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Product documentation

Choose an agent type

The creation path determines which configuration form and capabilities are available.

ChoiceUse it forCurrent behavior
General agentGeneral conversations and enabled skillsUses the General agent form and requires at least one skill
Data agent: no resourceModel-only conversationDoes not require a linked MemoryLake resource
Data agent: knowledge baseRetrieval over Documents (Lite)Requires at least one compatible document memory
Data agent: databaseAnalysis over DatasetsRequires at least one compatible SQL Dataset
Data agent: fileAnalysis over Documents (Excel)Requires at least one compatible tabular document resource

Choose a path

  1. Start Agent creation.
  2. If the path selector is shown, choose the path that matches the intended work.
  3. In a Data agent form, choose a resource kind. The form maps that choice to the underlying Agent type.
  4. Complete the required configuration and save.

Important limitations

  • Some workspaces expose only one path and skip the path selector.
  • A resource kind can be absent when its capability is disabled.
  • The Data agent resource kind is locked in the current edit form. Create another Agent if a different resource kind is required.
  • Existing Agents can remain readable even when their creation path is no longer offered.
Last verified: 2026-08-18Initial draft complete