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
Open the WriteBackExtreme Management Console.
Navigate to AI configuration in the left-hand menu.
On the Model configurations page, click Manage AI agents.
The Agent library page opens, showing the available system agents.
Step 2 – Open the agent builder
In the Agent library, locate the agent you want to configure.
Click Open builder.
The agent builder opens and displays a predefined workflow with multiple blocks. No changes to the workflow structure are required.
Step 3 – Link a model configuration
Each AI action in an agent must be linked to a model configuration.
For Summaries & Highlights, only one AI action needs to be configured.
In the workflow canvas, double-click the Summarize rows block, this is an AI action.
The configuration panel opens on the right-hand side.
Expand the AI connection section.
From the dropdown, select one of the previously created model configurations.
Click Save changes.
Once saved, the Summaries & Highlights agent is fully configured and ready for use.
The AI actions in Generative Fill have different purposes and therefore appear as separate blocks in the workflow.
Open Generative Fill from the Agent library.
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.
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.
Example picture of the Summaries & Highlights builder with the AI action configured and the model set to OpenAI.
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