Core Lindy workflow for creating and configuring AI agents.
Use when building new agents, defining agent behaviors,
or setting up agent capabilities.
Trigger with phrases like "create lindy agent", "build lindy agent",
"lindy agent workflow", "configure lindy agent".
Complete workflow for creating, configuring, and testing Lindy AI agents.
Agents consist of four components: Prompt (behavioral instructions),
Model (AI engine), Skills (available actions), and Exit Conditions
(completion criteria).
Prerequisites
Lindy account at
Use case defined (support bot, email triage, data processor, etc.)
When a customer emails [email protected], classify the email as
billing/technical/general, draft a response using our knowledge base,
and post the classification to #support-triage in Slack
Open Settings > Prompt. Structure it with clear sections:
## Identity
You are a customer support classifier and responder for [Company].
## Instructions
1. Read the incoming email carefully
2. Classify into: billing, technical, or general
3. Search the knowledge base for relevant answers
4. Draft a professional response using the KB results
5. If no KB match found, escalate to human
## Constraints
- Never promise refunds or credits without human approval
- Keep responses under 200 words
- Always include ticket reference number
Prompt best practices (from Lindy docs):
Use action-oriented language (imperatives)
Break complex logic into numbered steps
Include few-shot examples for consistent formatting
Add constraints to prevent unwanted behavior
Step 4: Add Conditions (Branching Logic)
Click "+" > Condition
Write natural language condition: "Go down this path if the email is about billing"
Add multiple branches for different classifications
Enable "Force the agent to select a branch" for deterministic routing
Step 5: Configure Actions
For each action, set field modes:
Auto mode — Agent infers the value from all previous step data:
Best for: predictable mappings where field names align
AI Prompt mode — Give natural language instructions:
Summarize the email in 2 sentences, then include the classification.
Reference: {{email_received.body}}
Set Manually mode — Exact value, no AI:
Channel: #support-triage
Step 6: Add Knowledge Base (Optional)
Go to Settings > Knowledge Base
Add sources: PDF, DOCX, Google Drive, Notion, websites
Configure search:
Max Results: 4 (default) to 10
Search Fuzziness: 0 (keyword) to 100 (semantic, recommended)