Use models, tools and connected capabilities

Tenant administration
        ↓
Configured providers and capabilities
        ↓
Workspace availability
        ↓
Worker or Flow selection
        ↓
Deployment environment

Related guides: Admin AI and tools, Admin Guardrails, Agentic workers, Flows and Publishing and deployment.

• Confirm that the correct workspace is active.
• Define what the solution needs to accomplish.
• Identify the minimum model and tool set required.
• Confirm that shared resources are available to the workspace.
• Verify that referenced workers or flows have been published where required.
• Define the input and output contract for every tool call.
• Prepare safe fictional test values.
• Know the approved fallback when a connected capability is unavailable.

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Credential

The configured connection available to the workspace.

Provider

The service associated with the selected credential.

Model

The exact model identifier used by the worker.

Temperature

Controls how precise or varied responses may be.

Maximum reply length

Limits the size of the worker’s output where a concise answer is required.

1. 1Open the worker’s Model tab.
2. 2Select an available credential.
3. 3Confirm the provider.
4. 4Select the intended model.
5. 5Set response variability appropriate to the use case.
6. 6Set a maximum reply length where useful.
7. 7Save the worker.
8. 8Test representative requests.
9. 9Repeat tests to confirm sufficient stability.

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Add extension

Opens the list of available extensions.

Search

Finds an extension by name.

Category filtering

Narrows the list to one kind of capability.

Extension name and description

Explains what the capability does before you add it.

Add

Makes the capability available to the worker.

1. 1Open the worker’s Tools tab.
2. 2Select Add extension.
3. 3Search for the required capability.
4. 4Review its description.
5. 5Confirm that the capability matches the worker’s responsibility.
6. 6Select Add.
7. 7Update the Behaviour instructions to explain when it may be used.
8. 8Test the intended action.
9. 9Test unavailable, failed and unsupported cases.

• Add flow as tool makes an approved reusable Flow available to the worker.
• Use this when the worker needs to invoke a controlled business capability.
• The Flow should own deterministic validations, approvals and outcomes.
• The worker should know when it is allowed to call the Flow.
• The worker and Flow must agree on a stable input and output contract.

Agentic Worker
      ↓
Chooses an approved Flow tool
      ↓
Passes structured input
      ↓
Deterministic Flow executes
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Returns controlled result

The Flow must be available to the current workspace and exposed through the controls provided by Designer.

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Steps

Built-in capabilities supplied by Designer.

Extension steps

Additional step types supplied by installed extensions.

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Step name

Give the process step a business-focused name.

Agent

Select the Agentic Worker the Flow should invoke.

Conversational

Off: receive one reply and continue the deterministic Flow. On: continue the worker conversation until it ends, then continue the Flow.

1. 1Add an Agentic Worker step.
2. 2Select the step.
3. 3Enter a meaningful step name.
4. 4Select the required worker.
5. 5Decide whether the interaction should be one response or conversational.
6. 6Pass only the required input.
7. 7Connect the output to a controlled next step.
8. 8Test the worker directly.
9. 9Test it again through the Flow.

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Channel

The place through which users or systems reach the solution.

Worker

The worker that responds through the channel.

Provider

A configured provider resource required by the environment.

Agentic Worker

An available worker added to the environment design.

Capability

An approved supporting capability.

Wiring assistant

A control intended to help connect environment resources.

Deploy environment

Starts the deployment process after the environment has been configured.

Channel
   ↓
Worker
   ↓
Model provider
   ↓
Approved tools and capabilities
   ↓
Deployed environment

1. 1Open Deploy.
2. 2Open the intended environment.
3. 3Add the required channel.
4. 4Add the worker.
5. 5Add the required provider.
6. 6Add only the capabilities the solution needs.
7. 7Connect the resources using the current environment controls.
8. 8Review the wiring.
9. 9Use the Wiring assistant where appropriate.
10. 10Deploy first to a safe non-production environment.
11. 11Run a controlled post-deployment test.

1. 1Test the worker without the connected capability.
2. 2Test the normal successful call.
3. 3Test missing required input.
4. 4Test an invalid value.
5. 5Test a simulated unavailable result where possible.
6. 6Confirm the fallback path.
7. 7Confirm that the user is not shown raw technical errors.
8. 8Confirm that the worker does not invent a successful outcome.
9. 9Retest the complete Flow.
10. 10Repeat the test after deployment.