22.4 Agents

The Agents section allows you to configure AI agents that combine an LLM model, one or more MCP tools, and, if required, CRM documents to use as a knowledge base. In practice, this is where you define how the agent reasons, which tools it can use, and which content it can access to perform a task.

In summary: an agent is not just an AI model. It is a complete configuration that combines an LLM, operational tools, and document sources, allowing it to perform tasks in a more controlled and context-aware way within vtenext.

Prerequisite: Agent Orchestrator

To use agents, the Agent Orchestrator service must be installed and reachable. In the Agents list view, there is a dedicated section where you can specify the Orchestrator Endpoint, which is the base URL of the service.

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Important: if the orchestrator endpoint is not configured correctly, agents cannot be executed.

When to use it

The List View

The list displays all previously configured agents.

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From the list, you can create a new agent, edit it, or delete it.

Creating a New Agent

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  1. Open the Agents section.
  2. Click Add.
  3. Enable or disable the agent according to your needs.
  4. Enter the Name and Description.
  5. Select the LLM to use.
  6. Decide whether to keep the LLM system prompt or override it for this specific agent.
  7. Select the tools the agent will be able to use.
  8. If necessary, enable the RAG capability and select the documents.
  9. Configure any guardrails.
  10. Save the configuration.

Main Fields

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When to use system prompt override: it is useful when you want to keep the same LLM but significantly change the behavior, tone, or responsibilities of a specific agent.

Available Tools for the Agent

Below the main fields, you will find the Tools section, where you can choose which tools the agent is allowed to use.

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The tools are displayed by groups, based on the active MCP clients and the available internal tools.

For each group, you can select all tools or quickly deselect them. A search function is also available to filter tools by name or description.

Warning: the agent can only use the tools selected in this section. If an MCP client is not configured or has no synchronized tools, it will not appear as an available source.

RAG Capability and Documents

If you want the agent to also work with CRM content, you can enable the RAG capability.

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Once added, documents remain linked to the agent and can be removed at any time from the table.

When to use RAG: it is useful when the agent needs to answer questions or perform tasks based on documentation, files, or company content stored in the CRM, rather than relying only on generic instructions.

Guardrail

The Agents section also allows you to define checks before and after response generation.

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Static rules can include plain text or regular expressions, one per line.

Warning: LLM-based guardrails can increase token consumption and response times, as they add additional verification steps.

Practical examples

Example 1: Agent with operational tools

You can create an agent that uses an LLM and selected MCP tools to query data, perform permitted actions, or access external services such as web search.

Example 2: Document-based agent

You can create an agent focused on internal documents by enabling RAG and selecting only the files relevant to a specific department or process.

Example 3: Agent with enhanced controls

If the agent operates on sensitive content, you can apply pre-guardrails and post-guardrails to restrict inappropriate requests or responses.


Revision #3
Created 2026-07-13 12:17:51 UTC by Admin
Updated 2026-07-13 13:30:44 UTC by Admin