> For the complete documentation index, see [llms.txt](https://docs.infotopics.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infotopics.com/writebackextreme/features/management-console/new-ai-platform/agent-configuration.md).

# Agent configuration

The AI Platform provides built-in AI functionality for 2 predefined AI agents that can be configured to work with your selected AI model.

The AI Platform exposes two default agents:

* **Summaries & Highlights** – Generates summaries and highlights notable findings from table data.
* **Generative Fill** – Generates or fills missing values based on schema-aware rules.

### Configure AI agents

The steps below describe how to configure AI agents. In this example, we configure the **Summaries & Highlights** agent. The same steps apply to **Generative Fill**, with the only difference being that Generative Fill contains two AI actions instead of one.

#### Step 1 – Open the Agent library

1. Open the **WriteBackExtreme Management Console**.
2. Navigate to **AI configuration** in the left-hand menu.
3. On the **Model configurations** page, click **Manage AI agents**.
4. The **Agent library** page opens, showing the available system agents.

<figure><img src="https://3247237607-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0gkOLIfzuEyMP2kvoT9o%2Fuploads%2FL7oAeKc4NR0jZG6Fvr9P%2FScreenshot%202026-01-14%20at%2015.53.17.png?alt=media&amp;token=65880813-1370-474c-9740-ed0d3a737d01" alt=""><figcaption></figcaption></figure>

***

#### Step 2 – Open the agent builder

1. In the **Agent library**, locate the agent you want to configure.
2. Click **Open builder**.

The agent builder opens and displays a predefined workflow with multiple blocks. No changes to the workflow structure are required.

<figure><img src="https://3247237607-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0gkOLIfzuEyMP2kvoT9o%2Fuploads%2Ffj8wI3ouVp0NrxppH6MD%2FScreenshot%202026-01-15%20at%2016.59.35.png?alt=media&amp;token=be3e4aff-afbb-4f2c-b280-02a2caeb6cb7" alt=""><figcaption></figcaption></figure>

***

#### Step 3 – Link a model configuration

Each AI action in an agent must be linked to a model configuration.

{% tabs %}
{% tab title="Summaries & Highlights" %}
For **Summaries & Highlights**, only one AI action needs to be configured.

1. In the workflow canvas, double-click the **Summarize rows** block, this is an AI action.
2. The configuration panel opens on the right-hand side.
3. Expand the **AI connection** section.
4. From the dropdown, select one of the previously created **model configurations**.
5. Click **Save changes**.

Once saved, the Summaries & Highlights agent is fully configured and ready for use.
{% endtab %}

{% tab title="Generative Fill" %}
The AI actions in Generative Fill have different purposes and therefore appear as separate blocks in the workflow.

1. Open **Generative Fill** from the **Agent library**.
2. In the workflow canvas, locate the two AI action blocks:
   * **Preview fill** – Generates sample values for preview purposes.
   * **Full fill** – Generates the final values that will be applied.
3. For each AI action block:
   * Double-click the block
   * Expand the **AI connection** section
   * Select a configured **model configuration**
   * Click **Save changes**

Both AI actions must be configured. If only one of the two actions is linked to a model configuration, Generative Fill will not function correctly.
{% endtab %}
{% endtabs %}

*Example picture of the Summaries & Highlights builder with the AI action configured and the model set to OpenAI.*

<figure><img src="https://3247237607-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0gkOLIfzuEyMP2kvoT9o%2Fuploads%2FyG8M0bTBGkp8s5imMshg%2FScreenshot%202026-01-14%20at%2015.56.43.png?alt=media&amp;token=da5a8e66-39a5-486c-8416-06a60b2343a7" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
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