

Elsa Petterson
Leadership success manager @ Put It Forward
Table of Contents
- How to Build AI Agents for Beginners: A Comprehensive Guide to Creating Custom AI Assistants
- Understanding the Basics of How to Build AI Agents for Beginners
- Step-by-Step Guide on Starting With An AI Agent Builder
- Tools and Techniques for Custom AI Agents
- Case Study: Successful AI Agents
- How Create AI Agents and Test in Postman
- Integrating AI Agents
- Overcoming Common Challenges in Building AI Agents
- What You Should Do Next
- Key AI Transformation and Leadership Assets
- FAQs About How to Build AI Agents for Beginners.
Artificial Intelligence (AI) agents are revolutionizing business operations, and learning how to build them is becoming an essential skill for modern professionals.
This comprehensive guide explores the process of creating custom AI agents, from understanding the basics to implementing advanced techniques, providing valuable insights for beginners and experienced developers alike.
Understanding the Basics of How to Build AI Agents for Beginners
AI agents are intelligent software entities designed to perceive their environment, make decisions, and take autonomous actions to achieve specific goals. These versatile tools can range from simple chatbots to complex systems capable of analyzing data, generating insights, and automating entire business processes. The key benefits of implementing AI agents include:
- Automation of repetitive tasks
- Enhanced decision-making capabilities
- Improved customer service
- Increased efficiency and productivity
- Scalability of operations
By leveraging AI agents, businesses can streamline workflows, reduce human error, and gain valuable insights from large datasets, ultimately leading to improved performance and competitive advantage in the marketplace.
To embark on the journey of creating AI agents, beginners should follow these key steps:
- Define a clear objective for your agent's purpose
- Select an appropriate AI agent builder platform (e.g., Google Cloud's Vertex AI Agent Builder, OpenAI's GPT-3 API or Put It Forward's no-code Delphi agents)
- Design the agent's architecture, including input/output mechanisms and decision-making processes.
- Develop and train the agent using the chosen platform
- Thoroughly test and iterate on the agent's performance
For those interested in data modeling, free tools like Lucidchart, Draw.io, and ERDPlus can generate data models, enhancing the agent's ability to work with complex data structures.
As skills improve, consider incorporating advanced techniques such as Natural Language Processing (NLP) and machine learning integration to create more sophisticated custom AI agents.

Related Article: How To Select and Use an AI Agent Platform
Tools and Techniques for Custom AI Agents
Building custom AI agents requires a combination of powerful tools and advanced techniques. Here's an overview of some popular options for creating tailored AI solutions:
Tool/Technique | Description |
---|---|
Botpress |
Open-source platform for building conversational AI agents |
CrewAI |
Framework for orchestrating multiple AI agents |
LlamaIndex |
Tool for building AI teams and knowledge-based agents |
Better customer experience |
Initial implementation costs |
Vertex AI Agent Builder |
Google Cloud's no-code platform for conversational AI agents |
RAG (Retrieval-Augmented Generation) |
Technique to ground AI responses in specific data sources |
Put It Forward Platform |
Provides intelligent automation and data integration capabilities for building custom AI agents |
When developing custom AI agents, it's crucial to define the agent's purpose and scope clearly. Integrating enterprise data sources can significantly enhance an agent's capabilities and relevance. For beginners, no-code platforms like Vertex AI Agent Builder offer an accessible entry point, allowing rapid prototyping and experimentation without extensive coding. More advanced developers can leverage frameworks like CrewAI to build complex multi-agent systems for tasks such as research, analysis, and content generation5.
- Use vector search to create powerful embedding-based applications
- Implement function calling to enable agents to perform actions on users' behalf
- Consider combining multiple specialized agents for complex workflows
By utilizing these tools and techniques, developers can create sophisticated custom AI agents tailored to specific business needs and use cases.
XYZ Corp, a mid-sized e-commerce company, successfully implemented two custom AI agents to improve their operations:
- A customer service chatbot handling inquiries, returns, and escalations
- An inventory management agent using machine learning to predict demand and optimize stock levels
This implementation resulted in a 30% reduction in customer service response times and a 20% improvement in inventory turnover, demonstrating the tangible benefits of creating AI agents for real-world business challenges. The case study highlights how even beginners can leverage AI agent builders and free tools to develop impactful solutions that drive efficiency and enhance customer experiences.

Postman's AI Agent Builder offers a user-friendly platform to experiment with AI agents without extensive coding knowledge. To try an AI agent through Postman:
- Access the AI protocol in Postman's API Client to explore LLM outputs
- Use the LLM Comparison Collection to benchmark different models' performance
- Leverage the Tool Generation API to convert APIs from Postman's Public API Network into agent-ready tools
- Test prompts and customize AI settings within the "Create with AI" block in Postman Flows
Test custom AI agents from Put It Forward in Postman.

By utilizing these features, developers can rapidly prototype, test, and refine AI agents, accelerating the development process and ensuring optimal performance before deployment.
Integrating AI agents into existing business processes requires careful planning and execution. Here are key steps to successfully incorporate AI agents into your workflows:
- Evaluate existing systems and data sources to identify integration points
- Choose an appropriate integration approach:
- Custom development for tailored solutions
- Developer iPaaS (Integration Platform as a Service)
- Unified API for simplified multi-system integration
- Pre-built no-code AI Agent integration with Put It Forward Integration Designer
- Implement integrations with CRM, ERP, marketing platforms, and IoT devices
- Leverage RAG (Retrieval-Augmented Generation) to enhance AI agent capabilities
- Use a phased integration strategy, starting with non-critical systems
- Deploy AI agents as containers to assist with legacy system integration
- Establish compliance frameworks and built-in checks for regulatory adherence
- Monitor performance using KPIs and adjust as needed
- Partner with AI specialists for expertise in selecting connectors and ensuring smooth transitions
By following these steps, businesses can effectively integrate AI agents to optimize operations, improve customer experiences, and drive overall performance.
This image is of Put IT Forward's Integration Designer with an AI Agent being configured.

Overcoming Common Challenges in Building AI Agents
Building AI agents presents several challenges that developers must overcome to create effective and reliable systems. Here's an overview of common challenges and strategies to address them:
Challenge | Solution Strategy |
---|---|
Data bias |
Use diverse datasets, implement bias detection tools, conduct ethical AI audits |
Ethical concerns |
Establish clear ethical guidelines, collaborate with domain experts |
Security Risks |
Implement robust cybersecurity measures, including encryption and access controls |
Transparency issues |
Develop more interpretable AI models, improve explanation techniques |
Integration complexities |
Use APIs for smoother integration, plan integration early in development. |
Scalability |
Design architecture with scalability in mind, utilize cloud services |
To address these challenges effectively, developers should focus on data quality, ethical considerations, and user engagement. Investing in high-quality, diverse datasets and implementing context-aware modeling can significantly improve AI agent performance. Additionally, adopting transfer learning and reinforcement learning techniques can help overcome data scarcity issues and enhance adaptability in complex environments.
Make Time For A Leadership Conversation:
Talk with someone who's been through it and helped organizations get to the next level.
FAQs About How to Build AI Agents for Beginners.
The key steps include defining the agent's purpose, collecting and preparing data, selecting appropriate machine learning models, choosing the right tools, designing the agent architecture, training and refining the agent, thorough testing and validation, and finally, deployment with ongoing monitoring and iteration.
AI agents can benefit various departments: In finance, they can analyze real-time data and generate risk reports. In customer service, they can handle complex queries and offer personalized solutions. In HR, they can automate resume reviews and streamline hiring processes. In operations, they can optimize inventory management and monitor critical processes.
Developing AI agents requires expertise in AI development, data science, machine learning, natural language processing, and domain-specific knowledge. Skills in programming languages like Python, familiarity with AI frameworks, and experience with cloud platforms are also essential.
To ensure compliance, define clear ethical guidelines, implement robust cybersecurity measures including encryption and access controls, and conduct regular ethical AI audits. Also, ensure the AI agent adheres to data privacy laws such as GDPR or CCPA.
Common challenges include data bias, security risks, transparency issues, and integration complexities. To address these, use diverse datasets, implement strong cybersecurity measures, develop interpretable AI models, and plan integration early in the development process.
To measure ROI, establish clear KPIs aligned with your business objectives. These could include metrics like reduction in response times, improvement in customer satisfaction scores, increase in operational efficiency, or cost savings. Analytics tools should be used to track these metrics before and after implementing the AI agent.