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Documentation Index

Fetch the complete documentation index at: https://docs.elementum.io/llms.txt

Use this file to discover all available pages before exploring further.

You create and manage agents under Intelligence in your app. This page walks through creating an agent, configuring its instructions, controlling Skill access, adding the agent to workflows, and reviewing past conversations. Once your agent is created, you can:

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Create an Agent

  1. Within your app, click Intelligence in the left navigation menu.
  2. Click + Agent in the top right corner.
  3. Enter a name and description in the respective fields.
  4. Select an LLM from the dropdown. If none are available, click Set up AI Service.
  5. Choose the permissions level.
    • Run as publisher: The agent always has the same level of access, regardless of the user interacting with the agent.
    • Run as current user: Permissions change with the user interacting with the agent.
    • Run as service account: Set up a dedicated account with specific permissions for the agent. This is ideal for integrations or automations that require consistent, controlled access.
  6. Select the Agent type.
  7. Click Create Agent.

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Configure Agent Settings

Test the agent in the chat panel as you update the settings.
  1. Click the Configure button on the agent profile.
  2. Add the first message you want the user to see or hear when using the agent.
  3. Add instructions. This is the prompt the agent will follow. Make sure to include the agent’s overall purpose, core responsibilities, guidance on using specific tools, and any constraints.
Use an LLM to help refine the agent’s prompt for clarity and completeness.

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Instruction Version History

Every time you save agent instructions, Elementum keeps a versioned snapshot. You can compare any previous version side-by-side with the current instructions and revert instantly if a change causes unexpected behavior.
  1. Click Intelligence in your app’s left navigation menu.
  2. Select the agent whose history you want to review.
  3. Click Configure.
  4. In the Instructions section, click History.
  5. Select the version you want to view.
  6. Review the side-by-side comparison with the current instructions.
  7. Click Revert To This Version to restore the selected version, or click Cancel to return to the configuration page.
Reverting to a previous version saves it as the new current version, so nothing is lost.

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Add Tools

Add tools so the agent can search, create, or update records, run automations, delegate to other agents, or call external services. Tools are configured from the Configure page of the agent. For configuration steps and field-by-field details for each tool type—including Search Records, AI Search, Create Record, Update Record, Run Automation, Run Agent, MCP, and the Ask User Question system tool—see Agent tools, deployment, and integrations — Configure Agent Tools.

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File Inputs

Agents accept .xlsx and .docx files directly in conversation — no manual conversion required. The platform converts each file into a format that preserves embedded images, signatures, and content before passing it to the AI model.

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Skill Access

Control which Skills the agent can discover and use at runtime. Skill Access is configured in the Configure page under the Skills section.
ModeBehavior
NoneAgent has no access to Skills (default for new agents)
AllAgent can discover and use all active Skills in the app
SelectedChoose specific Skills the agent can use from a list
For full setup details, including preloaded Skills and runtime behavior, see Agent Skills.

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Voice Properties

When an agent is used through a phone integration, additional Voice Properties appear in the Configure page that control idle messages, timeouts, and the voice LLM. For the full field reference and setup steps, see Agent Phone Integration — Voice Properties.

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Authentication and Connections

External systems can call your agent over the Agent-to-Agent (A2A) protocol. The agent’s Configure page exposes:
  • An Authentication section to choose between OAuth and self-signed JWT and to configure the JWT verification settings. See A2A Authentication (UI configuration) for field-level details.
  • A Connections tab where you enable A2A Streaming, automatic record creation, and the conversation inactivity timeout. See A2A Conversation Settings.

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Starting Actions

You can configure Starting Actions—clickable chips that appear below the agent’s greeting before the user’s first message. Each action has a name, icon, and prompt template; optional {{variable}} placeholders open an inline form to collect inputs (Text, Number, or Dropdown) before sending. Actions without variables send immediately. For full setup and variable options, see Agent Starting Actions.

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Add Your Agent to Your App Workflow

Once your Agent is created and configured, you can edit and test by returning to Intelligence in your app. The Agent can now be added to Automations. You can also open the Agent wherever you see the Agent button in Elementum, or use it through Microsoft Teams, Slack, and phone integrations.

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Embed an Agent in a Managed View

Attach an agent to any managed view so users can chat with the agent in context of the records they are viewing. You can either add an agent to an existing List, Kanban, Calendar, or Dashboard view — which renders a chat box above the records — or create an Agent view type for a full-page embedded chat experience. Agents embedded in a view respect the permissions of the viewing user, so responses only reference records that user can access. For configuration steps, see Attach an Agent to a View.

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Conversation History

App admins can review past agent conversations to understand how the agent is performing and where it can be improved.
  1. Click Intelligence in your app’s left navigation menu.
  2. Select the agent you want to review.
  3. Click the Conversation History tab.
  4. Select a conversation to view. The transcript shows what the user typed, how the agent responded, and which tool calls were made.
  5. Click Waterfall in the top-right corner to switch to a time-based breakdown of the conversation. Each step displays an estimated duration, making it easy to identify which parts of the conversation are taking the longest.
Context management via summarization: When a conversation approaches the model’s token limit, Elementum automatically summarizes earlier messages so the conversation can continue without interruption. Compaction happens transparently in the background — no user action is required — keeping agents responsive and contextually aware across longer, more complex interactions.

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Agent Update History

To see a full history of updates made to an agent, including which user made each change, open the agent under Intelligence in your app and click the History tab.