Introduction

Agents are a central component of the Medbot AI features. They facilitate quick processing of notes, and can be used for a variety of purposes such as filling out forms and detecting inconsistencies in diagnosis/treatment recommendations.

Creating agents

To create agents, fill out the form at medbot.me/agents/new . The table below describes each field in the agent creation form.

Field	Description	Affects agent behavior
Agent Name	The name of the agent to be created.	No
Description	A descriptive text describing the agent’s purpose.	No
System Instructions	General instructions the agent must follow while executing a task.	Yes
Define your algorithm¹	Step-by-step instructions the agent must follow to determine its response.	Yes
Agent Category	Type of the agent to be created.	Yes
Select Model	LLM Model to be used for the agent.	Yes
Define fields used by your agent	Fields to be returned by the agent in its JSON response.	Yes
Process whole note content	Whether to process all contents of the open note in the workspace.	Yes
Use Database tools	Whether to use database tools.	Yes
Make this agent public	Whether to make the agent available to the other members of your organization.	No
Process forms	Whether the agent is meant to process forms.	Yes

See this section on how to define an agent algorithm.

Agent Types

Agents on Medbot can be used for any of the many agentic features available. However, agents can broadly be categorized into the following types.

Please visit their respective pages to learn more about them.

Background runs

Each agent you create can be used to process notes in bulk as a background process that continues working even when you leave the app. You can learn more about it here.