Build an agent in Zapier Agents – Zendesk

Zapier Agents is a tool that lets you create AI agents to automate your tasks using the power of Zapier's thousands of apps. To get started, visit agents.zapier.com and sign up.

Beta

This product is in open beta. It’s available for use but still in active development and may change.

What is an agent?

Agents are AI-powered assistants that do work on your behalf. They can perform actions independently or when you interact with them. They can also help you fix any issues with their own tasks and answer questions related to connected knowledge sources.

Create a new agent

To create a new agent:

Visit agents.zapier.com.
On the left sidebar, click + New agent.
A dialog box will open. You can start with a custom agent or a template.

Start with a custom agent

In the text field, enter instructions for your agent. Describe what should trigger the agent, what tasks it should do and which apps it should use. The agent will format your instructions once it's created.
- Click Skip this step to go directly to the Configure screen.
Click Create agent.
In the Connect your apps step, create a new connection for each app by clicking the Settings icon or select an existingconnection from the dropdown menu.
Click Create. You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent.
Once you're done, click the on/off toggle to enable the agent.
- Agents using the On demand or Trigger via Zap triggers are always enabled.

Add more tools

You can add more actions and knowledge sources to your agent at any time using the Insert tools menu within the Instructions field.

Start with a template

Templates provide your agent with preset instructions and apps for the most common use cases. You can make changes to the template after creating your agent.

Select a template from the list in the dialog box.
Click Use this template.
In the Connect your apps step, create a new connection for each app by clicking the Settings icon or select an existingconnection from the dropdown menu.
Click Create. You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent.
Once you're done, click the on/off toggle to enable the agent.
- Agents using the On demand or Trigger via Zap triggers are always enabled.

Add more tools

You can add more actions and knowledge sources to your agent at any time using the Insert tools menu within the Instructions field.

Use Copilot to make changes

You can chat with Copilot to create new agents, make changes, and investigate errors. Copilot can also work with you across all other Zapier products to help you complete any changes in other assets.

To open Copilot, click the Copilot icon at the bottom of the left sidebar.

In the chat text field at the bottom left, enter the changes you want to make.

Press Enter on your keyboard, or click the Send icon to send a message.
(Optional) Click the microphone icon to use voice recognition to dictate your workflow.
Click the Stop button in the chat field to stop the AI generation.

Delete an agent

When you delete an agent, all its activity is also deleted, but any incurred activity is still counted towards your account limit. It's not possible to recover a deleted agent.

To delete an agent:

From the All agents page, click the three dot icon for the agent you want to delete.
Click Delete agent.
In the dialog box, confirm by clicking Delete agent.

Usage and plans

Agents use activities when they run. If you run out of activities, you can upgrade to a paid Zapier Agents plans.

Rate limits

On Free and Pro Agents plans, there is a daily rate limit of 500 messages per day - this includes messages sent while chatting to an agent and messages sent as a result of automation.

On Advanced Agents plans, daily rate limits depend on the number of activities in your plan. If you're hitting your current rate limit, contact our support team.

Enable Agents for an Enterprise account

To use Zapier Agents with a Zapier Enterprise account, an admin or the account owner must visit https://agents.zapier.com to enable account-wide access to Zapier Agents.

Note

Zapier Agents does not support app and action restrictions that you may have enabled in your account.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.