "Daily Appointment Summary."

3

Get to know the agent builder

The agent builder has three main sections:

Trigger

Where you set when the agent should run.

Instructions

Where you write what the agent should do.

Tools

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.

4

Build your agent

Work through each section to complete your agent's configuration:

1. 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.
2. Write your instructions — Tell the agent what to do, step by step. See Write your agent's instructions.
3. Add tools — Connect the apps your agent needs to take action. See Add tools to your agent.

5

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.