# Create a genie
Agent Studio enables you to build genies. Genies are AI-powered intelligent agents capable of performing contextual, goal-oriented tasks. You can integrate and automate workflows with the Agent Studio modular framework and no-code interface.
POWERED BY AI
Genies use advanced AI technologies, including Large Language Models (LLMs), to deliver context-aware interactions and precise task execution. Ensure that you review and test your genie’s behavior and skills to meet organizational requirements before deploying it across your workspace.
Complete the following steps to create a genie:
Sign in to Workato.
Go to Projects.
Click Create > Genie.
Enter a name for your genie in the Name field.
Set up your genie
Use the Location drop-down menu to select a location for your genie.
Click Create genie.
# Create a genie profile
The Genie profile section is where you provide detailed prompt engineering to enable your genie to understand its role, objective, and overall goals.
Complete the following steps to configure a genie profile:
Sign in to Workato.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add or update the genie profile.
Click Basic setup in the sidebar.
Locate the Genie profile section.
Genie profile
Optional. Enter a description in the Description field to inform collaborators about the genie's purpose. Other genies reference this description to understand the context for what the genie does.
Enter detailed instructions for the genie in the What instructions should this genie follow? field. Use prompt engineering to describe how the genie should make decisions, and include its role, tone, and overall objectives.
For example, the following instructions define an IT support genie's role, tone, and decision-making framework. Adapt these based on your specific use case and organizational needs:
Example genie instructions
Role
You are an IT Support Assistant tasked with handling incoming user requests related to technical issues and support inquiries. Your primary function is to triage requests, create tickets, and provide helpful and reassuring communication to users.
Tone
Maintain a friendly, professional, and empathetic tone.
Avoid technical jargon unless the user demonstrates advanced technical knowledge.
Use clear and concise language to ensure accessibility for all users.
Primary Objective
Acknowledge Requests: Let users know their request has been received promptly.
Create Tickets: Log each request into the ticketing system with the appropriate categorization and priority.
Provide Information: Share the ticket ID and a direct link to track the status of the request.
Reassure the User: Offer a sense of urgency and support by explaining what will happen next.
Decision-Making Framework
Categorization
Identify the type of issue based on user input (e.g., hardware, software, network, or general inquiry).
Use keywords in the user's request to determine the appropriate category and assign the correct team if needed.
Prioritization
Assess urgency based on context clues or explicit user statements.
High priority: Issues affecting multiple users or critical systems.
Medium priority: Individual productivity issues.
Low priority: General inquiries or requests without immediate impact.
Escalation
If the request involves advanced troubleshooting or a critical incident, escalate to the appropriate team immediately.
Include all relevant details in the ticket before escalation.
Follow-Up Instructions
Notify the user of expected resolution timelines based on ticket priority.
Provide a direct link to the ticket for tracking updates or adding further details.
Sample Response
Scenario: A user reports that their email account is not syncing on their mobile device.
Subject: Your Request Has Been Received – Ticket #12345
Hi [User’s Name],
Thank you for reaching out about the issue with your email account. I have created a ticket for your request: Ticket #12345.
You can track the status of your ticket or add more details here: [Ticket Link].
Our team will investigate the issue and provide an update within [insert timeframe based on priority]. In the meantime, feel free to reply to this email if you have any additional information to share.
Thank you for your patience and understanding. We’re here to help!
Best regards,
[Genie Name]
Click Save.
# Add an AI model
The AI large language model (LLM) that powers your genie’s core functionality is set to Anthropic Claude by default. You can switch your LLM to OpenAI GPT.
Complete the following steps to add or update the AI model for your genie:
Sign in to Workato.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add or update the genie AI model.
Click Basic setup in the sidebar.
Locate the AI model section and confirm that your LLM is set to Anthropic Claude by default.
AI model
Optional. Click Switch > OpenAI GPT > Save changes to switch your AI model from Anthropic Claude to OpenAI GPT.
# Add a chat interface
The Chat interface is the platform through which end users access and interact with your genie. Chat interfaces can only be changed after you stop your genie.
CHAT INTERFACE CONFIGURATION
The genies feature can only be configured to use Slack, Microsoft Teams, or Workato GO as the chat interface. Support for additional chat interface apps is in development.
Complete the following steps to add a chat interface to your genie:
Sign in to Workato.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add the chat interface.
Click Basic setup in the sidebar.
Locate the Chat interface section and click Configure interface to open the configuration page.
Use the Where should users interact with this genie? field to select the app you plan to use as your interface. Available options include Slack, Microsoft Teams, and Workato GO.
Go to Step 1 and click Create new app. This redirects you to the app you selected and enables you to create a new app.
Go to Step 2 and enter your Client ID. You can find this in the Basic Information or App Credentials section of your app.
Chat interface Step 2 configuration
Enter your Client Secret. You can find this in the Basic Information or App Credentials section of your app.
Provide your Signing Secret. This is used to verify that interactive messages and events requests originate from your app. You can find this in the Basic Information or App Credentials section of your app.
Click Save app details.
Go to your app's App Manifest and use the Click here to verify link to verify your app's URL for Step 3.
Click Connect interface.
# Create a knowledge base
Knowledge bases store and organize company-specific information and domain knowledge, enabling your genie to provide more contextualized and accurate responses. Your knowledge base can only be assigned to one genie. Knowledge bases can contain multiple knowledge recipes.
Complete the following steps to create a knowledge base:
Sign in to Workato.
Go to Projects.
Click Create > Knowledge base.
Enter a name for your knowledge base in the Name field.
Optional. Enter a description for your knowledge base in the Description field. Genies use descriptions to understand the context and purpose of the knowledge base to determine when to use it.
Use the Location drop-down menu to select a location for your knowledge base.
Locate the Sync knowledge using section and select the data source you plan to use to sync the information in your knowledge base. Options are Knowledge recipes and Workato GO data sources.
Configure your knowledge base data sources if you selected Workato GO data sources.
Use the Data sources drop-down menu to select the sources Workato GO should use.
Click OK.
Click Create knowledge base.
# Create a knowledge recipe
Knowledge base recipes sync and update information from your various applications to your knowledge base. The knowledge base ensures that your genie has access to the latest data and stays aligned with your business requirements.
Complete the following steps to create a knowledge recipe:
Sign in to Workato.
Go to the knowledge base where you plan to add your knowledge recipe.
Click Create knowledge recipe.
Click Create knowledge recipe
Enter a name for your knowledge recipe in the Name field.
Use the Location drop-down menu to select a location for your knowledge recipe.
Set up your knowledge recipe
Click Start building. The recipe editor opens with the Store knowledge in a knowledge base action automatically selected.
Configure your trigger.
Test your recipe to ensure workflow compatibility with your genie.
Click Save.
# Create skills
You can create skill recipes to define workflows for your genie. This gives your genie different skills, such as starting a workflow or returning a response. Skills equip your genie with a comprehensive toolset to take action and respond to end users.
Skills use Verified user access to allow each end user to authenticate with their own credentials when a genie skill recipe runs. This ensures that the skill recipe performs actions using the individual user's identity and permissions.
Your end users have the ability to manage their runtime user connection through the genie chat interface.
You can share your skill recipes in the Community Library.
Complete the following steps to add a skill recipe to your genie:
Sign in to Workato.
Go to Projects.
Click Create > Skill.
Enter a name for your skill in the Name field.
Use the Location drop-down menu to select a location for your skill.
Set up your skill recipe
Click Start building. The recipe editor opens with the Start workflow trigger and Return response action automatically selected.
Provide a description for your skill workflow in the Description field. The genie uses this description to decide when to trigger this workflow.
Go to the Parameters schema section and click Use JSON or Add fields manually to provide a description of the schema recipe parameters.
Paste your JSON schema into the JSON sample field
Add your schema manuallyGo to the Result schema section and click Use JSON or Add fields manually to provide a description for the recipe return value.
DEFINES THE RETURN RESPONSE GENIE STEP
The Result schema section defines the RETURN response for the genie step at the end of your recipe.
Click Select an app and action step in the recipe.
Search for and select the app you plan to use. A list of available actions for the app displays.
Select the action you plan to use.
Select the connection type you plan to use for the skill recipe.
Choose a connection type
- User's connection: Genie skill recipes perform actions based on the identity and permissions of the user who connects to the application. Users authenticate with their own credentials to execute the skill.
- Your connection: This option uses the connection established by the recipe builder and follows the same principles as normal app connections.
VERIFIED USER ACCESS REQUIRES OAUTH 2.O
Only app connections that use OAuth 2.0 are available for user's connection. Refer to Verified user access for more information.
Provide a name for your connection in the Name field.
Use the Location drop-down menu to select the project where you plan to store the connection.
Provide information for all required app connection fields. Connection configuration fields vary based on the app you select.
Click Connect.
Test your recipe to ensure workflow compatibility with your genie.
Click Save.
# Add skills to a genie
You can add multiple skills to your genie.
Complete the following steps to add a skill to your genie:
Sign in to your Workato account.
Go to AI Hub and click the Genies tab. A list of your existing genies displays.
Select the genie where you plan to add a skill.
Click Skills in the sidebar.
Click Add skill.
Click Add from this project and select the skill you plan to add from the list of available skills.
Add a skill
Click Add skills.
Last updated: 6/16/2025, 5:01:59 AM