Importing an agent

You can import agents from other Boomi Platform accounts and from the templates gallery on the Agent Garden home page. Users share agents by exporting two configuration files: a YAML file that contains Profile, Tasks, Instructions, Tools, and Guardrails details, and a PDF file that indicates what you need to configure for the agent. Read Exporting an agent for more information on how to export agents.

The YAML and PDF import files do not contain authentication or credentials for tools. Before deploying the agent in the Agent Garden, you must configure credentials for any tools linked to an agent's instructions. For example, if you want to use a Weather API tool, you need to add your authentication token to the tool configuration. After you configure tools, you must activate them. 

Prerequisites

• Agent Developer role or a custom role with Agent Garden and Agent Create privileges. Refer to User roles and privileges and Configuring developer privileges for more information.

• YAML file with agent configuration details.

Import an agent

Follow these steps to import an agent.

1. Navigate to Agent Garden > Agent Designer.
2. Select Import Agent.
3. Click Import File.
4. Click Select File and select the YAML file.
5. After the upload is complete, click Save and Continue. If the YAML file is not valid or there is missing data, the Agent Designer will indicate which line number needs to be fixed or which tool needs additional details.
6. Review the Profile, Tasks, and Guardrails data for the agent. The preview also indicates how many tools will be created. Click Import and Edit to continue.
7. The agent editing screen opens. If a tool requires you to configure authentication, the task step shows a red warning icon indicating you need to configure credentials for tools.
8. Click Edit Details on the task that needs tool configuration.
9. Click the Tools tab.
10. The tool is in draft format. Click the tool name link to edit the tool. Before continuing, save any changes you have made to the agent.
11. In the Tool configuration screen, if needed, add credentials to your tool.
12. Click Deploy Tools.
13. Click Deploy.
14. Navigate to the Agent Designer and open the agent. Repeat steps 8-13 until all tools are configured.
15. Optional: Test your agent in the Test Agent window. Refer to Testing and debugging agents for more information.

note

Testing your agent may count against any usage limits.

16. Click Deploy Agent.