Before you begin: This article is intended for users with Super-Admin access who want to use the Build-Your-Own Agent feature in Dashboards. For more information on AI Agents in general, please refer to FAQs: AI Agents.
Overview
Build-Your-Own Agents give advanced users the ability to create AI Agents with custom prompt logic, allowing for tailored automation directly inside the TapClicks platform. This feature is ideal for teams with unique workflows, sophisticated reporting needs, or proprietary prompt libraries. It’s the first step in expanding AI customization across the platform and is built to support scalable insight generation, campaign summaries, or automated narratives aligned to your specific goals.
How to Build-Your-Own Agent
1] Log in to TapClicks and, on the Admin Menu, click Platform Settings.
2] From the available tabs, select the AI Agents tab.
3] Click Add New to begin building your own agent.
4] Enter a name for your new Agent into the Name textbox.
5] Enter a description for your new Agent into the Description textbox.
6] Enter your prompt into the Prompt textbox.
6] Click Save to publish your new Agent. It will now be available in Dashboard AI Sparkle navigation.