Turn a finished Alwin task into a reusable custom agent with one click, then review and publish it in Agent Builder.

New to Alwin? Start with Getting Started with Alwin.

About creating an agent from a task

When a task in Alwin comes out right, you can turn it into a reusable custom agent with one click. Alwin writes the agent's name, description and step-by-step instructions from the whole task, and creates the new agent in Agent Builder as a private draft. You no longer need to ask Alwin what it did and paste that into Agent Builder by hand.

When to use it

You have steered a task until the result is right and want to run the same procedure again on other work.
You want a starting point for a custom agent that is based on work you have already done, instead of writing the instructions from scratch.
You ran a task with a custom agent, improved the result along the way, and want to keep that improved version as a new agent.

Prerequisites

Agent Builder role: User or Content Manager
Agent Builder: enabled for your organization
Space or project access: Editor or Full access, if the task is in a space or project
Task status: Needs review (shown as Review on the task) or Done

Note: Users with the Viewer role can run agents but cannot create them. Tasks that are still running, or that have failed, do not have this option.

Step-by-step guide

Sign in to app.datasnipper.com and open a task that is in Needs review or Done.
Scroll to Alwin's last answer in the task.
Click the wand icon next to the thumbs up and thumbs down icons.
Alwin creates the agent in the background. When it is ready, open the new draft agent in Agent Builder, for example from the confirmation message.
Review the draft, make any changes, and save or publish it (see Next steps in Agent Builder below).

Note: You can also do this after you have added review notes to the task.

What gets created

A new private draft agent. Only you can see it until you publish it, so nothing is shared with your organization by default.
A name, description and step-by-step instructions, written by Alwin from the whole task, not just part of it.
No task data. The instructions describe the procedure, not the figures, documents or other data from your task. They also do not describe tools or technical steps.
Your original agent stays the same. If the task ran with a custom agent, Alwin creates a new agent and leaves the original unchanged.

Next steps in Agent Builder

Review the name, description and instructions Alwin wrote, and check they match how you want the procedure to run.
Edit anything that needs to change, for example to make the instructions clearer or more general so they work on other tasks.
Publish the agent when you are happy with it. With the User role, the agent stays private to you. Only a Content Manager can make an agent available to the whole organization.

Troubleshooting

The wand icon is not showing, or I cannot click it

Check the task status. The wand icon only appears on tasks that are in Needs review or Done.
Check you are looking at Alwin's last answer. The wand icon only appears on the last answer of the task.
Check your Agent Builder role. You need the User or Content Manager role. If you have the Viewer role, or are not sure, ask your Dashboard Owner to check your Agent role under Users in app.datasnipper.com.
If your role was changed recently, sign out of app.datasnipper.com fully and sign back in. A role change only takes effect after you sign in again. Refreshing the page is not enough.

I see an error message after clicking the wand icon

The message explains what went wrong. Click Try again. If the error keeps coming back, contact DataSnipper Support.

I cannot share the new agent with my organization

With the User role, your agents stay private to you. Ask a Content Manager in your organization to publish it to the whole organization.

For more on editing, publishing and sharing custom agents, see:

How to turn an Alwin task into a custom agent