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Version: 10.0

Introduction to Sub-agent development

Level: beginner

In Creatio.ai, an Sub-agent represents a comprehensive, end-to-end AI-enabled task that can be executed for a user. It serves as the way for Creatio.ai to acquire new AI capabilities. Sub-agents empower users to achieve complex tasks without the need to execute each step manually. They provide a structured and efficient approach to task completion, enhancing the overall user experience. Sub-agents can be based on three patterns of AI: prescriptive AI, generative AI, and agentic AI.

The Sub-agent mode, specified by the Where to use (Usage mode in Creatio 8.3.2 and earlier) property, determines how it is used. The options for using Sub-agents are as follows:

  • Interactive Creatio.ai conversations, i.e., the Where to use property is set to "Prompt agents" ("Chat" in Creatio 8.3.2 and earlier). No-code tools required.
  • Directly on the system level, i.e., the Where to use property is set to "Workflows" ("API" in Creatio 8.3.2 and earlier). Both no-code and low-code tools required. Learn more: Creatio.ai (developer documentation).

This article covers the configuration and usage of Sub-agents in interactive AI conversations. Learn more about configuring Sub-agents on the system level: Handle system-level data using Creatio AI (developer documentation).

Sub-agents contain the following components:

  1. Prompt. The prompt serves as the initial instruction for the LLM (Large Language Model), clearly defining the task the user wants to accomplish. Prompts must be concise, informative, and tailored to the specific Sub-agent.
  2. Actions. These actions outline the individual steps or actions required to fulfill the Sub-agent. They provide a structured approach to achieving the user's objective. Actions are available only for Sub-agents that have "Chat" mode.
  3. Input and output parameters. They are available only for AI skills that have "Workflows" ("API" in Creatio 8.3.2 and earlier) mode.

In Creatio.ai, actions represent the fundamental building blocks for agentic AI behavior by automating tasks and executing user Sub-agents. They are the individual functions or operations that Creatio.ai can invoke within the Creatio platform to achieve a specific goal. They can be individual tasks or more complex end-to-end, multi-step workflows. You can configure actions without coding using the Business Process Designer. Learn more: BPM tools.

Actions are executed by Creatio.ai following the instructions provided by the prompt and goal actions associated with an Sub-agent. Creatio.ai utilizes its understanding of the Sub-agent context and the user objective to select the appropriate actions and sequence them correctly. For example, generate articles for a knowledge base to assist users with common queries or create catchy and contextually relevant captions for social media posts.

Developing Sub-agents for the Creatio Outlook add-in is similar to developing a regular Sub-agent, but it has its own unique features. Learn more: Development specifics for the Sub-agent in the Creatio.ai Outlook add-in.


See also

Creatio.ai overview

Creatio.ai architecture

Sub-agent development recommendations

Sub-agent list

Creatio.ai system actions

Data privacy in Creatio.ai

Development specifics for the Sub-agent in the Creatio.ai Outlook add-in

Creatio.ai (developer documentation)