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Create a Visible Agent

Create a named visible agent under an existing installation so activity, assignees, and attribution can point to a meaningful product actor.

Best for Workspace manager Updated April 3, 2026
Web In this interface
4 steps Steps
3 interfaces Available in
Use this path when

Use the automation settings page after the installation already exists.

What you'll finish here
  • Start from the correct installation.
  • Capture the returned profile id.
  • Choose the right team scope and role.

Where this happens

LabelValueNotes
Route/workspace/settings/automationVisible-agent creation surface.

Same Task, Other Interfaces

Use the version that matches where you are working now. The subject matter stays the same; the delivery changes by surface.

Do the work

  1. 1. Open the automation settings page and locate the parent installation.
  2. 2. Start the visible-agent creation flow under that installation.
  3. 3. Provide the visible name, team scope, and role.
  4. 4. Save the agent and record the profile id if an external tool needs to select this agent explicitly.

Keep Going in Automation and Agents

Stay in the same interface and move to the next closest task in this topic when needed.

Nearby Guides

These guides stay close to the current workflow so you can keep moving without restarting discovery.