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Create an AI Agent: Steps and Module Overview

Yeshawanth Reddy
Updated

Create an AI agent in Agent Builder

Overview

With Agent Builder, you can create an AI agent that talks to candidates and handles recruiting tasks for you. Each agent is built around one clear goal, such as screening applicants, sourcing new talent, or collecting candidate data.

You can create an agent in two ways: describe what you want and let Agent Builder draft it for you, or start from a predefined template for a common use case. Either way, you'll then set up the agent's blocks, turn on the channels it should use, and publish it so it can start talking to candidates.

In this article, you'll learn how to:

  • Understand the modules that make up an agent
  • Create an agent by describing what you need
  • Create an agent from a predefined template

Before you start

Here's what you'll need in place:

  • Admin access: You need administrative privileges in Sense.
  • A connected ATS: Your Applicant Tracking System (ATS) must be connected, with all the field mappings you need already set up.
  • A clear use case: Decide what you want the agent to do, for example, screen candidates, source new talent, or collect data.

How it works

Every agent is built for one specific goal. Common use cases include:

  • Application Screening
  • Talent Screening
  • Talent Sourcing
  • Data Enrichment

Your agent is made up of modules (blocks), and each module handles one capability. The modules work together to help your agent reach its goal. Your agent starts with these default modules:

  • Greeting: Starts the conversation.
  • Data Collection: Captures candidate details.
  • Screening: Asks role-specific questions to evaluate candidates. This module is available for outbound use cases (Application Screening and Talent Screening).
  • FAQ: Answers candidate questions.
  • Closing & Feedback: Ends the conversation and collects feedback, if enabled.

Default modules are created automatically and are required for your agent to work correctly. You can configure or disable them to suit your needs, but you can't delete them. Greeting and Closing & Feedback are always included, while other modules vary by use case, such as screening or sourcing.

Supported channels

Your agent can talk to candidates on more than one channel. The supported channels are:

  • Chat (Web)
  • Chat (SMS)
  • Voice

Create an agent by describing what you need

Use this option when you want Agent Builder to draft an agent from a short description. It works for both outbound use cases (such as screening and data enrichment) and inbound use cases. Once you submit your description, you'll have a draft agent with default modules ready to configure.

  1. Navigate to AI Teams > AI Agents and click +Create Agent.
  2. In the description box, briefly describe the agent you want to create.
  3. Click Create.
create ai agent with description .gif

Prefer not to start from scratch? You can pick one of the existing templates shown below the description box instead. See the next section for details.

Create an agent from a predefined template

Templates give you a quick starting point for the most common use cases. When you select one, Agent Builder starts drafting an agent for that use case, along with its default modules.

  1. Navigate to AI Teams > AI Agents and click +Create Agent.
  2. Select the template for the use case you want: Application Screening, Talent Screening, Talent Sourcing, or Data Enrichment.
create ai agent using template.gif

If you need an outbound use case and record combination that isn't covered by a template, use the description-based option above instead.

Edit a Published AI Agent

You can edit a published AI agent directly without duplicating or archiving it. Your changes remain unpublished until you re-publish the agent, so candidates can continue interacting with the current live version while you edit and test your updates.

You can update module content, enable or disable modules, add new modules, and modify channel settings. Once you re-publish, new conversations use the updated agent, while ongoing conversations continue on the version they started with.

For detailed instructions, refer to the Edit the Published AI Agent article.

Expected result

After you click Create Agent or select a template, Agent Builder drafts your agent with the default modules for your use case. From there, you can configure each module, turn on the channels you want, and publish the agent so it can start interacting with candidates.

Important notes and limitations

  • Only admins can create agents. You'll need administrative privileges in Sense.
  • Default modules can't be deleted. You can configure or disable them, but they stay part of your agent.
  • The Screening module is for outbound use cases only. It's available for Application Screening and Talent Screening.

FAQs

Can I delete a module I don't need? Default modules can't be deleted, but you can disable them or configure them to fit your needs.

Should I use a template or a description? Use a template if your goal matches a common use case. Use a description when you need an outbound use case and record combination that a template doesn't cover.

Which channels can my agent use? Your agent can talk to candidates through Chat (Web), Chat (SMS), and Voice.

Tip: After building the Agent, it is highly recommended to test it before publishing and actively using it. Please refer to the following article for detailed instructions on testing the built AI Agent: Testing an AI Agent

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