Create a genie manually

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 manually:

1

Sign in to Workato.

2

Go to Projects.

3

Click Create > Genie.

4

Click My new genie to build your own genie.

5

Enter a request or goal for your genie in the What would you like your genie to help with? field.

6

Use the Save genie in drop-down menu to select a location for your genie.

7

Click Start building.

Change your genie's name

Your genie is assigned a name automatically. You can change the name to better represent the purpose of the genie. For example, you can change your genie's name from Onxy_8 to Sales Team.

Complete the following steps to change the name of a genie:

1

Sign in to Workato.

2

Go to AI Hub and click the Genies tab. A list of your existing genies displays.

3

Select the genie you plan to rename.

4

Go to the genie name and click the edit icon.

Click the edit icon

5

Enter a new name for your genie.

6

Click the check icon to save your changes.

Change the genie name

Create a job description

The Job description section is where you provide detailed prompt engineering to enable your genie to understand its role, personality, and goals. The Job description is automatically generated based on the input you provide to the What would you like your genie to help with? field during genie setup and can be edited to suit your requirements.

Complete the following steps to configure a job description for your genie:

1

Go to the Job description section.

Go to the Job description section

2

Review the detailed instructions generated for your genie in Job description. For example:

What's my job?
Example: "You are a recruiting coordinator who schedules interviews and keeps candidates informed. Your goal is to reduce time-to-hire while ensuring a positive candidate experience."

Who will need my help?
Example: "Hiring managers need interview coordination, HR recruiters want automated communications, and job candidates need timely updates and interview details."

How do I get things done?
Example: "Check calendars first, propose 3 time slots, send invites once confirmed. Pull latest info from ATS for status updates. Always confirm details before acting and follow up within 24 hours."

What should I avoid?
Example: "Don't make hiring decisions, share salary ranges, or promise specific timelines. Never share candidate info between candidates. Escalate sensitive situations to hiring managers immediately."

What results do you want me to track?
Example: "Same-day interview scheduling, 90%+ candidate response rates within 48 hours, and hiring manager satisfaction scores."

How should I talk to people?
Example: "Be warm with nervous candidates, concise with busy hiring managers. Use 'your interview is scheduled' language and always include next steps."

Any extra tips?
Example: "Double-check calendar availability to avoid conflicts. Over-communicate with candidates rather than leaving them wondering. Keep common Q&A responses ready."

3

Optional. Click Edit to update the job description and then click Save.

Edit the job description

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 or to your own LLM. Genies support all model versions of Anthropic Claude and OpenAI GPT.

PERFORMANCE SUPPORT IS LIMITED TO PLATFORM AI MODELS

Claude Sonnet 3.7 and OpenAI GPT 4.1 are supported AI models on the Workato platform. Workato only provides genie performance support if you use AI models supported on our platform.

Complete the following steps to add or update the AI model for your genie:

1

Go to the genie where you plan to add your AI model.

2

Click Edit.

3

Go to LLM this genie uses and click the cog icon.

Anthropic Claude is selected by default. No additional configuration is required for this option.

Anthropic Claude AI model

1

Select OpenAI GPT.

OpenAI GPT AI model

2

Click Select LLM.

3

Optional. Click Test to test the accuracy of the LLM for your scenarios.

1

Select Use your own LLM connection.

2

Click + New connection.

Click + New connection

3

Provide a name for your connection in the Connection field.

LLM connection configuration

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Provider drop-down menu to select your LLM provider. For example: Azure OpenAI.

6

Provide your API key in the API key field.

7

Use the Model menu to select or enter your LLM model. For example: GPT-4.

8

Click Connect.

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:

1

Go to the genie where you plan to add the chat interface.

2

Click Edit.

3

Go to the Chat interface field and click Select chat interface to open the configuration page.

Select your chat interface

4

Use the Where should users interact with this genie? field to select the app you plan to use as your interface.

Configure Slack as your chat interface

Complete the following steps to configure Slack as your chat interface:

1

Select Slack as your chat interface.

2

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. Follow the instructions in Workato to create the Slack app for your genie.

3

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

4

Enter your Client Secret. You can find this in the Basic Information or App Credentials section of your app.

5

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.

6

Click Save app details.

7

Go to your app's App Manifest and use the Click here to verify link to verify your app's URL for Step 3.

8

Click Connect interface.

Configure Microsoft Teams as your chat interface

Complete the following steps to configure Microsoft Teams as your chat interface:

1

Select Microsoft Teams as your chat interface.

2

Go to Step 1 and click Create new app. Follow the instructions in Workato to create the Microsoft Teams app for your genie.

Go to Step 1 and click Create new app

3

Go to Step 2 and enter your app ID in the App ID field.

Go to Step 2 and enter your app ID in the App ID field

4

Enter your bot ID in the Bot ID field. You can find your app's bot ID by going to Tools > Management in Microsoft Teams.

5

Enter your client secret in the Client secret field.

6

Enter you tenant ID in the Tenant ID field. This is your unique Azure Active Directory tenant ID. You can find your tenant ID in the Microsoft Azure Portal (opens new window).

7

Click Save app details.

8

Go back to Apps (opens new window) and select your app.

9

Click Publish > Publish to your org. Your Microsoft Teams admin may need to approve the publish request.

Configure Workato GO as your chat interface

Complete the following steps to configure Workato GO as your chat interface:

1

Select Workato GO as your chat interface.

Select Workato GO as your chat interface

2

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:

1

Sign in to Workato.

2

Go to Projects.

3

Click Create > Knowledge base.

4

Enter a name for your knowledge base in the Name field.

Create a knowledge base

5

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.

6

Use the Location drop-down menu to select a location for your knowledge base.

7

Go to the Sync knowledge using section and select the data source you plan to use to sync the information in your knowledge base.

Knowledge recipes is selected by default. No additional configuration is required.

Sync with Knowledge recipes

1

Click Workato GO data sources.

Click Workato GO data sources

2

Use the Data sources drop-down menu to select the data sources Workato GO uses with your genie.

8

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. Refer to Knowledge base for more information.

Complete the following steps to create a knowledge recipe:

1

Sign in to Workato.

2

Go to the knowledge base where you plan to add your knowledge recipe.

3

Click Edit.

4

Click Create knowledge recipe.

5

Enter a name for your knowledge recipe in the Name field.

6

Use the Location drop-down menu to select a location for your knowledge recipe.

Set up your knowledge recipe

7

Click Start building. The recipe editor opens with the Store knowledge in a knowledge base action automatically selected.

8

Configure your trigger.

Knowledge recipe with Store knowledge in a knowledge base action automatically selected

9

Test your recipe to ensure workflow compatibility with your genie.

10

Click Save.

Add knowledge to a genie

Complete the following steps to add knowledge to your genie:

1

Go the genie where you plan to add knowledge.

2

Click Edit.

3

Go to the Knowledge section and click + Add.

Click + Add

4

Search for and select the knowledge you plan to add to your genie.

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.

Genies can interpret text within document files and use this content in skill recipes using the File input parameter type. This input passes file data to the recipe as a datapill.

Refer to Create a skill recipe with a File input parameter for more information.

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:

1

Sign in to Workato.

2

Go to Projects.

3

Click Create > Skill.

4

Enter a name for your skill in the Name field.

5

Use the Location drop-down menu to select a location for your skill.

Set up your skill recipe

6

Click Start building. The recipe editor opens with the Start workflow trigger and Return response action automatically selected.

7

Provide a description for your skill workflow in the Description field. The genie uses this description to decide when to trigger this workflow.

8

Go to the Parameters schema section and click Use JSON or Add fields manually to provide a description of the schema recipe parameters.

1

Click Use JSON.

2

Paste the JSON schema you plan to use into the JSON sample field and then click Next.

Paste your JSON schema into the JSON sample field

3

Review the sample JSON tree and then click Generate schema.

1

Click add fields manually.

2

Provide a name for your schema in the Name field.

Add your schema manually

3

Optional. Provide a description of the schema in the Description field.

4

Use the Data type drop-down menu to select the data type. Options include the following data types:

• String
• Number
• Integer
• Date
• Time
• Boolean
• List
• Object
• File

5

Use the Optional drop-down menu to determine whether the schema field is optional or required.

6

Optional. Use the Nest under drop-down menu to determine whether the field is nested within another field.

7

Optional. Provide a description of the field or expected input in the Hint field.

8

Click Add field.

9

Go 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.

1

Click Use JSON.

2

Paste the JSON schema you plan to use into the JSON sample field and then click Next.

Paste your JSON schema into the JSON sample field

3

Review the sample JSON tree and then click Generate schema.

1

Click add fields manually.

2

Provide a name for your schema in the Name field.

Add your schema manually

3

Optional. Provide a description of the schema in the Description field.

4

Use the Data type drop-down menu to select the data type. Options include the following data types:

• String
• Number
• Integer
• Date
• Time
• Boolean
• List
• Object

5

Use the Optional drop-down menu to determine whether the schema field is optional or required.

6

Optional. Use the Nest under drop-down menu to determine whether the field is nested within another field.

7

Optional. Provide a description of the field or expected input in the Hint field.

8

Click Add field.

10

Click Select an app and action step in the recipe.

11

Search for and select the app you plan to use. A list of available actions for the app displays.

12

Select the action you plan to use.

13

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.

14

Provide a name for your connection in the Name field.

15

Use the Location drop-down menu to select the project where you plan to store the connection.

16

Provide information for all required app connection fields. Connection configuration fields vary based on the app you select.

17

Click Connect.

18

Test your recipe to ensure workflow compatibility with your genie.

19

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:

1

Go the genie where you plan to add or update a skill.

2

Click Edit.

3

Go to the Skills section.

4

Click +Add.

Click +Add

5

Search for and select the skill you plan to add to your genie.

Create an app event

App events enable genies to act proactively by responding to triggers from external systems, such as Salesforce or Zoom, instead of waiting for a user to initiate a conversation. These events help embed genies directly into existing workflows and allow genies to anticipate user needs and offer assistance without being prompted.

Refer to Create an App event for more information.

Create a KPI

A KPI (Key Performance Indicator) enables you to measure progress toward goals. KPIs can help highlight areas of success and areas that require improvement with your genies. The KPI tab is only visible on the Overview page of genies that use the Workato GO chat interface.

Refer to Create a KPI for more information.