SME Creation Wizard
Create Specialist Agents quickly using a guided, step-by-step wizard that asks intelligent questions and auto-generates optimized instructions.
Overview
The SME Creation Wizard replaces the need to configure every field manually. Instead, it walks you through 6 steps, recommends tools and settings based on your chosen domain, and auto-generates a comprehensive instructions prompt from your answers.
Benefits:
- Domain-aware defaults for tools, temperature, and execution limits
- Auto-generated instructions prompt tailored to your SME's expertise
- Guided escalation and access control configuration
- Session recovery if you close the browser mid-wizard
Accessing the Wizard
- Navigate to Build > AI Agents > Specialist Agents
- Click Create with Wizard
- Or navigate directly to
/config/smes/wizard
The traditional flat form is still available at Create SME for power users who prefer manual configuration.
Step 1: Domain & Purpose
Choose a domain that best describes your SME's area of expertise, then define its identity.
Domain Selection
Select one of the predefined domains or choose Custom for a unique specialty:
| Domain | Best For |
|---|---|
| Engineering | Code architecture, technical design, development best practices |
| Finance | Accounting, budgets, financial analysis, QuickBooks integration |
| HR | People operations, policies, onboarding, compliance |
| Marketing | Campaigns, content strategy, brand consistency, analytics |
| Legal | Contracts, compliance, regulatory guidance, risk assessment |
| Operations | Process optimization, logistics, supply chain management |
| IT Support | Help desk, infrastructure troubleshooting, access requests |
| Sales | Pipeline management, CRM, proposals, customer relationships |
| Custom | Define your own domain from scratch |
Identity Fields
| Field | Description | Example |
|---|---|---|
| SME Name | System identifier (letters, numbers, underscores, 3-50 chars) | finance_sme |
| Display Name | Human-readable name shown in the UI | "Finance SME" |
| Purpose Statement | What this SME specializes in (min 20 characters) | "Answer accounting questions, analyze financial reports, assist with QuickBooks queries" |
The wizard auto-suggests a name and display name based on your domain selection. The SME name is validated for uniqueness in real-time.
Step 2: Core Capabilities
Select what your SME should be able to do. Capabilities are presented as functional groups rather than individual tool names, making it easy to understand what each option enables.
Capability Categories
Data & Research
- Search Knowledge Bases, Internet Research, Search Mailboxes, Query QuickBooks, Query HubSpot CRM, Query SQL Databases
Communication
- Reply to Emails, Forward Emails, Send Notifications, Read Email Context
Organization
- Employee Directory, Calendar & Scheduling, Set Reminders, Manage Email
Memory & Learning
- Personal Memory, Global Memory, Store Artifacts
Advanced
- Invoke Other SMEs, Request Human Input, Mine Mailbox Knowledge, Index Knowledge
Domain Recommendations
The wizard pre-selects recommended capabilities based on your domain. For example, a Finance SME gets "Query QuickBooks", "Search Knowledge Bases", "Store Artifacts", and "Request Human Input" pre-selected. You can add or remove capabilities as needed.
Capabilities marked with a Recommended badge are suggested for your domain but not required.
Step 3: Capability Configuration
This step appears only if your selected capabilities have configurable options. If none do, the wizard skips directly to Step 4.
Configurable Sections
Depending on your Step 2 selections, you may see:
- HubSpot CRM: Access level (read-only/read-write), object focus, special capabilities
- QuickBooks: Query scope, access level
- Knowledge Base: Knowledge access level (own documents only or all shared knowledge)
- SQL Databases: Access level (read-only or allow writes)
- Email Communication: Approval behavior (always approve, balanced, autonomous), tone guidance
- SME Invocation: Nesting strategy (single-level, multi-level, or custom depth)
Step 4: Behavior & Escalation
Configure the SME's AI model, escalation contacts, and access control.
LLM Configuration
- Model: Select from available LLM models. The wizard recommends a model based on your domain (e.g., Claude Opus for Legal, Claude Sonnet for Engineering).
- Temperature: Controls creativity vs consistency (0.0-1.0). Domain defaults range from 0.2 (Finance, Legal) to 0.7 (Marketing).
Escalation Configuration
| Setting | Description | Default |
|---|---|---|
| Primary Manager | Email for escalation approvals (required) | — |
| Alternate Manager | Backup contact (optional) | — |
| Escalation Types | What situations trigger escalation | Approval Required, Clarification Needed |
| Auto-Escalate Timeout | Hours before automatic escalation | 24 hours |
| Default Reminder Hours | Hours before sending task reminders | 48 hours |
Access Control
Choose which agents can invoke this SME:
- All agents (default): Any active agent in your tenant can use this SME
- Specific agents: Select individual agents from a list
Step 5: Execution Limits
Configure performance constraints. The wizard sets smart defaults based on your domain and capabilities.
| Setting | Description | Typical Range |
|---|---|---|
| Max Tool Calls | Maximum tool calls per execution | 15-25 |
| Max Execution Time | Time limit in seconds | 300s |
| SME Default Timeout | How long callers wait for results | 3600s |
| Max Nesting Depth | SME-to-SME delegation depth | 1-5 |
Advanced Options
Expand the Advanced Options section to configure:
- Long-Running Tasks: Enable checkpoints and multi-session execution
- Code Mode: Experimental TypeScript execution mode
Most users can accept the defaults and proceed.
Step 6: Review & Create
The final step shows everything the wizard has assembled.
Generated Instructions
The wizard auto-generates a comprehensive instructions prompt based on all your answers. The instructions include:
- Role definition based on your domain and purpose statement
- Core competencies tailored to your domain
- Tools & capabilities describing what the SME can do
- Communication guidelines (if email tools are selected)
- Response guidelines with domain-specific best practices
- Constraints derived from your configuration choices
You can:
- Preview the instructions in formatted markdown
- Edit the instructions manually
- Regenerate from your wizard answers (overwrites manual edits)
Configuration Summary
Review collapsible sections showing all settings:
- Identity (domain, name, display name, purpose)
- Capabilities (selected tools with counts)
- Configuration (HubSpot, QuickBooks, knowledge access, etc.)
- Behavior (model, temperature, escalation, access control)
- Limits (tool calls, execution time, timeout, nesting depth)
Creating the SME
Click Create SME to:
- Create the agent with all configured settings
- Auto-register the SME as a callable tool
- Set access permissions for specified agents
- Redirect to the SME detail page with a success notification
Session Recovery
If you close the browser or navigate away during the wizard, your progress is automatically saved. When you return to the wizard, you'll be prompted to Resume your draft or Start Fresh.
Drafts are cleared after successful creation or when you explicitly cancel.
Tips
- Start with a predefined domain to get the best recommendations. You can always customize from there.
- Accept the defaults first, then fine-tune. The wizard's domain-based defaults are designed for common use cases.
- Review the generated instructions carefully. They're a great starting point but may benefit from organization-specific details.
- Use the traditional form if you need full control over every field from the start.