1
Base Module
2
Identity
3
JDE Tools
4
Workflows
5
Test & Save

Select Base Module

Choose the JDE module your agent will specialize in. The agent will inherit all knowledge from this module's expert.

Agent Identity

This appears in the agent list and cards.

This becomes the agent's core instructions. Be specific about its capabilities and workflows.

Assign a dollar value saved each time this agent completes a session. Used for ROI reporting.

JDE Tools Configuration

Configure the JDE tables, orchestrations, and reports your agent will use. Click "Auto-fill from Module" to pre-populate with recommended tools, or use the assistant below to search.

Tables

Orchestrations

Reports

JDE Tools Assistant

Suggested tables for selected module:

Workflow Builder

Define step-by-step workflows your agent will follow. Each step uses tables, orchestrations, or reports you selected in Step 3.
Tip: Click on field names to insert them into your step description. Be specific about what each step checks or validates.

Test & Save

Test Chat

System: Create and save your agent to test it here.