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Building AI Agent in UiPath
Agent Builder

In today’s world, businesses need smart automation to work faster and smarter. An AI agent is like a virtual assistant that can understand questions, perform tasks, and help solve problems automatically. UiPath Studio Web is an easy-to-use platform that lets anyone create these AI agents without needing to be a programmer. You just design what the agent should do, connect it to tools or data it needs, test it, and then deploy it to help with real work.
For example, in invoice processing, instead of manually extracting details like vendor name, invoice number, and amount, an AI agent can do this automatically. It reads invoices, verifies the data, checks for errors, and submits the information for approval. If something is unclear, it escalates the issue to a human, speeding up the process and reducing errors.

Step-by-Step Guide to Building an AI Agent in UiPath Studio Web

1.Accessing Studio Web:

Start by navigating to studio.uipath.com. Click on the "Create New" button and select "Agent" to open the Agent Designer canvas, where you can begin building your AI agent.

2.Configure the Agent

Define how your agent will behave by setting up prompts under General. The System Prompt gives your agent internal instructions about its role, tone, and guidelines to follow, while the User Prompt specifies the type of input your agent expects from users, helping it understand and respond correctly. Then, connect runtime tools under Tools, link knowledge sources using Contexts for data access, and configure human-in-the-loop fallbacks and memory persistence in Escalations.

3.Naming and Selecting the Language Model

Rename your agent in the Project Explorer to a unique, identifiable name. Then, in the Properties panel, choose the large language model your agent will use and configure settings such as Temperature to control creativity and Max Tokens per Response to limit response length.

4.Defining Prompts and Arguments

Use the Definition panel to refine your System and User prompts. In the Data Manager, define the input and output arguments your agent will use, ensuring the data flows correctly through the prompts during conversations.

5.Adding Tools and Contexts

Add tools that your agent can call to perform tasks, like connecting to apps, running processes, or invoking other agents. Optionally, add contexts to give your agent access to specific knowledge bases or documents stored in Orchestrator.

6.Testing the Agent

Go to the Dev tab in the Properties panel, enter sample input to simulate user interaction, and select Test on Cloud. Confirm the configuration and run your agent to see how it performs in a test environment.

7.Calculating the Agent Score

Open the Health Score panel to review your agent’s readiness based on evaluation results and test coverage. This score helps identify areas for improvement.

8.Using Autopilot to Improve Your Agent

Use the Autopilot feature to get AI-powered suggestions for optimizing prompts, tool usage, and context setup, which can increase your Agent Score and overall performance.

9.Publishing and Deploying the Agent

Once satisfied with your agent’s performance, publish it to UiPath Orchestrator as a process. This step makes your agent available to run as part of automation workflows.

10.Running the Agent

Incorporate your agent into larger workflows by using the Run Job activity in UiPath Studio. This lets you trigger the agent automatically, chain multiple agents, or embed it within complex business processes.

Conclusion

Building an AI agent in UiPath Studio Web empowers businesses to automate complex tasks with intelligence and ease, even without deep programming knowledge. By following the step-by-step process—from setting up prompts and connecting tools to testing, refining, and deploying your agent—you can create smart virtual assistants that improve efficiency, reduce errors, and enhance user experience. Leveraging features like Autopilot and Agent Memory ensures your agent continuously learns and evolves, making automation more effective and scalable over time.
Rapidflow is a leading implementation partner for Oracle On-premise and Cloud technologies.
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