Introduction

Lofty Agent Studio is a platform that enables you to create custom AI agents with tailored behaviors, tools, and capabilities. Build agents designed for your specific workflows and share them across your team.

Note: This feature is currently being Beta tested. You may or may not have access.

Summary

• What is Agent Studio?
• How to Access Agent Studio
• Customization Options
• Publishing and Using Custom Agents
• Team Access and Permissions
• FAQs

What is Agent Studio?

Agent Studio is a tool for creating dedicated AI agents that can be customized to fit your specific needs. With Agent Studio, you can:

• Build AI agents tailored to specific workflows
• Configure AI models, prompts, and tools
• Test and debug agents before publishing
• Share agents across your team

How to Access Agent Studio

There are two ways to access Agent Studio:

1. From the Lofty AI page: Click the Agent Studio card on the Lofty AI page.
2. Direct login: Log in directly via the platform URL using your Lofty account credentials.

Customization Options

Agent Studio provides seven key customization capabilities for your AI agents:

1. AI Models

Choose from multiple AI providers to power your custom agent:

• OpenAI: GPT-4, GPT-4o, GPT-3.5
• Anthropic: Claude 3.5, Claude 3
• Google: Gemini Pro, Gemini

Different models have different strengths. GPT-4 excels at reasoning, Claude is known for nuanced conversations, and Gemini integrates well with Google services. Choose the model that best fits your agent's intended use case.

2. AI Prompts

Define your agent's personality, instructions, and behavioral guidelines through custom prompts. Use prompts to configure:

• Role definition (e.g., "You are a real estate assistant...")
• Response style guidelines
• Domain-specific knowledge
• Constraints and guardrails

3. AI Tools

Enable your agent to perform actions and access external data through preconfigured tools. Select which tools your agent can use from the available options.

Tip: Prompts define what your agent says. Tools define what your agent can do.

4. System Variables

Give your agent access to contextual data through preconfigured system variables, including:

• Lead information
• Property data
• User context variables

5. Memory Depth

Configure how many conversation turns your agent remembers. More turns provide better context but may increase processing costs. Adjust based on your agent's needs.

6. Web Search

Enable or disable your agent's ability to search the web for real-time information. This is useful for agents that need current market data, news, or other external information.

7. Preview & Debug

Test your agent before publishing to ensure it behaves as expected. The preview interface allows you to:

• Test conversations in real-time
• View tool execution results
• Refine prompts iteratively

Publishing and Using Custom Agents

Follow these steps to publish and use your custom agent:

1. Create: Build your agent in Agent Studio using the customization options above.
2. Test: Use the preview interface to debug and refine your agent.
3. Publish: Make your agent available to users.
4. Use: Access your agent in the Lofty AI chat window.

After publishing:

• Add the custom agent to your Lofty AI chat window
• Switch between different AI agents during conversations
• Each agent retains its unique configuration and capabilities

Best Practice: Always thoroughly test your agent in the preview interface before publishing. Test edge cases, error scenarios, and typical user interactions to ensure quality.

Team Access and Permissions

Agent Studio uses team-level data permissions. Here's what this means:

• All team members can see and use agents created by anyone on the team
• Agents created by any team member are automatically shared with the team
• Data permissions are based on team-level access controls

Recommended practices:

• Use clear naming conventions for your agents
• Document the purpose of each agent
• Coordinate with your team before publishing new agents

FAQs

Can I create custom tools for my agent?

Not at this time. Tools are preconfigured by the Lofty AI team. You can select which preconfigured tools your agent can use.

Can I create custom system variables?

Custom variables are not supported yet. You can use the preconfigured system variables available in Agent Studio.

Who can see the agents I create?

All members of your team can see and use agents created by any team member. Individual-level agent permissions are not available at this time.

How do I choose the right AI model?

Consider your agent's primary use case. GPT-4 is strong at complex reasoning, Claude handles nuanced conversations well, and Gemini integrates with Google services. Test different models in the preview interface to see which works best for your needs.

What should I do if my agent isn't behaving as expected?

Use the preview and debug interface to test your agent's responses. Refine your prompts iteratively and test edge cases. If issues persist, contact the Lofty AI team for support.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.