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DataAgent (OnPremise)

DataAgent (OnPremise)

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Agent Center
New Autonomous Planning Agent
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New Autonomous Planning Agent

The agent center supports self-built agents with autonomous planning capabilities. You can modify the configuration information of the agent, generate the call address and key of the agent, and then make calls to external systems through API. The types of agents currently supported for creation include:

  • Thinking-Action Agent
    Interlaced thinking (reasoning) - action (wanting to do it step by step), the React architecture. And continuously adjust the follow-up execution strategy according to the action feedback. It is suitable for scenarios with few tools, flexible processes, real-time feedback, and no complex planning.

  • Planning-Action Agent
    Mr. Cheng has a complete execution plan, and then follows the planning steps. The whole process is guided by a "clear planning path", that is, Rewoo architecture. It is suitable for complex tasks with multi-tool collaboration, clear goals, and high process integrity requirements.

  • Deep research agent
    The agent takes deep execution as the core during task execution, maintains an alternate form of thinking-action , and supports the expansion of reusable capabilities through Skills. It is suitable for scenarios that require long-link execution, reusable tools, and no need for agent tools and thinking chain configuration.

New Agent
  1. Log into the Marketing Agent console and select Marketing Interactive Assistant in the left navigation bar.
  2. In the left navigation bar of the Marketing Interactive Assistant, select Agent Center and click New Agent in the upper right corner of the page.
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  3. Hover over the specified agent type and click New.
    Different agent type configuration items are different, please see Think-Action Agent Configuration Item, Planning - Mobile Agent Configuration Items, Deep Research Agent Configuration Items.
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Configuration Assistant

All kinds of agents provide configuration assistants. After entering the agent orchestration page, you can describe the agent configuration goals in natural language, and the assistant intelligence will help you initialize and tune the agent configuration.

  1. Click on the avatar in the upper left corner of the agent orchestration page.
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  2. Targets are configured with natural language input agents and support for associating knowledge bases, adding tools, or uploading attachments.
    The assistant will automatically synchronize the configuration and support debug preview verification effects.
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Think-Action Agent Configuration Item

Module

Configuration item

Basic information configuration

Click the Edit icon on the right side of My Agent in the upper left corner of the page to edit the agent's name, description, and avatar.
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  • Application name: Required, can be customized naming, character limit of 50.
  • Application description: Required, the ability description of the agent, it is recommended to describe the ability range of the agent as clearly as possible. In the future, if other autonomous planning agents or intelligent intent planning engines schedule the agent, the description will be used as the capability positioning for planning selection, with a character limit of 500.
  • Avatar: Generated by the system by default, you can also click to randomly select to switch the new avatar.

Model configuration

  • Support turning on multi-modal recognition capability, after turning on, it will support multi-modal input of pictures.
  • Planning Model: Select the specified model for autonomously planning execution steps based on user input intentions.
  • Planning prompt word: the agent's planning prompt word, it is recommended to fill in the agent's role, task, execution requirements, restrictions and other rules.

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Tool

Support adding MCP tools (tools under all MCP Servers registered in MCP), agent tools (external agents or self-built agents in the agent center), SKills (published Skills in the Skill Center).

tip

Support adding official tools in the ability square, including MCP, Agent, and SKill. Some official tools need to configure variables before they can be used normally. For details, please see Ability Square.

Add an MCP tool or agent tool:

  1. Click + to add an MCP tool or an agent tool. See the creation of self-built MCP tools MCP.
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  2. Click the Edit button with the added MCP or agent card to edit the capability description of the MCP tool or agent under the current agent. The modified capability description is only used by the agent and will not affect the description configuration of the tools and agents.
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  3. Click the Parameter Configuration button where the MCP or agent card has been added to configure the [Pre-Execution Function], [Post-Execution Function] and [Tip Word Enhancement Rules] executed by the tool.
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    • Pre-execution rules: Some rule actions performed before the tool is executed, often used for data conversion or processing.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be the stock code, then you can specify in the pre-function what service should be called for stock code acquisition
    • Post-execution rules: Some rule actions performed after the tool executes the information acquisition are often used to do information format processing, which is convenient for large models to better understand the information obtained.
      For example, in a financial advisory scenario, the content returned by the data query tool may appear in English or the format is not suitable for the language model to understand. At this time, if the tool is directly exported parameters for the next step, it is very likely to cause misunderstanding. Therefore, the data can be formatted in the tool's post-function. Resp.content = "Get the market. The tool returns:" + Resp.content #The tool returns the content field may be in English or the format is not suitable for the model to understand. It needs to be formatted in the post-function
    • Tip Enhancement Rules: A large model attention enhancement solution proposed by Claude Code, when dealing with complex tasks, the large model will forget instructions or plans, through prompt word enhancement, reminding the model of the task that should be done after the tool is executed. It can be configured either by prompt or by code.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be the stock code, then you can specify in the pre-function what service should be called for stock code acquisition

Add Skills:

warning

Think-Action Agents and Plan-Action Agents currently only support adding skills that have been published in the Skill Center and do not contain execution scripts. To use Skills that include script execution, you can choose to create a deep research agent.

  1. Click + to add the required Skills. See the self-built Skill Management operation Skill.
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  2. The added skills will be displayed in the Skills area, which supports deletion operations.
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Knowledge

Add knowledge. Click the + icon to add three types of knowledge: term base, QA question and answer base, and general knowledge base, which can be used as additional information input when the agent executes to help the agent better generate answers. Multiple knowledge bases of each type can be added. The creation of the knowledge base can refer to the enterprise knowledge engine Create a New Knowledge Base.

Memory

Memory allows users to configure their conversation rounds, short-term memory, and long-term memory on demand.

  • Short-term memory: On means that the original text of the historical session and the overview of the historical session are given to the agent as context input.
    • Number of dialogue rounds: The number of context rounds recalled when intent recognition is rolled, and the context dialogue information is used as supplementary information during query rewriting and intent recognition.
  • Long-term memory: Automatically retrieve records of user portraits, preferences, and events.
    • Memory: Specifies the memory currently required from the session memory.
    • Memory usage rules: support multiple selection
      • Read Memory: Allows the agent to read historical memories in this memory bank.
      • Write Global Shared Memory: Allows the agent to precipitate the content of this conversation into a global generic portrait memory/event memory.
      • Write to agent memory: Allows the agent to precipitate the content of this conversation into a memory only for the current agent. After selecting this rule, you need to specify a memory retrieval policy.

Dialog configuration

  1. Opening remarks: the fixed guide content of the opening remarks;
  2. Opening line problem: Configure the fixed problem of opening line guidance, add up to 5;
  3. Dialogue guide question: closed by default, the dialogue guide question is the related question after the answer output. Output rules can be configured by prompts;
  4. Prompt: Fixed prompt that can be configured to appear before or after the answer output. It is usually displayed as a risk warning after the answer output.
  5. Show the source of the question: After opening, the content obtained through the knowledge base or online search tool in the answer will display the file or website address of the corresponding content through the corner mark.

Lifecycle Dynamic Function

An open code node, which can input the rule requirements of the agent before execution, before thinking, after thinking, before planning, during planning, and after planning

Streaming output filter function

The middleware code framework for streaming output, the framework guarantees that each chunk will pass through two of the hooks, where you can decide it "release/replace/discard", and can do cumulative state processing across chunks by custom_context .

Security policy configuration

Support for large model application firewall functionality with BytePlus to ensure model input and output content is safe, available, and trusted.

  • How to obtain parameter configuration information such as AK, SK, server address, firewall ID, region, etc., please refer to the description of key parameters of large model application firewall.
  • Whether to verify the request content: After opening, the request content will be verified for security compliance.
  • Whether to verify LLM output: After opening, the large model output will be verified for security compliance.
  • Hit risk control prompt:
    • Content generation using security services: Prompts are generated using the internal capabilities of a large model application firewall.
    • Use a custom security prompt: You need a custom prompt in the input box.

Timeout and limited viewership of

  • Speed Limit Configuration: The maximum number of requests per second (or minute), the default is null to indicate no limit.
  • Error code: The error code returned when the limit viewership is reached, the default is 429.
  • Error message: The prompt message returned when the limit viewership is reached, the default is "There are too many visitors at present, please try again later".
  • Sub-agent timeout time: Set the timeout time of calling the downstream sub-agent, in seconds.

Planning - Mobile Agent Configuration Items

Module

Configuration item

Basic information configuration

Click the Edit icon on the right side of My Agent in the upper left corner of the page to edit the agent's name, description, and avatar.
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  • Application name: Required, can be customized naming, character limit of 50.
  • Application description: Required, the ability description of the agent, it is recommended to describe the ability range of the agent as clearly as possible. In the future, if other autonomous planning agents or intelligent intent planning engines schedule the agent, the description will be used as the capability positioning for planning selection, with a character limit of 500.
  • Avatar: Generated by the system by default, you can also click to randomly select to switch the new avatar.

Model configuration

  • Support turning on multi-modal recognition capability, after turning on, it will support multi-modal input of pictures.
  • Thinking Model: Select the specified model for logical derivation and output the thinking logic for solving the problem. Expand this configuration item to support enabling:
    • Deep thinking: After opening, the model will use depth thinking mode.
    • Model generation thinking process: After opening, you need to configure the thinking process prompt word, and use the thinking process prompt word to let the model generate a thinking process text, which will enter the internal arrangement logic of the agent and affect the final answer.
  • Planning model: Select the specified model and configure the prompt word, which is used to plan the execution steps independently according to the intention of the user input.
  • Reflection Model: Select the specified model and configure the prompts for logical derivation to output the reflection logic for problem solving.
  • Reporting model: Select the specified model and configure the prompt word to output the reporting logic to solve the problem, and support streaming output.
  • Model cover bottom:
    • Thinking Bottom Model: Alternative when the main thinking model is not available
    • Deep thinking: After opening, the model will use depth thinking mode.
    • Planning, Reflection, Reporting Bottom Model: A Universal Bottom Model for Stages Other than Thinking

Tool

Support adding MCP tools (tools under all MCP Servers registered in MCP), agent tools (external agents or self-built agents in the agent center), SKills (published Skills in the Skill Center).

tip

Support adding official tools in the ability square, including MCP, Agent, and SKill. Some official tools need to configure variables before they can be used normally. For details, please see Ability Square.

Add an MCP tool or agent tool:

  1. Click +, you can choose to add MCP tools or agent tools, about the creation of self-built MCP tools can be seen MCP.
    Image
  2. Click the Edit button with the added MCP or agent card to edit the capability description of the MCP tool or agent under the current agent. The modified capability description is only used by the agent and will not affect the description configuration of the tools and agents.
    Image
  3. Click the Parameter Configuration button where the MCP or agent card has been added to configure the [Pre-Execution Function], [Post-Execution Function] and [Tip Word Enhancement Rules] executed by the tool.
    Image
    • Pre-execution rules: Some rule actions performed before the tool is executed, often used for data conversion or processing.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be the stock code, then you can specify in the pre-function what service should be called for stock code acquisition
    • Post-execution rules: Some rule actions performed after the tool executes the information acquisition are often used to do information format processing, which is convenient for large models to better understand the information obtained.
      For example, in a financial advisory scenario, the content returned by the data query tool may appear in English or the format is not suitable for the language model to understand. At this time, if the tool is directly exported parameters for the next step, it is very likely to cause misunderstanding. Therefore, the data can be formatted in the tool's post-function. Resp.content = "Get the market. The tool returns:" + Resp.content #The tool returns the content field may be in English or the format is not suitable for the model to understand. It needs to be formatted in the post-function
    • Tip Enhancement Rules: A large model attention enhancement solution proposed by Claude Code, when dealing with complex tasks, the large model will forget instructions or plans, through prompt word enhancement, reminding the model of the task that should be done after the tool is executed. It can be configured either by prompt or by code.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be the stock code, then you can specify in the pre-function what service should be called for stock code acquisition

Add Skills:

warning

Think-Action Agents and Plan-Action Agents currently only support adding skills that have been published in the Skill Center and do not contain execution scripts. To use Skills that include script execution, you can choose to create a deep research agent .

  1. Click + to add the required Skills. See the self-built Skill Management operation Skill.
    Image
  2. The added skills will be displayed in the Skills area, which supports deletion operations.
    Image

Knowledge

Add knowledge. Click the + icon to add three types of knowledge: term base, QA question and answer base, and general knowledge base, which can be used as additional information input when the agent executes to help the agent better generate answers. Multiple knowledge bases of each type can be added. The creation of the knowledge base can refer to the enterprise knowledge engine Create a New Knowledge Base.

Reply rule

The agent is guided to generate a reply by setting rules such as template requirements for the reply through the prompt word. Support for enabling streaming output.

Memory

Memory allows users to configure their conversation rounds, short-term memory, and long-term memory on demand.

  • Short-term memory: On means that the original text of the historical session and the overview of the historical session are given to the agent as context input.
    • Number of dialogue rounds: The number of context rounds recalled when intent recognition is rolled, and the context dialogue information is used as supplementary information during query rewriting and intent recognition.
  • Long-term memory: Automatically retrieve records of user portraits, preferences, and events.
    • Memory: Specifies the memory currently required from the session memory.
    • Memory usage rules: support multiple selection
      • Read Memory: Allows the agent to read historical memories in this memory bank.
      • Write Global Shared Memory: Allows the agent to precipitate the content of this conversation into a global generic portrait memory/event memory.
      • Write to agent memory: Allows the agent to precipitate the content of this conversation into a memory only for the current agent. After selecting this rule, you need to specify a memory retrieval policy.

Dialog configuration

  1. Opening remarks: the fixed guiding content of the opening remarks;
  2. Opener problem: Configure the fixed problem of opener guide, add up to 5;
  3. Dialogue guide question: closed by default, the dialogue guide question is the related question after the answer is output. Output rules can be configured by prompts;
  4. Prompt: Fixed prompt that can be configured to appear before or after the answer output. It is usually displayed as a risk warning after the answer output.
  5. Display the source of the question: After opening, the content obtained through the knowledge base or online search tool in the answer will display the file or website address of the corresponding content through the corner mark.

Lifecycle Dynamic Function

An open code node, which can input the rule requirements of the agent before execution, before thinking, after thinking, before planning, during planning, and after planning.

Streaming output filter function

The middleware code framework for streaming output, the framework guarantees that each chunk will pass through two of the hooks, where you can decide it "release/replace/discard", and can do cumulative state processing across chunks by custom_context.

Security policy configuration

Support for large model application firewall functionality with BytePlus to ensure model input and output content is safe, available, and trusted.

  • How to obtain parameter configuration information such as AK, SK, server address, firewall ID, region, etc., please refer to the description of key parameters of large model application firewall.
  • Whether to verify the request content: After opening, the request content will be verified for security compliance.
  • Whether to verify LLM output: After opening, the large model output will be verified for security compliance.
  • Hit risk control prompt:
    • Content generation using security services: Prompts are generated using the internal capabilities of a large model application firewall.
    • Use a custom security prompt: You need a custom prompt in the input box.

Timeout and limited viewership of

  • Speed Limit Configuration: The maximum number of requests per second (or minute), the default is null to indicate no limit.
  • Error code: The error code returned when the limit viewership is reached, the default is 429.
  • Error message: The prompt message returned when the limit viewership is reached, the default is "There are too many visitors at present, please try again later".
  • Sub-agent timeout time: Set the timeout time of calling the downstream sub-agent, in seconds.

Deep Research Agent Configuration Items

Module

Configuration item

Basic information configuration

Click the Edit icon on the right side of My Agent in the upper left corner of the page to edit the agent's name, description, and avatar.
Image

  • Application name: Required, can be customized naming, character limit of 50.
  • Application description: Required, the ability description of the agent, it is recommended to describe the ability range of the agent as clearly as possible. In the future, if other autonomous planning agents or intelligent intent planning engines schedule the agent, the description will be used as the capability positioning for planning selection, with a character limit of 500.
  • Avatar: Generated by the system by default, you can also click to randomly select to switch the new avatar.

Model configuration

  • Support turning on multi-modal recognition capability, after turning on, it will support multi-modal input of pictures.
  • Planning Model: Select the specified model for autonomously planning execution steps based on user input intentions.
  • Planning prompt word: the agent's planning prompt word, it is recommended to fill in the agent's role, task, execution requirements, restrictions and other rules.

Tool

Support adding MCP tools (tools under all MCP Servers registered in MCP), agent tools (external agents or self-built agents in the agent center), SKills (published Skills in the Skill Center).

tip

Support adding official tools in the ability square, including MCP, Agent, and SKill. Some official tools need to configure variables before they can be used normally. For details, please see Ability Square.

Add an MCP tool or agent tool:

  1. Click +, you can choose to add MCP tools or agent tools, about the creation of self-built MCP tools can be seen MCP.
    Image
  2. Click the Edit button with the added MCP or agent card to edit the capability description of the MCP tool or agent under the current agent. The modified capability description is only used by the agent and will not affect the description configuration of the tools and agents.
    Image
  3. Click the Parameter Configuration button where the MCP or agent card has been added to configure the [Pre-Execution Function], [Post-Execution Function] and [Tip Word Enhancement Rules] executed by the tool.
    Image
    • Pre-execution rules: Some rule actions performed before the tool is executed, often used for data conversion or processing.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be the stock code, then you can specify in the pre-function what service should be called for stock code acquisition
    • Post-execution rules: Some rule actions performed after the tool executes the information acquisition are often used to do information format processing, which is convenient for large models to better understand the information obtained.
      For example, in a financial advisory scenario, the content returned by the data query tool may appear in English or the format is not suitable for the language model to understand. At this time, if the tool is directly exported parameters for the next step, it is very likely to cause misunderstanding. Therefore, the data can be formatted in the tool's post-function. Resp.content = "Get the market. The tool returns:" + Resp.content #The tool returns the content field may be in English or the format is not suitable for the model to understand. It needs to be formatted in the post-function
    • Tip Enhancement Rules: A large model attention enhancement solution proposed by Claude Code, when dealing with complex tasks, the large model will forget instructions or plans, through prompt word enhancement, reminding the model of the task that should be done after the tool is executed. It can be configured either by prompt or by code.
      For example, in the stock analysis scenario, the user's query is < XX market >, and the tool imported parameter is required to be a stock code, then you can specify in the pre-function what service should be called for stock code acquisition

Add Skills:

  1. Click + to add the required Skills. See the self-built Skill Management operation Skill.
    Image
  2. The added skills will be displayed in the Skills area, which supports deletion operations.
    Image

Knowledge

Add knowledge. Click the + icon to add three types of knowledge: term base, QA question and answer base, and general knowledge base, which can be used as additional information input when the agent executes to help the agent better generate answers. Multiple knowledge bases of each type can be added. The creation of the knowledge base can refer to the enterprise knowledge engine Create a New Knowledge Base.

Memory

Memory allows users to configure their conversation rounds, short-term memory, and long-term memory on demand.

  • Short-term memory: On means that the original text of the historical session and the overview of the historical session are given to the agent as context input.
    • Number of dialogue rounds: The number of context rounds recalled when intent recognition is rolled, and the context dialogue information is used as supplementary information during query rewriting and intent recognition.
  • Long-term memory: Automatically retrieve records of user portraits, preferences, and events.
    • Memory: Specifies the memory currently required from the session memory.
    • Memory usage rules: support multiple selection
      • Read Memory: Allows the agent to read historical memories in this memory bank.
      • Write Global Shared Memory: Allows the agent to precipitate the content of this conversation into a global generic portrait memory/event memory.
      • Write to agent memory: Allows the agent to precipitate the content of this conversation into a memory only for the current agent. After selecting this rule, you need to specify a memory retrieval policy.

Dialog configuration

  1. Opening remarks: the fixed guide content of the opening remarks;
  2. Opener question: Configure the fixed question of opener guide, add up to 5.

Lifecycle Dynamic Function

An open code node, which can input the rule requirements of the agent before execution, before thinking, after thinking, before planning, during planning, and after planning

Streaming output filter function

The middleware code framework for streaming output, the framework guarantees that each chunk will pass through two of the hooks, where you can decide it "release/replace/discard", and can do cumulative state processing across chunks by custom_context .

Security policy configuration

Support for large model application firewall functionality with BytePlus to ensure model input and output content is safe, available, and trusted.

  • How to obtain parameter configuration information such as AK, SK, server address, firewall ID, region, etc., please refer to the description of key parameters of large model application firewall.
  • Whether to verify the request content: After opening, the request content will be verified for security compliance.
  • Whether to verify LLM output: After opening, the large model output will be verified for security compliance.
  • Hit risk control prompt:
    • Content generation using security services: Prompts are generated using the internal capabilities of a large model application firewall.
    • Use a custom security prompt: You need a custom prompt in the input box.

Timeout and limited viewership of

  • Speed Limit Configuration: The maximum number of requests per second (or minute), the default is null to indicate no limit.
  • Error code: The error code returned when the limit viewership is reached, the default is 429.
  • Error message: The prompt message returned when the limit viewership is reached, the default is "There are too many visitors at present, please try again later".
  • Sub-agent timeout time: Set the timeout time of calling the downstream sub-agent, in seconds.

Debugging agent

After completing the configuration of the agent, enter the problem in the Debug and Preview dialog box on the right side of the agent editing page to debug.
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  • If the multi-modal recognition capability is enabled, the upload of picture attachments is supported, and up to 5 pictures can be uploaded at a time, and the picture size cannot exceed 20 MB.
  • The end of the reply supports viewing Traces.
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    After clicking Trace, you can view it on the details page:
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    • Call tree: complete execution link, click on a Span, you can view the corresponding Run, Metadata data.
    • Run: Displays the input and output data of the selected Span, and the right side of the page displays detailed data such as link status, SpanID, type, etc.
    • Metadata: Displays all metadata of the selected Span in JSON format.

Save and publish agents

Once debugging is complete, select Save or Save and Publish in the upper right corner of the page.
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  • Save: Save only the configuration information of the current agent, but do not publish the agent. In the Agent Center list, the current agent is in an unpublished state.
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  • Save and publish:
    1. In the release pop-up window, confirm the version number information (the first version number is V1), and add a version description.
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    2. After successful publication, the current intent planning engine is in the published state in the Agent Center list.
      Image
      Supports publishing or unpublishing agents in agent cards.
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Version management

Agents generate a version every time they save a release. You can choose to enter an agent details page in the agent center, and click the version in the upper right corner of the details page to view the agent's version record.

  • Draft version: The unpublished version that is currently being edited.
  • Online version: The version that has saved the configuration and has been published.

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After switching to the historical version, it supports rolling back the historical version data through the duplicate function.
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Edit/Copy/Delete Agent

In the list of agent centers, select the specified card to support the following operations:

  • Edit: Enter the agent details page, support modifying the configuration of the agent, and debug the agent.
  • Replication: Quickly replicate a new agent based on the current agent's configuration, and support adjusting each configuration item during replication.
  • Deletion: Agents that are no longer needed support deletion.

warning

Once the agent is deleted, it cannot be restored. Please proceed with caution.

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Add tags to the agent
  1. On the agent card, it supports adding labels to classify agents.
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  2. Agents within the specified range can then be filtered through labels.
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Get Agent API

The released agent supports API access to the downstream business platform, allowing platform users to use the agent's intelligent Q & A function.

  1. In the Agent Center list, check Specify a published card and click API address on the card.
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  2. In the publish API pop-up window, you can obtain the API address and API key for accessing the downstream business platform.
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    You can also click Preview to debug whether the intelligent Q & A capability of the current agent is as expected.
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Last updated: 2026.09.07 19:40:34