Module 5 of 6 · 10 min

AI Studio Walkthrough

Building AI agents and personas with a no code interface, and setting what they can do.

Why this matters

An agent operating over your metadata needs the same treatment as a user: a defined scope, a set of permitted actions and someone accountable for it. AI Studio is where you set those.

Before you start

An agent is defined by its tools and its actions

An agent can do what its tools and actions permit. Designing one means deciding what to leave out, because a narrow agent is easier to trust and to debug.

Personas apply to agents as well as people

Attaching a persona to an agent gives it a defined context and boundary, the same way it does for a human user. That is what keeps an agent operating within a domain instead of across everything it can technically reach.

Keep a human in the loop for anything that writes

An agent proposing metadata changes at volume is useful. An agent applying them unreviewed compounds errors at the same volume. The durable pattern is generation by the agent and approval by a person, particularly while an agent is new.

The interactive demo

Work through the demo below. It runs in your browser with nothing to install. Watch for:

  • Creating a new AI agent
  • Creating a new persona
  • Applying a persona, tools and actions to an agent

This demo is also available on its own at the Learning Center.

After this module you should be able to

  • Build an agent with a narrow set of tools and actions
  • Use a persona to bound the context an agent operates in
  • Explain where a human approval step belongs and why