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Agent Studio referenceReference for Agent Studio fields, controls, and configuration options across the Build, Test, and Observe tabs.

Agent Studio is in beta.

Agent Studio list page

Location: Settings > Agents

The list page displays all agents in your workspace as a card grid.

Agent card

Each card shows:

  • Name: The agent's display name.

  • Goal: The agent's high-level objective (truncated).

  • Version: Current version label (for example, "Version: Draft" or "Version: 1.0").

Header actions

  • Create New Agent: Creates a new agent with default configuration.

  • Settings (gear icon): Opens a menu with access to the Datasets page.

Pagination

The list uses cursor-based pagination. Navigation controls appear at the bottom when there are more agents than fit on one page.


Build tab

Location: Settings > Agents > [Agent Name] > Build

The Build tab is where you configure all aspects of your agent.

Agent identity

  • Agent Name: Display name shown to users. Click to edit; saved on blur.

  • Agent Goal: High-level objective. Auto-resizing text area, saved on blur. Reverts if left empty.

Capabilities section

The Capabilities section contains three configurable areas: Knowledge, Skills, and Guardrails.

Knowledge

Defines which DevRev object types the agent can search.

Available object types:

Category

Types

Content

Article, Question & Answer

Work items

Ticket, Issue, Task, Enhancement, Incident

Product

Product, Feature, Capability, Component

People

Customer, User, Group

Organizations

Account, Workspace

Conversations

Conversation, Direct Message

Other

Custom Object, Dashboard, Dataset, Meeting, Microservice, Opportunity, Tag, Widget, Linkable, Runnable, Vista, Service Account

Each knowledge source appears as a chip showing the object type's icon and name. Click × to remove.

Skills

Defines the actions the agent can perform.

Skill types:

Type

Description

Configuration

Tools

Built-in DevRev API actions

Requires name, description, and input field configuration

Workflows

Custom automation workflows

Added directly with no additional configuration

Operation configuration fields:

Field

Required

Description

Name

Yes

Unique identifier. Must match ^[a-zA-Z0-9_]+$ (letters, numbers, underscores only)

Description

Yes

When the agent should use this skill

Input fields

Varies

Each field can be set to Auto-fill (agent determines value) or Manual (fixed value)

Execute as User

No

Toggle under Settings. When on, the skill runs with the user's permissions. Default: on

Needs Approval

No

Toggle under Settings. When on, the agent requests user confirmation before executing the skill. Default: off

Connections

Varies

If the operation requires external connections, you must select the appropriate keyrings

Guardrails

Defines rules and boundaries the agent must follow.

Guardrail fields:

Field

Required

Description

Topic Name

Yes

Short label for the guardrail

Type

Yes

Category of restriction. The only supported value is topic_boundary

Description

Yes

The rule the agent must follow

Guardrail states:

  • Enabled: Guardrail is actively enforced.

  • Disabled: Guardrail exists but is not enforced.

  • Always on: Cannot be toggled off (Default Guardrail only).

Default Guardrail: Every agent has a built-in Default Guardrail that is always active. It provides baseline safety behavior and cannot be disabled or deleted.

Instructions section

A rich text editor for writing detailed behavioral guidance.

  • Rich text formatting: Supports Markdown-style formatting.

  • @ mentions: Reference specific knowledge sources, tools, or skills inline.

  • Auto-save: Changes are saved automatically as you type.

Top-line controls

Controls that appear in the Build tab header:

  • Version status badge: Shows the current state—Draft or Live.

  • Version History toggle: Opens the version history side panel.

  • Playground toggle: Opens the chat playground side panel.

  • Publish button: Publishes the current draft version.

  • More options menu: Agent-level actions (Duplicate, Delete).


Test tab

Location: Settings > Agents > [Agent Name] > Test

The Test tab provides tools for validating agent behavior.

Preview tests sub-tab

Interactive testing through the Playground.

  • Start New Chat: Opens a fresh Playground conversation.

  • Test session list: Shows previous test conversations.

  • View Trace: Opens the execution trace for a session.

Clicking a test session row opens the Playground loaded with that session's conversation.

Bulk tests sub-tab

Structured testing against datasets.

  • Create Bulk Test: Opens the bulk test creation form.

  • Bulk test list: Shows all bulk tests with status and results.

Create bulk test form

Field

Required

Description

Test name

Yes

Short description of the test's purpose

Agent

Yes

Base agent to test (pre-selected from context)

Agent Version

Yes

Specific version to test

Dataset

Yes

Dataset to run the test against

Evaluators

No

Correctness and/or Completeness

Evaluators

  • Correctness: Measures whether the agent's response accurately addresses the input. Returns a score from 0.0 to 1.0 with an explanation.

  • Completeness: Measures whether the response fully covers the expected output. Returns a score from 0.0 to 1.0 with an explanation.

Bulk test results columns

Column

Description

Status

Queued, Running, Completed, or Errored

Input

The test input sent to the agent

Expected Output

The expected response from the dataset

Output

The agent's actual response

Latency

Time taken to generate the response

Correctness

Score (0.0–1.0) and explanation

Completeness

Score (0.0–1.0) and explanation

Bulk test statuses

  • Queued: Test entry is waiting to be processed.

  • Running: Agent is processing this test entry.

  • Completed: Test entry finished successfully.

  • Errored: Test entry failed to complete.


Observe tab

Location: Agent Studio > [Agent Name] > Observe

The Observe tab provides monitoring and analysis tools for agent performance and conversation history.

Analytics sub-tab

The Analytics sub-tab displays a performance dashboard for the agent. The dashboard has three possible states:

  • Not enabled: Shows "Metrics collection for this agent is not enabled" with an Enable Evaluation button.

  • Enabling: Shows a loading state while analytics is being set up.

  • Active: Displays the analytics dashboard filtered to this agent, defaulting to the last 7 days.

Sessions sub-tab

The Sessions sub-tab shows all conversations the agent has participated in.

Session list columns:

  • Trigger: What initiated the conversation (not sortable).

  • Members: Participants in the conversation (sortable).

  • Last message: Timestamp of the most recent message (sortable).

Session list filters:

  • Last message: Filter by time range.

  • Trigger: Filter by conversation trigger type.

Session detail view

Clicking a session opens its detail page, which contains the following sections:

  • Session header: Participants, timestamps, and trigger information.

  • Conversation: Full message history.

  • Execution trace: Step-by-step agent reasoning for each message.

Trace elements

Each execution trace can contain the following elements:

  • Thought: The agent's internal reasoning process.

  • LLM Reasoning (intermediate): Reasoning steps during processing.

  • LLM Reasoning (final): Final reasoning before responding.

  • Input: Data sent to a skill or knowledge source.

  • Output: Data received back from a skill or knowledge source.

  • Guardrail Check: Guardrail evaluation results.

  • Response Time: Duration of each processing step.

  • View Workflow: Link to view the executed workflow, if applicable.


Version management

Version states

  • Draft: Work-in-progress version that is freely editable. Only one draft exists at a time.

  • Live (Published): The active version serving users. Only one live version exists at a time.

  • Archived: A previously published version, preserved for history.

Version actions

  • Edit: Modify any field on a draft version. Editing a live version auto-creates a new draft.

  • Publish: Promote the current draft to live. This archives the previous live version.

  • Restore: Create a new draft from any previous version's configuration.

Version history panel

Access the version history panel via the version history toggle in the Build tab header. The panel contains:

  • Version timeline: Chronological list of all versions.

  • Version label: Displayed in the format "V{number} · {status}".

  • Status events: Created, Edited, Published, and Archived — each with the user and timestamp.

  • View Older History: Loads more versions beyond the initial set.

  • Actions menu: Per-version actions such as Restore.

Publish confirmation dialog

When publishing, a confirmation dialog appears with the following elements:

  • Version number: The version being published.

  • Current draft label: Identifies the draft being promoted.

  • Publish button: Confirms and publishes the version.

  • Cancel button: Returns without publishing.

Restore confirmation dialog

When restoring, a confirmation dialog appears with the following elements:

  • Target version: The version being restored, including its number and state.

  • Description: Explains that a new draft will be created from this version.

  • Restore button: Confirms and creates the new draft.


Datasets

Location: Agent Studio > Settings (gear) > Datasets

Datasets contain collections of test cases used for bulk testing of agents.

Datasets list

  • Name: Dataset name.

  • Description: Optional description.

  • Entries: Number of test cases.

  • Test Runs: Number of bulk tests run against this dataset.

  • Created By: User who created the dataset.

  • Date Created: Creation timestamp.

Import dataset dialog

To import a dataset, provide the following fields:

  • File (required): CSV file upload via drag-and-drop or browse. The file must not exceed the maximum size limit. The CSV must contain three columns: Input, Expected Output, and Remarks. A downloadable CSV template is provided in the dialog to show the expected format.

  • Name (required): Display name for the dataset.

  • Description (optional): Context about what the dataset tests.

The file and name fields are required. The uploaded CSV file must not exceed the maximum size limit.

Dataset detail page

The detail page contains two tabs:

  • Entries: List of test cases showing Input, Expected Output, and Remarks columns.

  • Completed Tests: Bulk tests that have been run against this dataset.

Available actions on the detail page:

  • Run Test: Opens the Create Bulk Test form with this dataset pre-selected.

  • Owned By: Shows the dataset owner.


Agent types

Type

Description

Audience

Available channels

Internal [Coming soon]

For employees and internal workflows

Internal teams

CX (External)

For customer-facing interactions

End customers

Slack, WhatsApp, Plug Chat, Email

Agent type is selected during creation and determines the agent's access level and available channels.

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