The Agent Builder is a streamlined alternative to the Workflow Builder that lets you create an AI agent in just a few clicks. In this video you’ll see how to connect private files and knowledge bases, pick the right LLM (cloud or on-prem), and brand the UI for your team. By the end, you’ll have a shareable, fully-featured financial assistant that can answer questions, cite sources, and even set reminders.

Summary

• Launch the Agent Builder via Quick Start directly from the dashboard

• Brand your chatbot: name, avatar, and theme

• Select an LLM provider (Anthropic, OpenAI, Google, or local on-prem) and model (e.g., Claude 3.5 Sonnet)

• Drag-and-drop files or link cloud drives (SharePoint, Google Drive, Notion, Dropbox, etc.) to create a knowledge base

• Enable advanced response settings: citations, thinking steps, suggested follow-ups

• See live demo: ask the bot to summarize recent financial docs and jump to cited passages

• Add tools for real action (task reminders, web search, Yahoo Finance look-ups, LinkedIn queries, Salesforce updates, and more)

• Example: set a reminder about Q1 filings, or retrieve a 30-day stock-price chart with one prompt

• Publish the agent, share the link company-wide, or deploy to an on-prem StackAI instance

• Empower any teammate—no coding required—to build a tailored AI co-pilot for their workflow