The AI Agent creation page allows you to create and manage all AI 2.0 Agents. This article focuses on the configurations available for managing your AI agents. From this interface, you can configure key areas such as Home, Agent Settings, Libraries, and AI Tools.

Home Configuration of the AI 2.0 Agent Creation Page

From this page, the following are listed in the AI Agent creation page

Agent Builder

This is a workspace in which you can design, configure, and publish AI agents. You can perform the following configurations from this page.

Create AI Agent

This allows you to create AI Agents from this page without navigating back to the BoldDesk portal. You can create an AI Agent by clicking on Create Agent. All existing AI Agents are also listed on this page.

Sort

You can sort the AI Agents by clicking on the sort option. You can apply both sort by and sort order as discussed below.

Libraries

From the library, you can securely store and manage files, text, web content, and Q&As. All content added in your library can be used in particular AI Agent libraries.

System Libraries

System libraries include knowledge sources that have been migrated into AI 2.0. The Libraries section on the AI 2.0 Agent Creation Page includes two system libraries: one holds private Knowledge sources, and the other contains public Knowledge sources. The purpose of having these two system libraries is to control which knowledge articles are available to the AI agent based on their visibility settings in BoldDesk.

• Private Library: This library includes knowledge base articles with “Any Agents” and “Logged-in Users” visibility. These articles are intended for internal or authenticated users and are not publicly accessible.
• Public Library: This library includes only knowledge base articles with “Any Users” visibility, making them publicly accessible.

By separating articles into these two libraries, it ensures that the AI agent accesses only the appropriate set of articles based on the selected library. This prevents public agents from using private knowledge while still allowing internal agents to access both public and private content when configured accordingly. Explore How to Add Data Sources (Libraries) to AI 2.0 in BoldDesk.

AI Tools

AI tools are used to connect the AI agents to external systems or services (via APIs or servers). Link MCP Servers and AI Actions to build powerful AI Agents. You can create both MCP servers and API Actions under AI Tools in the BoldAgent AI builder portal. Only the tools added here will be available for selection for each AI Agent. Explore how to Configure External Connections for AI.

Settings

This is where you configure your workspace and agent preferences. Settings is categorized into AI Models and Audit Logs.

AI Models

The AI Models section allows administrators to manage the availability of different AI models used within the system. You can enable or disable specific models based on your requirements, helping control which models are accessible for AI-powered features. The available settings on this page include;

• View AI Providers and Models: Displays supported providers (for example, Azure OpenAI) and their available model variants.

• Enable/Disable Models: Toggle individual models (such as GPT-5.4, GPT-5.2, GPT-5.4 Mini, and GPT-5.4 Nano) to control their usage.
  

  
  
  

Audit Logs

The Audit Logs section provides a detailed record of system activities, capturing what changes were made, when they occurred, and who performed them. This helps with monitoring, troubleshooting, and maintaining accountability. Available settings on this page:

• Filter by Date Range: View logs within a specific time period.
• Filter by Modules: Narrow results based on modules (for example, AI Agent).
• Filter by Activity: Filter actions such as creation, deletion, or updates.
• Filter by Users: View activities performed by specific users.
• View Log Details: Access detailed information for each entry, including a summary of the action performed.
  
  
  
  
  

Troubleshooting

AI 2.0 Agents are not visible in BoldDesk

• Confirm the AI 2.0 Agent is published.
• Confirm the AI 2.0 Agent is deployed to channels.
• Confirm deployment mapped the AI agent to the correct brand in BoldDesk.

A tool is not available when configuring an AI 2.0 Agent

• Confirm the MCP server or API Action was created under AI Tools in the builder portal.
• Confirm the tool exists in AI Tools, because only tools added there are available for AI agent selection.

Frequently Asked Questions

1. What can be managed from the AI 2.0 Agent Builder Portal?
   The portal supports management of Home, Agent Builder, Libraries, AI Tools, and Settings (AI Models, Audit Logs).

2. What does “Total Agents” include on the Home page?
   Total Agents include all AI 2.0 Agents created in the builder portal, including Draft and Published agents.

3. Are AI 2.0 Agents created in the builder portal immediately visible in BoldDesk?
   No. AI 2.0 Agents are visible in BoldDesk only after the agent is published and deployed to channels, which maps the agent to a brand.

4. What content types can be stored in Libraries?
   Libraries can store and manage files, text, web content, and Q&As.

5. What are AI Tools used for?
   AI Tools are used to connect AI agents to external systems or services using MCP servers and API Actions.

6. Why can’t I select a tool while configuring an AI agent?
   Only tools created under AI Tools in the builder portal are available to select for each AI 2.0 Agent.

7. What is the purpose of AI Models settings?
   AI Models settings allow administrators to enable or disable specific AI models to control which models are available for AI-powered features.

8. What information is captured in Audit Logs?
   Audit Logs capture what changes were made, when they were made, and who performed them, with filters for date range, module, activity, and user.

Related Articles

1. How to Add Data Sources (Libraries) to AI 2.0 in BoldDesk
2. How to Create and Manage AI 2.0 in BoldDesk