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AI Components

AI components bring large language model (LLM) capabilities into your automations. Use them to generate content, analyze data, make decisions, and perform complex reasoning tasks.

Overview

Agent Studio provides three types of AI components:
ComponentPurposeBest For
LLM V2Direct text generationSimple prompts, content generation
LLM with Structured Output V2Generate structured JSONData extraction, form filling
Agent V2Autonomous reasoning with toolsComplex multi-step tasks

LLM V2

A straightforward component for generating text using a large language model.

Configuration

FieldDescription
System PromptInstructions that define the LLM’s behavior
User PromptThe specific request (supports @ notation)
TemperatureCreativity level (0 = deterministic, 1 = creative)

Example: Generate Email Content

System Prompt:
You are a customer success manager writing professional, friendly emails.
Keep emails concise and action-oriented.
User Prompt:
Write a brief email to @contact_name at @account_data.name.
Context: Their health score dropped from @previous_score to @current_score.
Goal: Schedule a check-in call to understand their challenges.

Output

{
  "text": "Subject: Quick Check-in - How Can We Help?\n\nHi Sarah,\n\nI noticed some recent changes in your team's usage patterns and wanted to reach out personally. I'd love to schedule a brief call this week to hear how things are going and see if there's anything we can do to better support your team.\n\nWould you have 15 minutes available Thursday or Friday?\n\nBest,\n[Your name]"
}

Use Cases

  • Drafting personalized emails
  • Generating meeting summaries
  • Creating task descriptions
  • Writing notification messages

LLM with Structured Output V2

Generates responses that conform to a specific JSON schema, ensuring consistent, parseable output.

Configuration

FieldDescription
System PromptInstructions for the LLM
User PromptThe request with context
Output SchemaJSON schema defining the expected output structure
TemperatureCreativity level

Example: Extract Action Items

System Prompt:
You are an assistant that extracts action items from meeting notes.
User Prompt:
Extract action items from these meeting notes:
@meeting_notes
Output Schema:
{
  "type": "object",
  "properties": {
    "action_items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "task": { "type": "string" },
          "owner": { "type": "string" },
          "due_date": { "type": "string" },
          "priority": { "enum": ["high", "medium", "low"] }
        }
      }
    },
    "summary": { "type": "string" }
  }
}

Output

{
  "action_items": [
    {
      "task": "Send updated proposal",
      "owner": "Jane",
      "due_date": "2024-02-25",
      "priority": "high"
    },
    {
      "task": "Schedule technical review",
      "owner": "John",
      "due_date": "2024-02-28",
      "priority": "medium"
    }
  ],
  "summary": "Discussed proposal revisions and agreed on next steps for technical evaluation."
}

Use Cases

  • Extracting structured data from unstructured text
  • Classifying content into categories
  • Parsing meeting transcripts
  • Generating form-ready data

Agent V2

The most powerful AI component—an autonomous agent that can reason, use tools, and perform multi-step tasks.

How Agents Work

Unlike simple LLM calls, agents can:
  1. Reason about what steps to take
  2. Use tools to fetch information or take actions
  3. Iterate through multiple steps to complete a task
  4. Adapt based on intermediate results
Agent receives task

Agent plans approach

Agent calls tools as needed

Agent synthesizes results

Agent returns final answer

Configuration

FieldDescription
System PromptDefine the agent’s role and behavior
User PromptThe task to accomplish
ToolsSelect which tools the agent can use
Max IterationsLimit on reasoning steps

Available Tools

Agents can be configured with various tools:
Tool CategoryExamples
Data AccessQuery accounts, fetch tasks, get activities
CommunicationSend emails, post to Slack
CRMCreate Salesforce cases, update opportunities
AnalysisCalculate metrics, generate insights

Example: Research and Summarize Account

System Prompt:
You are a customer success analyst. Research accounts thoroughly
and provide actionable summaries. Use available tools to gather
information before making recommendations.
User Prompt:
Research @account_data.name and prepare a summary for the upcoming QBR.
Include:
- Recent activity trends
- Health indicators
- Key risks and opportunities
- Recommended talking points
Tools Enabled:
  • Get account activities
  • Get account health history
  • Get open tasks
  • Get contact details

Output

The agent will:
  1. Fetch recent activities for the account
  2. Analyze health score trends
  3. Review open tasks and their status
  4. Identify key contacts
  5. Synthesize into a structured QBR summary

Use Cases

  • Complex research tasks
  • Multi-step workflows
  • Decision-making with multiple data sources
  • Autonomous customer analysis

Choosing the Right AI Component

Use LLM V2 when...

  • You need simple text generation
  • The task is straightforward
  • You want fast, single-step output
  • Format flexibility is acceptable

Use Structured Output when...

  • You need specific data formats
  • Output will be used by other nodes
  • You need reliable parsing
  • Consistency is important

Use Agent V2 when...

  • Task requires multiple steps
  • You need to fetch/combine data
  • Complex reasoning is required
  • Task may need iteration

Best Practices

Prompt Engineering

Good prompt:
Analyze the health score trend for this account over the past 90 days.
If the score dropped more than 10 points, identify potential causes
based on recent activities. Format as bullet points.
Poor prompt:
Tell me about this account's health.
Always include relevant context in prompts:
  • Account information
  • Recent activities
  • Historical data
  • Your specific goals
For complex outputs, provide examples:
Generate a risk assessment in this format:
Risk Level: [High/Medium/Low]
Key Factors:
- Factor 1
- Factor 2
Recommended Actions:
- Action 1
- Action 2

Temperature Settings

TemperatureBehaviorUse For
0.0 - 0.3Deterministic, focusedData extraction, analysis
0.4 - 0.6BalancedGeneral tasks
0.7 - 1.0Creative, variedContent generation, brainstorming

Error Handling

Add condition nodes after AI components to validate:
  • Output is not empty
  • Required fields are present
  • Values are within expected ranges
Create alternative flows for when AI doesn’t produce usable output:
AI Component → Condition (valid output?) → True: Continue
                                         → False: Use default/alert

Troubleshooting

  • Add more specific context to your prompt
  • Include examples of desired output
  • Lower the temperature
  • Provide relevant data via @ notation
  • Use Structured Output component instead of plain LLM
  • Add explicit format instructions to the prompt
  • Include an example in the prompt
  • Reduce the number of enabled tools
  • Lower max iterations
  • Simplify the task into smaller steps
  • Add more guidance to narrow the search space
  • Verify tools are enabled in configuration
  • Add explicit instructions to use specific tools
  • Check that the task actually requires tools

Next Steps

Agents Overview

Build standalone AI agents

Testing Automations

Test your AI components