Creating and using a Visual Agent#

In this tutorial, you will learn how to build a Visual Agent that uses tools. Those tools can be default ones (provided by Dataiku) or custom ones (provided by plugins). This tutorial will use the custom tools defined in the How to create a custom tool for integration into a visual agent tutorial. However, if you haven’t followed this tutorial but already have tools to use, you can adapt this tutorial to meet your requirements.

Prerequisites#

  • Dataiku >= 13.4

  • Tools already added in Dataiku. Those tools should be visible in the Agent Tools menu from the Analysis menu.

Creating a Visual Agent#

To create a Visual Agent, go to the Flow, click the + Other button, select the Generative AI menu, click Visual Agent, enter a name, and click the Create button. You should land on a page similar to the one shown in Figure 1.

Fig. 1: Visual Agent created.

Fig. 1: Visual Agent created.#

This page shows the different versions of the agent’s life. As this is a new agent, only one version is available (v1). Click on the v1 label to see its definition. Fill in the information on the Config tabs, as shown in Figure 2. For example, you could have entered for:

  • Additional prompt:

    Give all the professional information you can about the customer with ID: {customerID}.
Also, include information about the company if you can.

  • the tool Get Customer Info:

    Use this tool to retrieve information about a customer with its ID.
The expected output is a sentence where you will have the customer's name, position, and company.

  • the tool Get Company Info:

    Use this tool when you need to retrieve information about a company.
The input is the company's name, and the output is a small company recap.
Fig. 2: Visual Agent's configuration.

Fig. 2: Visual Agent’s configuration.#

Testing the Agent#

To test the agent, click the Quick test tabs, fill in the information based on the prompt you have defined before, and then click the Run button. The result of this agent execution is shown in Figure 3.

Fig. 3: Testing the Visual Agent.

Fig. 3: Testing the Visual Agent.#