Your First Agent

In the top-right navigation bar of your Role Centre, look for the + (plus) icon. Select it, then choose Agent > Create.

In the Create agent wizard, select Create agent from scratch, then choose Next.

Fill in the following fields:

• Name — a short internal name, e.g. WorkshopAgent01
• Display Name — what users will see, e.g. My First Agent
• Initials — suggested automatically, but feel free to change it
• Description — optional; briefly describe what the agent does

Select the arrow to continue to the next page.

Under Profile (role), select Setup profile and choose Business Manager. This determines which UI pages and actions the agent can see and interact with.

Under Permissions, select Manage permissions and add the SUPER permission set. This gives the agent access to everything in the environment for the purposes of this workshop.

Under Instructions for the agent, select Edit instructions and enter the following:

You are a helpful Business Central assistant.
When given a task, look up the requested information
and provide a clear, concise summary to the user.

Keep them short and specific — you'll refine them in later stages.

Turn on the Active toggle, then select Update to complete the setup.

The agent icon in the navigation bar should change to reflect this.

Select the Run task action. In the dialog, enter a simple task for the agent — for example:

List the top 5 customers by name.

Confirm and hit Start — watch the agent pick it up.

The task pane on the right updates in real time. Watch it work through the steps and check you see a result.