Skip to main content

Creating Agents

Register an agent on a single form at /dashboard/agents/new. Choose Quick Start to get a gateway token in seconds and let Clevername learn the agent's behaviour, or Full Questionnaire to configure governance up front through the 15-step security questionnaire.

Key Concepts

The Register Agent form

Agent creation is one page, Register Agent, reached from the Agents list or directly at /dashboard/agents/new. A toggle at the top switches between two paths:

  • Quick Start — register the agent and get its gateway token immediately. Clevername analyses early traffic to build a baseline (Learn), surfaces anomalies as warnings once the baseline is confident (Flag), then activates enforcement (Enforce). You can complete the questionnaire any time to tune guardrails or skip ahead.
  • Full Questionnaire — define the agent, then answer the security questionnaire in the wizard. Your answers compile into a CleverGuard profile and enforcement is active from the first call.

Agent status after creation

Quick Start agents are live at once in learning mode with their gateway token. Full Questionnaire agents go through Agent Review like any submission: on Free and Pro a completed questionnaire is the approval and the profile compiles immediately; on Team and Enterprise with reviewers configured, the submission waits for the vote threshold.

Step-by-Step Guide
1

Pick a path

Choose Quick Start or Full Questionnaire. The header explains the difference: “Get started in seconds” versus “Configure governance from day one.” In Full Questionnaire mode a Save button keeps a draft of the form as you go.

Register Agent page showing the Quick Start / Full Questionnaire toggle and the three-step explainer
One form, two paths. Quick Start issues a token now; Full Questionnaire opens the wizard after the form.
2

Name, role and model

Enter a Name (required) — for example “Support Ticket Triager” — a role, and choose the model. Models are grouped by provider and depend on the provider keys you have configured (BYOK).

Tip
For complex reasoning tasks, use a larger model such as Claude Opus or GPT-4o. For high-throughput, lower-cost tasks, consider Claude Haiku or GPT-4o-mini.
3

Describe the agent (and optionally paste a config)

The Description field accepts plain text or an n8n / LangGraph JSON export. In Full Questionnaire mode a separate Prefill security questionnaire with AI box takes the same input and pre-answers the questionnaire so you only confirm the answers. The prefill call runs on a Clevername-operated, self-hosted model, not on your BYOK key and not on a third-party provider.

Register Agent form with the Name, role, model and description fields, and the AI prefill box in Full Questionnaire mode
Paste a description or workflow JSON and the questionnaire is prefilled; you review what still needs your input.
4

Declare upstream and downstream agents

Tick the agents that trigger or feed into this one (upstream) and the agents this one triggers or hands off to (downstream). These become call edges on the Connections canvas and are used by drift detection.

5

Optional: scanner toggles

The CleverGuard scanner and ClaimGuard output verification toggles are optional. Left on “default”, the compiler infers both from the questionnaire and bindings; the CleverGuard scanner never turns off on its own, so its only override is off.

6

Create

Quick Start creates the agent and shows an Agent token card — copy the token into your n8n workflow, LangGraph agent or other integration. Full Questionnaire creates the agent and opens the 15-step wizard (Environment, Operations, Triggers, Data Flow, Tool Scope, Autonomy, Network, Compliance, Privacy, Prompt Security, Security Context, Pattern Tuning, Review, Key Access, Verify). See Submitting for Review.

Quick Start success state showing the agent name and a one-time gateway token with a copy button
Quick Start ends with the token reveal. Full Questionnaire ends in the wizard.