# Agents

Everything in your workspace centers around agents. Powered by agentic workflows, these agents combine LLM reasoning with tools and data to complete tasks. They go beyond basic chatbots to deliver sophisticated, logic-driven automation.

### What Is an Agent

A Helvia Agent is the intelligent core of your workspace, designed to automate complex tasks and interact with users using your specific data and logic. An agent is your versatile AI worker: manage in Workspace, build and deploy in Designer, and monitor the performance in Observatory.

Every agent is built on three essential pillars:

<details>

<summary><strong>Workflows</strong></summary>

Defined sequences of nodes that dictate the agent's behavior, decision-making, and logical progression.

</details>

<details>

<summary><strong>Knowledge</strong></summary>

Custom data sources and documents that provide the agent with the specific context needed to give accurate, grounded answers.

</details>

<details>

<summary><strong>Plugins</strong> </summary>

External capabilities and integrations that empower the agent to execute complex tasks.

</details>

A single Workspace can house multiple agents, allowing you to manage an entire suite of AI tools in one centralized hub. While each agent is tied to its specific Workspace, you are not limited to a single version; you can create multiple deployments for any agent to test different configurations or prompt variations simultaneously.

### Creating an Agent

{% stepper %}
{% step %}

#### Connect an AI Provider

Before creating an agent, configure an LLM provider in **Workspace > Integrations**. Click **Add Integration** and select your provider (e.g., OpenAI, Gemini, or Azure). Enter a name and your API key and click **Create Integration**.

{% hint style="info" %}
Agents inherit Workspace integrations automatically. Set this up once and every new agent gets access to it.
{% endhint %}
{% endstep %}

{% step %}

#### Click Create New Agent

Navigate to **Workspace > Agents** and click **Create New Agent.**
{% endstep %}

{% step %}

#### Name your agent

Use a descriptive and unique name to easily identify between agents in the dashboard. A structured naming approach also enables a simplified [version control](https://docs.helvia.ai/build/version-control) system.&#x20;
{% endstep %}

{% step %}

#### Select primary language

This is the primary language that the agent will use to respond in conversations. You can change or add more languages anytime by navigating to **Designer > Settings > Configuration**.
{% endstep %}

{% step %}

#### Add a description (Optional)

The description provides the context necessary for other makers in the workspace to understand the agent's role.&#x20;
{% endstep %}

{% step %}

#### Add an image (Optional)

This image is used as the agent's avatar in channels that support it, such as in Webchat conversations.

You can:

* upload an image
* browse your workspace's Media Manager
* connect an external URL
  {% endstep %}

{% step %}

#### Create your agent

Click on **Create.** Your new agent is now available in **Workspace > Agents.**&#x20;

{% hint style="success" %}
To build, configure, or deploy your agent, head over to Designer
{% endhint %}
{% endstep %}
{% endstepper %}

### Accessing an Agent

To view the Agents dashboards, go to **Workspace > Agents**. From here, you can:

* View all existing agents in your Workspace
* Create new agents
* Perform actions like edit, clone and replace existing agents

To access a specific agent, your options depend on your current vie&#x77;**:**

{% tabs %}
{% tab title="Workspace" %}
Select **Agents** from the sidebar and click on your agent.

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{% endtab %}

{% tab title="Designer" %}
Click the agent selection card on the top to search for and switch between agents.

<div data-with-frame="true"><figure><img src="https://604830754-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBM1xs3i59ajeTgi4uVfN%2Fuploads%2F4l0kXoKtO7ZeCn8i8ZWt%2FAgent-Designer-Dashboard-2.png?alt=media&#x26;token=383edad9-a0fd-4830-93eb-09abd6a3ad44" alt=""><figcaption></figcaption></figure></div>
{% endtab %}
{% endtabs %}

### Cloning and Replacing Agents

The Agents table includes two actions that let you duplicate agents and transfer content between them. Both are available from the **Actions** column on each agent row. For a detailed walkthrough on how to use them see [Version Control](https://docs.helvia.ai/build/version-control).

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th></tr></thead><tbody><tr><td><h4><i class="fa-copy">:copy:</i></h4><h4>Clone Agent</h4></td><td>Create an identical copy of an agent — including workflows, variables, and configurations. Clone within the same Workspace or into a different one.</td></tr><tr><td><h4><i class="fa-arrows-retweet">:arrows-retweet:</i></h4><h4>Replace Agent Content</h4></td><td>Overwrite one agent's content with another's. Use this to promote changes between environments (e.g., Dev to Staging).</td></tr><tr><td><p><i class="fa-code-branch">:code-branch:</i></p><h4>Version Control</h4></td><td>Combine Clone and Replace to set up a Dev → Staging → Production workflow that keeps your live agent safe while you iterate.</td></tr></tbody></table>

### Deleting an Agent

{% hint style="danger" %}
Deleting an agent is permanent. All associated data -including workflows, chat sessions, and surveys- will be also be removed. Ensure you have exported, cloned, or backed up any necessary data before proceeding.
{% endhint %}

1. Go to **Designer > Settings** and click on **Configuration**
2. Click **Delete this agent** under the Danger Zone
3. Type 'DELETE' (uppercase) in the textbox to confirm deletion

<div data-with-frame="true"><figure><img src="https://604830754-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBM1xs3i59ajeTgi4uVfN%2Fuploads%2FWyMCptjDU8vZPvQy4ANH%2FScreenshot%202026-02-18%20at%202.26.56%E2%80%AFPM.png?alt=media&#x26;token=0e21df12-204d-4df3-9271-7d88d7e2896a" alt=""><figcaption></figcaption></figure></div>

### Backups

Backups let you save and restore a complete snapshot of your agent's configuration — including workflows, variables, and settings. The platform does not create backups automatically, so you need to create them manually before making significant changes.

Go to **Designer > Backups** to manage backups for the current agent. Each backup is associated with the timestamp of when it was created, a unique identifier and an optional note.

{% hint style="success" %}
Create a backup before editing prompts, restructuring workflows, or updating variables. If something breaks, you can restore the previous state in one click instead of rebuilding from scratch.
{% endhint %}

#### Manage Backups

Managing backups is straightforward: create new ones, restore to a previous snapshot, or delete backups you no longer need.

{% tabs %}
{% tab title=" Creating a Backup" %}
Click **Create Backup Now**. A dialog prompts you to add an optional note — use it to describe what the backup captures (e.g., `Before prompt rewrite` or `Stable v2`). Click **Create Backup** to confirm.
{% endtab %}

{% tab title="Restoring a Backup" %}
Click the <i class="fa-clock-rotate-left">:clock-rotate-left:</i> icon in the Actions column. A confirmation prompt appears — click **Yes** to proceed.

{% hint style="danger" %}
**Overwrites Current State** Restoring a backup replaces your agent's entire configuration with the saved snapshot. Any changes made after the backup was created are lost.
{% endhint %}
{% endtab %}

{% tab title="Deleting a Backup" %}
Click the delete icon in the **Actions** column and confirm with **Yes**.

{% hint style="danger" %}
**Permanent Action** Deleting a backup cannot be undone. Make sure you no longer need the snapshot before confirming.
{% endhint %}
{% endtab %}
{% endtabs %}

### Additional Settings

You can manage different agent-specific settings under **Designer > Settings**

<details>

<summary><strong>Configuration</strong></summary>

Configure the identity, chat settings and language of your agent

</details>

<details>

<summary><strong>Privacy</strong></summary>

Configure your agent’s chat privacy settings, including data retention and anonymization protocols.

</details>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.helvia.ai/build/agents.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.