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  1. AI Agents
  • What is Altan?
  • Apps
    • Create Your First App
    • App Navigation & Settings
    • Building Tips
    • The Art of Prompting
    • Add Media to Your App
    • Publishing Your App
    • Rollback and Checkpoints
    • Instantly Resolve Errors
  • Flows
    • Create your first Flow
    • Automation basics
    • Adding modules
    • Types of modules
    • Passing data
    • Filters
    • Debugging
    • Retrigger events
    • Version History
    • Overwrite connection
    • Task credits
  • Databases
    • Introduction
    • Records
  • AI Agents
    • What is an AI Agent?
    • Create your first AI Agent
    • Tools
    • Interacting with Your AI Agent
  • Integration
    • Magic Link
    • Altan Integrator
    • Create your integration
  • Creators
    • What is Altan Creators?
    • How it works
  • Get Support
    • Support Options
  1. AI Agents

Create your first AI Agent

Follow this step-by-step guide to create an AI Agent that can craft and send personalized outreach emails. This walkthrough will set up a functional agent with a prompt, tools, and testing.

Set Up Your AI Agent#

1
Step 1: Go to AI Agents
Go to the AI Agents section in Altan and click Create New Agent.
image.png
2
Step 2: Name Your Agent
Name Your Agent: Choose a meaningful name, e.g., "Outreach Pro." Assign an avatar picture and select a model (we recommend gpt-4o).
image.png
3
Step 3: Create Agent
Click Create Agent to initialize your agent.
This will have created your AI Agent and now we can configure it.

Configure Your AI Agent#

Add a Prompt#

1
Go to the Agent page
Your new agent will appear in the Agents page, click on it to configure.
2
Write a Prompt
Write a clear prompt to define the agent's purpose. For example:
You are a professional email outreach assistant. Your task is to craft concise and compelling outreach emails tailored to the recipient. Each email should be polite, personalized, and encourage the recipient to take action.
3
Hit Save
Save the prompt to define your agent's behavior, the save button is on the bottom of the screen, inside the Dynamic Island. image.png

Add a Tool: Gmail Integration#

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Step 1: Open Tools Section
Click Add Tool in the agent interface. image.png
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Step 2: Select Gmail API
From the available apps, select Gmail. Choose the action: Send Email. image.png
3
Step 3: Configure Parameters
Each parameter in your tool can be set to one of three modes:
1.
Manual Parameter Selection:
Use this option to hardcode the parameter value (e.g., setting a default sender email) or to ignore the parameter completely. This is ideal for values that remain constant or are not relevant to your workflow.
Manual Parameter Selection
2.
Let AI Fill the Parameter:
Allow the AI Agent to dynamically generate the parameter’s value (e.g., crafting the email body or subject). This option ensures the AI adapts its output based on the context or prompt.
AI-Filled Parameter
Dynamic Parameters: Use AI for fields that require personalized or contextual content, such as email bodies or subject lines.
Manual Parameters: Hardcode fields like sender email for consistency or ignore unnecessary fields to streamline the configuration.
Recommended configuration: image.png
4
Step 4: Save the Tool
Save the tool configuration to enable the agent to send emails.

Test Your AI Agent#

1
Step 1: Open the Chat
Go to the Dynamic Island and click the chat icon to interact with your agent.
2
Step 2: Interact with Your Agent
Type a command, such as:
Write an email to introduce our automation platform to a potential client, the mail is contact@altan.ai.
3
Step 3: Monitor Tasks
Check the Tasks section to confirm the agent has crafted the email and used the Gmail tool to send it.
4
Step 4: Refine and Retest
Review the output and execution logs. Adjust the prompt or tool settings if necessary.

🌟 What You've Achieved#

An AI Agent capable of crafting professional outreach emails tailored to your audience.
Integration with Gmail for seamless email sending.
A fully functional, testable AI Agent, ready to enhance your outreach efforts.
Modified at 2025-02-15 22:52:55
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