Your first agent
- Add an AI model connection under AI Models and test it.
- Add only the connectors the agent needs.
- Open Agents → New agent.
- Write a concrete job in Instructions, choose the model connection, and set maximum turns/runtime.
- Select skills and connectors.
- Leave Allow external writes without approval off for your first run.
- Save the agent and run a research-only prompt.
A useful first prompt is:
Research 25 businesses matching our ICP, verify the company website and location, score fit from 0–100, add qualified prospects as leads, and produce a prioritized summary. Do not contact anyone.
Every model turn and tool step is persisted. Open the run to inspect the trace. If a tool requests an external write, the run pauses and appears in Approvals.