Visual Mode

This guide walks through building an agent using Visual Mode in WisdomAI, from selecting a trigger to publishing your workflow for delivery. If you prefer to describe what you want and let the agent figure out the steps on every run, see Create an agent - Prompt Mode.

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Before you begin

Make sure you have the following:

• Access to WisdomAI: An active account with access to the Agents tab.
• A connected domain: A domain connected to the data you want the agent to work with.
• A delivery channel: Email or Slack, ready to configure. To deliver to Slack, an administrator must first connect your Slack workspace to WisdomAI. See Connect to Slack.

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What is Visual Mode

Visual Mode lets you build an agent as an explicit, node-based workflow on a canvas. You define each step: data, AI reasoning, artifact and delivery. The agent executes those exact steps on every run. This differs from Prompt Mode, where the agent decides its own steps at runtime. Visual Mode trades that flexibility for repeatable, inspectable control: you can see exactly what the agent will do before it runs, and trust that it will do the same thing every time.

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Step 1: Open the Agent Builder

Click Create Agent to open a model and pick Prompt agent or Visual agent. Choose Visual agent to open the canvas.

1. Navigate to the Agents tab in the left sidebar and click Create Agent.
   
2. Select the domain your agent will run in.
   
3. (Optional) Edit your agent’s name by clicking on the pencil icon. Add it in the Agent Settings modal and click Save.
   

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Step 2: Generate your workflow with the WisdomAI Builder (recommended)

Rather than placing nodes manually, you can describe your agent in plain language and let the WisdomAI Builder generate the structure for you. The WisdomAI Builder is an AI-powered chat panel built into the canvas. Type what you want your agent to do in the Describe your agent bar at the bottom of the screen. WisdomAI Builder reads your connected domain and data sources, constructs the complete node structure, and renders it on the canvas for you to review, adjust, and publish. You can use the WisdomAI Builder at any point, such as to create an agent from scratch or to modify an existing workflow. For example: add a conditional branch that skips delivery if revenue is above target. If you prefer to place and configure nodes yourself, or want to refine what the Builder generated, continue to Step 3.

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Step 3: Build manually

Use manual building when you want to refine the workflow the Builder generated — swap a data source, add a condition, change an instruction — or when you prefer to place and configure each node yourself. You can build manually from the start or at any time after the Builder generates your workflow. Every agent starts with a trigger node, which defines when the agent runs.

1. Click the trigger node on the canvas. The Select trigger panel opens on the right.
2. Choose a trigger type.

3. If you select the Schedule trigger and want it to act only when a condition is met, enter it in the Trigger Criteria field. Leave it empty to run unconditionally every time the trigger fires.
   Start with a single condition. Once you confirm it fires correctly, add more. Debugging a multi-condition trigger from scratch is significantly harder than layering conditions one at a time.
   Here, also define when the agent runs: set a start date and time, and a frequency. Match the frequency to how often your data changes and how quickly you need to act on it.
4. Click Done.

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Add and connect nodes

Nodes are the building blocks of a Visual Mode agent. Each node performs a specific task. They are connected through Edges, and these also define both the order of execution and how data flows between them. To add a node:

1. Click the + button on the trigger node to open the Add node menu.
2. Select the node type you want to add.

3. Click on it to write an instruction in the node’s settings panel describing what it should do with its input.
4. Click Done.
   
5. To add another node, click the circular button on any node’s output and extend the arrow to add the next node in the flow. Repeat until your workflow is complete.

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Step 4: Configure the Artifact Builder

The Artifact Builder formats your workflow’s output into a finished report for delivery.

1. Add the Artifact Builder node to the canvas, then click it to open its settings.
2. Write an instruction that covers two things separately: how to organize the data into sections, lists, and tables; and how to format the final output: headings, number formats, and layout.

Be explicit about formatting. The Artifact Builder does not infer structure on its own. Include details like:

• Section headings: “Section 1: Overview”, “Section 2: Details”
• Table columns: “Include columns: Deal Name, Stage, Days Stuck, Owner”
• Number formats: “Show currency as $X,XXX” and “Show percentages as X.X%”
• Conditional sections: “Only include the Incidents section if incidents occurred.”

3. Click Done.

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Step 5: Configure delivery

The delivery node sends your artifact to its destination.

1. Click + after the Artifact Builder node and select Email or Slack
2. Enter the destination: an email address or Slack channel name.
3. Click Done.
   

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Step 6: Preview and test

At any point before publishing, you can run the agent manually to verify that the output is correct. To do this:

1. Click Preview in the top right corner.
2. You don’t have to wait for the run to finish. As the agent executes, watch the canvas for progress. A green check confirms a node succeeded, a red X indicates a failure. Click the node to see the error.
3. At any point during or after the run, click on a node to review the data generated, the analysis performed, and the underlying SQL or Python code used.
   
4. Click End Preview to return to the edit mode and adjust node instructions, trigger criteria, or formatting as needed, then preview again.

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Common fixes

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Step 7: Publish your Agent

Once the preview output looks correct, make the agent live. To do that, click the Publish button. Your agent will become active instantly. The agent will run on the schedule you configured (unless you have chosen the manual trigger) and deliver output to the method you set. You can monitor past runs, edit the agent, or adjust the schedule at any time from the Agents tab.

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Step 8: Manage agent versions

Every edit publishes a new version of the agent. Versions give you a history of every change, so you can see what a past publish looked like or restore it if a newer change causes problems.

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Next steps