How to Create Your First Agent Cloud App
Creating your first app in Agent Cloud requires setup of a few components but this guide breaks them all down and allows you to create a simple chat app. The app in this tutorial will be a Sales Insights chat that allows you to talk to your data and be able to analyse, read and compare your data in a simple conversation.
What You Need Before Starting
To start creating the app you only need 2 things:
- The sales data you’d like to analyse, this specific tutorial uses a generated example sales report within a .csv file. If you’d like to use the same example file used in this tutorial click here to download it.
If you have data stored within one of our integrations, skip to this tutorial to get started on creating an Agent Cloud app with an integration.
- A valid OpenAI API key. Our app is BYO token, this means that you bring the token to make the calls and we do the rest. You can register for a free key with OpenAI and get free tokens to use for this app.
Steps Overview
If you’d like to skip this overview and go straight to the video tutorial click here. This serves as a generic outline to create any app within Agent Cloud.
Please note, this tutorial skips the process of adding tools. If you’d like to create an app with tools see our tutorials here
Add some models
Add the specific models you’d like to use. This tutorial uses OpenAI, and that’s what’s reccomended for this tutorial. You should have already created an OpenAI api key.
Upload your Data
Upload the data you’d like to analyse.
Create an Agent
Create the agent and input it’s prompts to allow it to correctly analyse your data and answer your questions about it.
Create an App
Finally, combine everything we’ve created into an app.
App Showcase
Video example of the app to be created in this tutorial
With Agent Cloud chat apps, you can talk to your data and lean on the power of AI to make infrences on the data and intrepet it.
Talk to your data
Talk to your data
Once configured you can use apps to discuss the data with agents, you can easily get data, use the agents to intrepet it or using Process Apps you can modify it and automate processes using AI.
Discover more about your data
Discover more about your data
Using the model’s traning data, it can use that to make infrences on your given data allowing you to use AI to find out more about it.
Keep your data private
Keep your data private
When uploading your data to AI chats you agree to give your data over to them for use in training. With Agent Cloud you host your own data and it stays yours.
Add Some Models
Tutorial on how to add basic models.
The first step is you add models, for this tutorial we will create two. These will be used to embed the data and act as the base LLM for the agent we will create. You can read more about models on our Models page.
Create Embedding Model
Create Embedding Model
The embedding model will take the raw data that we upload and turn it into vectors in a vectorstore. Vectors are forms of data that agents can more easily read and can draw from. The core concept of vectorstores and vectors isn’t a pre requisite to use of Agent Cloud. But, as this is a complex process it must be done by an existing LLM. Just like OpenAI have GPT, they also have embedding models. These are what’s used to embed your data.
For this tutorial, we will select OpenAI and their text-embedding-3-small model.
Create Agent Model
Create Agent Model
The agent model is a lot simpler than the embedding model, it is simply the brains behind the agent we will create in later steps.
For this tutorial, we will select OpenAI and their GPT4o model.
For performance we strongly reccomend using OpenAI and the specific models outlined in the accordions. If you haven’t already you should create an OpenAI api key and use that key in the “Api key” field of the model form
Upload Your Data
Tutorial on simple file uploads for data.
This specific tutorial focuses on file upload as a data source. To do this, navigate to the Data Sources page and either drag the file into the box or click into it to select a file.
Create an Agent
Tutorial on simple agent creation.
Create an App
Tutorial on final steps of app creation and running the app.