Agent Studio

Agent Studio enables you to build and leverage interactive AI agents, known as genies, for deployment within your organization. Genies dynamically perform actions and call workflows. Genies understand the context of each scenario and execute pre-defined skills to achieve a goal you set.

Genies

You can use Agent Studio to create and manage genies without code by connecting agents modularly within your organizational framework. This enables you to natively extend genies to your own systems for integration with your existing infrastructure.

IT genie

FEATURE AVAILABILITY

Genies are available to all users in the US and EU data centers. Genie models are hosted in the US and EU data centers and respect data residency requirements. Contact your Customer Success representative if you're interested in using genies.

Genies key components

Genies consist of four key components that power its contextual understanding and skill set:

Genie component	Function	Description
AI model and job description	Provides your genie's LLM and defines your genie's LLM and behavior, persona, and constraints.	Instructions and guidelines, such as tone, formatting, and role.
Chat Interface	Provides a space for users to interact with your genie.	Platform-specific configurations for the interface you select. Options are: Slack, Teams, and Workato GO.
Knowledge Base	Provides a source of factual information for answering user questions, such as FAQs, policies, and company data.	Includes structured data, documents, articles, and other text-based resources.
Skills	Enables your genie to take action, such as retrieving data from an app or sending a message.	Built using Workato workflows and recipes.

Genies features

Genies provide the following abilities:

Domain expertise

Genies possess an intricate understanding of your organization's systems and processes to navigate and execute tasks effectively. This expertise is built through the following processes:

• Integration with existing systems and databases
• Continuous learning from user interactions and feedback

Reasoning ability

Genies are equipped with a sophisticated reasoning engine that interprets and executes both straightforward and complex directives. Your genie's reasoning includes the following capabilities:

• Natural language understanding to interpret user intentions
• Contextual analysis to determine the most appropriate course of action
• Logical inference to make decisions based on available information
• Ability to handle multi-step tasks and complex workflows

Responsible action

Genies execute actions strictly within the bounds of delegated abilities, with options to easily adjust (upskill or downskill) the capabilities of the genie as required. Responsive action includes the following capabilities:

• Clear definition of permitted actions for the genie
• Ability to set approval workflows for critical actions
• Easy-to-use interface for administrators to modify genie capabilities

Continuous learning

Genies perpetually refine their knowledge and performance through interactions and added skills. Continuous learning is achieved through the following processes:

• Regular updates to the knowledge base
• Feedback loops that incorporate user input
• Native ability to adapt to changing organizational requirements and processes

File and image uploads

You can upload files and images to your genies through your chat interface. This enables you to use files and images to train your genie. You can also use file and images in your skill recipes.

The maximum supported file size is 25MB per file. Agent Studio can interpret the text content of the following document file types:

• .pdf
• .doc
• .csv
• .md
• .txt

The maximum supported image size is 5MB per file. Agent Studio supports the following image formats:

• .jpg
• .png

Refer to Agent Studio upload files and images for more information.

MCP client

Genies can consume model context protocol (MCP) servers to provide the following abilities:

• Access external APIs
• Integrate with third-party tools without requiring custom skill development
• Call Workato-hosted MCP servers and external MCP servers

Genie MCP clients provide the following authentication options:

• Token authentication: The MCP server uses header-based authentication with API token or query parameters.

  • No reference connection is required.
  • Single authentication context for all users.
  • All requests use same token.
  • Doesn't support verified user access.

• OAuth2 authentication: The MCP server uses OAuth2 authentication.

  • Requires URL authentication. For example: /your-application.com/mcp
  • Uses a reference connection to discover available tools.
  • Supports optional verified user access for user-specific authentication.

Enterprise-grade security features

Agent Studio provides role-based access, verified user access, and secure authentication. Refer to the following sections for more information.

Role-based access control

Agent Studio provides role-based access control (RBAC) for genies and knowledge bases. This enables you to configure collaborator privileges to define specific access permissions for each role. These permissions include access to:

• Manage genies and knowledge bases, such as view, edit, create, and delete
• Test mode
• Conversation history

Refer to collaborator privileges for genies and Knowledge bases for more information.

Verified user access

Verified user access works through runtime user connections and allows 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 identity and permissions of the individual user. This feature provides the following capabilities:

• User-scoped connections: Genies authenticate actions at runtime to create user connections that link to the parent connection, environment, and user ID in Workato Identity.
• Keyword management in genie chat: Genies support a ! list_connections keyword that you can type directly into the chat to manage your runtime user connections.

Secure authentication

Genie actions, responses, and data access depend on either the builder's configured connection or the end user's identity and permissions. This ensures compliance with your security policies.

Agent Studio security provides the following capabilities:

• Integration with your existing authentication systems
• Role-based access control (RBAC)
• Audit trails for all actions taken
• Compliance with your organization's security policies

Refer to Workato Identity for more information.