Creating Your First Agent

A hands-on guide to building your first agent—covering the essential property types, validation, and usability tips for new builders.

Welcome! This page is your starting point for building agents in our platform. If you're new to agent creation or just getting familiar with the product, you're in the right place. This guide is focused on usability and getting you hands-on, fast.


Quickstart Video

Watch this short video to see how to create your first agent, covering the essential property types and features:

If you want to skip ahead to a specific property, the video is broken down by section on each of the property pages: File, Text, Number, Single/Multi Select.


What You'll Learn

  • How to add and configure the most common property types:
    • File property (for uploading and analyzing documents)
    • Text property (for extracting or entering unstructured data)
    • Single Select & Multi Select (for structured, pre-defined choices)
    • Number property (for capturing and analyzing numerical data)
  • How to use AI Citations to validate extracted information
  • How to filter and sort your data for better analysis
  • How to get a basic agent up and running quickly

Who is this for?

  • Anyone building agents for the first time
  • Users who want a practical, hands-on introduction to the basics
  • Builders who want to see how core features work together

If you're ready to go beyond the basics, check out our next guide: Taking Your Agents to the Next Level for advanced features and workflows.