Finding and Managing Agents in Agent Studio

Overview

Agent Studio is where every custom agent in your org lives — create new ones, see which are active, and manage existing agents from a single list. It's under Flo AI → Agent Studio.

Flo AI → Agent Studio

Finding an agent

Agents are grouped into three tabs:

• Active — published agents currently usable in workflows and Copilot.

• Inactive — agents that have been deactivated and won't run until reactivated.

• Draft — agents with unpublished changes that aren't live anywhere yet.

Use Search in the top-right to jump straight to an agent by name instead of switching tabs.

What each card shows

Every agent is a card with its name, a status badge (Active/Inactive), and a short description of what it does — for example, "Compares contracts against playbook, flags risk clauses, generates redlines." Hover over a card to reveal its … menu, which opens Audit Trail (see every past run of that agent) or Delete (permanently remove it).

Creating an agent

Click + Create Agent in the top right to start a new one from scratch. A new agent begins life as an unpublished draft, so it won't affect any live workflow until you explicitly publish it — see Versioning, publishing, and deleting custom agents for how drafts and published versions work.