The Guided Managed Agent Builder in ZipLeads helps you create and edit AI agents using plain-English instructions. It offers targeted edits, guided clarifying questions and a live configuration panel, so you can make changes without rebuilding your agent. The builder also keeps related instructions synchronised and uses resources already in your account. This article explains how these features work and how to use them well.

The Guided Managed Agent Builder is an AI-powered experience in Agent Studio. It lets you create and change Managed Agents (formerly Super Agents) through conversation. You don't need to update every setting by hand. Just describe the changes you want, review the results in a live configuration panel, and adjust supported fields directly.

The builder also recognises questions and asks for clarification when needed. When it makes targeted edits, it keeps unrelated settings as they are. These improvements are available for Managed Agents in Agent Studio with no extra setup.

The builder makes creating and editing agents simpler, while giving you more control over configuration changes.

Targeted editing lets you make precise changes to an existing Managed Agent without regenerating its whole configuration. This keeps your working instructions, triggers and connected resources in place while you refine specific behaviours.

For example, if you want an existing agent to sound more conversational, enter:

"Make this agent's tone friendlier without changing its existing triggers or Knowledge Base."

The builder updates the relevant instructions and leaves unrelated settings alone.

Other examples include:

When an edit affects a related configuration element, the builder may also synchronise the matching instructions.

The builder works out whether you're asking a question, requesting a change or giving an unclear instruction. This helps prevent unintended edits and makes sure the right resources are chosen. If a request is missing information or is ambiguous, the builder asks a focused clarifying question instead of guessing.

For example, if your account has more than one form named "Contact Us", entering:

"Add a trigger for the Contact Us form."

prompts the builder to ask which form to use.

The builder also uses resources available in your ZipLeads account, which helps prevent invalid selections.

The same intent recognition applies when you create a new agent. If you type a question instead of a creation instruction, the builder answers the question rather than creating an agent you didn't want.

The live configuration panel shows your agent's settings as the builder works through your requests. You can see changes straight away and review or adjust supported fields before publishing.

The panel shows key agent settings, including:

As the builder processes a request, instructions stream into the panel and configuration elements fill in as they're resolved. You can also edit supported fields directly instead of sending another request.

Smart cascades keep an agent's instructions in line with its configuration automatically. When you change a trigger, plugin or Knowledge Base, the builder updates related instructions where needed and keeps unrelated settings as they are.

For example, enter:

"Replace the current Knowledge Base with the Support Procedures Knowledge Base."

The builder updates the selected Knowledge Base and adjusts related instructions to match. In the same way, changing a trigger can update the instructions about when and why the agent runs.

Smart cascades apply to:

Review the updated configuration before publishing to make sure the changes match the behaviour you want.

The builder lets you create or edit an agent, review changes as they happen, and test its behaviour before publishing. Following these steps helps make sure your agent is set up correctly while keeping existing settings in place.

In the builder's conversational composer, describe what you want to create or change.

For example:

"Add a form submission trigger for the Demo Request form without changing the existing tools or Knowledge Base."

Submit your request.
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If the builder asks for clarification, choose the right resource or give the missing information. The builder then carries on applying your changes.

Watch the changes appear in the live configuration panel. Check the updated instructions, triggers, tools, skills and Knowledge Bases.

If needed, make more requests or edit supported fields inline.

Q: Do I need to turn on the guided-builder improvements?

No. They're available for Managed Agents in Agent Studio with no extra setup.

Q: Can I ask questions without changing my agent?

Yes. The builder tells the difference between questions and editing requests, and answers questions without intentionally changing the configuration.

Q: What happens if the form or resource I asked for can't be found?

The builder asks for clarification rather than using an invalid or made-up resource. Check that the resource exists in your account.

Q: Can I edit settings directly without using prompts?

Yes. The live configuration panel supports inline editing of available fields.

Q: Will changing a trigger or Knowledge Base overwrite all my instructions?

No. Smart cascades update related instructions as needed and keep unrelated settings as they are.

Q: Does using account-grounded resources guarantee my agent will work correctly?

No. Account-grounded selection helps prevent invalid resource references, but you should still review and test your agent before publishing.