Build an agent in Zapier Agents

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Zapier Agents is an AI tool that lets you create agents to automate your tasks using the power of Zapier's thousands of apps. To get started, visit agents.zapier.com and sign up.

Agents are AI-powered assistants that do work on your behalf. They can perform actions independently or when you interact with them. They can also help you fix any issues with their tasks, and answer questions related to connected data sources. 

Create a new agent

To create a new agent:

• Visit agents.zapier.com.
• If this is your first time using Zapier Agents, click Create my first agent. 
  • If you already have agents, hover over the plus icon on the left sidebar to see and click the + New agent button.
• A dialog box will open. You can start from scratch or with a template. 

Start from scratch Use a template

Start from scratch

When you create an agent, all fields are optional. 

• Name: enter a name for your agent.
• Description: write a brief explanation about what this agent does.
• Data sources: click the plus icon add a new data source, a file the agent can use to answer questions and complete actions.
• Click Create behavior to provide your agent with an automation workflow.
• Click Go to chat at the top right to start working with your agent.

Start with a template

When you create an agent using a template, its name and description will be already set. Depending on the template you choose, it may already have data sources and behaviors created for you. You can edit these fields before finishing the creation process.

Once you’ve finished reviewing and editing fields, click Use this template.

Interacting with your agent

You can interact with your agent using the chat field at the bottom of the screen. You can ask questions, tell it to take action, or request information from one of its data sources. You can also ask your agent to explain what it's capable of doing and ask it for help at any time.

Add behaviors, actions, and data sources

You can add new behaviors, actions, and data sources to your agent at any time using the buttons above the chat field.  

Delete an agent

To delete an agent:

• From the Chat screen,  hover over the left sidebar and click the delete  icon.
• In the dialog box, click Delete agent.

Note

Agent deletion is permanent. You cannot recover a deleted agent.

Upgrade your account

With a paid Zapier Agents account, you can get access to more activities for your agents. Learn more about Zapier Agents plans.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.