Creating Agents

This page walks you through creating and configuring AI agents in Simple Agent Designer.

Accessing the Agent List

From the Agent Role Center, choose AI Agents under the Agent Designer section, or
Search for AI Agents in the Tell Me search bar

The Worker List page opens, showing all configured agents.

Creating a New Agent

On the Worker List page, choose New to create a blank row
Fill in the following fields:

Required Fields

Field	Description	Example
Agent ID	A unique code identifying this agent (up to 20 characters)	`ANALYZER`
Type	The worker type that determines the agent's capabilities	`AI`
Title	A descriptive name for the agent's role	`Invoice Analyzer`
AI Provider	Which AI service powers this agent	`ChatGPT OpenAI`
LLM Model	The specific AI model to use	`gpt-5-mini`

Optional Fields

Field	Description	Default
Use Tools	Enable tool/function calling for this agent	No
General Agent	Mark as the default agent for the interactive chat	No

Configuring Agent Settings

Choosing a Worker Type

The worker type determines what the agent can do. Select the type that matches the agent's intended role:

Type	Caption	Use When
AI	AI	General-purpose tasks: analysis, summarization, routing
DataAI	Data AI	Looking up and querying Business Central data
EntryAI	Journal Entry AI	Creating general ledger journal entries
SalesEntryAI	Sales Entry AI	Creating sales documents (quotes, orders, invoices)
PurchaseEntryAI	Purchase Entry AI	Creating purchase documents (quotes, orders, invoices)
ALAI	AL Runner AI	Executing AL code snippets
DataModifier	Data Modifier AI	Updating existing Business Central records

For most workflows, start with the AI type for your primary agent. Add specialized types when you need agents that create documents or modify data.

Choosing an AI Provider and Model

Set AI Provider to one of your configured providers (ChatGPT OpenAI, Anthropic, Azure OpenAI, or LM Studio)
Set LLM Model to the specific model name

If the AI Provider has not been configured with a valid endpoint and API key, the agent will fail when processing workloads. See Provider Setup for configuration instructions.

Enabling Tools

Set Use Tools to Yes if the agent needs to:

Query Business Central tables
Create or update records
Run reports
Create journal lines or documents

When tools are enabled, the agent's AI requests include tool definitions, and the AI can request tool execution as part of its response. See Tool System for details.

Setting the General Agent

One agent should be marked as the General Agent (displayed as "General Agent" in the UI). This agent is used by the interactive chat on the Role Center. Only one agent should have this flag enabled.

Writing Agent Instructions

Each agent has custom instructions stored in a blob field. To edit them:

Select the agent in the Worker List
Choose Edit Instructions from the action bar
The Instruction Editor opens
Write your instructions in the editor
Close the editor to save

What to Include in Instructions

Good agent instructions typically include:

Role definition — "You are a financial analyst specializing in accounts payable"
Task description — "Your job is to analyze incoming invoices and extract key information"
Output format — "Return your analysis as a JSON object with fields: vendor, amount, date, category"
Rules and constraints — "Never create journal entries with amounts exceeding 10,000"
Context about your business — "We use cost centers 100-199 for operations and 200-299 for sales"

Example Instructions

Invoice Analyzer Agent:

You are an accounts payable specialist. When given an invoice or receipt:
1. Extract the vendor name, invoice number, date, and total amount
2. Identify the appropriate expense category from our chart of accounts
3. If the amount exceeds $5,000, flag it for management review
4. Return a structured summary with your findings

Our main expense categories are:
- 6100: Office Supplies
- 6200: Travel and Entertainment
- 6300: Professional Services
- 6400: Software and Subscriptions

Data Lookup Agent:

You help other agents find information in Business Central.
When asked about a customer, look up their balance, credit limit, and payment terms.
When asked about a vendor, look up their outstanding invoices and payment status.
Always return data in a structured format that other agents can parse.

For detailed guidance, see Agent Instructions.

Testing Your Agent

After creating an agent, test it:

Quick Test via Interactive Chat

Mark the agent as General Agent (or temporarily set it)
Go to the Role Center
Use the interactive chat to send a test message
Verify the agent responds correctly

Test via Workload

Create a test workload with a simple task description
Assign it to a workload type that uses your new agent
Process the workload
Review results in the Process Chat or Activity History

Managing Agents

Editing an Existing Agent

Simply update the fields directly in the Worker List, or select the agent and choose Edit Instructions to modify its custom instructions.

Deleting an Agent

Select the agent in the Worker List
Press Delete or choose the delete action
Confirm the deletion

Note: Deleting an agent that is referenced as the Initial Worker in a Workload Type will cause that type to fail when processing. Update the Workload Type first.

Viewing Other Agents' Instructions

Agents can see summaries of other agents in the system. The GetAIs() function provides a formatted list of all other agents and their instructions, which is used internally when agents need to decide which peer to delegate to.

Tips and Best Practices

Use descriptive Agent IDs that reflect the agent's role (e.g., INVOICEAI, DATAQUERY, GLPOSTER)
Keep agent instructions focused — one agent should do one thing well
Start with tools disabled and enable them only when the agent needs to interact with BC data
Test agents individually before combining them in multi-agent workflows
Use cheaper models for simple tasks and more capable models for complex analysis
Document what each agent does in its Title field for team reference