# AI Agent Builder and Agent Spaces Source: https://docs.sketricgen.ai/ai-workforce/agent-spaces Build AI Workforce Agent Spaces with a main agent, sub agents, tools, models, testing, traces, templates, and agentic workflow orchestration. Agent Spaces are the visual AI agent builder for AI Workforce. They help you design internal multi-agent workflows and agentic automation without writing framework code. ## Agent Space Structure Pre-meeting preparation Agent Space with a main agent, helper agents, tools, and notes An Agent Space contains: * **Main agent:** the agent that talks to the user and owns the run. * **Sub agents:** specialist helpers the main agent can call. * **Tools:** built-in tools, app connectors, API requests, MCP servers, and Knowledge Bases. * **Testing:** a playground for running the workflow before relying on it. * **Traces:** execution history for debugging and optimization. For tool setup, see [AI Workforce Tools, Connectors, and Skills](/user-guides/tools). For scheduled execution and files, see [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts). ## Building a Workflow Start small: 1. Create an Agent Space. 2. Configure the main agent. 3. Add one specialist sub agent. 4. Attach only the tools each agent needs. 5. Describe when the main agent should call the sub agent. 6. Run a test and inspect traces. 7. Add more sub agents only when the responsibility boundary is clear. ## Main Agent The main agent is the only agent that directly talks to the user. Its job is to understand the request, plan the work, use tools, call sub agents when useful, and return the final answer. Give the main agent clear instructions about what it owns, what tools it can use, and when it should ask a follow-up question. Main agent editor with model settings, connected tools, and marketplace skills ## Sub Agents Sub agents are specialist helpers. They do not talk to the user directly and they cannot have their own sub agents. Use sub agents for bounded subtasks such as classification, extraction, summarization, research, redaction, and validation. Keep them narrow so traces are easy to understand. ## Testing and Iteration Use the loop: **Edit -> Test -> Inspect trace -> Improve** Review tool calls, sub-agent calls, artifacts, latency, and credit usage before treating a workflow as production-ready. When tuning behavior, adjust the main agent first. Change the model, instructions, tool access, or structured output schema one at a time, then run the same test prompt again and inspect traces. Add sub agents only when the work needs a clear specialist helper. For predictable JSON outputs, see [Orchestration and Structured Data](/user-guides/orchestration-and-handoffs). # AI Workforce Overview Source: https://docs.sketricgen.ai/ai-workforce/overview Use SketricGen AI Workforce for internal AI automation, agentic workflows, scheduled runs, files, artifacts, tools, connectors, skills, and team workflows. AI Workforce is SketricGen's internal AI automation workspace for teams. It is designed for multi-agent work inside the platform rather than public widget deployment. If you are deciding between public and internal agents, start with [Brand Agents vs AI Workforce](/getting-started/choose-product). Use AI Workforce when your team needs agents that can plan, use [tools and marketplace skills](/user-guides/tools), call [sub agents](/user-guides/orchestration-and-handoffs), create files, inspect artifacts, run on a schedule, and work through longer tasks. It is built for agentic workflow automation across internal apps, knowledge, files, and business processes. SketricGen V3 makes AI Workforce much more practical: agents can use a deeper execution harness for long-running work, connect to 2,000+ apps through connectors, install marketplace skills for specialized tasks, and choose from a broader model catalog. ## What AI Workforce Is For AI Workforce works well for: * Research and analysis * Content pipelines * Sales and outreach workflows * Operations and support tasks * Data cleanup and report generation * Internal knowledge assistants * Multi-step work across connected apps * Reusable team workflows built from [templates](https://www.sketricgen.ai/template) and skills ## Longer-Running Runtime The updated runtime makes AI Workforce more capable than a short chatbot-style flow. For the execution details, see [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts). Runs can: * Plan with a todo state. * Use connected tools and app actions. * Call specialist sub agents. * Read attached files. * Create artifacts in a run workspace. * Move reusable files into an agent workspace. * Trigger recurring internal work on a schedule. * Continue through longer tasks that may take 10-30 minutes. ## Skills and Connectors AI Workforce agents can combine three layers of capability: * **Connectors:** give agents access to business apps and actions. * **Marketplace skills:** give agents optimized task playbooks built and curated by other builders. * **Instructions:** tell each agent when to use a skill, when to call a connector, and what a successful result should look like. This is what makes an AI Workforce flexible. You can search for a skill, install it on the right agent, connect the apps it needs, choose the model that fits the task, and then test the run in the playground. For setup details, see [AI Workforce Tools, Connectors, and Skills](/user-guides/tools) and [AI Workforce Agent Spaces](/ai-workforce/agent-spaces). ## Templates AI Workforce template library with workflow starting points Templates are starting points for AI Workforce Agent Spaces. Use them when you want a working structure for common internal workflows instead of building every agent, instruction, and tool setup from scratch. A template can include a main agent, focused sub agents, suggested instructions, workflow structure, and tool or connector placeholders. After selecting one, review every agent, connect the required apps, add [Knowledge Bases](/shared-platform/knowledge-bases) or skills where needed, and test the run with realistic prompts. Start from the live SketricGen template library, then customize the workflow for your team. ## Agent Spaces Agent Spaces are the visual workspaces where you configure AI Workforce agents. You configure a main agent, add sub agents, attach tools, select models, test runs, and inspect traces. See [AI Workforce Agent Spaces](/ai-workforce/agent-spaces) for the builder workflow. Use [Brand Agents](/brand-agents/overview) instead when the main goal is a public website/customer-facing agent. ## AI Workforce Capabilities AI Workforce can use: * Knowledge Bases * 2,000+ SketricGen connectors * Custom MCP tools * API Request tools * Web Search * Image Generation when enabled * Model selection from the supported catalog * AI Workforce templates * Marketplace skills with source, verification, and usage signals * Runs / Schedules for recurring automated work ## Related Guides * [AI Workforce Agent Spaces](/ai-workforce/agent-spaces): build and test the main agent, sub agents, tools, and instructions. * [AI Workforce Tools, Connectors, and Skills](/user-guides/tools): connect apps, install skills, and assign capabilities safely. * [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts): automate recurring tasks and inspect generated files. * [Traces and Optimization](/user-guides/traces-and-optimizations): debug tool calls, sub-agent routing, latency, errors, and credit usage. * [Orchestration and Structured Data](/user-guides/orchestration-and-handoffs): plan multi-agent runs and use structured outputs when a workflow needs machine-readable JSON. * [Knowledge Bases](/shared-platform/knowledge-bases): attach trusted company, website, or document knowledge to agents. # Scheduled Runs, Files, and Artifacts Source: https://docs.sketricgen.ai/ai-workforce/runs-files-artifacts Use AI Workforce for scheduled automation, report automation, longer runs, planning, workspace files, generated artifacts, traces, and recurring internal work. AI Workforce runs can do more than return a single chat response. They can plan work, use tools, create files, produce artifacts you can inspect, and run recurring tasks on a schedule. Use scheduled runs for report automation, recurring research, operations checks, and other repeatable team workflows. AI Workforce playground for testing an internal workflow ## Longer Runs Some tasks finish in seconds. More complex AI Workforce tasks may take 10-30 minutes depending on: * The selected model * Number of agents involved * Tool and connector latency * File size and count * Whether the agent creates or edits artifacts Longer runs are useful for research, content, analysis, internal operations, and multi-step work. ## Scheduled Runs Schedules let AI Workforce agents automate recurring work by triggering a run at a configured time. Instead of asking the agent manually each time, you can turn repeatable internal work into a scheduled run. Scheduled runs work well for: * Daily research or news briefs. * Weekly sales, support, or operations reports. * Automated report generation and recurring executive summaries. * Recurring content drafts. * Pipeline, CRM, or project-management checks. * Knowledge Base or document review tasks. * Any internal workflow where the agent should run the same instruction on a regular cadence. Treat a schedule like an automation contract. Give the agent a clear recurring instruction, connect the tools it needs, define the expected output, and review the first few runs in **Runs / Schedules** and traces before relying on it. ## Planning and Todos AI Workforce runs can maintain a todo/planning state during a run. This helps the agent break down a larger task and track progress. The plan is a working aid, not a guarantee. Always review the final output, generated files, and [traces](/user-guides/traces-and-optimizations) when accuracy matters. ## Workspace Files AI Workforce uses two workspace concepts: * **Run workspace:** temporary or conversation-specific files created during a run. * **Agent workspace:** reusable files that can be made available to future runs for the same agent. Generated artifacts can include drafts, reports, summaries, transformed data, or other files created by tools and agents. ## Inspecting Artifacts When a run creates files, inspect them in the product before using them downstream. For important workflows, verify: * The file exists and opens. * The content matches the request. * The format is usable by the target system. * Any connector upload or sub-agent step used the intended file. ## Traces Traces show the run timeline: agent steps, sub-agent calls, tool calls, errors, latency, and credit usage. Use traces to understand why a run succeeded, failed, or took longer than expected. For tool configuration, see [AI Workforce Tools, Connectors, and Skills](/user-guides/tools). AI Workforce trace view with user messages, skills, agent steps, and tool calls # Brand Agent Connectors and Lead Capture Source: https://docs.sketricgen.ai/brand-agents/connectors-and-leads Add safe customer-facing tools to a Brand Agent website chatbot, including lead capture, page navigation, web search, and selected app connector actions. Brand Agent connectors should be intentionally limited. Public agents should only receive tools that are safe for visitors and useful for the customer experience. For most Brand Agents, the important tools are lead collection, page navigation, web search, and a small set of approved business actions. This is what makes Brand Agents useful as website chatbots for sales, support intake, demo routing, and customer-facing guidance. Brand Agent connector settings with built-in customer-facing tools ## Built-In Brand Agent Tools ### Lead Capture Lead Capture displays a form inside the chat when the agent needs visitor details. Use it for demo requests, sales qualification, contact collection, support intake, or any lead generation chatbot flow where your team needs clean follow-up data. Keep forms short. Ask for the information your team will actually use. Lead Capture form configuration for a Brand Agent ### Page Navigation Page Navigation lets the agent guide visitors to relevant website pages, such as pricing, docs, booking, product details, or onboarding. Use this when the agent should help visitors move through your site instead of only answering in chat. ### Web Search Web Search lets the agent look up current public information when your Knowledge Base is not enough. Use it carefully for customer-facing agents. For brand-critical answers, prefer your own Knowledge Base. ## App Connectors Brand Agents can use selected SketricGen connectors when the use case needs an external action. SketricGen supports 2,000+ connectors, but customer-facing agents should only receive the exact actions that are safe for public use. Typical customer-facing examples include: * Booking and calendar actions * CRM lead creation or updates * Support-ticket intake * Email or notification handoff * Form and spreadsheet submission * Approved ecommerce or order-status lookups Only select the exact actions the agent should use. A naming mismatch or overly broad permission can give an agent more capability than intended, so review tool access before publishing. ## Lead Review Captured leads appear in the SketricGen app. Review them alongside conversations so you can see: * What the visitor asked * Which agent response led to the lead * What details were collected * Whether the agent should ask better qualification questions Use these insights to improve the agent's instructions and Knowledge Base. For the full setup path, see [Create a Brand Agent](/brand-agents/create-brand-agent). For broader internal tools and skills, use [AI Workforce Tools, Connectors, and Skills](/user-guides/tools). # Create a Brand Agent Source: https://docs.sketricgen.ai/brand-agents/create-brand-agent Create an AI chatbot for your website with SketricGen Brand Agents: start from a URL, review Brand DNA, add knowledge, connect tools, and publish. The Brand Agent wizard helps you create a customer-facing agent from your website or from manual setup. It is the no-code path for turning your site into a branded website chatbot with knowledge, lead capture, and safe customer-facing tools. ## Start From URL or Manual Setup Brand Agent wizard start step Choose one of two creation modes: * **Website URL:** Paste your website URL. SketricGen crawls the site, extracts content, and prepares Brand DNA and Knowledge Base sources. * **Manual setup:** Enter brand details yourself and add knowledge sources manually. Use URL setup when your website already explains your product, pricing, FAQs, policies, or services. Use manual setup when the agent should be based on internal material or a new product that is not fully documented online. ## Review Brand DNA Brand Agent brand setup step Brand DNA is the agent's brand context. SketricGen can extract it from your website or let you define it manually. It can include: * Brand name * Agent name * Brand summary * Tone and style * Logo and color * Agent role * Instruction notes Review this carefully. It shapes how the Brand Agent introduces itself, answers questions, and stays aligned with your brand. ## Add Knowledge Brand Agent knowledge setup step Brand Agents need reliable information. SketricGen structures website content and other sources into an [AI Knowledge Base](/shared-platform/knowledge-bases) the agent can use during conversations. Add knowledge through: * Crawled website pages * Uploaded files * Pasted text * Q\&A pairs The Knowledge Base is what the agent uses to answer product, support, pricing, onboarding, and policy questions. If it is incomplete, the agent may need to ask clarifying questions or say that information is not available. ## Connect Optional Tools Brand Agent connector settings with built-in tools Add only the tools the public agent needs: * **Lead Capture:** collect visitor details inside chat. * **Page Navigation:** send visitors to relevant pages. * **Web Search:** look up current public information. * **Selected app connectors:** connect approved customer-facing actions. Avoid giving customer-facing agents broad internal tool access unless the use case clearly requires it. ## Test and Publish Before publishing: 1. Ask realistic customer questions. 2. Test lead capture if enabled. 3. Check whether the agent answers from the right knowledge. 4. Confirm it refuses or redirects questions outside its scope. 5. Publish and copy the widget or fullscreen link. After publishing, use Conversations and Leads to review what visitors asked and where the agent needs improvement. For deployment, see [Deploy a Brand Agent to a Custom Website](/deploy/custom-website) or the platform-specific guides for [WordPress](/deploy/wordpress) and [Shopify](/deploy/shopify). # Brand Agents: Smart Website AI Chatbots Source: https://docs.sketricgen.ai/brand-agents/overview Build a SketricGen Brand Agent as an AI chatbot for your website: train from your site, use brand knowledge, capture leads, and publish a widget. Brand Agents are customer-facing AI agents that answer questions, qualify visitors, capture leads, and guide users through your website or customer channels. Use them when you need an AI chatbot for a website, a lead generation chatbot, or an AI sales agent that is grounded in your own brand knowledge. They are designed differently from internal AI Workforce agents because public agents need tighter security, clearer tool permissions, and a simpler deployment path. Built Brand Agent editor with customer-facing knowledge and connector controls ## What Brand Agents Do Brand Agents can: * Start from a website URL or manual brand setup. * Extract Brand DNA from your website, including tone, positioning, audience, and product context. * Structure your website content into a Knowledge Base. * Answer visitor questions using your content and brand voice. * Capture lead details through a form inside chat. * Navigate visitors to relevant pages on your website. * Use selected customer-facing connectors when an external action is needed. * Publish as a widget or fullscreen customer-facing experience. The goal is simple: create one input-based Brand Agent that can explain your business, guide visitors, collect qualified leads, and keep working for you on your website. Start with [Create a Brand Agent](/brand-agents/create-brand-agent), then connect safe customer-facing tools in [Brand Agent Connectors and Lead Capture](/brand-agents/connectors-and-leads). ## Why Brand Agents Are Separate Customer-facing agents should not have unrestricted access to every internal app. Brand Agents use a curated tool surface so you can decide exactly what the agent can and cannot do. This makes them better suited for websites, product pages, support intake, demo qualification, onboarding, and public customer conversations. ## Brand Agent Lifecycle 1. Start from a website URL or manual setup. 2. Review the generated Brand DNA. 3. Add or edit Knowledge Base sources. 4. Connect optional tools such as Lead Capture, Page Navigation, Web Search, or selected apps. 5. Test the agent. 6. Customize and publish the widget. 7. Monitor conversations and leads. ## Conversations and Leads After publishing, review Brand Agent conversations and captured leads in SketricGen. Use these records to see what visitors asked, which answers worked, and where your Brand DNA or Knowledge Base needs improvement. ## Best Fit Use Brand Agents for: * Website visitors asking product questions * Lead qualification and demo routing * Customer support intake * Product onboarding help * Ecommerce or SaaS FAQ assistants * Brand-safe public chat experiences Use [AI Workforce](/ai-workforce/overview) instead when your team needs internal agents for long-running work, files, research, internal systems, workflow automation, or multi-agent team operations. When you are ready to publish, see [Deploy a Brand Agent to a Custom Website](/deploy/custom-website), [Deploy to WordPress](/deploy/wordpress), or [Deploy to Shopify](/deploy/shopify). # In-Product Message Tracing + New Templates + Cleaner UI (Oct 24, 2025) Source: https://docs.sketricgen.ai/changelog/2025-10-24-message-tracing-templates-ui-integrations SketricGen update: detailed in-product message tracing for debugging agents, six new templates, major UI polish, better integration handling, richer conversation inputs, and a clearer free-plan upgrade flow. This release makes it easier to **debug agents**, **launch faster with new templates**, and enjoy a cleaner, more consistent experience across SketricGen. ## TL;DR * Added **detailed in-product message tracing** to debug agent runs end-to-end * Shipped **6 new production-ready templates** (with updated thumbnails) * Big **UI/UX polish** across Chat, Flow Editor, Agent Cards, Node Inspector, Conversations * Improved **integration + connection handling** (better status + notifications + management access) * Upgraded conversation inputs: **Markdown, JSON parsing, boolean fields**, improved state handling * Free plan users now see a clearer **upgrade path** (redirect to pricing with messaging) *** ## What’s new ### 1) In-product message tracing (debug agents end-to-end) SketricGen now provides **detailed tracing inside the product** for messages and workflow testing so you can see what happened during an agent run, including: * The user message and the agent’s internal reasoning steps (high-level) * Tool calls made by the agent * Inputs and outputs for each tool call * The final response, with the full execution path visible **Why it matters:** faster debugging, easier iteration during workflow creation/testing, and fewer “mystery failures” when agents behave unexpectedly. > Screenshot/GIF placeholder: “Message trace view showing tool calls + inputs/outputs” *** ### 2) Six new templates (launch faster) We replaced the previous template set with **six new, fully tested templates**, each with a professional thumbnail. **Why it matters:** templates reduce time-to-value—start from a working pattern instead of building every workflow from scratch. *** ### 3) UI & experience improvements (cleaner, more consistent) We shipped a broad polish pass across: * Chat Window * Flow Editor * Agent Cards * Node Inspector * Conversations Page Includes improvements to layout, spacing, padding, and typography for a more consistent UI. **Why it matters:** faster building, fewer misclicks, and more confidence when configuring agents and workflows. *** ### 4) Better connection & integration handling (less friction) Integrations now feel more reliable with: * Improved **connection tracking** for agent nodes * Better **success/error notifications** during app disconnections * Easier access to **manage connected apps** and APIs **Why it matters:** fewer broken runs caused by disconnected tools, and quicker recovery when something changes in your connected stack. *** ### 5) Conversation & input handling enhancements (better structured data) Conversation fields now support: * **Markdown formatting** * **JSON parsing** * **Boolean inputs** * Improved state management **Why it matters:** agents can process and display structured inputs more reliably—especially useful for workflows that pass data between steps. *** ### 6) Subscription & access flow update (clearer upgrades) Free plan users are now redirected to the pricing page with clearer upgrade messaging. **Why it matters:** less confusion around plan limits and a more explicit path to unlock advanced capabilities. *** ## Who this release is for * Teams building and testing workflows that need **fast debugging and clear visibility** * Builders who want to ship faster using **ready-to-use templates** * Anyone relying on **tool integrations** and needing reliable connection status * Workflows that pass structured data and benefit from **JSON/boolean inputs + Markdown** *** ## How to use (quick steps) ### Debug a workflow test with message tracing 1. Run a test message in Chat or during workflow testing 2. Open the **Trace / Run Details** view for that message 3. Review the execution timeline: * tool calls * inputs/outputs * intermediate steps 4. Fix prompts/nodes/connections and re-run Screenshot showing the Trace view opened from a test run with agent steps, tool calls, and execution details ### Start from the new templates 1. Go to **Templates** 2. Pick one of the new templates (look for the updated thumbnails) 3. Duplicate/customize for your use case 4. Connect tools/apps and run a test message ### Use structured conversation fields (JSON/boolean/Markdown) 1. Open the relevant conversation input configuration 2. Choose the expected type (JSON / boolean) or add Markdown 3. Test the workflow to confirm parsing and display behavior *** ## FAQ **What is “message tracing” in SketricGen?**\ A run-level view that shows how an agent responded, including tool calls and the inputs/outputs between each step, so you can debug quickly. **Can I see tool call inputs and outputs during testing?**\ Yes—traces show the tool calls made by the agent along with what was sent and what came back. **Is tracing available during workflow creation and testing?**\ Yes—tracing is designed to help during workflow building and test runs so you can iterate faster. **Do templates work out of the box?**\ They’re tested and ready to use, but you’ll still connect your own tools (apps/APIs) and customize prompts/settings. **How do I pass structured data to an agent (JSON/boolean)?**\ Use the updated conversation fields that support JSON parsing and boolean inputs so your workflow steps receive the right shape of data. **What happens when an integration disconnects?**\ You’ll now get clearer success/error notifications and improved connection tracking so you can fix issues faster. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Traces & Optimization:** [/user-guides/traces-and-optimizations](/user-guides/traces-and-optimizations) * **Docs: Orchestration and Structured Data:** [/user-guides/orchestration-and-handoffs](/user-guides/orchestration-and-handoffs) * **Docs: Managing Tools:** [/user-guides/tools](/user-guides/tools) # Iframe + Fullscreen Chat Embeds, Forced Handoff, and a Smoother Builder (Nov 3, 2025) Source: https://docs.sketricgen.ai/changelog/2025-11-03-iframe-fullscreen-embed-forced-handoff-ga-tracking SketricGen update: embed chat via iframe + fullscreen, new Forced Handoff for tighter workflow control, FlowEditor/NodeInspector upgrades, UI consistency improvements, integration reliability fixes, and performance enhancements. This release improves three things users feel immediately: **how you embed chat**, **how you control multi-agent workflows**, and **how smooth the builder feels**—plus reliability upgrades across integrations and performance. ## TL;DR * Embed chat anywhere with **iframe support** and **fullscreen** mode * New **Forced Handoff** for more predictable control in multi-agent workflows * Improved **FlowEditor + NodeInspector** for clearer configuration and validation * Cleaner UI consistency across chat/templates/integrations (loading states, spacing, interaction feedback) * Integration reliability updates for docs links and **connector environment variable fixes for Next.js builds** * Under-the-hood refactors for **better performance, stability, and error handling** *** ## What’s new ### 1) Embed chat anywhere (iframe + fullscreen) You can now embed SketricGen chat more flexibly: * **Iframe widget support** for easy drop-in embedding * **Fullscreen mode** for a cleaner end-user experience **Why it matters:** faster deployment into websites, portals, and internal tools—without building custom chat UI from scratch. *** ### 2) More predictable multi-agent control (Forced Handoff) We introduced **Forced Handoff** to help you control agent flow in workflows: * Enforce when a workflow must transfer responsibility to the next step/agent * Reduce unexpected branching or “agent drift” in complex automations **Why it matters:** more deterministic workflows, easier testing, fewer surprises in production. Screenshot showing the Forced Handoff setting enabled in a workflow node with agent configuration *** ### 3) FlowEditor + NodeInspector upgrades (clearer configuration) We refined the workflow-building experience: * Clearer configuration and validation behavior * Improved state handling and smoother interactions while editing **Why it matters:** faster building, fewer configuration mistakes, and less friction when iterating during testing. > Screenshot/GIF placeholder: “NodeInspector validation + improved editor UX” *** ### 4) UI consistency improvements (less friction across the app) We unified styling and layout across key areas: * Chat (messages + lists) * Templates page * Integrations section * Dialogs/modals (loading states, spacing, interaction feedback) **Why it matters:** better readability and fewer “UI surprises” when you’re moving quickly between building, testing, and iterating. *** ### 5) Integrations updates (docs + reliability) * Updated and standardized integration documentation links * Fixed **connector environment variable configuration** for Next.js builds **Why it matters:** fewer setup issues and faster “first successful run” when connecting tools. *** ### 6) Reliability + performance improvements (internal upgrades that help users) We shipped internal refactors across middleware, API routes, layout metadata, and build tooling, plus cleanup of redundant configs. **Why it matters for users:** fewer edge-case errors, faster UI interactions, and more stable deployments—especially as workflows get larger. *** ## Who this release is for * Teams embedding agents into **websites, apps, and internal tools** * Builders running **multi-agent workflows** that need stronger control * Developers deploying SketricGen-connected experiences with **Next.js and connector triggers** * Anyone who wants a cleaner, faster builder experience *** ## How to use (quick steps) ### Embed chat with an iframe 1. Open your agent’s deploy/share settings 2. Choose **Iframe Widget** 3. Copy the embed snippet into your site/app 4. Enable **Fullscreen** if you want a more focused experience for users ### Use Forced Handoff in a workflow 1. Open your workflow in the **FlowEditor** 2. Configure your agent transition/handoff step 3. Enable **Forced Handoff** 4. Validate in **NodeInspector** and run a test message ### Confirm integrations stay connected 1. Open your workflow and check node connection status 2. If a tool disconnects, use the updated prompts/notifications to reconnect quickly 3. Re-run a test to confirm the workflow executes cleanly *** ## FAQ **Can I embed SketricGen chat in an iframe?** Yes—this release adds iframe widget support designed for simple embedding. **Does fullscreen mode work for embedded chat?** Yes—fullscreen is supported to improve the embedded chat experience, especially for onboarding and support flows. **What is “Forced Handoff” in a workflow?** A control mechanism that enforces when a workflow must hand off responsibility, making multi-agent behavior more predictable. **I’m using Next.js with connector triggers - what changed?** Environment variable configuration issues were fixed to improve reliability in Next.js builds. **What changed in the builder experience?** FlowEditor and NodeInspector were improved for clearer configuration, better validation behavior, and smoother editing. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Embedding & Widgets:** [/deploy/custom-website](/deploy/custom-website) * **Docs: Orchestration and Structured Data:** [/user-guides/orchestration-and-handoffs](/user-guides/orchestration-and-handoffs) * **Docs: Tools & Integrations:** [/user-guides/tools](/user-guides/tools) # Affiliate Referrals, Better Embeds, and Smoother UI (Nov 7, 2025) Source: https://docs.sketricgen.ai/changelog/2025-11-07-affiliate-referrals-widget-import-ui SketricGen mini release: expanded affiliate/referral codes, improved widget embeds (fullscreen + iframe), drag-and-drop file import, cleaner chat UI, faster performance, and reliability upgrades. This mini release focuses on practical upgrades you'll notice immediately: a more complete **affiliate/referral system**, a smoother **embed + widget experience**, and UI/performance improvements across the app. ## TL;DR * Expanded **affiliate + referral codes** across login, signup, and profiles * Improved affiliate visibility: clearer balances, codes, and eligibility/terms * Added **drag-and-drop file upload** in Import Config * Improved **fullscreen widget layout**, suggested prompts, and iframe behavior * Cleaner chat styling + better loading states across key pages * Reliability/performance improvements across components and backend lookups *** ## What’s new ### 1) Expanded affiliate & referral system (codes that actually work everywhere) We expanded referral + promo code support so it’s now available across: * Login * Signup * User profiles Affiliate users also get improved visibility into: * Balances * Codes * Terms/eligibility messaging (refined on the Affiliate page) **Why it matters:** easier attribution, fewer “did my code apply?” moments, and a cleaner experience for partners sharing SketricGen. Screenshot showing the Affiliate Dashboard with referral code, available balance, and lifetime earnings *** ### 2) Better file import & widget experience (less friction, faster testing) **Import Config** * Added **drag-and-drop** file upload for faster setup **Chat Widget / Embeds** * Multiple improvements to **fullscreen widget layout** * Better **suggested prompts** * More reliable **iframe behavior** **Why it matters:** quicker onboarding, smoother embeds on your website/app, and faster iteration when testing agent experiences. *** ### 3) UI & styling enhancements (cleaner chat, better consistency) We improved consistency across the app, including: * Chat message styling (avatars, assistant bubbles, theme-based design) * Cleaner layouts for the message list, Affiliate page, and referral content * Improved loading states and interaction polish **Why it matters:** clearer conversations, less visual noise, and a more polished experience when building and demoing workflows. *** ### 4) Performance & code quality upgrades (faster and smoother) We streamlined several hooks and components (including knowledge base and prompt experiences), refactored loading/copy logic, and removed unused behavior. **Why it matters:** fewer UI hiccups and a smoother experience as projects grow. *** ### 5) Reliability improvement (faster account lookups) We added a backend optimization (a secondary index on email) to make user lookups faster and more reliable. **Why it matters for users:** fewer edge-case delays during auth/account flows and better overall responsiveness—especially as usage scales. *** ## Who this release is for * Affiliates and partners who share SketricGen using **referral/promo codes** * Teams embedding SketricGen chat via **iframe/fullscreen widget** * Builders importing configs/files and wanting **faster setup** * Anyone who wants a cleaner UI and smoother performance *** ## How to use (quick steps) ### Use your referral or promo code 1. Go to Signup or Login 2. Enter your referral/promo code if applicable 3. Confirm it appears on your profile / affiliate area (if you’re an affiliate) ### Drag-and-drop import (Import Config) 1. Open **Import Config** 2. Drag a file into the upload area 3. Review the imported config and run a quick test ### Embed the widget (iframe/fullscreen) 1. Open your agent’s deploy/share settings 2. Choose the iframe embed option 3. Test suggested prompts + fullscreen layout on your target page *** ## FAQ **Where do I find my referral code?**\ Your referral/promo code is now surfaced across profile and affiliate-related surfaces for easier access and sharing. **Do referral codes work during signup and login?**\ Yes—support was expanded to cover login, signup, and profiles. **Can I drag-and-drop files into Import Config?**\ Yes—drag-and-drop upload is now supported. **Did the embed widget change?**\ Yes—fullscreen layout, suggested prompts, and iframe behavior were improved for smoother embeds. **Why mention backend improvements in a release note?**\ Because they reduce friction you feel as a user (faster account flows, fewer edge-case delays), even if the change is internal. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Affiliate Program:** [https://www.sketricgen.ai/affiliate-program](https://www.sketricgen.ai/affiliate-program) * **Docs: Embedding & Widgets:** [/deploy/custom-website](/deploy/custom-website) # Telegram Integration, Google Sign-In, and Mobile Upgrades (Nov 17–20, 2025) Source: https://docs.sketricgen.ai/changelog/2025-11-17-telegram-google-signin-mobile-integrations SketricGen update: Telegram integration (groups + mentions), Google Sign-In onboarding, major mobile UI improvements, stronger integration management, more reliable chat servers, and stability upgrades for long-running automations. This release bundle improves how you **deploy agents to Telegram**, how quickly users **get onboarded with Google Sign-In**, and how smooth SketricGen feels on **mobile**—plus reliability upgrades across chat servers, integrations, and long-running workflows. ## TL;DR * ✅ **Telegram integration fully released** (webhooks, bot mentions, group chat support) * 🔐 **Google Sign-In** for faster onboarding * 📱 Major **mobile responsiveness** upgrades across Dashboard, AgentSpace, FlowEditor, Conversations, Profile * 🔧 Better **integration management** (cleaner controls, safer deletion, improved status handling) * 💬 More reliable chat server behavior (fewer “Something went wrong” moments) * ⏳ Better support for **long-running automations** (improved stability for heavy execution flows) * 🧩 Instagram: backend foundation completed, **user-facing rollout coming soon** (not enabled yet) *** ## What’s new ### 1) Telegram integration (now fully available) SketricGen now supports a complete Telegram deployment experience: * Webhook registration and event handling * Bot-mention handling * Group chat support * Cleaner message routing and more real-time behavior **Why it matters:** you can deploy agents to Telegram channels/groups with fewer edge cases and smoother message handling. *** ### 2) Google Sign-In + improved onboarding guidance * Added **Google Sign-In** for faster account creation and login * Improved SSO redirect logic and onboarding messaging across mobile + desktop **Why it matters:** less friction to start building and testing workflows (especially for teams onboarding multiple users). *** ### 3) Mobile UI upgrades (big polish pass) We improved mobile layout and responsiveness across: * Dashboard * AgentSpace * FlowEditor * Conversations * Profile Highlights include: * Better breakpoints and visual consistency * Mobile sidebar state handling * Improved input behavior on mobile (less accidental zoom) * Cleaner navigation across key screens **Why it matters:** building, testing, and monitoring workflows on mobile is now far more usable. *** ### 4) Integration management improvements (cleaner controls + safer deletion) We upgraded integration management so it’s easier to maintain connected channels/tools: * Dedicated delete controls and improved authentication flows * Cleaner configuration handling * “Soft delete” behavior and status-based filtering (so inactive integrations don’t clutter your workspace) **Why it matters:** fewer “stale integrations,” fewer accidental breakages, and faster cleanup when a tool connection changes. *** ### 5) Chat server reliability improvements (fewer failures under load) We improved reliability across Telegram and third-party integration events: * Better retry handling and validation * Improved exception handling to reduce intermittent errors (including “Something went wrong”) **Why it matters:** more consistent agent replies and fewer dropped/failed runs—especially when traffic spikes or integrations send noisy events. *** ### 6) Workflow stability for heavier automation runs We strengthened reliability for longer/heavier execution flows (e.g., complex automations triggered by webhooks), including improved timeout behavior and routing stability. **Why it matters:** fewer mid-run failures for “big” workflows and more confidence running production automations. *** ### 7) Instagram integration status (coming soon) We completed the backend foundation for Instagram integration (auth + event handling + message processing).\ **Important:** the user-facing UI/workflow is **not enabled yet**. We’ll roll it out in a later release once the frontend is ready. **Why it matters:** we’re close—this groundwork is what enables a stable Instagram release rather than a fragile “beta” integration. *** ### 8) Performance & maintainability work (internal, but you’ll feel it) We shipped a set of platform refactors and cleanup work that improves long-term reliability and reduces UI friction. **Why it matters for users:** faster interactions, fewer edge-case bugs, and smoother iteration as your workspace grows. *** ## Who this release is for * Teams deploying agents on **Telegram** (support, community, sales, onboarding) * Anyone who wants **faster onboarding** (Google Sign-In) * Builders who need SketricGen to work well on **mobile** * Users managing multiple integrations and wanting **cleaner, safer integration controls** * Teams running **heavier / longer workflows** and needing more stability *** ## How to use (quick steps) ### Connect Telegram and run a test 1. Go to **Integrations** → Telegram 2. Connect your bot and complete webhook setup 3. Add the bot to a group (if needed) and mention it to trigger responses 4. Send a test message and confirm the agent replies correctly ### Sign in with Google 1. Log out (if already logged in) or open the login page 2. Choose **Continue with Google** 3. Complete onboarding steps and create your first agent/workflow ### Clean up an integration safely 1. Go to **Integrations** 2. Open the connected app/channel settings 3. Use the delete/disable controls 4. Re-run a test workflow to confirm everything is still connected and stable *** ## FAQ **Does SketricGen support Telegram group chats?**\ Yes—Telegram integration now supports group chat behavior, including bot mentions and cleaner routing. **How do I trigger the bot in a Telegram group?**\ Mention the bot (and/or follow your configured trigger behavior) to route messages to your agent. **Is Google Sign-In available for everyone?**\ Yes—Google Sign-In is now available to speed up onboarding. **Why do some changes sound “internal”?**\ Because reliability improvements (retries, validation, stability) directly reduce failed runs and make agents more consistent in production. **Is Instagram integration available now?**\ Not yet. The backend is ready, but the user-facing UI is not enabled. We’ll announce it when it’s available for users. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Telegram Integration:** [/deploy/telegram](/deploy/telegram) * **Docs: Managing Integrations:** [/user-guides/tools](/user-guides/tools) # Better Conversations, Attachments, and New Integrations (Nov 26, 2025) Source: https://docs.sketricgen.ai/changelog/2025-11-26-conversations-contacts-attachments-instagram-zapier SketricGen update: faster conversation search with Contact IDs, smoother infinite scrolling, richer messages with attachments, improved Instagram UX, Zapier + Instagram enabled in the UI, and login/UX upgrades. This release improves the day-to-day experience for teams running multi-channel agents: **finding the right conversation**, **handling richer messages**, and **managing integrations** with less friction—plus some important platform upgrades behind the scenes. ## TL;DR * Conversations now support **Contact IDs** (generation, search, filtering) for faster thread retrieval * More accurate conversation views with **platform-specific fetching** and refined filters * New controls to **disable/enable contacts** as conversation sources * Smoother infinite scroll with better pagination and a clearer “has more” state * Messages now support an **assets field** (foundation for attachments/uploads) * Instagram UX improvements + **Instagram and Zapier enabled in the UI** (with updated plan/config handling) * Login improvements: **sign out** + better redirects, plus UI cleanup and clearer messaging *** ## What’s new ### 1) Conversations are easier to find and manage (Contact IDs + better filters) Conversations now include **Contact IDs** to make identifying and retrieving threads faster: * Contact ID generation * Search and filtering by Contact ID * Platform-specific fetching for more accurate views * Improved agent-based fetching and general cleanup on the Conversations page You can also **disable/enable contacts** as conversation sources for better control over what shows up. **Why it matters:** less time hunting for the right thread, fewer “wrong platform” views, and more control over noisy conversation sources. Screenshot showing the Conversations page with platform filter dropdown displaying options including Playground, Scheduled, Public API, WhatsApp, Slack, Telegram, and Instagram *** ### 2) Smoother scrolling and pagination (less jank, more speed) We improved pagination behavior with updated limits and a clearer “has more conversations” handling to make infinite scrolling more reliable. **Why it matters:** easier triage and monitoring when you have lots of threads—especially on mobile. *** ### 3) Richer messages (attachments foundation) We updated the message schema to include an **assets field**, and standardized how Contact IDs propagate across supported messaging platforms. **Why it matters:** this is the groundwork for richer message types (attachments/uploads) across channels and more consistent cross-platform behavior. *** ### 4) Public asset uploads (in development — not fully released yet) We started building a **public asset upload system** (still in development, not fully enabled for end users yet), including: * A dedicated public assets model with authorization rules * A new upload service for more reliable file handling and error management * Platform improvements to support agent-based asset retrieval **Why it matters for users:** once completed, this enables smoother file/asset handling for agent experiences (e.g., uploading and referencing documents/media during workflows) with better reliability and security. > Note: We’ll announce this as a user-facing feature when the UI and full workflow are ready. *** ### 5) Integration updates (Instagram UX + Zapier enabled) * Improved Instagram integration UX with clearer feedback (e.g., notifications during actions) * Added platform support needed for **human takeover** logic in multi-channel agents * Enabled **Instagram** and **Zapier** in the UI with updated plan limits and configuration handling **Why it matters:** faster setup, clearer integration status, and better support for multi-channel agent operations. Screenshot showing the Integrations page with various integration options including Slack, WhatsApp, Telegram, Instagram, Zapier, Framer, WordPress, Wix, and Squarespace with Connect buttons *** ### 6) Authentication & UI improvements (small changes, big friction reduction) * Added **sign-out** support * Improved login redirects * Clarified messaging for FileSearch badge * General UI cleanup and consistency improvements **Why it matters:** fewer confusing login loops and a cleaner experience across the app. *** ## Who this release is for * Teams managing lots of customer conversations and needing **faster search + better filters** * Multi-channel agent setups where consistency across platforms matters * Anyone preparing to use richer message types (attachments/uploads) * Builders connecting Instagram or Zapier and wanting a smoother setup experience *** ## How to use (quick steps) ### Find a conversation faster with Contact IDs 1. Open **Conversations** 2. Use search/filter to query by **Contact ID** 3. Apply platform filters for more accurate views 4. Disable a contact source if it’s noisy or irrelevant ### Enable Instagram or Zapier 1. Go to **Integrations** 2. Select **Instagram** or **Zapier** 3. Follow the connect flow and confirm the connection status 4. Run a test message/workflow to verify end-to-end behavior ### Prepare for attachments (assets field) 1. If your workflows depend on file/asset content, keep an eye on upcoming “public asset uploads” 2. For now, rely on your current asset/document handling flows 3. When released, you’ll be able to attach/upload more seamlessly across channels *** ## FAQ **What is a Contact ID in SketricGen Conversations?**\ A stable identifier that helps you search, filter, and retrieve conversation threads more reliably—especially across multiple platforms. **Can I disable a contact from showing up in Conversations?**\ Yes—you can disable/enable contacts as conversation sources to reduce noise. **Are attachments supported now?**\ This release adds the schema foundation (“assets” field). User-facing attachment workflows will expand as the public asset upload system is completed and enabled. **Is the public asset upload feature available today?**\ Not fully—it’s in development. The platform foundation is in place, and we’ll announce it when the UI and full workflow are ready. **Are Instagram and Zapier available in the UI now?**\ Yes—both are enabled in the UI, with improved configuration handling and updated plan limits. **What is “human takeover” support?**\ A capability needed for multi-channel agents to hand off a conversation to a human operator when appropriate (more improvements coming). *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Conversations & Insights:** [/user-guides/conversations-and-insights](/user-guides/conversations-and-insights) * **Docs: Instagram Integration:** [/deploy/instagram](/deploy/instagram) * **Docs: Zapier Integration:** [/deploy/zapier](/deploy/zapier) # File Upload in Chat Widget, Guided Tours, and Advanced Agent Controls (Dec 13, 2025) Source: https://docs.sketricgen.ai/changelog/2025-12-13-chat-widget-file-upload-guided-tour-advanced-agent-settings SketricGen update: drag-and-drop file uploads in the chat widget (PDFs, images, text files), a guided onboarding tour, a new Space setup flow, advanced agent controls (temperature/top-p/verbosity), plus editor and MCP tool improvements. This release is about getting you from **"new workspace" → "working agent"** faster, while unlocking richer conversations (file uploads) and more precise agent behavior (advanced settings). ## TL;DR * 📎 **Upload files directly in the chat widget** (drag & drop, previews, validation) * 🧭 New **guided tour** that walks new users through building and testing a workflow * 🧱 New **Space setup modal** for faster “first agent space” creation (templates + video tutorial + empty AgentSpace) * 🎛️ **Advanced agent settings** (temperature, top-p, verbosity, reasoning effort) * 🧩 **Python SDK** released for running workflows programmatically * ✍️ Workflow editor upgrades (validation, node UI, warnings, tool node configuration) * 🔌 MCP tools improvements (better discovery, validation, connection reliability) * 📈 Better in-product stats (message counts, cost tracking, improved conversation analytics) *** ## What’s new ### 1) File upload in the chat widget (richer conversations) You can now **drag & drop files directly into the chat input** (including embedded widget use cases): **Supported file types** * Images * PDFs * Text formats: `txt`, `md`, `json`, `xml`, `csv` **What you’ll see** * Thumbnail previews before sending * Clear validation for size/type limits * Upload progress + error handling so you know what happened **Why it matters:** your agents can work with real inputs (docs, spreadsheets, screenshots, structured JSON) instead of copy/paste—making support, onboarding, and internal workflows more useful. > Screenshot/GIF placeholder: “Drag & drop upload → preview → send in widget chat” *** ### 2) Guided tour system (onboarding that actually helps) New users now get an interactive guided tour that walks through: * The palette * Agent nodes * Testing runs * Publishing/deploying Tour progress is saved so users can resume (or skip if returning). **Why it matters:** fewer “where do I start?” moments, faster activation, and less time spent guessing how to build a workflow. > Screenshot/GIF placeholder: “Guided tour steps highlighting key UI” *** ### 3) Space setup modal (faster first setup) Creating a new space is now guided with: * Template selection (carousel) * Video tutorial integration * “Empty AgentSpace” for custom builds * Auto-creation flow for brand-new users **Why it matters:** your first agent space is the hardest step—this reduces setup friction and gets users to a working workflow faster. > Screenshot/GIF placeholder: “Space setup modal with template carousel + video” *** ### 4) Advanced agent settings (more control, better outputs) We added advanced controls so you can fine-tune agent behavior per node: * Temperature (slider) * Top-P (slider) * Verbosity (low/medium/high) * Reasoning effort (minimal/low/medium/high) for supported reasoning models * Advanced mode toggle * Settings persist per agent node **Why it matters:** you can tune agents for different jobs—creative drafting vs. strict extraction vs. tool-heavy workflows—without changing the entire system. > Screenshot/GIF placeholder: “Advanced settings panel on an agent node” *** ### 5) Python SDK (run workflows programmatically) We released a **Python SDK** for running SketricGen workflows from your own systems, with smoother integrations and file-handling support. **Why it matters:** teams can trigger workflows from internal services, scripts, and products—without rebuilding logic. > Note: Public docs link should point to the SDK install + quickstart. *** ## Enhancements (you’ll feel these while building) ### Workflow editor improvements * Clearer node display (Trigger node shows “Input”) * Collapsible sections in the editor panel * Better validation errors and connection warnings * Sticky node improvements + better color handling * Tool node configuration UI improvements **Why it matters:** faster building, fewer configuration mistakes, clearer debugging during tests. *** ### Agent space upgrades * Improved workflow listing (filtering + search) * Better loading/error states * Better first-time auto-creation flow **Why it matters:** less time navigating, more time iterating. *** ### MCP tools improvements (reliability + discovery) * Default MCP type updated (more reliable streaming behavior) * Better tool discovery, validation, and error handling * Improved MCP server connection logic **Why it matters:** fewer “tool not found” moments and more consistent connectivity during runs. *** ### Stats & analytics improvements (user-facing visibility) We improved in-product stats and tracking, including: * Message count tracking for agents * Better conversation analytics * Better cost tracking at the conversation level * Improved conversation detail support **Why it matters:** clearer visibility into usage, performance, and cost drivers as you scale. *** ## Who this release is for * Teams embedding SketricGen chat and wanting **file uploads** (support, onboarding, internal tools) * New users who want a **guided first build** instead of guessing * Builders who need **more control over agent behavior** * Teams running tool-heavy workflows who want **more reliable MCP discovery and execution** * Developers who want to run workflows via **Python** *** ## How to use (quick steps) ### Upload a file in the chat widget 1. Open chat (in-app or embedded widget) 2. Drag & drop a file into the input (or select upload) 3. Preview the file and confirm it passes validation 4. Send the message and let the agent process it ### Run the guided tour 1. Create a new workspace/space (or open onboarding) 2. Start the guided tour 3. Follow the steps: build → test → publish 4. Skip anytime (returning users won’t be forced through it) ### Create a new Space using the setup modal 1. Click **Create Space** 2. Choose a template (or pick Empty Canvas) 3. Watch the quick video if needed 4. Auto-create and start testing immediately ### Tune an agent with advanced settings 1. Open the agent node in the workflow 2. Enable **Advanced mode** 3. Adjust temperature/top-p/verbosity (and reasoning effort if available) 4. Run a test message and iterate ### Use the Python SDK 1. Install the SDK (see docs) 2. Authenticate 3. Trigger a workflow run from your Python app/script 4. Use results in your system *** ## Hotfixes *No hotfixes appended to this release yet.*\ (If hotfixes happen later, append here as: **Date — change (impact)**.) *** ## FAQ **What files can I upload in the chat widget?**\ Images, PDFs, and text formats like txt/md/json/xml/csv. You’ll see validation for supported types and size limits. **Can users preview files before sending?**\ Yes—files show a preview (including thumbnails where relevant) before you send. **Is file upload available in embedded chat widgets?**\ Yes—this release focuses on the widget upload experience, including drag & drop. **What do advanced agent settings change?**\ They let you tune agent behavior per node (creativity vs. precision), and persist as part of the workflow configuration. **What is the guided tour for?**\ A step-by-step onboarding flow to help new users build, test, and publish their first workflow quickly. **Who is the Python SDK for?**\ Teams that want to run SketricGen workflows from their own backend services, scripts, or products. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Agents:** [/user-guides/agents](/user-guides/agents) * **Docs: Python SDK:** [/dev-guide/python-sdk](/dev-guide/python-sdk) # Billing Fixes, Integration Controls, and Better Onboarding (Dec 15–17, 2025) Source: https://docs.sketricgen.ai/changelog/2025-12-15-billing-fixes-integrations-onboarding SketricGen hotfix release: critical billing integrity fixes, conversation history controls for integrations, improved onboarding experience with guided tours, smoother workflow and template navigation. This hotfix release addresses critical billing issues, adds user-requested integration controls, and improves the onboarding experience—ensuring reliable payments, better conversation management, and smoother navigation. ## TL;DR * 🔒 **Critical billing fix:** prevents unintended premium access when payments fail * 💬 **Conversation history controls** for WhatsApp, Telegram, and Instagram * 🎯 **Improved onboarding** with a new guided tour system * 📝 **Smoother workflow creation** from templates (skips unnecessary setup steps) * 🔧 **Better draft detection** for workflows *** ## What's Fixed & Improved ### 1) Critical billing integrity fix (Dec 15) We fixed a critical issue where users could receive paid plan benefits despite failed Stripe payments: * Users are **no longer upgraded to paid plans** when Stripe marks a subscription as incomplete or incomplete\_expired (initial payment never succeeds) * Only **active and trialing** subscriptions now trigger plan/credit updates * Failed payments and expired subscriptions are now handled correctly, ensuring users remain on their correct plan (e.g., Free plan if payment fails) **Why it matters:** ensures billing accuracy and prevents unintended premium access, protecting both users and the platform from billing errors. *** ### 2) Conversation history controls for integrations (Dec 17) You can now **enable or disable conversation history** for messaging integrations: * Available for **WhatsApp**, **Telegram**, and **Instagram** * Controlled per integration in your integration settings * When disabled, agents won't retain conversation context between messages **Why it matters:** gives you control over data retention and agent behavior across different channels—useful for privacy requirements or when you want stateless interactions. *** ### 3) Improved onboarding experience (Dec 17) We upgraded the onboarding system with a better guided tour: * Replaced the previous onboarding with a **new guided tour system** for smoother, more reliable tours * Clearer step-by-step guidance for new users * Better visual indicators and flow **Why it matters:** faster time-to-value for new users and fewer "what do I do next?" moments. *** ### 4) Smoother workflow creation from templates (Dec 15) Creating workflows from templates is now faster: * **Templates now open directly in the workflow editor** (skips the setup modal) * Draft workflows are properly detected and labeled * Cleaner navigation flow when working with templates **Why it matters:** less clicking, faster iteration when starting from templates. *** ### 5) Knowledge base limits updated (Dec 17) For new users, the default knowledge base limit has been adjusted: * Changed from **5 knowledge bases → 1 knowledge base** for Free plan users * Aligns with updated plan structure **Why it matters:** clearer expectations for Free plan users and more consistent plan tiers. *** ## Who This Release is For * Anyone using **paid plans** (ensures billing accuracy) * Teams deploying agents on **WhatsApp, Telegram, or Instagram** who want conversation history control * **New users** going through onboarding * Builders who frequently use **templates** to create workflows * **Free plan users** (clarified knowledge base limits) *** ## How to Use (Quick Steps) ### Manage conversation history for integrations 1. Go to **Integrations** 2. Open settings for your WhatsApp, Telegram, or Instagram integration 3. Toggle **conversation history** on or off based on your needs 4. Save and test with a message to confirm behavior ### Start with the new onboarding tour 1. Create a new account or access the onboarding tour from your dashboard 2. Follow the guided steps to create your first agent/workflow 3. Complete the tour to unlock best practices and tips ### Create workflows from templates faster 1. Go to **Templates** 2. Select a template you want to use 3. Click to create from template—you'll land directly in the workflow editor 4. Customize and publish *** ## FAQ **What was the billing issue?**\ In rare cases, users could receive paid plan benefits even when their initial payment failed or expired. This has been fixed to ensure billing accuracy. **Will this affect my existing paid subscription?**\ No—this fix only prevents incorrect upgrades. If you have an active, valid subscription, nothing changes. **Can I disable conversation history for all my integrations?**\ Yes—you can control this setting individually for WhatsApp, Telegram, and Instagram integrations. **Why would I want to disable conversation history?**\ For privacy requirements, compliance, or if you want each message to be treated independently without context from previous messages. **What happened to the old onboarding tour?**\ We replaced it with a better guided tour system that's more reliable and provides a smoother experience. **Do templates still work the same way?**\ Yes—but now when you create a workflow from a template, you skip the setup modal and go directly to editing, which is faster. **What if I'm on the Free plan and had more than 1 knowledge base?**\ This change only affects new users. Existing users keep their current knowledge bases. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: WhatsApp Integration:** [/deploy/whatsapp](/deploy/whatsapp) * **Docs: Telegram Integration:** [/deploy/telegram](/deploy/telegram) * **Docs: Instagram Integration:** [/deploy/instagram](/deploy/instagram) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) # Faster Building: Editable Nodes, Image Generation, and Smoother Performance (Dec 29, 2025) Source: https://docs.sketricgen.ai/changelog/2025-12-29-node-inspector-editing-image-gen-integrations-performance SketricGen update: edit node instructions inline, improved advanced agent settings accuracy, image generation inside the builder, better integration handling with plan-aware alerts, and faster navigation with smoother loaders. This release makes the workflow builder feel faster and more flexible: edit node instructions inline, generate images directly inside your workflow setup, and move through the app with smoother loading and navigation. ## TL;DR * Edit **node instructions and labels inline** in Node Inspector (“click to edit”) * Improved **advanced agent settings accuracy** (model-specific configuration handling) * **Image Generation tool** is now available inside Node Inspector (when your workflow needs it) * Better integrations setup: supports API-based integrations, multiple integrations, and plan-aware upgrade alerts * Faster navigation with prefetching + skeleton loaders (less waiting, fewer spinner screens) * UI polish across onboarding, tooltips, palette, and message list * Fixes for stability and onboarding tour alignment *** ## What’s new ### 1) Edit nodes inline (less clicking, faster iteration) Node Inspector now supports: * **Editable instructions** * **Editable labels** * Clear “(click to edit)” guidance so it’s obvious where to change things **Why it matters:** faster workflow iteration—tweak copy, labels, and behavior without bouncing between screens. *** ### 2) More accurate advanced agent configuration (model-aware) We improved how advanced mode is handled so model-specific configuration is applied more accurately. **Why it matters:** fewer “why did the model behave differently?” moments and more reliable results when you’re tuning agents for different tasks. *** ### 3) Image generation inside the builder (when your workflow needs visuals) We integrated an **Image Generation tool** into the node inspector so you can add and configure it when your workflow needs visuals. **Why it matters:** if your workflow produces visual outputs (marketing images, thumbnails, product mockups, social creatives), you can configure and test image generation directly while building—without switching contexts. Screenshot showing the Edit Tool interface with Image Generation tool option highlighted, displaying various tool types including Sketric App Marketplace, File Search, Web Search, Code Interpreter, Image Generation, API Request, and Custom MCP *** ### 4) Integrations & triggers upgrades (cleaner setup + clearer plan limits) Integration setup got smarter: * **API-based integrations** supported with updated documentation links * Plan-aware messaging: **upgrade alerts** when an integration is disabled due to plan limits * Better handling for workflows with **multiple integrations** * When removing trigger integrations, you can target specific platforms so only the right connection is removed **Why it matters:** fewer broken workflows caused by misconfigured integrations, and clearer guidance when plan limits affect a node. *** ## Performance improvements (you’ll feel this everywhere) We reduced “waiting time” across common screens: * Prefetching on Agent Cards for faster navigation * Streamlined loading in AgentSpace, FlowEditor, Dashboard, Pricing, Templates * Replaced global loaders with **skeleton-based loaders** for smoother UX **Why it matters:** faster movement through the app, better perceived performance, and less context switching while building. *** ## UI/UX improvements (small friction reducers) * Loading overlays and refined opacity for clearer “fetching” feedback * Improved onboarding experience support * Better tooltips, labels, and responsiveness across nodes, palette, and message list * Password strength popover during signup **Why it matters:** fewer confusing UI moments, faster onboarding, and better clarity when configuring workflows. *** ## Fixes (stability + correctness) * Prevented runtime errors from undefined assistant messages * Fixed onboarding tour alignment so steps line up correctly * Improved user name fallback (uses email when name isn’t available) **Why it matters:** fewer random interruptions, and a more dependable onboarding experience. *** ## Internal improvements (included because they improve reliability) We removed unused components/assets, simplified loading state logic, and cleaned up styling/imports. **Why it matters for users:** fewer edge-case bugs, faster UI rendering, and a more stable platform as we ship faster. *** ## Who this release is for * Builders who want to iterate quickly on workflows with **less clicking** * Teams using **advanced agent settings** and needing more consistent behavior * Anyone adding visual generation to workflows (marketing, content, product images) * Users managing multiple integrations and wanting clearer plan-aware guidance * New users onboarding who benefit from improved clarity and responsiveness *** ## How to use (quick steps) ### Edit node instructions inline 1. Open your workflow in **FlowEditor** 2. Select a node to open **Node Inspector** 3. Click the instruction or label area (“click to edit”) 4. Save and run a quick test ### Configure image generation in a workflow 1. Open Node Inspector for the relevant step 2. Choose the **Image Generation** tool (if available in your setup) 3. Configure prompts/inputs and run a test 4. Iterate until output matches your desired style ### Fix or update integrations cleanly 1. Go to **Integrations** (or open IntegrationSection in the node) 2. If you see a plan alert, follow the upgrade guidance or switch integrations 3. If using multiple integrations, verify each is connected and configured 4. Re-run a test to confirm end-to-end behavior *** ## Hotfixes ### Hotfix — Dec 29, 2025 * **NodeInspector layout fix** — Improved styling and text wrapping so content fits within the defined width. * **Type definition standardization** — Replaced abbreviated Python type names with full names across components for clearer, consistent type handling. * **Image generation traces** — TraceDetailModal now displays generated images and relevant metadata for image-generation messages. * **StickyNode UI refinement** — Simplified layout with padding adjustments for better visual consistency. *** ## FAQ **Can I edit node instructions without opening a separate editor?**\ Yes—Node Inspector supports inline editing for instructions and labels. **Why do advanced agent settings feel different now?**\ Model-specific configuration handling was improved, so settings are applied more accurately and consistently. **Do I need image generation for every workflow?**\ No—this is for workflows that need visual outputs. If you don’t use it, nothing changes for you. **What happens if an integration is disabled due to plan limits?**\ You’ll see clearer plan-aware upgrade alerts, so you know what’s blocked and what your options are. **What’s new in traces for image generation?**\ You can now see the generated image output and metadata directly in TraceDetailModal for image-generation messages. **Why did loading screens change?**\ Skeleton loaders replace heavy global spinners to make navigation feel faster and smoother. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Tools & Integrations:** [/user-guides/tools](/user-guides/tools) * **Docs: Agents:** [/user-guides/agents](/user-guides/agents) * **Docs: Agents:** [/user-guides/agents](/user-guides/agents) # App + Landing Unified, Smoother Workflow Editing, and More Reliable Scheduling (Jan 13, 2026) Source: https://docs.sketricgen.ai/changelog/2026-01-13-app-landing-auth-flow-workflow-scheduling-integrations SketricGen update: landing page experience integrated into the app with /app routing, improved authentication flow, smoother Flow Editor panning, clearer schedule triggers, more reliable integration updates, better asset downloads, and stronger API import parsing. This release bundles two weeks of improvements focused on: a more unified SketricGen experience (site + app), smoother workflow building, and stronger reliability for scheduling, integrations, and asset handling. ## TL;DR * The **landing experience is now integrated into the app** with standardized routing and expanded public pages (blog, templates, contact, and more) * Improved **authentication flow** for cleaner redirects and more consistent login state * Flow Editor now supports **pan-on-scroll** and reduces accidental zooming * Trigger nodes now show **clear schedule badges** (including warnings when unpublished/config is missing) * More reliable integration scheduling and updates so workflows use the right connections and trigger updates are safer * Better **asset downloads** with fallback behavior when downloads are blocked * Stronger **API import parsing** (handles mixed result formats and nested JSON more reliably) *** ## What’s new ### 1) Landing + app unified (cleaner navigation and consistency) We migrated the full landing page experience directly into the application: * **Standardized routing** so app and landing live in one place * Expanded public routes: **blog**, **templates**, **contact**, and more * Unified styling and layout consistency (buttons, grids, animations, hero/CTA behaviors) **Why it matters:** everything feels like one product now—less context switching, more consistent navigation, and a smoother path from “discover” → “try” → “build.” Screenshot showing the new SketricGen landing page with dark theme, featuring "Build your team of AI Agents" headline, search bar, and suggested use cases including AI Receptionist, Personalised Outreach, Content Creation, and E-Commerce Sales Agent *** ### 2) New authentication flow (better redirects, fewer login weirdness moments) Authentication got a major reliability upgrade: * Improved login popup behavior and redirect-path handling * More consistent Google login behavior and state handling * Simplified auth logic across key surfaces (Dashboard, Templates, and landing components) Some changes are internal (new backend checks), but they reduce auth edge cases and improve consistency. **Why it matters for users:** fewer broken redirects, fewer “why am I logged out?” moments, and a smoother onboarding/login experience. *** ### 3) Smoother workflow editing (pan-on-scroll + better control) Flow Editor now supports: * **Pan-on-scroll navigation** for smoother AgentSpace movement * Reduced accidental zooming by disabling zoom-on-scroll * Improved interaction consistency for larger workflows **Why it matters:** faster workflow editing, less frustration when navigating large AgentSpaces, and better control when building quickly. *** ### 4) Trigger & scheduling clarity (badges that actually tell you what’s wrong) Trigger nodes now have clearer schedule badge logic: * **Schedule triggers** show a badge so you can see which nodes are on a schedule * Warnings appear for **unpublished schedule triggers** or when configuration is missing * Published schedules display the configured **interval or cron** values **Why it matters:** you can spot misconfigured schedules immediately and avoid silent “nothing is running” situations. *** ### 5) Integrations & webhooks reliability (fewer broken runs) Scheduling and trigger integrations are more reliable: * Scheduled webhook processing runs only on **active integrations**, so stale or inactive connections don't trigger runs * Clearer errors when no active integration is available * **Safer trigger updates** so you can change trigger integrations without creating duplicates or losing settings **Why it matters for users:** fewer workflow failures due to stale connections, and cleaner updates when you change triggers. *** ### 6) Asset handling improvements (downloads that don’t fail silently) We improved chat asset downloads: * HTTP response validation * Timestamped filenames (more unique, easier to organize) * Automatic fallback to **open in a new tab** if downloads are blocked by CORS/network behavior **Why it matters:** you can still access assets even when the browser blocks direct download. *** ### 7) API import robustness (better parsing, clearer errors) API import is now more resilient when configs are generated or returned in different formats: * Supports results as **string or object** * Better nested JSON parsing (including JSON embedded in a response field) * Clearer user-facing errors and deeper debug logging **Why it matters:** fewer broken imports and faster recovery when an imported config isn’t perfectly formatted. *** ### 8) Workflow & template enhancements (limits + cleanup messaging) We improved workflow/template behavior: * Asynchronous cleanup for deleted workflows, with clearer messaging that it’s processing in the background * Added additional template metadata support (e.g., markdown URL fields) * Plan-based workflow limit checks with better UI feedback and error handling **Why it matters:** clearer limits, clearer feedback, and fewer confusing “why is this still here?” moments after deletions. *** ## Who this release is for * New users who want a smoother path from public pages into the app experience * Teams building larger workflows who need **faster, more controlled editor navigation** * Anyone using scheduled triggers and wanting **clearer schedule status** * Builders relying on connector triggers who want **cleaner updates and fewer duplicates** * Users downloading files/assets from chat and needing reliable access * Teams importing API configs and wanting fewer parsing failures *** ## How to use (quick steps) ### Navigate the unified app experience 1. Visit public pages (e.g., /templates, /blog) 2. Click into the app experience via `/app/` 3. Use the unified header/CTA navigation to move between discovery and building ### Confirm your schedule trigger is configured 1. Open your workflow in Flow Editor 2. Select the Trigger node 3. Check the schedule badge status: * If it warns about unpublished/config-required, fix it before relying on the schedule 4. Publish and confirm interval/cron is displayed ### Update a connector trigger without duplicates 1. Open your integration/trigger settings 2. Update the trigger configuration 3. Re-run a test and confirm there are no duplicate integration records and the workflow triggers correctly ### Download chat assets reliably 1. Open a conversation with assets 2. Download the file 3. If download is blocked, use the auto “open in new tab” fallback to access it *** ## Hotfixes ### Hotfix — Jan 19, 2026 * **Improved authentication flow** — Streamlined redirect logic for more consistent navigation after login/signup. * **Better theme handling** — Updated theme switching for more reliable dark/light mode transitions. * **Category selection fix** — Blog categories now default to "All" when no specific match is found, preventing empty views. * **Workflow deletion feedback** — Improved success messages and completion handling when deleting workflows. * **Navigation improvements** — Fixed navigation behavior in Space Setup Modal for smoother onboarding. *** ## FAQ **Why did the site URLs change (what is `/app/`)?** Routing was standardized so the landing and app experience feel unified, with consistent navigation and public paths. **How do I know if my schedule trigger will actually run?** Check the schedule badge on the Trigger node—warnings appear if it’s unpublished or missing configuration, and published schedules show interval/cron values. **Will updating my connector trigger create duplicates?** This release improves trigger updates so existing integration records can be updated safely without creating duplicates. **Why are some changes described as “internal”?** Because reliability improvements (integration filtering, parsing, auth checks) reduce failures and edge cases you experience—even if the change is behind the scenes. **What if a file download is blocked in the browser?** SketricGen now falls back to opening the asset in a new tab so it stays accessible. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Tools & Integrations:** [/user-guides/tools](/user-guides/tools) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) # Smoother Onboarding, Infinite Scroll, and Better Tool Management (Jan 21, 2026) Source: https://docs.sketricgen.ai/changelog/2026-01-21-onboarding-infinite-scroll-tool-management SketricGen update: streamlined AgentSpace onboarding, infinite scroll for blogs and templates, improved tool enable/disable controls, better search and form components, and enhanced pricing page organization. This Mini release focuses on reducing friction for new users, improving content discovery with infinite scroll, and making tool management clearer—plus polish across key UI components. ## TL;DR * **Smoother AgentSpace onboarding** with improved new user workflow and modal interactions * **Infinite scroll** for blog posts and templates (no more pagination clicking) * **Tool enable/disable controls** for cleaner tool management * **Better search and selection** with descriptions shown so you can choose options more easily * **Improved forms and loading states** across Contact page and header * **Pricing page reorganized** for better clarity *** ## What's new ### 1) Streamlined AgentSpace onboarding (less friction for new users) We improved the new user experience in AgentSpace: * Cleaner workflow handling when starting from scratch * Better modal interactions and tour guidance * Responsive tour target styling that adapts to screen size * Dynamic layout updates for smoother onboarding flow **Why it matters:** new users get to their first workflow faster with fewer confusing steps or "what do I do next?" moments. *** ### 2) Infinite scroll for blog and templates (no more pagination) Blog posts and template listings now load automatically as you scroll: * **Infinite scrolling** with smooth pagination * Loading indicators when fetching more content * Better performance for browsing large catalogs **Why it matters:** faster content discovery—browse blogs and templates without clicking "Next Page" repeatedly. *** ### 3) Tool enable/disable management (clearer control) Tool management got simpler: * **Enable/disable toggle** for each tool so you can turn tools on or off without removing them * Better visual feedback for tool status **Why it matters:** easier to manage which tools are active in your workflows without deleting and re-adding them. *** ### 4) Improved search and selection (descriptions + better layout) Search and selection now show: * **Item descriptions** for better context when choosing options * Improved layout and styling * Clearer visual hierarchy **Why it matters:** make better choices when selecting integrations, tools, or workflow components—especially when options look similar. *** ### 5) Forms and loading states upgraded (smoother interactions) We improved form behavior and loading feedback: * Better loading state handling in Contact page and Header * Streamlined form validation * Reduced hydration warnings for faster page loads **Why it matters:** forms feel more responsive, fewer visual glitches, and clearer feedback when submitting. *** ### 6) Pricing page reorganized (cleaner presentation) The pricing page was refactored for better organization: * Cleaner component structure * Improved data fetching * Easier to scan and compare plans **Why it matters:** faster plan comparison and clearer understanding of what's included at each tier. *** ## Who this release is for * **New users** going through AgentSpace onboarding * Anyone who frequently **browses blog posts or templates** and wants faster discovery * Builders managing **multiple tools** and needing cleaner enable/disable controls * Teams using **search/selection components** and wanting better context * Anyone reviewing **pricing plans** and comparing features *** ## How to use (quick steps) ### Experience the improved onboarding 1. Create a new account or start a fresh AgentSpace 2. Follow the guided tour with improved modal interactions 3. Notice the responsive layout adjustments as you progress ### Browse with infinite scroll 1. Go to **Blog** or **Templates** page 2. Scroll down to automatically load more content 3. Keep scrolling—no need to click pagination buttons ### Manage tools with enable/disable 1. Go to **Manage Tools** 2. Toggle tools on/off without deleting them 3. Check tool status at a glance with clearer indicators ### Use improved search selection 1. Open any SearchSelect component (integrations, tools, etc.) 2. Read the descriptions to understand each option 3. Make more informed selections with better context *** ## FAQ **What changed in the onboarding flow?**\ The AgentSpace onboarding is now smoother with better workflow handling, clearer tour guidance, and responsive layout adjustments. **Does infinite scroll work on mobile?**\ Yes—infinite scroll works across all devices and automatically adapts to your screen size. **Can I still use pagination if I prefer it?**\ The blog and templates now use infinite scroll by default. This provides a faster browsing experience without manual page navigation. **What does the tool enable/disable feature do?**\ Instead of deleting tools you're not using, you can now disable them temporarily and re-enable them later without losing configuration. **Why does the SearchSelect show descriptions now?**\ To help you choose the right option—especially when multiple tools, integrations, or components have similar names. **Did the pricing plans change?**\ No—the plans are the same, but the page organization is clearer and easier to compare. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Read Our Blog:** [https://www.sketricgen.ai/blog](https://www.sketricgen.ai/blog) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Tools Management:** [/user-guides/tools](/user-guides/tools) # Stronger Auth, Widget Upgrades, Chat Polish, and Better SEO (Jan 30, 2026) Source: https://docs.sketricgen.ai/changelog/2026-01-30-auth-widget-chat-api-landing SketricGen update: unified auth and user tracking, widget preview and dark mode, customizable CTA and QR codes, chat and layout refinements, improved API testing, and landing page metadata plus contact form improvements. This release focuses on more reliable authentication and user tracking, a richer widget and embed experience, chat and layout polish, better API testing visibility, and improved landing pages and contact forms. ## TL;DR * **Unified authentication** with better session handling and clearer error reporting * **Usage and activity visibility**: total credits consumed, last activity date, and clearer usage tracking * **Widget & embed upgrades**: preview mode toggle, dark mode support, customizable CTA button, and QR code download for workflows * **Chat and layout refinements** for consistency, responsiveness, and cleaner input behavior * **API dry-run improvements** with better error handling and response visibility in test results * **Landing pages & contact**: metadata for SEO and social sharing, plus a simpler contact form with category selection *** ## What's new ### 1) Stronger authentication and user tracking We improved sign-in and how your usage is tracked: * More consistent session handling and clearer error reporting when something goes wrong * Your account now tracks **total credits consumed** and **last activity date** for better visibility * **Last activity date** is set automatically when you sign up **Why it matters:** fewer auth hiccups, clearer errors when something goes wrong, and better visibility into your usage and activity. *** ### 2) Widget and embed experience (preview, dark mode, CTA, QR) The widget and fullscreen embed got several upgrades: * **Preview mode toggle** to switch between widget and fullscreen views * **Dark mode support** for fullscreen and iframe widgets with dynamic theme handling * **Customizable CTA button** in fullscreen widget (title + link) * **QR code download** for workflows using workflow URLs * Cleaner widget configuration and visibility control **Why it matters:** you can preview how your widget looks in both modes, match your site’s theme with dark mode, add a custom call-to-action, and share workflows easily via QR code. *** ### 3) Chat and layout polish (consistency and responsiveness) Chat and related UI received refinements: * Improved chat layout, input area, preview, and sidebar styling for consistency and responsiveness * Better input behavior and refined avatar and input area layout * Fixed minor styling issues in fullscreen preview components **Why it matters:** chat feels more consistent, inputs behave more predictably, and the fullscreen preview looks cleaner. *** ### 4) API testing and developer experience API dry-run and test feedback are easier to use: * **Dry-run testing** with better error handling and clearer feedback * **Response bodies** are included in test results for clearer visibility * Refined test-import handling and feedback in the API test dialog **Why it matters:** when testing APIs, you see full responses and get clearer errors, so debugging and validation are faster. *** ### 5) Landing pages, SEO, and contact form Public pages and contact are easier to find and use: * **Metadata** added to authentication and landing pages for improved SEO and social sharing (preview cards, titles, descriptions) * **Contact form UX**: single name field and **request category selection** for clearer submissions * Fixed email placeholder text for better clarity **Why it matters:** your shared links look better on social and in search, and contacting support is simpler with a single name field and category choice. *** ## Who this release is for * **Users and teams** who want more reliable sign-in and clearer usage/activity tracking * **Embedders** who need preview mode, dark mode, custom CTAs, or QR codes for workflows * **Chat users** who care about consistent layout and input behavior * **Developers** testing APIs and wanting better dry-run results and error visibility * **Anyone sharing landing or auth pages** and wanting better SEO and social previews * **Support and sales** who use the contact form and want clearer categories and UX *** ## How to use (quick steps) ### Preview and customize the widget 1. Open your widget or fullscreen embed settings 2. Use the **preview mode toggle** to switch between widget and fullscreen views 3. Enable **dark mode** if your site uses a dark theme 4. Set a **custom CTA** (title + link) in the fullscreen widget 5. Use **QR code download** for a workflow to share its URL easily ### Test APIs with better visibility 1. Open **ApiDryRunDialog** or your API test flow 2. Run a dry-run; requests go through Next.js API endpoints 3. Check test results for **response bodies** and clearer error messages ### Submit a clearer contact request 1. Go to the **Contact** page 2. Enter your name in the single name field 3. Choose a **request category** and fill in the rest 4. Submit; the team gets a better-structured request *** ## FAQ **What is the “unified auth utility”?**\ We replaced Amplify-based session fetching with a single auth utility so session and attribute handling are consistent and errors are reported more clearly. **Does dark mode work in iframes?**\ Yes—dark mode is supported for both fullscreen and iframe widgets, with dynamic theme handling. **Can I still see API errors if the response is large?** Yes—response bodies are now included in dry-run test results so you can see what the API returned, which helps with debugging. The Auto Fill API Feature converts and API docs into usable tool by the Agent, just taking the documentation link as input. **What request categories are available on the contact form?** The contact form now includes a category selector so you can label your request (e.g. support, sales, feedback). Check the live form for the exact options. **Did credit deduction behavior change?** Credit logic now tracks total credits consumed with improved logging; behavior is more transparent, not stricter. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Widget & Deploy:** [/deploy/custom-website](/deploy/custom-website) * **Docs: Public API:** [/dev-guide/public-api-usage](/dev-guide/public-api-usage) # Brand Agent, Crawl Pipeline, Dashboard Feedback & Voice Input (Feb 12, 2026) Source: https://docs.sketricgen.ai/changelog/2026-02-12-brand-agent-crawl-dashboard-voice-ui SketricGen update: Brand Agent creation and workflow generation, crawl pipeline with live progress, dashboard upgrade alerts and feedback, voice input with ScribeMic, and UI/styling improvements. This release adds Brand Agent creation with workflow generation, a stronger crawl pipeline with live progress and plan-limit disclaimers, dashboard upgrade alerts and in-app feedback, voice input via ScribeMic, and UI and styling polish across the app. ## TL;DR * **Brand Agent creation** from the dashboard with progress tracking and workflow generation—see workflows build in real time and get upgrade prompts when you hit capacity * **Crawl pipeline** with live status and progress, plan-limit disclaimers up front, and secure access to crawled content * **Dashboard** upgrade alerts when you approach workflow limits, clearer permissions and validation, and **in-app feedback** from dashboard and chat * **Voice input** in chat so you can speak instead of type when it's faster * **UI and styling** improvements: refreshed buttons and badges, better dark mode, and consistent look across landing, dashboard, and chat *** ## What's new ### 1) Brand Agent creation and workflow generation We added an end-to-end flow for creating Brand Agents and generating workflows from the dashboard: * **Brand Agent creation** from the dashboard with clear progress as workflows are built * Better brand data capture and cost visibility for Brand Agent setup * Improved error handling and event handling so the dashboard reflects workflow-building progress * Simplified workflow limit checks and upgrade alerts when you hit capacity **Why it matters:** you can create Brand Agents from the dashboard, see progress as workflows are built, and get clearer feedback when you hit workflow capacity—with upgrade prompts when needed. *** ### 2) Crawl pipeline and infrastructure The crawl system is more robust and transparent: * **Live progress** and status so you see how each crawl job is doing * **Plan limit disclaimers** shown up front so you know when a crawl is affected by your plan * More reliable job processing and better error handling when creating crawl jobs * Crawled content is available via secure links; job expiration was tightened for better resource use **Why it matters:** crawl jobs run more reliably, you see live progress and plan limits up front, and you can access crawled content securely. *** ### 3) Dashboard, permissions, and feedback Dashboard and permissions are clearer; feedback is built in: * **Upgrade alerts** on the Dashboard when you approach or hit workflow capacity limits * **User permission handling** and workflow validation improved for more predictable behavior * **In-app feedback** from the dashboard and chat so you can send comments or issues without leaving the app * Clearer indicators when knowledge base or tools are processing **Why it matters:** you know when to upgrade, permissions and validation behave more predictably, and you can give feedback directly from the dashboard and chat. *** ### 4) Voice input in chat Voice is now part of the input experience: * **Voice input** in the chat flow so you can speak instead of type * Integrated voice pipeline for reliable transcription **Why it matters:** you can speak your input instead of typing when it’s faster or more convenient. *** ### 5) UI, UX, and styling Visual consistency and polish across the app: * **Button and badge** styles updated with a refreshed look and better dark mode * Landing page, hero, and chat header styling refined for consistency * Dashboard and chat component styles updated for a more consistent look **Why it matters:** the app feels more cohesive, and dark mode and key surfaces (landing, dashboard, chat) are easier on the eye and easier to use. *** ## Who this release is for * **Teams building Brand Agents** who want dashboard-driven creation and workflow generation with clear progress * **Users who run crawls** and want live status, plan-limit clarity, and reliable S3 access * **Dashboard users** who care about upgrade alerts, permissions, and in-app feedback * **Chat users** who prefer **voice input** when speaking is faster than typing * **Everyone** who benefits from clearer UI, dark mode, and consistent styling *** ## How to use (quick steps) ### Create a Brand Agent and track workflow progress 1. Use the **Brand Agent creation** flow from the dashboard 2. Watch **progress tracking** as the workflow is built 3. If you hit workflow limits, use the **upgrade alert** to see your options ### Run and monitor crawl jobs 1. Create a crawl job from the dashboard or API 2. Watch **live progress** and any **plan limit** disclaimers 3. Access crawled content via the secure links provided when the job completes ### Give feedback from the app 1. In the **Dashboard** or **chat** window, use the in-app feedback option 2. Submit feedback in context; it's sent to the team for follow-up ### Use voice input 1. In chat, use the **mic button** (where available) to speak your input 2. Voice is transcribed and sent as your message *** ## FAQ **What is Brand Agent creation?**\ It's the flow in the dashboard that lets you create a Brand Agent with your brand details and optional requirements, then generate or update workflows—with progress visible along the way. **Do crawl jobs expire sooner now?**\ Yes—crawl job expiration was reduced for better resource use; you still get secure links to access crawled content before expiry. **Where do I see workflow capacity limits?**\ The Dashboard shows **upgrade alerts** when you approach or hit workflow capacity, with clearer logic around limits and upgrade prompts. **Where can I send feedback?**\ You can send in-app feedback from the Dashboard and from the chat window—comments or issues go to the team without leaving the app. **Where is voice input available?**\ Voice input is available in the chat flow where the mic option is shown; use it to speak instead of type when it's more convenient. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Widget & Deploy:** [/deploy/custom-website](/deploy/custom-website) * **Docs: Public API:** [/dev-guide/public-api-usage](/dev-guide/public-api-usage) # Auth, Voice Polish, Limits & Dashboard UX (Feb 17, 2026) Source: https://docs.sketricgen.ai/changelog/2026-02-17-auth-utm-voice-limits-dashboard-ui SketricGen update: auth and onboarding redirect improvements, plan limit checks with upgrade CTAs, centralized voice input with auto-stop and silence timeout, dashboard and chat polish, and UI updates including blog theme and resources dropdown. This release makes auth and onboarding redirects more reliable, tightens plan-limit checks with clearer upgrade prompts, centralizes voice input with better recording behavior, and polishes dashboard, chat, and UI—including blog theme toggle and a resources dropdown in the header. ## TL;DR * **Sign-in and redirects:** after login or SSO you're taken to the right place more reliably, with fewer redirect quirks * **Plan limits:** faster limit checks and a clear **upgrade CTA** when you hit workflow or knowledge base limits; agents created in the background start inactive so they don't count until you turn them on * **Voice input:** consistent behavior everywhere—**auto-stop** and **silence timeout** so recordings end predictably; the UI clearly shows when the mic is on * **Dashboard and chat:** better mobile routing, fewer duplicate tool messages, and clearer handling when you hit plan limits * **UI updates:** blog **theme toggle**, header **resources** dropdown, improved demo CTA, and styling refinements on landing, blog, and contact pages *** ## What's new ### 1) Authentication and onboarding flow Login and post-login navigation are more predictable: * After sign-in or SSO, you're sent to the right place based on whether you've already created agents and your workflow list * Redirect logic is simpler and more consistent across login popup and SSO * Onboarding routing and post-login navigation are more stable **Why it matters:** you’re sent to the right place after sign-in or SSO more reliably, with fewer redirect quirks. *** ### 2) Plan limits and upgrade prompts Limit checks are faster and clearer when you hit caps: * **Workflow and knowledge base** limit checks run more efficiently with fewer redundant requests * **Upgrade CTA** appears when you hit workflow or knowledge base plan limits so you can see upgrade options quickly * Agents created in the background (e.g. during setup) start **inactive** so they don't count against your active limit until you turn them on **Why it matters:** you see plan limits and upgrade options without extra delay, and background-created agents don't count as active until you activate them. *** ### 3) Voice input (consistent behavior everywhere) Voice recording is unified and more reliable across the app: * **Auto-stop** and **silence timeout** so recordings end predictably when you stop speaking * Same behavior in dashboard chat and workflow chat—no surprises when you switch contexts * The UI clearly shows when the mic is on and when input is disabled (e.g. while the system is processing) **Why it matters:** voice input behaves the same everywhere, stops when you go silent or when auto-stop triggers, and the UI clearly shows when the mic is on. *** ### 4) Dashboard and chat improvements Dashboard chat and error handling are smoother: * **Mobile routing** in dashboard chat improved so navigation feels right on smaller screens * You can't send new messages while the system is processing—the input state reflects this clearly * Fewer duplicate tool messages in the thread for a cleaner conversation view * When you hit a plan limit in chat, the error is explained and an upgrade path is shown **Why it matters:** chat works better on mobile, duplicate tool messages are reduced, and hitting a plan limit in chat is explained and surfaced clearly. *** ### 5) UI and experience updates Surfaces and navigation got small upgrades: * **Blog** client **theme toggle** for light/dark * **Header** updated with a **resources** dropdown * **Demo CTA** visibility improved * Styling refinements on **landing**, **blog**, and **contact** pages **Why it matters:** you can switch blog theme, find resources from the header, and see a clearer demo CTA; landing and contact feel more consistent. *** ## Who this release is for * **New users** going through auth and onboarding who benefit from stable redirects * **Teams near plan limits** who want clear upgrade CTAs and fewer redundant limit checks * **Voice users** who want consistent mic behavior, auto-stop, and silence timeout * **Dashboard and chat users** on mobile or hitting plan limits who want better routing and error handling * **Readers and visitors** who use the blog theme toggle, resources dropdown, or demo CTA *** ## How to use (quick steps) ### Use voice input with the new behavior 1. Use the **mic button** in dashboard or workflow chat to start recording 2. Speak; recording **auto-stops** on silence timeout or when you stop 3. If the mic or input is disabled, wait for the current action to finish—the UI reflects recording state ### When you hit a plan limit 1. Look for the **upgrade CTA** when you hit workflow or knowledge base limits 2. Use it to see upgrade options; limit checks run in the background with fewer extra calls ### Use the new UI options 1. On the **blog**, use the **theme toggle** for light or dark 2. In the **header**, open the **resources** dropdown to find links 3. Use the improved **demo CTA** where it’s shown on landing or marketing pages *** ## FAQ **Why do some agents start inactive?**\ Agents created in the background (e.g. during setup or automation) now start inactive so they don't count against your active workflow limit until you turn them on. **Does voice auto-stop work everywhere?**\ Yes. In dashboard chat and workflow chat, voice recording uses auto-stop and silence timeout so behavior is consistent. The mic stops when you go silent or when auto-stop triggers. **Where is the resources dropdown?**\ In the main site **header**; use it to access resources and key links without leaving the page. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Widget & Deploy:** [/deploy/custom-website](/deploy/custom-website) * **Docs: Public API:** [/dev-guide/public-api-usage](/dev-guide/public-api-usage) # Max Agent Builder, Trial Plan & Subscription Updates (13 March 2026) Source: https://docs.sketricgen.ai/changelog/2026-03-13-max-trial-subscription-updates SketricGen update: significant updates to the Max agent builder; new Trial plan so you can test all premium features free; subscription management, conversation limits, templates, consent, customer portal, and resizable Max widget. We've introduced **significant updates to the Max agent builder** and a new **Trial plan**: you can now **officially test all premium features at no cost** with the trial. This release also brings full subscription management (update, cancel, resume), per-conversation message limits, template URL and metadata improvements, cookie consent and analytics, customer portal flows, trial status on profile, end-trial-early option, and a resizable Max widget in the flow editor. ## TL;DR * **Max agent builder & Trial plan:** **Trial plan** is here—**test all premium features free** with no payment required. Max (agent builder) gets ongoing improvements so you can build and try workflows with full access during trial. * **Subscription management:** **Update**, **cancel**, and **resume** your subscription from the **customer portal**; cancel can be immediate or at period end; your account stays in sync with billing * **Trial status & end trial early:** **Trial badges** and **trial end date** on your **profile**; option to **end your trial early** when you're ready to choose a plan or cancel * **Conversation limits:** Conversation views respect **plan-based message limits** per conversation while loading recent history smoothly * **Template URL and metadata:** Template pages use a single **template** URL pattern and **richer metadata** for SEO and sharing * **Cookie consent and analytics:** **Cookie consent** where required, with **region-based** behavior; analytics and events align with consent and user identity * **Resizable Max widget:** The **Max** (agent builder) **chat panel** in the **flow editor** is **resizable**—drag the edge to make it wider or narrower * **Trace errors & conversation list:** **Trace detail** views show errors in a clearer format; **conversation list** and message styling are refined *** ## What's new ### 1) Max agent builder & Trial plan * **Trial plan:** You can now **officially test all premium features without paying**. Sign up and use the trial to explore the full platform—workflows, integrations, and Max—at no cost. * **Max agent builder** continues to receive significant updates so you can design, test, and iterate on agent workflows with full access during your trial. **Why it matters:** you can evaluate SketricGen and Max with no commitment, then choose a plan when you're ready. *** ### 2) Subscription update, cancel, and resume You can manage your subscription from the app with clearer feedback: * **Customer portal** supports **subscription update** (change plan or price), **cancellation** (immediate or at period end), and **resume** (reactivate a cancelled subscription before it lapses) * Access the portal from **profile** and **pricing** pages; **error handling** is improved so you see clear messages if something fails * **User record** stays in sync with your billing provider so your plan and trial state are accurate everywhere in the app **Why it matters:** you can upgrade, change plan, cancel, or resume without leaving SketricGen, with clearer feedback when something goes wrong. *** ### 3) Trial status on profile & end trial early Trial handling is more transparent and flexible: * **Trial status** and **trial end date** are shown on your **profile** page with **badges** so you know when your trial ends * **End trial early** — you can choose to end your trial before it expires (e.g. to switch to a paid plan or leave) * **Plan info** in the workflow editor shows **trial messaging** and **app allowance** in a simpler, more consistent way **Why it matters:** you know exactly when your trial ends and can end it early if you want; fewer surprises about trial limits when building workflows. *** ### 4) Conversation message limits and history Conversation views now respect your plan while keeping recent history accessible: * **Per-conversation message limits** apply based on your plan so you see the right amount of history per conversation * **Recent history** still loads smoothly within those limits—no abrupt cutoffs * Conversation tracking is improved with **platform identifiers** and **unread status** for better multi-channel management **Why it matters:** you stay within plan limits per conversation while still viewing recent messages, and conversations are easier to manage across channels. *** ### 5) Template URL and page metadata Template pages are easier to find and share: * **Template URL** is standardized to a single pattern (e.g. `/template/...`) so links and bookmarks stay consistent * **Template listing and detail pages** use this structure for clearer navigation * **Template pages** use **parsed frontmatter** to drive titles, descriptions, and display details for better SEO and sharing **Why it matters:** template links are reliable, and template pages show up better in search and when shared. *** ### 6) Cookie consent and analytics Cookie consent and analytics work together while respecting privacy: * **Cookie consent** is available where required (e.g. cookie banner) so you can accept or reject categories * **Region-based consent** logic applies so behavior matches local expectations * **Consent preference** updates use a single, consistent event so consent state is applied once and correctly; fewer duplicate or noisy updates * **Analytics and events** align with consent state and user identifiers across the app **Why it matters:** the site can respect your consent choices and still provide useful analytics where you've agreed. *** ### 7) Resizable Max widget in the flow editor The Max (agent builder) chat panel in the flow editor adapts to your workspace: * **Max widget panel** in the **flow editor** is **resizable** — drag the panel edge to make it wider or narrower * Width is constrained to a comfortable range so the layout stays usable **Why it matters:** you can size the Max chat panel to fit your workflow instead of a fixed width. *** ### 8) Trace error display & conversation list * **Trace detail** dialog now shows **errors** in a **normalized, consistent format** for faster debugging * **Conversation list** item padding and **selected state** are adjusted for clearer hierarchy; **message bubbles** and list layout are refined for consistency **Why it matters:** when a run fails, you see what went wrong clearly; the conversation list and messages are easier to read and navigate. *** ## Who this release is for * **New users** who want to try SketricGen and **Max** with the **free Trial plan** and full premium features * **Subscribers** who want to update, cancel, or resume their plan from the app * **Trial users** who want to see trial end date and optionally end trial early * **Users on limited plans** who want clear, per-conversation message limits without losing recent history * **Anyone sharing or bookmarking template pages** who benefits from consistent URLs and better metadata * **Users in regions with consent requirements** who want cookie consent and analytics that respect their choices * **Flow editor users** who want a resizable Max chat panel and clearer plan/trial messaging * **Debuggers** who use trace details and want clearer error display * **Conversation users** who want a cleaner list and message layout *** ## How to use (quick steps) ### Start with the Trial plan 1. Sign up at [SketricGen](https://www.sketricgen.ai/) and start your **trial** to **test all premium features** at no cost 2. Use **Max** (agent builder) in the flow editor to design and run workflows with full access during the trial ### Manage your subscription 1. Go to **Profile** or the **pricing** page and open the **customer portal** (e.g. manage subscription link) 2. To **update:** choose a new plan or price and confirm 3. To **cancel:** start cancellation; choose immediate or **cancel at period end** 4. To **resume:** if you cancelled at period end, use **resume** before the period ends to keep your subscription active ### Check or end your trial 1. Open your **Profile** to see **trial badges** and **trial end date** 2. To **end trial early,** use the option from profile or pricing (e.g. end trial early or choose a plan) ### Resize the Max widget 1. Open the **flow editor** and show the **Max** (agent builder) panel 2. **Drag the panel edge** (left or right) to resize; the panel width stays within a comfortable range ### Work with conversation limits 1. Open **Conversations** and select a conversation; recent messages load within your **plan limits** 2. If you hit the limit, older messages may not load; upgrade your plan for higher limits ### Use template pages 1. Browse templates at the **template** URL (e.g. from the app or docs); links use the single `/template/...` pattern 2. Share or bookmark template pages; titles and descriptions come from the page metadata for better previews *** ## FAQ **Can I try premium features without paying?**\ Yes. The **Trial plan** lets you **officially test all premium features** at no cost. Use the trial to explore Max, workflows, and integrations; when you're ready, choose a paid plan or end the trial. **Where do I see my trial status and trial end date?**\ On your **Profile** page. Trial status is shown with **badges** and your **trial end date** is displayed so you know when the trial expires. **Where do I update or cancel my subscription?**\ Use the **customer portal** from your **Profile** or the **pricing** page. The portal supports subscription update, cancellation (including cancel-at-period-end), and **resume**. **Can I resume a cancelled subscription?**\ Yes. If you chose **cancel at period end**, you can **resume** from the customer portal (via profile or pricing) before the period ends. After the period ends, you'd need to subscribe again. **How do I end my trial early?**\ Use the **end trial early** option from your **Profile** or the **pricing** page. You can then choose a paid plan or leave; your trial will end as requested. **Do conversation message limits apply per conversation or in total?**\ Limits are **per conversation**. Each conversation respects the plan-based message limit; recent history within that limit loads normally. **What is the template page URL?**\ Template pages use a single URL pattern: `https://www.sketricgen.ai/template/{slug}`. Use this when linking or bookmarking. **Can I resize the Max chat panel in the flow editor?**\ Yes. The **Max** (agent builder) **panel** in the **flow editor** is **resizable**. Drag the panel edge to make it wider or narrower; the width is constrained so the layout stays usable. **Does SketricGen use cookie consent?**\ Yes, where required. The site can show a cookie consent banner and respect your choices; analytics and events align with your consent. Behavior may vary by region to match local expectations. *** ## Get Started * **Try SketricGen:** [https://www.sketricgen.ai/](https://www.sketricgen.ai/) * **Browse Templates:** [https://www.sketricgen.ai/template](https://www.sketricgen.ai/template) * **Docs: Getting Started:** [/getting-started/quickstart](/getting-started/quickstart) * **Docs: Widget & Deploy:** [/deploy/custom-website](/deploy/custom-website) * **Docs: Public API:** [/dev-guide/public-api-usage](/dev-guide/public-api-usage) # Practical Agents That Do Real Work Source: https://docs.sketricgen.ai/changelog/2026-05-25-practical-agents-that-do-real-work SketricGen V3 update: website Brand Agents for AI chatbots and lead capture, plus AI Workforce for automation, files, connectors, skills, traces, and models. SketricGen V3 is about moving from simple chatbots and demos to agents that can help run real business work. The product now separates two jobs that need different defaults: * **Brand Agents** for customer-facing website chatbots where security, brand behavior, lead capture, and controlled tools matter. * **AI Workforce** for internal AI automation where teams need longer runs, files, connectors, skills, traces, and broader model choice. ## Brand Agents: Customer-Facing Agents Brand Agents are built for visitors, leads, prospects, customers, and public channels. You can start from a website URL or manual setup. SketricGen extracts Brand DNA, structures website content into a Knowledge Base, and helps you publish an agent that can answer questions, guide visitors, and collect leads. Brand Agents now support: * Website-based Brand DNA extraction * Knowledge Base setup from scraped website content * Lead capture inside chat * Page navigation for guiding visitors to the right page * Web search when current public information is useful * Selected customer-facing app connectors * Conversation and lead review after publishing The main idea is simple: one business input can become a practical Brand Agent that explains your offer, answers questions, collects qualified leads, and keeps improving as you refine its knowledge. ## AI Workforce: Internal Agents for Longer Work AI Workforce is for work that happens inside your team. Agent Spaces now use a clearer structure: one main agent talks to the user and focused sub agents help with bounded tasks. Sub agents do not create their own sub agents, so runs stay easier to trace and debug. AI Workforce can now support: * Longer runs that may take minutes instead of seconds * Planning and todos during a run * Files, run workspaces, and generated artifacts * App connectors for internal systems * Reusable skills from the marketplace * AI Workforce templates * Rich traces for reviewing what happened This makes AI Workforce closer to a work harness for business tasks. It is powerful like modern coding agents, but connected to your apps, files, and internal processes instead of only a local codebase. ## Connectors and Skills SketricGen V3 expands what agents can do after they understand a task. AI Workforce can use broad connector access through 2,000+ SketricGen connectors, API Request, and custom tools. Brand Agents use a smaller curated connector surface. That keeps public agents safer and easier to approve before publishing. The skill marketplace is now a major part of building capable agents. You can search for skills, review their source, verification, categories, and usage signals, then install them directly onto an agent. Once installed, the skill gives the agent a curated way to perform that task during a run. That means you can build from proven capabilities instead of starting every agent from a blank prompt. Connect the apps, install the skill, add instructions, choose the model, and test the run. ## Knowledge Bases With More Control Knowledge Bases remain the trusted source layer for both product paths. For website scraping, SketricGen can show the crawled pages and the amount of content detected. The latest update also gives more control over scraped website content: crawled pages can be stored as Markdown so you can view, edit, and improve what the agent will later use. That matters because cleaner scraped Markdown usually produces better answers. If a website crawl includes irrelevant navigation, repeated footer text, outdated copy, or missing context, you can tighten the source before relying on it. ## Files, Artifacts, and Traces AI Workforce runs can now produce and inspect files during longer tasks. Artifacts and traces make it easier to review what happened before using the output. Use traces to check: * Which agent or sub agent handled each step * Which tools and connectors were called * What failed or slowed the run down * What files or artifacts were created * How much credit the run consumed ## Model Choice SketricGen now uses a broader model catalog instead of assuming every agent must use one provider. Available models and settings may change over time, so the in-product model picker is the current source of truth. ## Existing Workflows Existing workflows should continue to work, but the UI is now organized around the way teams actually use agents: * Brand Agents for public customer-facing deployment * AI Workforce for internal work, sub agents, tools, skills, templates, files, runs, and traces * Knowledge Bases for trusted content * Conversations and Leads for reviewing customer-facing results ## Start Here * [Brand Agents vs AI Workforce](/getting-started/choose-product) * [Create a Brand Agent](/brand-agents/create-brand-agent) * [AI Workforce Overview](/ai-workforce/overview) * [Knowledge Bases](/shared-platform/knowledge-bases) # SketricGen v1.0.0 Source: https://docs.sketricgen.ai/changelog/v1.0.0 SketricGen v1.0.0 release notes — initial platform launch with AI agent builder, knowledge base, web search, and chat widget deployment. **Release Date:** *12 May 2025* SketricGen v1.0 was the first public release of the platform and introduced the foundation of the product’s no-code agent builder. ### Overview SketricGen v1.0 was built as a **single-agent system** focused on enabling anyone to design, test, and embed an intelligent assistant with their own data. ### Key Features * **Single Agent Creation** Users could create one agent at a time and define its role and behavior through a simple interface. * **Knowledge Base Integration** Each agent could connect to **one knowledge base**, which could include: * Uploaded files (PDF, DOCX, TXT, MD, PPTX, etc.) * Crawled websites * Q\&A pairs * Raw text inputs * **Playground Testing** A built-in playground allowed users to interact with their agent in real time and refine responses. * **Deployment Options** Agents could be embedded or published using: * **iFrame** or custom JavaScript widget snippets * Direct integrations with **Wix**, **WordPress**, **Squarespace**, **Shopify**, **Slack**, **WhatsApp**, and **Zapier** * **Conversations Log** A dedicated Conversations tab displayed all past interactions between users and the agent. * **Insights Dashboard** Users could view analytics such as usage statistics and conversational trends for performance monitoring. ### Summary Version 1 established the core functionality of SketricGen: a no-code environment to create data-driven AI agents that could learn from user-provided knowledge and be deployed anywhere. # SketricGen v2.0.0 Source: https://docs.sketricgen.ai/changelog/v2.0.0 SketricGen v2.0.0 release notes — major platform update with multi-agent orchestration, AgentSpace, app marketplace, and deployment integrations. **Release Date:** *08 October 2025* SketricGen v2.0.0 marks the platform’s most significant evolution to date — transforming it from a **single-agent builder** into a **multi-agent orchestration and deployment platform**. This release introduces **AgentSpace**, a visual workspace that lets users design complex workflows of interconnected agents, tools, and triggers — all within a no-code environment. ### Overview Version 2.0 reimagines how users build and manage AI agents. Instead of one isolated assistant, users can now design **entire agentic systems** — where multiple agents collaborate, exchange data, and perform specialized tasks through dynamic orchestration. ### New Core Features ### 1. AgentSpace (Canvas) A new visual workspace where users can: * Create multi-agent workflows with connected nodes. * Add **Agents**, **Tools**, **Triggers**, and **Handoffs** using a drag-and-drop interface. * Manage versions, promote drafts to production, and test directly from the AgentSpace. * Import or export configurations as JSON for version control and reuse. ### 2. Agents & Orchestration * Agents can now collaborate using **handoffs** or operate as **Agent-as-Tool** within other agents’ workflows. * Introduced **AI-routed orchestration**, where agents decide when to pass control based on their instructions and input context. * Added support for **Structured Inputs and Outputs** (typed JSON) to standardize communication between agents. * Users can define schemas directly in the UI — no coding required. ### 3. Tool Nodes & Extended Capabilities Agents can now call external services or perform computations via **Tool Nodes**, which include: * **Sketric App Marketplace:** Connect 2000+ apps (e.g., Gmail, Slack, Google Drive) through OAuth or API keys. * **File Search:** Build knowledge bases using uploaded files, crawled websites, raw text, or Q\&A pairs. * **Web Search:** Allow agents to retrieve live information from the web. * **Code Interpreter:** Run Python scripts for computation, file generation, or analysis. * **API Request:** Configure custom API endpoints with name, method, URL, and headers. * **Custom MCP:** Connect to Model Context Protocol servers for advanced interoperability. ### 4. Conversations & Traces * The **Conversations tab** now provides full trace visibility — users can inspect every message, agent decision, and tool call associated with each conversation. * The **Trace Explorer** remains integrated with AgentSpace for in-depth debugging at the workflow level. * Traces display agent interactions, structured inputs/outputs, credit usage, and tool performance in real time. ### 5. Insights Dashboard The **Insights tab** continues to track and visualize usage analytics for agents and workflows. It includes: * Conversation counts and traffic metrics * Credit consumption trends * Agent performance summaries and improvement patterns ### 6. Deployment & Integrations Expanded deployment options now allow users to publish multi-agent workflows directly to: * Websites (via JavaScript or iframe) * Third-party platforms such as **Slack**, **WhatsApp**, **Zapier**, **Wix**, **WordPress**, **Squarespace**, and **Shopify** * Public APIs using the new **/run-workflow** endpoint for real-time orchestration ### Additional Enhancements * **AI-powered Prompt Assistant:** “Improve your Instructions with AI” automatically refines agent prompts using best practices, with optional Edit Mode for manual adjustments. * **Configuration Management:** Users can now download, import, and duplicate full workflow setups as JSON configurations. * **Manage Tools Sidebar:** A new control panel to view, edit, and delete connected knowledge bases or third-party app integrations. * **UI/UX Enhancements:** Added zoom, pan, auto-layout, undo/redo, and workflow fit view options for improved design experience. ### Summary SketricGen v2.0.0 represents the transition from a simple AI assistant builder to a **full-featured agentic automation platform**. With multi-agent orchestration, tool integration, structured data handling, detailed traces, and enhanced analytics — users can now design intelligent, scalable systems that move beyond single-agent interaction into full workflow automation. # SketricGen v3.0.0 Source: https://docs.sketricgen.ai/changelog/v3.0.0 SketricGen v3.0.0 introduces Brand Agents for website chatbots and lead capture, plus AI Workforce for automation, files, skills, connectors, and models. **Release Date:** *25 May 2026* SketricGen v3.0.0 is a major release focused on making agents more practical, more powerful, and easier to deploy in the right place. ## TL;DR SketricGen now has two focused product surfaces: * **Brand Agents:** customer-facing website chatbots for leads, support, guided navigation, and public conversations. * **AI Workforce:** internal agents for workflow automation that can plan, call sub agents, use tools, work with files, create artifacts, and complete longer tasks. The release also adds a stronger Deep Agents runtime, 2,000+ app connectors, a searchable skill marketplace, richer traces, file workspaces, lead capture, and broader model choice. ## Core Features ### Brand Agents * Create a Brand Agent from a website URL or manual setup. * Extract Brand DNA from the business, website, and approved knowledge. * Structure website content into Knowledge Bases. * Add customer-facing tools such as lead capture, page navigation, web search, and selected app connectors. * Publish through a widget or fullscreen customer-facing chat experience. * Review conversations and captured leads after launch. ### AI Workforce * Build internal Agent Spaces around one main agent and focused sub agents. * Run longer tasks that can plan, use tools, call connectors, and create artifacts. * Use files and run workspaces during execution. * Start from AI Workforce templates and install reusable skills from the marketplace. * Search skills by task, review source and reputation signals, and install them directly onto an agent. * Inspect traces, tool calls, sub-agent calls, errors, latency, and credit usage. ### Connectors, Skills, and Models * Connect AI Workforce agents to broad app coverage through 2,000+ SketricGen connectors, API tools, and the Sketric connector marketplace. * Install marketplace skills so agents can use optimized task playbooks instead of starting from blank instructions. * Use curated connector access for Brand Agents so customer-facing agents only receive approved capabilities. * Choose from a broader model catalog instead of locking every agent to one model provider. ## Summary Version 3 moves SketricGen from a general multi-agent builder into a practical agent platform with separate paths for customer-facing agents and internal AI workforces. For the detailed customer-facing update, see [Practical Agents That Do Real Work](/changelog/2026-05-25-practical-agents-that-do-real-work). # Deploy an AI Chatbot to a Custom Website Source: https://docs.sketricgen.ai/deploy/custom-website Embed a SketricGen Brand Agent as an AI chatbot for your website with a floating chat widget, inline iframe, lead capture, and public deployment. Deploy a Brand Agent to your website when you want visitors to ask questions, get product guidance, or submit lead details. This creates a public website chat widget backed by your Brand Agent knowledge and approved tools. Use this guide for copy-paste website embeds. If you are building a custom product integration or calling your agent from code, use the [Public API](/dev-guide/public-api-usage) instead. ## Before You Start You need: * A created Brand Agent * A tested customer-facing conversation flow * Public/published visibility enabled * Widget styling reviewed The widget must be public because client-side website code cannot safely include a private API key. ## Floating Chat Bubble Use the floating chat bubble when you want the agent available across your site as a website chatbot. 1. Open your Brand Agent. 2. Test the agent with realistic visitor questions. 3. Open **Publish**. 4. Choose the chat bubble/widget option. 5. Copy the embed snippet. 6. Paste the snippet into your website template, layout, or tag manager. Example: ```html theme={null} ``` For multi-page websites, add the script to your shared layout so the widget appears consistently. ## Identify Known Users with Contact ID If your website or product already has logged-in users, pass your internal user or contact identifier with `data-contact-id`. SketricGen stores this as the conversation `contact_id`, so conversations from the same person are grouped under the same contact in SketricGen. Use a stable internal ID, UUID, or hashed value. Avoid sending emails, phone numbers, names, or other directly identifiable personal data as the contact ID. If you do not know what internal user ID to use, skip this field. The widget still works without it. Example for products with logged-in users: ```html theme={null} ``` If the visitor is anonymous, omit `data-contact-id`. The widget will use its browser-stored anonymous contact behavior instead. Developers can see the full identity model, including API, iframe, and fullscreen examples, in [Public API: Contact ID and User Grouping](/dev-guide/public-api-usage#contact-id-and-user-grouping). ## Inline iFrame Use an iframe when you want the agent embedded directly inside a page section. 1. Open your Brand Agent. 2. Open **Publish**. 3. Choose the direct embed or iframe option. 4. Copy the iframe code. 5. Paste it into the page where the chat should appear. Example: ```html theme={null} ``` To group iframe conversations for a known user, add the `contactId` query parameter: ```html theme={null} ``` ## Test After Deploying After adding the widget: 1. Open the live page. 2. Confirm the widget or iframe appears. 3. Ask a question from your Brand Agent's Knowledge Base. 4. If you pass `data-contact-id` or `contactId`, confirm the conversation shows under the expected contact in SketricGen. 5. Test lead capture if enabled. 6. Check the conversation in SketricGen. If the widget does not appear, confirm the Brand Agent is published/public and that the `data-agent-id` or iframe URL uses the correct agent ID. # Deploy to Framer Source: https://docs.sketricgen.ai/deploy/framer Embed a SketricGen Brand Agent as an AI chatbot for your Framer website with the SketricGen chat widget. This guide walks you through integrating your SketricGen Brand Agent with your Framer website using the chat widget embed code. Use it when you want a website chatbot for visitor questions, lead capture, product guidance, or support intake. ## Step 1: Create Your SketricGen Account To get started with the integration, [sign in to your SketricGen account](https://www.sketricgen.ai). If you don't have an account yet, you can [create one for free](https://www.sketricgen.ai/signup). Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to our [step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart) for creating and deploying your Brand Agent. ## Step 2: Copy the SketricGen Brand Agent Embed Code After configuring your Brand Agent, go to the Brand Agent dashboard and click **Publish** to copy the embed code. **Important:** Ensure your Brand Agent is set to **Public** in order to add it to your Framer website. Screenshot showing SketricGen dashboard with Publish button and embed code copy option for the Brand Agent ## Step 3: Add Code to Your Framer Site ### Access Site Settings 1. Log in to your Framer account and open the site where you want the SketricGen Brand Agent widget to appear 2. Navigate to **Site Settings** Screenshot showing Framer Site Settings menu where Custom Code can be added ### Insert Custom Code 1. Go to the **Custom Code** section in site settings 2. Paste the embed code you copied in Step 2 3. Click **Save** Screenshot showing Framer Custom Code section with embed script pasted for SketricGen widget ### Publish Your Changes Publish your site to make the Brand Agent widget live and visible to visitors. ## Step 4: Test Your Integration After publishing, visit your Framer website to test the chat widget functionality. Screenshot showing SketricGen chat widget embedded and visible on a Framer website **Success:** You have successfully integrated the SketricGen Brand Agent widget. Visitors can now chat with your Brand Agent and get tailored responses. # Deploy to Instagram Source: https://docs.sketricgen.ai/deploy/instagram Connect your SketricGen Brand Agent to Instagram DMs. ## **Step 1: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Connect Instagram Account to Your SketricGen Agent** Go to the **Publish** section of your Brand Agent and press **Connect** on the Instagram integration card. Screenshot showing the Instagram integration panel inside the Publish sidebar with a Connect button ## **Step 3: Grant Permissions to Your Instagram Account** Log in to your Instagram account when prompted and click **Allow** to grant the requested permissions to SketricGen. Screenshot showing the Instagram OAuth permissions prompt requesting access for SketricGen ## **Step 4: Confirm a Successful Connection** Once your Instagram account is successfully connected, the **Connect** button will switch to **Manage** inside the Publish sidebar. Click **Manage** to view or update the connected account details. Screenshot showing the Instagram integration card after connection with the Manage button and account details visible **Success:** Your Instagram account is now linked to **SketricGen**. Your Brand Agent can now handle Instagram conversations automatically. **Note:** Instagram has a 1000 character limit per message. If your Brand Agent produces responses longer than this limit, the message will be automatically split into multiple chunks and sent sequentially. We recommend instructing the agents to give short replies if you plan to connect to Instagram. # Deploy to Shopify Source: https://docs.sketricgen.ai/deploy/shopify Add a SketricGen Brand Agent as an ecommerce AI chatbot for your Shopify store with an inline iframe or floating chat widget. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don't have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want an ecommerce chatbot on a specific Shopify page, such as Contact, FAQ, product guidance, or demo request pages. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Copy the SketricGen Brand Agent embed code** After configuring your Brand Agent, go to the Brand Agent dashboard and click **Publish > Direct Embed** to copy the iframe embed code. > **Note:** Ensure your Brand Agent is set to **Public** to make it accessible on your Shopify website. Screenshot showing SketricGen Direct Embed iframe code copy interface ## **Step 3: Sign into your Shopify website and embed your Brand Agent** ### 1. Log into your **Shopify** admin dashboard. ### 2. From the left-hand menu, go to **Online Store → Pages**. ### 3. Choose the page you want to edit. (In this example, we're embedding the Brand Agent on the Contact page.) Screenshot showing Shopify admin dashboard with Online Store > Pages navigation ### 4. Paste the embed code into the **HTML/code editor**, then click **Save**. Screenshot showing Shopify page editor with HTML/code editor and Save button ## **Step 4: Test your widget after publishing** Screenshot showing Shopify website with embedded SketricGen chat widget **Success:** Your SketricGen Brand Agent is now integrated into your Shopify site. Visitors can chat with it and receive responses grounded in the knowledge sources you configured. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don't have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want a floating ecommerce chatbot available across your Shopify storefront. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Copy the SketricGen Brand Agent embed code** After configuring your Brand Agent, go to the Brand Agent dashboard and click **Publish** to copy the embed code. > **Note:** Ensure your Brand Agent is set to **Public** in order to add it to your Shopify website. Screenshot showing SketricGen dashboard with Publish button and embed code copy option ## **Step 3: Sign in to your Shopify account and embed your Brand Agent in your desired theme** ### 1. Click on **Customize theme** Screenshot showing Shopify admin dashboard with Customize theme option ### 2. Add a **Custom Liquid Section** Screenshot showing Shopify theme customizer with Add Custom Liquid Section option ### 3. Paste the code you copied in step 2 in the element block and adjust the position and size of the widget accordingly Screenshot showing Shopify Custom Liquid Section with embed code input and positioning options ## **Step 4: Test your widget after publishing** Screenshot showing Shopify website with embedded SketricGen chat widget **Success:** Your SketricGen Brand Agent is now available as a floating chat bubble on your Shopify site. # Deploy to Slack Source: https://docs.sketricgen.ai/deploy/slack Connect your SketricGen Brand Agent to Slack. ## **Step 1: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Connect your Slack Workspace** After configuring your Brand Agent, click the **Connect** button on the Slack integration panel in the **Publish** sidebar. Screenshot showing SketricGen Slack integration panel with Connect button in the Publish sidebar ## **Step 3: Grant Permissions** ### 1. Grant SketricGen the required permissions to access your Slack account and workspace. Screenshot showing Slack permission grant interface for SketricGen workspace access ### 2. After success, you will get a message: **“SketricGen has been successfully added to your workspace.”** ## **Step 4: Check Integration Details** ### 1. If everything is smooth, the **Connect** button in the Slack panel of the Publish sidebar will change to **Manage**. Screenshot showing SketricGen Slack integration panel with Manage button after successful connection ### 2. Click on the **Manage** button to view your integration details. Screenshot showing SketricGen Slack integration details and configuration options ## Step 5: Open Slack and Message Your Bot ### 1. Open any channel in your Slack workspace and type **@sketricgen** followed by a question related to your Brand Agent’s purpose. Slack will then prompt you to either invite the bot to the channel or take no action. Screenshot showing Slack channel with @sketricgen bot mention and invitation prompt ### 2. Click on **Add Them**. The Brand Agent will then be available in the channel to answer any questions you might have. ## Step 6: Start Chatting You're all set! The SketricGen Brand Agent is now connected and ready to enhance collaboration within your Slack workspace. Whenever you or your teammates have a question, simply mention `@sketricgen` along with your query, and the bot will provide an answer. Screenshot showing Slack channel with SketricGen bot responding to user questions ### Success: Slack is connected with your Brand Agent Your team can now ask questions in any Slack channel or DM where the bot is active. The Brand Agent will answer based on the knowledge and instructions you configured in SketricGen. # Deploy to Squarespace Source: https://docs.sketricgen.ai/deploy/squarespace Embed a SketricGen Brand Agent as an AI chatbot for your Squarespace website with a floating chat widget or inline iframe. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want a Squarespace website chatbot for lead capture, support intake, product guidance, or visitor questions. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Copy the SketricGen Brand Agent Embed Code** After configuring your Brand Agent, go to the dashboard and click **Publish** to copy the embed code. > **Note:** Make sure your Brand Agent is set to **Public** to embed it on your Squarespace site. Screenshot showing SketricGen dashboard with Publish button and embed code copy option ## **Step 3: Sign in to your Squarespace account and embed your Brand Agent** ### 1. Sign in to your Squarespace account and open the dashboard ### 2. Select the site you want to embed the Brand Agent on Screenshot showing Squarespace dashboard with site selection interface ### 3. Click **Edit** Screenshot showing Squarespace site editor with Edit button ### 4. Click **Add Block** Screenshot showing Squarespace Add Block interface ### 5. Select **Code** and paste the embed code you copied in Step 2 Screenshot showing Squarespace Code Block configuration interface\\ Screenshot showing Squarespace Code Block editor with embed code input ### 6. Adjust the position of the widget and click **Save** Screenshot showing Squarespace Code Block save and apply options ## **Step 4: Test your widget after publishing** Screenshot showing Squarespace site with embedded SketricGen chat widget **Success:** Your Brand Agent is now live on Squarespace, ready to serve your visitors with custom responses. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want to place a Brand Agent directly inside a Squarespace page section. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Copy the SketricGen Brand Agent Embed Code** From your dashboard, click **Publish > Direct Embed** and copy the iframe code. > **Note:** The Brand Agent must be set to **Public** to work on Squarespace. Screenshot showing SketricGen Direct Embed iframe code copy interface ## **Step 3: Embed your Brand Agent** ### 1. Log in to Squarespace and open dashboard ### 2. Select the site where you want to add the iframe Screenshot showing Squarespace dashboard with site selection interface ### 3. Click **Edit** Screenshot showing Squarespace site editor with Edit button ### 4. Click **Add Block** Screenshot showing Squarespace Add Block interface ### 5. Choose the **Code** block and paste the iframe code Adjust size and placement as needed, then click **Save** Screenshot showing Squarespace Code block with iframe embed and save options ## **Step 4: Test your widget after publishing** Screenshot showing Squarespace site with embedded SketricGen iframe widget **Success:** You've successfully added your SketricGen Brand Agent using an iframe. # Deploy to Telegram Source: https://docs.sketricgen.ai/deploy/telegram Connect your SketricGen Brand Agent to Telegram. ## **Step 1: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don't have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Generate a Bot Token from Telegram** 1. Go to [@BotFather](https://t.me/BotFather) to create a new bot and copy the generated bot token Screenshot showing BotFather interface for creating a Telegram bot and generating a bot token ## **Step 3: Connect the Telegram bot to your SketricGen Brand Agent** 1. Go to the **Publish** section of your Brand Agent and press **Connect** on Telegram Screenshot showing SketricGen Telegram integration panel with Connect button in the Publish sidebar 2. Paste your Bot Token that you copied in Step 2 and press Connect Screenshot showing Telegram bot token input field in SketricGen integration interface 3. Your Connect button will change to Manage and you will see your bot details Screenshot showing SketricGen Telegram integration panel with Manage button after successful connection ## **Success** **Congratulations!** Your Telegram bot is now successfully connected to **SketricGen**. Your Brand Agent will now respond when your Telegram bot receives a query. # Deploy to WhatsApp Source: https://docs.sketricgen.ai/deploy/whatsapp Connect your SketricGen Brand Agent to WhatsApp Business. Integrating WhatsApp with SketricGen enables your custom Brand Agent to engage directly with customers through WhatsApp, offering a streamlined and efficient solution for managing inquiries and automating responses. This guide will take you through the steps required to link your Brand Agent to a WhatsApp number, ensuring smooth and effective customer communication. ## **Before You Begin** The phone number you connect to SketricGen via WhatsApp can **only** be used by the Brand Agent. It will no longer work with the WhatsApp or WhatsApp Business apps. If the number is already in use, you’ll need to delete the associated WhatsApp account first: * Open the **WhatsApp** or **WhatsApp Business** app. * Go to **Settings > Account**. * Tap **Delete my account**. This process may take a few minutes. If you've previously connected the number using Meta's WhatsApp Business tools, make sure to **disable two-step verification**: * Log in to your [**WhatsApp Business Account**](https://business.facebook.com/wa/manage/home/). * Select the phone number you want to integrate. * Go to **Settings > Two-step verification**, then turn it off. ## **Pre-requisite: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Go to Agent Playground** Open your Brand Agent and click **Playground** on the agent you want to integrate with WhatsApp. Screenshot showing SketricGen Agent Spaces with Playground button for WhatsApp integration ## **Step 2: Initiate WhatsApp Integration** Click the **Connect** button on the WhatsApp integration panel in the **Publish** sidebar. Screenshot showing WhatsApp integration panel with Connect button in the Publish sidebar ## **Step 3: Set Up with Meta** ### 1. Log in to your Facebook account. Screenshot showing WhatsApp integration setup interface with phone number input field ### 2. Click **Get Started**. Screenshot showing WhatsApp verification code input interface ### 3. Create or select a business portfolio. Screenshot showing WhatsApp integration success confirmation message ### 4. Select an existing WhatsApp business profile or create a new one. Screenshot showing WhatsApp integration configuration settings ### 5. Fill in the information for the WhatsApp business account. Screenshot showing WhatsApp webhook configuration interface ### 6. Add a new number or get a free WhatsApp number by Meta. Screenshot showing WhatsApp Business API configuration panel ### 7. Click **Continue**. Screenshot showing WhatsApp message template configuration interface ### 8. Meta will verify your information. Screenshot showing WhatsApp integration testing interface with message preview ### 9. Click **Finish** to connect your WhatsApp account with SketricGen. Screenshot showing WhatsApp integration status and connection details ## **Step 4: Confirm Connection** If your WhatsApp account is successfully connected, the **Connect** button will turn into a **Manage** button in the **Publish** sidebar of your Brand Agent dashboard. Screenshot showing WhatsApp integration final configuration and deployment options ## **Step 5 (Optional): Manage and Test** You can view integration details and test the setup by clicking the **Manage** button. Screenshot showing WhatsApp integration completion and testing interface ## **Success** **Congratulations!** Your WhatsApp account is now successfully connected to **SketricGen**. You’re all set—your Brand Agent is now ready to handle all your business inquiries automatically and efficiently. Integrating WhatsApp with SketricGen enables your custom Brand Agent to engage directly with customers through WhatsApp, offering a streamlined and efficient solution for managing inquiries and automating responses. This guide will take you through the steps required to link your Brand Agent to a WhatsApp number, ensuring smooth and effective customer communication. ## **Step 1** Navigate to your Brand Agents and open the Brand Agent you want to integrate with WhatsApp. Screenshot showing WhatsApp Business App integration setup interface ## **Step 2** Click the **Connect** button on the WhatsApp integration panel in the **Publish** sidebar. Screenshot showing WhatsApp Business App configuration panel ## **Step 3** ### **1. Login to your Facebook Account** Screenshot showing WhatsApp Business App API settings interface ### **2. Click Get Started** Screenshot showing WhatsApp Business App webhook configuration ### **3. Select Connect your existing WhatsApp Business App** Screenshot showing WhatsApp Business App integration testing interface ### **4. Create or select a business portfolio** Screenshot showing WhatsApp Business App message template setup ### **5. Enter your WA Business phone number** Screenshot showing WhatsApp Business App integration status dashboard ### **6. Verify details** Screenshot showing WhatsApp Business App deployment configuration You will be then asked to scan a QR Code to verify connection. ### **7. After scanning your QR Code, confirm the Permissions** Screenshot showing WhatsApp Business App final setup and testing ### **8. Meta takes a few seconds to verify your information** Screenshot showing WhatsApp Business App integration completion interface ### **9. Click Finish to connect your WhatsApp account with SketricGen** Screenshot showing WhatsApp Business App final configuration and deployment options ## **Step 4** If your **WhatsApp account** is successfully connected with **SketricGen**, the **Connect** button should now turn into a **Manage** button in the **Publish** sidebar in your Brand Agent dashboard. Screenshot showing WhatsApp Business App integration testing and validation ## **Step 5 (Optional)** You can view details of your integration and even test out the integration by clicking the **Manage** button. Screenshot showing WhatsApp Business App integration completion and success confirmation **Success:** Your WhatsApp account is now connected to **SketricGen**. Your Brand Agent can now handle customer inquiries from WhatsApp. # Deploy to Wix Source: https://docs.sketricgen.ai/deploy/wix Add a SketricGen Brand Agent as an AI chatbot for your Wix website with a floating chat widget or inline iframe. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want a Wix website chatbot for lead capture, visitor support, product guidance, or sales questions. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Copy the SketricGen Brand Agent Embed Code** Go to your Brand Agent dashboard, click **Publish**, and copy the embed code. **Note**: Ensure your Brand Agent is set to **Public**. Screenshot showing SketricGen dashboard with Publish button and embed code copy option ## **Step 3: Embed the Brand Agent in Wix** ### 1. Log in to your Wix dashboard. ### 2. Select the site where you want the Brand Agent. Screenshot showing Wix dashboard with site selection interface ### 3. Go to **Add Elements > Embed & Social > Embed Code**. Screenshot showing Wix Add Elements interface with Embed & Social > Embed Code option ### 4. Paste the copied code and adjust position/size as needed. Screenshot showing Wix Embed Code element with code input and positioning options ### 5. Resize the **Embed Code** element so the full chat widget is visible. Click the embedded widget and adjust the element’s **width/height** (or drag the resize handles) until nothing is clipped and the chat opens at the correct size. GIF showing how to resize the Embed Code element in Wix ### 6. Add an **Anchor** and **Pin** the Brand Agent widget to make it a floating bubble. Screenshot showing Wix Anchor and Pin options for floating chat bubble configuration ## **Step 4: Test the Brand Agent** After publishing, test the Brand Agent on your live site. Screenshot showing Wix site with embedded SketricGen floating chat widget **Success:** Your Brand Agent is live as a floating bubble on Wix. ## **Step 1: Create your SketricGen account** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this path when you want to place a Brand Agent directly inside a Wix page section. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Get the Embed Code** From the SketricGen dashboard, click **Publish** and copy the embed code. > Set visibility to **Public**. Screenshot showing SketricGen Direct Embed iframe code copy interface ## **Step 3: Add the iFrame Embed to Wix** ### 1. Go to your Wix site dashboard. ### 2. Select the desired site. Screenshot showing Wix dashboard with site selection interface ### 3. Add an **Embed Code** element: **Add Elements > Embed & Social > Embed Code** Screenshot showing Wix Add Elements interface with Embed & Social > Embed Code option ### 4. Paste your code and adjust dimensions for inline display. Screenshot showing Wix Embed Code element with iframe code and dimension adjustments ## **Step 4: Publish and Verify** Make sure everything is working by testing the Brand Agent on your live site. Screenshot showing Wix site with embedded SketricGen iframe widget **Success:** Your Brand Agent is embedded inline in your Wix site. # Deploy to WordPress Source: https://docs.sketricgen.ai/deploy/wordpress Embed a SketricGen Brand Agent as an AI chatbot for your WordPress website with the SketricGen chat widget plugin. ## **Step 1: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, **[sign in to your SketricGen account](https://www.sketricgen.ai)**. If you don’t have an account yet, you can create one for **[free](https://www.sketricgen.ai)**. Once you're logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. Use this guide when you want to add a WordPress chatbot for visitor questions, lead capture, support intake, or product guidance. If you need assistance with setting up a working SketricGen Brand Agent, refer to the **[step-by-step guide](https://docs.sketricgen.ai/getting-started/quickstart)** for creating and deploying your Brand Agent. ## **Step 2: Install SketricGen Chat Widget on Your WordPress Website** ### 1. Log in to your WordPress admin dashboard You can usually access your dashboard by visiting `yourdomain.com/wp-admin/`. Alternatively, you may be able to log in via your web hosting provider’s control panel. ### 2. Install and Enable the SketricGen Chat Widget * In the left sidebar of your WordPress admin dashboard, click on **Plugins**. Screenshot showing WordPress admin dashboard with Plugins sidebar menu * Click **Add New Plugin** at the top of the next page. Screenshot showing WordPress Add New Plugin interface * In the search bar on the next page, type “**SketricGen**” to search for the **SketricGen** plugin.\ Click **Install Now**, then **Activate**. Screenshot showing WordPress plugin search results for SketricGen with Install Now and Activate buttons ### 3. Get your Agent ID from the SketricGen Brand Agent dashboard Go to your Brand Agent playground and in the **Publish** sidebar copy the Agent ID — it should look like **“asst\_…”** Screenshot showing SketricGen agent playground with Agent ID copy option in Publish sidebar ### 4. Add your Agent ID * In the left sidebar on your admin dashboard, click **SketricGen Chat** under **Settings**. Screenshot showing WordPress admin dashboard with SketricGen Chat settings menu * Enter your **Agent ID**, enable the chat widget, and click **“Save Changes”**. Screenshot showing SketricGen Chat settings interface with Agent ID input field and Save Changes button ## **Step 3: Test your widget on live website** Screenshot showing WordPress website with embedded SketricGen chat widget **Success:** Your WordPress website now has the SketricGen Brand Agent widget integrated. # Deploy to Zapier Source: https://docs.sketricgen.ai/deploy/zapier Integrate your SketricGen Brand Agent with Zapier. ## **Step 1: Sign Into SketricGen and Set Up Your Brand Agent** To get started with the integration, [**sign in to your SketricGen account**](https://www.sketricgen.ai/). If you don’t have an account yet, you can create one for [**free**](https://www.sketricgen.ai/). Once you’re logged in, begin setting up your Brand Agent by uploading your data sources. These can include files, text snippets, websites, or Q\&A pairs, which will serve as the knowledge base for your Brand Agent. If you need assistance with setting up a working SketricGen Brand Agent, refer to the [**step-by-step guide**](https://docs.sketricgen.ai/getting-started/quickstart) for creating and deploying your Brand Agent. ## **Step 2: Copy your SketricGen User ID and API Key** Go to the profile section of your SketricGen account and copy your User ID and API Key which you will paste in Zapier in step 3. Screenshot showing SketricGen profile section with User ID and API Key copy options Screenshot showing SketricGen API Key and User ID details for Zapier integration ## **Step 3: Connect SketricGen with Zapier** ### **1. Create a Zap Workflow** Screenshot showing Zapier dashboard with Create Zap Brand Agent option ### **2. Add SketricGen Integration (We currently support adding our Integration as an Action in a Zapier Workflow)** Screenshot showing Zapier integration marketplace with SketricGen search Screenshot showing Zapier SketricGen integration configuration interface ### **3. Paste the API Key and User ID you copied in Step 2 to connect your SketricGen account with Zapier** Screenshot showing Zapier SketricGen connection with API Key and User ID input fields ## **Step 4: Copy your Agent ID** Go to your Brand Agent playground and in the **Publish** sidebar copy the Agent ID **“asst\_…”** Screenshot showing SketricGen agent playground with Agent ID copy option in Publish sidebar ## **Step 5: Configure your integration** You can now add triggers and actions in your Zap workflow with your SketricGen integration by adding a Prompt Message and your Agent ID. You can also add a Conversation ID so your Brand Agent can maintain context for multi-turn conversations. Your integration will always return a Response Text which you can further use to generate automated replies, generate leads and much more. Screenshot showing Zapier Brand Agent configuration with SketricGen integration, Prompt Message, Agent ID, and Conversation ID fields # Node.js SDK Source: https://docs.sketricgen.ai/dev-guide/node-sdk SketricGen Node.js SDK — run AI agent workflows, stream responses, upload files, and integrate with TypeScript or JavaScript applications. ## Overview Node.js SDK for the SketricGen Chat Server API. Build AI-powered workflows, chat applications, and document analysis tools with TypeScript or JavaScript. ## Requirements * Node.js 18 or later (uses built-in `fetch`, `FormData`, `Blob`, and streams) * ESM: use `"type": "module"` in `package.json` or `.mjs` files ## Installation ```bash theme={null} npm install sketricgen ``` Or with other package managers: ```bash theme={null} # yarn yarn add sketricgen # pnpm pnpm add sketricgen ``` ## Quick Start ```javascript theme={null} import { SketricGenClient } from 'sketricgen'; // Initialize client (use fromEnv() to read SKETRICGEN_API_KEY from environment) const client = SketricGenClient.fromEnv(); // Run a workflow const response = await client.runWorkflow( 'agent-123', 'Hello, how are you?', ); console.log(response.response); ``` ## Features * **Run Workflows**: Execute chat/workflow requests with AI agents * **Streaming**: Real-time streaming responses using Server-Sent Events * **File Attachments**: Attach images and PDFs to workflows (paths or explicit upload) * **TypeScript**: Full type definitions included * **Error Handling**: Typed error classes (e.g. `SketricGenAPIError`, `SketricGenValidationError`) * **CLI Help**: Run `npx sketricgen --help` or `npx sketricgen --help runWorkflow` for usage *** ## Client Reference ### SketricGenClient The main client for interacting with the SketricGen API. #### Constructor ```javascript theme={null} const client = new SketricGenClient({ apiKey: 'your-api-key', // Required baseUrl: 'https://...', // Optional; default: https://chat-v2.sketricgen.ai uploadInitUrl: 'https://...', // Optional; upload endpoints (not derived from baseUrl) uploadCompleteUrl: 'https://...', timeout: 300, // Optional; request timeout in seconds uploadTimeout: 300, // Optional; upload timeout in seconds maxRetries: 3, // Optional }); ``` #### From Environment Variables ```javascript theme={null} // Set SKETRICGEN_API_KEY environment variable const client = SketricGenClient.fromEnv(); // Optional overrides const client = SketricGenClient.fromEnv({ apiKey: 'override-key' }); ``` | Environment Variable | Default | Description | | --------------------------- | ---------- | ------------------------------ | | `SKETRICGEN_API_KEY` | *required* | Your API key | | `SKETRICGEN_TIMEOUT` | — | Request timeout in seconds | | `SKETRICGEN_UPLOAD_TIMEOUT` | — | Upload timeout for large files | | `SKETRICGEN_MAX_RETRIES` | — | Maximum retry attempts | *** ### runWorkflow() Execute a workflow/chat request. ```javascript theme={null} // Non-streaming: returns Promise const response = await client.runWorkflow( 'agent-123', // agentId (required) 'Hello, how are you?', // userInput (required, max 10,000 chars) { conversationId: 'conv-456', // Optional: resume a conversation contactId: 'contact-789', // Optional: external contact ID filePaths: ['./doc.pdf'], // Optional: local paths; client uploads then attaches assets: ['file-id-1'], // Optional: pre-obtained file IDs from files.upload() stream: false, // Optional: set true for streaming } ); // Streaming: returns AsyncGenerator const stream = client.runWorkflow('agent-123', 'Tell me a story', { stream: true }); for await (const event of stream) { // handle event.event_type, event.data (JSON string) } ``` **Returns**: `Promise` if `stream` is false or omitted; `AsyncGenerator` if `stream: true`. #### Example: Non-Streaming ```javascript theme={null} const response = await client.runWorkflow( 'agent-123', 'What is the weather like today?', { conversationId: 'conv-456' }, ); console.log('Response:', response.response); console.log('Conversation ID:', response.conversation_id); ``` #### Example: Streaming ```javascript theme={null} const stream = client.runWorkflow('agent-123', 'Tell me a story', { stream: true }); for await (const event of stream) { const data = JSON.parse(event.data); if (data.type === 'TEXT_MESSAGE_CONTENT') { process.stdout.write(data.delta || ''); } else if (data.type === 'RUN_FINISHED') { console.log(); } } ``` *** ### files.upload() Upload a file and get a `fileId` for use in `runWorkflow(..., { assets: [fileId] })`. ```javascript theme={null} const result = await client.files.upload({ agentId: 'agent-123', // Required file: './document.pdf', // Required: path (string), Buffer, or Readable stream filename: 'doc.pdf', // Required when file is Buffer or Readable (must include extension) contentType: 'application/pdf', // Optional when file is Buffer/Readable }); console.log(result.fileId); // use in runWorkflow(..., { assets: [result.fileId] }) ``` When `file` is a path string, `filename` and `contentType` are optional (inferred from the path). When `file` is a `Buffer` or Node `Readable` stream, `filename` is required. *** ## Response Models ### ChatResponse Response from a non-streaming workflow request. | Field | Type | Description | | ----------------- | --------- | -------------------------------------- | | `agent_id` | `string` | Workflow/Agent ID | | `user_id` | `string` | User identifier | | `conversation_id` | `string` | Conversation ID for follow-up messages | | `response` | `string` | The assistant's response text | | `owner` | `string` | Owner of the agent | | `error` | `boolean` | Error flag (default: `false`) | ### StreamEvent Individual event from a streaming response. | Field | Type | Description | | ------------ | --------------------- | --------------------------------- | | `event_type` | `string` | Type of the SSE event | | `data` | `string` | JSON string containing event data | | `id` | `string \| undefined` | Optional event ID | Parse `event.data` with `JSON.parse(event.data)` to access the payload. The parsed object may include a `type` field matching `event_type`. *** ## Streaming Events The streaming API uses the [AG-UI Protocol](https://docs.ag-ui.com). Parse the `data` field as JSON to access event details. ### Event Types | Event Type | Description | Key Fields | | ---------------------- | ---------------------------- | -------------------------------- | | `RUN_STARTED` | Workflow execution started | `thread_id`, `run_id` | | `TEXT_MESSAGE_START` | Assistant message started | `message_id`, `role` | | `TEXT_MESSAGE_CONTENT` | Text chunk received | `message_id`, `delta` | | `TEXT_MESSAGE_END` | Assistant message completed | `message_id` | | `TOOL_CALL_START` | Tool/function call started | `tool_call_id`, `tool_call_name` | | `TOOL_CALL_END` | Tool/function call completed | `tool_call_id` | | `RUN_FINISHED` | Workflow completed | `thread_id`, `run_id` | | `RUN_ERROR` | Workflow error occurred | `message` | | `CUSTOM` | Custom event | varies | ### Complete Streaming Example ```javascript theme={null} import { SketricGenClient } from 'sketricgen'; const client = SketricGenClient.fromEnv(); const stream = client.runWorkflow( 'agent-123', 'Search for info and summarize it', { stream: true }, ); for await (const event of stream) { const data = JSON.parse(event.data); const eventType = event.event_type ?? data.type; switch (eventType) { case 'RUN_STARTED': console.error('Started run:', data.run_id); break; case 'TEXT_MESSAGE_CONTENT': if (data.delta) process.stdout.write(data.delta); break; case 'TOOL_CALL_START': console.error('\n[Calling:', data.tool_call_name + ']'); break; case 'TOOL_CALL_END': console.error('[Done]'); break; case 'RUN_FINISHED': console.error('\n\nCompleted!'); break; case 'RUN_ERROR': console.error('\nError:', data.message); break; } } ``` *** ## File Attachments Attach files to workflows for document analysis and image understanding. ### Supported File Types | Type | MIME Types | Max Size | | --------- | ---------------------------------------------------- | -------- | | Images | `image/jpeg`, `image/png`, `image/webp`, `image/gif` | 20 MB | | Documents | `application/pdf` | 20 MB | ### Single File (via filePaths) ```javascript theme={null} const response = await client.runWorkflow( 'agent-123', 'Summarize this document', { filePaths: ['./path/to/document.pdf'] }, ); console.log(response.response); ``` ### Multiple Files ```javascript theme={null} const response = await client.runWorkflow( 'agent-123', 'Compare these two documents', { filePaths: [ './path/to/document1.pdf', './path/to/document2.pdf', ], }, ); console.log(response.response); ``` ### Upload First, Then Run (assets) ```javascript theme={null} const upload1 = await client.files.upload({ agentId: 'agent-123', file: './doc1.pdf' }); const upload2 = await client.files.upload({ agentId: 'agent-123', file: './doc2.pdf' }); const response = await client.runWorkflow( 'agent-123', 'Compare these two documents', { assets: [upload1.fileId, upload2.fileId] }, ); console.log(response.response); ``` ### Streaming with Files ```javascript theme={null} const stream = client.runWorkflow( 'agent-123', 'Analyze this image', { filePaths: ['./path/to/image.png'], stream: true }, ); for await (const event of stream) { const data = JSON.parse(event.data); if (data.type === 'TEXT_MESSAGE_CONTENT') { if (data.delta) process.stdout.write(data.delta); } } ``` # Public API Source: https://docs.sketricgen.ai/dev-guide/public-api-usage SketricGen Public API reference — run AI agent workflows, stream responses, and manage conversations with RESTful endpoints and API key auth. ## Overview SketricGen provides a high-performance Public API service that enables AI-powered conversational workflows using custom agents you design in the Web App. This API provides endpoints for running AI workflows, managing conversations, and streaming real-time responses. **Base URL:** `https://chat-v2.sketricgen.ai/api/v1` ## When to Use the Public API Use the Public API when you want to call a SketricGen agent from your own product, backend, workflow runner, or custom UI. Common use cases: * Run AI Workforce agents from your own application * Add SketricGen agents to an internal product experience * Build a custom chat UI instead of using the hosted website widget * Trigger an agent from backend jobs or server-side automations * Keep conversation identity aligned with users or contacts in your own system If you only need a copy-paste website chat bubble or iframe, use [Deploy an AI Chatbot to a Custom Website](/deploy/custom-website) instead. ## Authentication All API requests require authentication via an API key in the request headers. **Required Header:** ``` api-key: your_api_key_here ``` (You can retrieve it from your account setting at [www.sketricgen.ai/profile](https://www.sketricgen.ai/profile)) ## Endpoints ### Run Workflow **POST** `/run-workflow` Execute an AI workflow using a specified agent to generate intelligent responses based on user input. ### Request Headers | Header | Type | Required | Description | | -------------- | ------ | -------- | --------------------------- | | `api-key` | string | Yes | Your API authentication key | | `Content-Type` | string | Yes | Must be `application/json` | ### Request Body | Field | Type | Required | Description | Constraints | | ----------------- | ------- | -------- | ------------------------------------------------------------ | ------------------------------------ | | `agent_id` | string | Yes | Unique identifier for the AI agent to use | - | | `user_input` | string | Yes | The user's message or query to process | Max 10,000 characters | | `conversation_id` | string | No | ID of existing conversation to continue | If omitted, creates new conversation | | `contact_id` | string | No | External identifier to associate conversation with a contact | Max 255 characters | | `stream` | boolean | No | Enable real-time response streaming | Default: `false` | ### Example Request ```json theme={null} { "agent_id": "agent_abc123xyz", "user_input": "Help me analyze this quarterly sales data", "conversation_id": "conv_def456ghi", "contact_id": "customer_12345", "stream": false } ``` ## Contact ID and User Grouping Use `contact_id` when your product already knows who the end user or contact is. Conversations sent with the same `agent_id` and `contact_id` are grouped under the same contact in SketricGen. This is useful when you want to: * See all conversations from one customer or app user together * Continue reviewing a user's history across multiple sessions * Connect SketricGen conversations back to your CRM, database, or product user record * Use the same identity model across API, widget, iframe, and other channels Use a stable internal ID, UUID, or hashed value. Do not send emails, phone numbers, names, or other directly identifiable personal data as the contact ID. Good examples: ```text theme={null} customer_12345 user_uuid_550e8400-e29b-41d4-a716-446655440000 customer_hash_abc123def456 ``` Avoid: ```text theme={null} john.doe@email.com 555-123-4567 John Doe ``` ### Identity Fields by Deployment Method The same agent can be deployed through the website widget, iframe, fullscreen link, or Public API. The identity fields change slightly by deployment method: | Deployment method | Agent identifier | Contact identifier | | -------------------- | ---------------------------------------------- | ----------------------------------- | | Public API | `agent_id` in the JSON body | `contact_id` in the JSON body | | Chat bubble widget | `data-agent-id` on the script tag | `data-contact-id` on the script tag | | Floating pill widget | `data-agent-id` plus `data-layout="floating"` | `data-contact-id` on the script tag | | Inline iframe | Agent ID in `/iframe-widget/YOUR_AGENT_ID` | `contactId` query parameter | | Fullscreen link | Agent ID in `/fullscreen-widget/YOUR_AGENT_ID` | `contactId` query parameter | API example: ```json theme={null} { "agent_id": "agent_abc123xyz", "user_input": "What's my order status?", "contact_id": "customer_12345", "stream": false } ``` Widget equivalent: ```html theme={null} ``` Iframe equivalent: ```html theme={null} ``` If the visitor is anonymous, omit the contact identifier. The widget will use its browser-stored anonymous contact behavior, while API requests without `contact_id` create conversations without your external user mapping. ## Response Formats The endpoint supports two response modes. ### 1. Standard Response (stream: false) **HTTP Status:** `201 Created` **Response Body:** | Field | Type | Description | | ----------------- | ------- | ----------------------------------------- | | `agent_id` | string | The agent that processed the request | | `user_id` | string | Identifier for the user account | | `conversation_id` | string | ID of the conversation (new or existing) | | `contact_id` | string | External contact identifier (if provided) | | `response` | string | The AI agent's generated response | | `owner` | string | Owner of the agent | | `error` | boolean | Indicates if an error occurred | **Example Response:** ```json theme={null} { "agent_id": "agent_abc123xyz", "user_id": "user_789xyz", "conversation_id": "conv_def456ghi", "contact_id": "customer_12345", "response": "I'll help you analyze your quarterly sales data. Please share the data file or provide the key metrics you'd like me to examine.", "owner": "company_abc", "error": false } ``` ### 2. Streaming Response (stream: true) **HTTP Status:** `200 OK` **Content-Type:** `text/event-stream` When streaming is enabled, the endpoint returns real-time Server-Sent Events (SSE) as the AI processes the request. **Event Types:** | Event Type | Description | | ---------------------- | ----------------------------------------- | | `RUN_STARTED` | Workflow execution has begun | | `TEXT_MESSAGE_START` | AI has started generating a text response | | `TEXT_MESSAGE_CONTENT` | Incremental text content (streaming) | | `TEXT_MESSAGE_END` | AI has finished generating text response | | `TOOL_CALL_START` | AI has started using a tool/function | | `TOOL_CALL_END` | AI has finished using a tool/function | | `RUN_FINISHED` | Workflow execution completed successfully | | `RUN_ERROR` | An error occurred during execution | **Example Streaming Events:** ``` data: {"type": "RUN_STARTED", "timestamp": 1640995200, "thread_id": "conv_def456ghi", "run_id": "run_123abc"} data: {"type": "TEXT_MESSAGE_START", "timestamp": 1640995201, "message_id": "msg_456def"} data: {"type": "TEXT_MESSAGE_CONTENT", "timestamp": 1640995202, "message_id": "msg_456def", "delta": "I'll help"} data: {"type": "TEXT_MESSAGE_CONTENT", "timestamp": 1640995203, "message_id": "msg_456def", "delta": " you analyze"} data: {"type": "TEXT_MESSAGE_END", "timestamp": 1640995210, "message_id": "msg_456def"} data: {"type": "RUN_FINISHED", "timestamp": 1640995211, "thread_id": "conv_def456ghi", "run_id": "run_123abc"} ``` # Python SDK Source: https://docs.sketricgen.ai/dev-guide/python-sdk SketricGen Python SDK — run AI agent workflows, stream responses, and attach files programmatically with async and sync support. ## Overview Python SDK for the SketricGen Chat Server API. Build AI-powered workflows, chat applications, and document analysis tools. ## Requirements * Python 3.9+ * Dependencies: `httpx>=0.25.0`, `pydantic>=2.0.0`, `typing-extensions>=4.0.0` ## Installation ```bash theme={null} pip install sketricgen ``` Or with other package managers: ```bash theme={null} # uv uv add sketricgen # poetry poetry add sketricgen ``` ## Quick Start ```python theme={null} from sketricgen import SketricGenClient # Initialize client client = SketricGenClient(api_key="your-api-key") # Run a workflow response = await client.run_workflow( agent_id="agent-123", user_input="Hello, how are you?", ) print(response.response) ``` ## Features * **Run Workflows**: Execute chat/workflow requests with AI agents * **Streaming**: Real-time streaming responses using Server-Sent Events * **File Attachments**: Attach images and PDFs to workflows * **Async & Sync**: Both async and synchronous API support * **Type Safety**: Full type hints for IDE support * **Error Handling**: Comprehensive custom exception types *** ## Client Reference ### SketricGenClient The main client for interacting with the SketricGen API. #### Constructor ```python theme={null} client = SketricGenClient( api_key: str, # Your SketricGen API key (required) timeout: int = 300, # Request timeout in seconds upload_timeout: int = 300, # Upload timeout for large files max_retries: int = 3, # Maximum retry attempts ) ``` #### From Environment Variables ```python theme={null} # Set SKETRICGEN_API_KEY environment variable client = SketricGenClient.from_env() ``` | Environment Variable | Default | Description | | --------------------------- | ---------- | ------------------------------ | | `SKETRICGEN_API_KEY` | *required* | Your API key | | `SKETRICGEN_TIMEOUT` | `300` | Request timeout in seconds | | `SKETRICGEN_UPLOAD_TIMEOUT` | `300` | Upload timeout for large files | | `SKETRICGEN_MAX_RETRIES` | `3` | Maximum retry attempts | *** ### run\_workflow() Execute a workflow/chat request (async). ```python theme={null} response = await client.run_workflow( agent_id: str, # Agent ID to chat with (required) user_input: str, # User message, max 10000 chars (required) conversation_id: str = None, # Resume a conversation contact_id: str = None, # External contact ID file_paths: list[str] = None, # Files to attach stream: bool = False, # Enable streaming ) ``` **Returns**: `ChatResponse` if `stream=False`, `AsyncIterator[StreamEvent]` if `stream=True` #### Example: Non-Streaming ```python theme={null} response = await client.run_workflow( agent_id="agent-123", user_input="What is the weather like today?", conversation_id="conv-456", # Optional: resume conversation ) print(f"Response: {response.response}") print(f"Conversation ID: {response.conversation_id}") ``` #### Example: Streaming ```python theme={null} import json async for event in await client.run_workflow( agent_id="agent-123", user_input="Tell me a story", stream=True, ): data = json.loads(event.data) if data["type"] == "TEXT_MESSAGE_CONTENT": print(data["delta"], end="", flush=True) elif data["type"] == "RUN_FINISHED": print() ``` *** ### run\_workflow\_sync() Synchronous version of `run_workflow()`. ```python theme={null} response = client.run_workflow_sync( agent_id: str, user_input: str, conversation_id: str = None, contact_id: str = None, file_paths: list[str] = None, stream: bool = False, ) ``` **Returns**: `ChatResponse` if `stream=False`, `Iterator[StreamEvent]` if `stream=True` #### Example ```python theme={null} # Non-streaming response = client.run_workflow_sync( agent_id="agent-123", user_input="Hello!", ) print(response.response) # Streaming for event in client.run_workflow_sync( agent_id="agent-123", user_input="Tell me a story", stream=True, ): data = json.loads(event.data) if data["type"] == "TEXT_MESSAGE_CONTENT": print(data["delta"], end="", flush=True) ``` *** ## Response Models ### ChatResponse Response from a non-streaming workflow request. | Field | Type | Description | | ----------------- | ------ | -------------------------------------- | | `agent_id` | `str` | Workflow/Agent ID | | `user_id` | `str` | User identifier | | `conversation_id` | `str` | Conversation ID for follow-up messages | | `response` | `str` | The assistant's response text | | `owner` | `str` | Owner of the agent | | `error` | `bool` | Error flag (default: `False`) | ### StreamEvent Individual event from a streaming response. | Field | Type | Description | | ------------ | ------------- | --------------------------------- | | `event_type` | `str` | Type of the SSE event | | `data` | `str` | JSON string containing event data | | `id` | `str \| None` | Optional event ID | *** ## Streaming Events The streaming API uses the [AG-UI Protocol](https://docs.ag-ui.com). Parse the `data` field as JSON to access event details. ### Event Types | Event Type | Description | Key Fields | | ---------------------- | ---------------------------- | -------------------------------- | | `RUN_STARTED` | Workflow execution started | `thread_id`, `run_id` | | `TEXT_MESSAGE_START` | Assistant message started | `message_id`, `role` | | `TEXT_MESSAGE_CONTENT` | Text chunk received | `message_id`, `delta` | | `TEXT_MESSAGE_END` | Assistant message completed | `message_id` | | `TOOL_CALL_START` | Tool/function call started | `tool_call_id`, `tool_call_name` | | `TOOL_CALL_END` | Tool/function call completed | `tool_call_id` | | `RUN_FINISHED` | Workflow completed | `thread_id`, `run_id` | | `RUN_ERROR` | Workflow error occurred | `message` | | `CUSTOM` | Custom event | varies | ### Complete Streaming Example ```python theme={null} import json from sketricgen import SketricGenClient client = SketricGenClient(api_key="your-api-key") async for event in await client.run_workflow( agent_id="agent-123", user_input="Search for info and summarize it", stream=True, ): data = json.loads(event.data) event_type = data["type"] if event_type == "RUN_STARTED": print(f"Started run: {data.get('run_id')}") elif event_type == "TEXT_MESSAGE_CONTENT": print(data["delta"], end="", flush=True) elif event_type == "TOOL_CALL_START": print(f"\n[Calling: {data['tool_call_name']}]") elif event_type == "TOOL_CALL_END": print("[Done]") elif event_type == "RUN_FINISHED": print("\n\nCompleted!") elif event_type == "RUN_ERROR": print(f"\nError: {data['message']}") ``` *** ## File Attachments Attach files to workflows for document analysis and image understanding. ### Supported File Types | Type | MIME Types | Max Size | | --------- | ---------------------------------------------------- | -------- | | Images | `image/jpeg`, `image/png`, `image/webp`, `image/gif` | 20 MB | | Documents | `application/pdf` | 20 MB | ### Single File ```python theme={null} response = await client.run_workflow( agent_id="agent-123", user_input="Summarize this document", file_paths=["/path/to/document.pdf"], ) print(response.response) ``` ### Multiple Files ```python theme={null} response = await client.run_workflow( agent_id="agent-123", user_input="Compare these two documents", file_paths=[ "/path/to/document1.pdf", "/path/to/document2.pdf", ], ) print(response.response) ``` ### Streaming with Files ```python theme={null} async for event in await client.run_workflow( agent_id="agent-123", user_input="Analyze this image", file_paths=["/path/to/image.png"], stream=True, ): data = json.loads(event.data) if data["type"] == "TEXT_MESSAGE_CONTENT": print(data["delta"], end="", flush=True) ``` # Brand Agents vs AI Workforce Source: https://docs.sketricgen.ai/getting-started/choose-product Compare SketricGen Brand Agents for website chatbots and lead capture with AI Workforce for internal AI automation, agentic workflows, schedules, and files. SketricGen now has two main product paths: **Brand Agents** for customer-facing agents and **AI Workforce** for internal multi-agent work. ## Quick Decision Use **Brand Agents** when the agent will talk to visitors, leads, prospects, or customers. Use **AI Workforce** when your team will use agents inside the SketricGen platform to work with files, tools, and internal systems. | Use case | Choose | Why | | ----------------------------------------------------- | ------------ | -------------------------------------------------------------------------- | | Website chatbot, AI sales agent, or visitor assistant | Brand Agents | Built for public widgets, brand voice, lead capture, and safer tool access | | Product FAQ agent trained from a site | Brand Agents | The wizard crawls your site and creates a brand-aware agent | | Internal research, writing, or operations work | AI Workforce | Supports longer runs, planning, files, artifacts, and 2,000+ connectors | | Recurring internal tasks or report automation | AI Workforce | Scheduled runs can trigger the workflow automatically | | Multi-agent workflows across internal tools | AI Workforce | Designed for team workflows and internal business systems | | Public customer channel deployment | Brand Agents | Customer-facing deployment is the primary workflow | ## Brand Agents Brand Agents are practical customer-facing agents. They can read your website, generate brand context, create a Knowledge Base, answer visitor questions, capture leads, and guide users through your site. Use them when you need a website chatbot, lead generation chatbot, or customer-facing AI receptionist for visitor intake and routing. Brand Agents intentionally use a more controlled tool surface. Public agents should only get the tools they need, such as Knowledge Bases, lead capture, page navigation, web search, and selected app connectors. ## AI Workforce AI Workforce is the internal agent workspace for teams. It uses Agent Spaces and an updated runtime for longer multi-agent tasks, AI workflow automation, and recurring team workflows. AI Workforce runs can plan work, call tools, use connected apps, call sub agents, create files, inspect artifacts, trigger recurring work on a schedule, and work through larger tasks that may take 10-30 minutes depending on complexity. ## Product Boundaries Both product paths can use Knowledge Bases, but most other capabilities are product-specific: * Brand Agents focus on public deployment, Brand DNA, safe customer-facing tools, conversations, and leads. * AI Workforce focuses on Agent Spaces, sub agents, templates, skills, internal connectors, files, artifacts, traces, runs, and schedules. The difference is the default workflow: Brand Agents are optimized for secure customer-facing deployment, while AI Workforce is optimized for internal work and team productivity. # Core Concepts Source: https://docs.sketricgen.ai/getting-started/core-concepts Learn SketricGen core concepts for website Brand Agents, AI Workforce automation, Knowledge Bases, connectors, skills, sub agents, files, artifacts, and traces. SketricGen has two product paths, but the same core concepts power both. ## Brand Agents Brand Agents are customer-facing agents trained on your brand, website, and approved knowledge. They are built for public deployment through widgets or customer channels. They are the best fit for a website chatbot, lead capture assistant, or visitor-facing support agent. Brand Agents focus on security, brand behavior, lead capture, visitor guidance, and controlled tool access. ## AI Workforce AI Workforce is the internal workspace for multi-agent work and workflow automation. It uses Agent Spaces and the updated runtime for longer runs, planning, files, artifacts, tools, and team workflows. AI Workforce is the right place for research, content, operations, sales, internal support, and file-heavy work. ## Agents An agent is a role with: * Instructions * A selected model * Tools it can use * Optional structured output * A place in the workflow or product surface Good agents have narrow responsibilities and clear success criteria. ## Tools and Connectors Tools let agents act or retrieve information. Examples include: * Knowledge Bases * Web Search * Image Generation when enabled * API Request * 2,000+ SketricGen connectors * Marketplace skills * Custom MCP servers * Brand Agent Lead Capture and Page Navigation Only assign tools that the agent truly needs. ## Skills Skills are reusable task packages for AI Workforce agents. They can package task-specific instructions, files, and operating patterns so an agent can do a job in a more reliable way than starting from a blank prompt. Use skills when you want an agent to follow a curated process, such as analyzing a document, creating a report, reviewing a design, planning a project, or producing an artifact. ## Knowledge Bases Knowledge Bases store trusted information from websites, files, text, or Q\&A pairs. Brand Agents use them for public answers. AI Workforce uses them for internal reference data. ## Main Agents and Sub Agents In AI Workforce, the main agent owns the user conversation and can call specialist sub agents for bounded work. Use sub agents for classification, extraction, summarization, validation, research, and other focused helper tasks. Sub agents cannot have their own sub agents, so workflows stay one level deep and easier to debug. ## Runs, Schedules, Files, and Artifacts AI Workforce runs can create and inspect files. A run workspace stores conversation-specific artifacts, while an agent workspace can store reusable files for future runs. Schedules can trigger AI Workforce runs automatically for recurring internal work, such as daily briefs, weekly reports, or periodic checks across connected tools. ## Traces Traces show how a run executed: agents, sub-agent calls, tool calls, errors, latency, credit usage, and generated artifacts. Use traces to debug and improve agents before relying on them. # SketricGen Overview Source: https://docs.sketricgen.ai/getting-started/overview SketricGen is an AI agent builder for website Brand Agents, lead capture chatbots, and AI Workforce automation with connectors, skills, files, and models. SketricGen is an AI agent builder for two practical products: **Brand Agents** and **AI Workforce**. Brand Agents are customer-facing website AI agents for visitor questions, lead capture, and guided support. AI Workforce is for internal AI automation, multi-agent workflows, schedules, files, artifacts, and connected business apps. Both are built on the same platform foundations: agents, tools, Knowledge Bases, models, traces, and connected apps. ## Brand Agents Brand Agents are designed for public customer experiences, especially when you need an AI chatbot for a website that understands your brand and can qualify visitors. Use them to: * Answer website visitor questions. * Capture and qualify leads. * Guide visitors to the right page. * Support product, pricing, policy, and onboarding questions. * Publish a widget or fullscreen chat experience. Brand Agents use a controlled tool surface so public agents only receive the capabilities you approve. ## AI Workforce AI Workforce is designed for internal team work. Use it to: * Run longer multi-agent tasks. * Research, write, analyze, and summarize. * Work with files and generated artifacts. * Connect internal tools through 2,000+ SketricGen connectors, APIs, and built-in tools. * Install marketplace skills for optimized task behavior. * Schedule recurring internal tasks. * Inspect traces, tool calls, and run history. The AI Workforce runtime helps agents plan, use tools, create files, and work through tasks that may take 10-30 minutes. ## Platform Capabilities SketricGen includes: * **Knowledge Bases:** trusted data from websites, files, text, and Q\&A pairs. * **Tools and connectors:** built-in tools, 2,000+ SketricGen connectors, API Request, and custom tools. * **Skills marketplace:** reusable task packages that can be installed onto AI Workforce agents. * **Models:** a curated catalog that can include OpenAI, Claude, Gemini, DeepSeek, Qwen, and other approved models. * **AI Workforce templates:** starting points for internal team workflows. * **Runs and schedules:** manual and recurring AI Workforce work. * **Traces:** visibility into agents, tool calls, errors, latency, credits, and artifacts. ## Next Steps * [Choose Brand Agents or AI Workforce](/getting-started/choose-product) * [Create a Brand Agent](/brand-agents/create-brand-agent) * [Deploy a Website Chatbot](/deploy/custom-website) * [Explore AI Workforce](/ai-workforce/overview) * [Review AI Workforce Tools](/user-guides/tools) # Quickstart Source: https://docs.sketricgen.ai/getting-started/quickstart Start quickly in SketricGen by creating an AI chatbot for your website with Brand Agents or an AI Workforce Agent Space for internal automation. This quickstart gives you two paths. Choose **Brand Agent** for a customer-facing website chatbot or lead capture agent, or **AI Workforce** for internal multi-agent work and automation. ## Path 1: Create a Brand Agent Use this path when the agent will talk to visitors, prospects, leads, or customers. 1. Open **Brand Agents**. 2. Click **New Brand Agent**. 3. Choose **Website URL** or **Manual setup**. 4. If using a URL, paste your website and let SketricGen read the site. 5. Review the generated Brand DNA. 6. Add or edit Knowledge Base sources. 7. Connect optional tools such as Lead Capture, Page Navigation, Web Search, or selected app connectors. 8. Test realistic visitor questions. 9. Customize the widget and publish. See [Create a Brand Agent](/brand-agents/create-brand-agent) for the full setup flow and [Deploy a Custom Website Widget](/deploy/custom-website) when you are ready to embed it. Test prompts: * "What does this product do?" * "How much does it cost?" * "Can I book a demo?" * "Where can I find the refund policy?" ## Path 2: Create an AI Workforce Agent Space Use this path when the agent will be used internally by your team. 1. Open **AI Workforce -> Agent Spaces**. 2. Create a new Agent Space or start from a template. 3. Configure the main agent. 4. Add one specialist sub agent if the workflow needs help. 5. Attach only the tools each agent needs. 6. Select the model for each agent. 7. Run a test in the playground. 8. Inspect traces, generated files, and artifacts. 9. Refine instructions and tools before using the workflow for real work. See [AI Workforce Agent Spaces](/ai-workforce/agent-spaces), [AI Workforce Tools](/user-guides/tools), and [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts) for deeper setup. Good first AI Workforce tasks: * Research a market or prospect. * Draft a blog or campaign brief. * Summarize uploaded files. * Run an internal operations checklist. * Use a connector to fetch or update business data. ## Next * [Choose Brand Agents or AI Workforce](/getting-started/choose-product) * [Create a Brand Agent](/brand-agents/create-brand-agent) * [AI Workforce Agent Spaces](/ai-workforce/agent-spaces) * [AI Workforce Tools](/user-guides/tools) # AI Knowledge Bases Source: https://docs.sketricgen.ai/shared-platform/knowledge-bases Create SketricGen AI Knowledge Bases from websites, files, text, Q&A pairs, and editable scraped Markdown for Brand Agents and AI Workforce agents. Knowledge Bases store trusted information that agents can retrieve during a run. They give Brand Agents and AI Workforce agents an approved source of truth instead of relying only on model memory or web search. Both Brand Agents and AI Workforce can use Knowledge Bases, but they use them differently. Knowledge Bases list in SketricGen ## How Knowledge Bases Are Used * **Brand Agents:** usually use Knowledge Bases created from website scraping, support docs, product pages, pricing pages, policies, and FAQs. * **AI Workforce:** use Knowledge Bases for internal docs, SOPs, product information, sales collateral, support policies, and research material. ## Add Sources You can add knowledge through: * Website crawling from a URL * File uploads * Pasted text * Q\&A pairs Supported ingestion types include PDF, DOC, DOCX, TXT, MD, HTML, PPTX, and JSON. ## Website Scraping For Brand Agents, website scraping can create the initial content foundation for a website chatbot. SketricGen reads pages, extracts useful text, and prepares the Knowledge Base for the agent. Review scraped sources before publishing. Add missing files or text when your website does not contain enough detail. Website crawl results inside a Knowledge Base ## Review and Edit Scraped Markdown When a website is scraped, SketricGen stores the crawled page content as editable Markdown. You can open a crawled page, review what was extracted, and clean up the source before the agent uses it. This is useful when a crawl includes: * Repeated navigation or footer text * Outdated content * Missing context from the original page * Copy that should be rewritten before the agent answers from it * Pages that should be removed from the Knowledge Base Better source Markdown usually means better agent answers. Treat the scraped Markdown as the editable source of truth for website knowledge, especially before publishing a Brand Agent to visitors. Review and edit scraped website Markdown ## Use Knowledge in Agents After a Knowledge Base is ready, attach it to the [Brand Agent](/brand-agents/create-brand-agent) or [AI Workforce agent](/ai-workforce/agent-spaces) that needs it. Keep product-critical answers in the Knowledge Base and use Web Search only when freshness matters more than strict brand-owned content. Editable Markdown preview for a crawled Knowledge Base page ## Best Practices * Keep product-critical answers in your own Knowledge Base. * Add pricing, policies, docs, and common objections. * Remove outdated files. * Use Web Search only when freshness is more important than strict brand-owned answers. * Re-test the agent after updating knowledge. # Orchestration and Structured Data Source: https://docs.sketricgen.ai/user-guides/orchestration-and-handoffs Understand AI Workforce orchestration for agentic workflows, including the main agent, sub agents, structured data outputs, planning, tools, and traces. Orchestration defines how agents collaborate during an AI Workforce run or agentic workflow. Structured data defines when an agent should return predictable JSON instead of a normal conversational answer. In SketricGen V3, the main agent owns the user conversation. Sub agents help the main agent with bounded specialist work. ## Main Agent The main agent is responsible for: * Understanding the user's request. * Planning the work. * Calling tools and connectors. * Calling sub agents when specialist help is useful. * Returning the final response to the user. Write main-agent instructions that explain the task boundary, available tools, when to ask questions, and what a successful result looks like. ## Sub Agents Sub agents are specialist helpers. The main agent can call them for focused tasks and use their result in the final answer. Good sub-agent jobs include: * Classification * Extraction * Summarization * Research * Redaction * Validation * Short reusable subtasks Sub agents cannot have their own sub agents. Keep the structure one level below the main agent so the workflow stays predictable. ## Structured Data Outputs AI Workforce supports structured **outputs** when a run needs predictable JSON. Structured inputs are no longer part of the public workflow model. The main agent talks to the user, and sub agents support that main agent behind the scenes. Use structured outputs when the result needs to be consumed by another system, rendered in a predictable UI, or reviewed consistently by your team. Good fits include: * Lead qualification summaries * Research briefs with fixed fields * Extraction from uploaded files * QA or validation reports * Connector-ready payloads * Final workflow outputs that should be copied into another system Avoid structured outputs for normal customer-facing chat replies. If a user expects a human-readable response, keep the agent conversational. Structured outputs are most useful when: * The main agent needs to return a final result in a fixed shape. * A sub agent needs to give the main agent a predictable helper result. * A connector or downstream system expects specific fields. ## Output Schema Setup Open the agent settings and configure the output schema fields. For each field, define: * **Name:** the JSON key, such as `lead_score` or `summary`. * **Type:** string, number, boolean, or another supported schema type. * **Description:** what the field should contain. * **Required:** whether the field must be present. Example: ```json theme={null} { "lead_name": "Maya Chen", "company": "Northstar Analytics", "intent": "Book a product demo", "lead_score": 82, "recommended_next_step": "Route to sales with the requested analytics use case." } ``` Keep schemas small and focused. Re-test after changing schema fields, and check traces when a run fails to produce valid output. ## Planning in AI Workforce AI Workforce runs can keep a todo/planning state. This helps longer-running agents break a task into steps and continue work across tools, files, and artifacts. The plan is not a replacement for review. Check final outputs, workspace files, and [traces](/user-guides/traces-and-optimizations) before using results. ## Traces Traces show which tools and sub agents were used, what failed, how long steps took, and what artifacts were created. Use traces when a run takes the wrong path or a sub agent returns a weak result. ## Related * [AI Workforce Agent Spaces](/ai-workforce/agent-spaces) * [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts) * [AI Workforce Tools, Connectors, and Skills](/user-guides/tools) # AI Workforce Tools, Connectors, Skills, and MCP Source: https://docs.sketricgen.ai/user-guides/tools Connect AI Workforce agents to AI knowledge bases, 2,000+ connectors, MCP servers, API automation tools, web search, image generation, and marketplace skills. Tools and skills turn AI Workforce agents from chat interfaces into AI automation tools that can do real work. They let agents retrieve trusted information, act in connected apps, follow optimized task playbooks, generate artifacts, and complete longer internal work. Brand Agents use a leaner, customer-facing tool surface. For public agents, see [Brand Agent Connectors and Lead Capture](/brand-agents/connectors-and-leads). AI Workforce connector browser with app choices ## AI Workforce Tool Types AI Workforce agents can use: * [**Knowledge Bases**](#knowledge-bases): trusted data from websites, files, text, and Q\&A pairs. * [**SketricGen connectors**](#sketricgen-connectors): 2,000+ app actions for internal workflows. * [**Custom MCP tools**](#custom-mcp-tools): company-specific capabilities exposed through MCP servers. * [**API Request**](#api-request): direct HTTP calls for controlled integrations. * [**Web Search**](#web-search): current public information. * [**Image Generation**](#image-generation): visual asset generation when the tool is enabled. * [**Marketplace skills**](#skills-marketplace): reusable task packages optimized by other builders. Use the section links above to jump to the tool type you are configuring. ## Knowledge Bases [Knowledge Bases](/shared-platform/knowledge-bases) let agents retrieve trusted source material from websites, uploaded files, pasted text, and Q\&A pairs. Use Knowledge Bases when the agent needs approved company, product, policy, support, sales, or website context. For AI Workforce, this usually means internal reference data the run should cite or use while preparing an artifact. For Brand Agents, Knowledge Bases power customer-facing answers from approved website and brand content. Knowledge Bases are retrieval tools, not broad app connectors. If the agent needs to take action in another system, pair the Knowledge Base with a connector, API Request, or custom MCP tool. ## SketricGen Connectors SketricGen connectors give AI Workforce agents access to 2,000+ applications. They are useful for internal workflows that need to read or update CRMs, calendars, email, documents, spreadsheets, support systems, project management tools, databases, commerce tools, marketing platforms, and team communication apps. When you add a connector, choose the app first, connect the account, then select only the actions this agent should be able to call. For example, a meeting-prep agent might receive calendar actions to list events and retrieve event details, while a sales operations agent might receive CRM actions to update a record or add a note. Connector action picker showing selected and available actions inside a connected app Action selection is the permission boundary that matters day to day. Review the selected action names, descriptions, configurable properties, and connected account before running sensitive workflows. For practical workflows, combine connectors with skills. A meeting-prep agent can use a calendar connector to fetch meeting details, a research skill to structure investigation, a document skill to produce the brief, and the run workspace to save the artifact. See [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts) for how outputs are stored. ## Custom MCP Tools Custom MCP tools let you connect a hosted MCP server directly to an AI Workforce agent. Use this when a service, vendor, or internal platform already exposes an MCP endpoint and you want SketricGen to make selected MCP tools available inside an Agent Space. This is different from a single API Request. A hosted MCP can expose a group of tools, and SketricGen lets you discover those tools, choose the ones the agent can use, and attach the allowlisted set to the right agent. The example below uses a public weather MCP endpoint, fetches the available tools, and allowlists only the weather lookup tool for the agent. Custom MCP setup with hosted MCP URL, connection type, headers, and tool discovery To configure a Custom MCP tool: 1. Add a **Custom MCP** tool node. 2. Enter the hosted MCP server URL. 3. Choose the connection type, usually **Streamable HTTP** unless the hosted MCP requires SSE over HTTP. 4. Add headers for authentication, such as an authorization token or API key header. 5. Click **Filter Tools** to fetch the tools exposed by that MCP server. 6. Select only the tools this agent should be allowed to call. 7. Save the tool and connect it to the main agent or the specialist sub agent that needs it. The allowlist matters. If the hosted MCP exposes ten tools but this workflow only needs two, select those two. That keeps the agent easier to control, reduces accidental tool calls, and makes traces easier to review. Use Custom MCP when you have a reusable hosted tool surface, an internal service that already speaks MCP, or a third-party product that publishes an MCP endpoint. Use [API Request](#api-request) when you only need to wrap one REST endpoint. For orchestration patterns, see [Orchestration and Structured Data](/user-guides/orchestration-and-handoffs). ## API Request API Request turns a cURL-style REST endpoint into an API automation tool the agent can call. Use it when you have one endpoint, webhook, lookup, or action that should become available to the agent without building a full connector or MCP server. The configuration defines the request the agent is allowed to make: HTTP method, URL, headers, query parameters, request body fields, and tool instructions. Those fields become the tool schema the agent follows when it calls the endpoint. The example below wraps a public weather forecast endpoint as a `GET` tool, then prompts the builder to test the endpoint before saving. API Request setup with Import through AI, HTTP method, URL, headers, and query parameter controls You can configure API Request in two ways: * **Manual setup:** choose the method, paste the endpoint URL, add headers, define query parameters or body fields, then test the API before saving. * **Import through AI:** paste an API documentation URL, OpenAPI spec, or similar reference and describe the endpoint you want. SketricGen maps the endpoint, headers, parameters, and body fields into a usable tool configuration. In the import flow, paste the API documentation or OpenAPI spec and describe the specific tool you want SketricGen to generate. Import API Configuration dialog for generating an API Request tool from documentation Use the description field to tell the agent when to call the API and what a successful response means. For example, a lead enrichment endpoint should only be called after the agent has a valid email or domain; a support ticket endpoint should only be called after the user confirms the issue should be escalated. API Request works best for controlled endpoints such as webhooks, internal APIs, simple read-only lookups, enrichment calls, REST API automation, or one-off write actions. If the agent needs many actions from the same service, use a connector or Custom MCP instead. ## Web Search Web Search lets an agent look up current public information when a Knowledge Base is not enough. Use Web Search for market research, recent news, public company information, competitive checks, and time-sensitive facts. For workflows that require approved internal facts, pair Web Search with a [Knowledge Base](#knowledge-bases) and tell the agent which source should win when sources conflict. Web Search tool configuration ## Image Generation Image Generation lets agents create visual assets when the capability is enabled for your workspace. Use it for workflows that produce social creatives, thumbnails, concept visuals, or supporting images. Treat image-heavy workflows as something to test end to end: the model, tool availability, artifact handling, and any upload connector all affect reliability. ## Skills Marketplace AI Workforce skill marketplace with search, verified skills, install counts, sources, categories, and install buttons Marketplace skills are reusable task packages you can install onto an agent. They make the skills marketplace a practical AI tools marketplace for proven processes such as PDF work, financial analysis, dashboard creation, product requirements, design review, research, writing, or planning. Use skills when you want more than raw app access. A connector lets an agent act in an app. A skill gives the agent a curated way to perform a task well. When browsing skills, review: * The skill name and description. * The source or namespace. * Verification and reputation signals such as installs. * Category tags that match the work you want the agent to do. * Whether the skill should be installed on the main agent or a specialist sub agent. Click **Install** to attach the skill to the selected agent. After installation, the agent can use that skill during runs alongside its instructions, model, files, tools, and connected apps. Installed AI Workforce skills with workflow, version, status, edit, and uninstall controls Installed skills can be reviewed from the Skills page. This helps teams see which workflows use which skills, check status, edit skill files when needed, and remove skills that should no longer be available. ## Tool Assignment Attach tools only where they are needed. The main agent should have the tools required to plan and coordinate the run. Sub agents should receive the smaller tool set required for their specialist task. For example, a research sub agent may need Web Search and a Knowledge Base, while a reporting sub agent may only need access to run files and a structured output schema. For debugging tool calls, action errors, latency, and credit usage, see [Traces and Optimization](/user-guides/traces-and-optimizations). # Traces and Optimization Source: https://docs.sketricgen.ai/user-guides/traces-and-optimizations Use SketricGen traces to inspect AI Workforce runs, sub-agent calls, tool calls, latency, credit usage, generated files, artifacts, and errors. Traces show what happened during an agent run. They are useful for both Brand Agents and AI Workforce, but they are especially important for longer internal runs. AI Workforce run trace view showing user messages, skills, agent steps, tool calls, and output events ## What Traces Show Traces can show: * Which agent handled the message * Sub-agent calls * Tool calls and tool results * Errors or failed calls * Latency and duration * Credit usage * Structured data * Generated artifacts or file-related events Detailed trace view showing user input, tool result JSON, timing, and step-level run details ## Brand Agent Review For Brand Agents, use traces and conversations to understand why the agent answered a visitor a certain way, whether the Knowledge Base was enough, and whether lead capture or navigation tools fired correctly. ## AI Workforce Review For AI Workforce, use traces alongside run files and artifacts. Longer runs may involve planning, multiple tool calls, generated files, connector actions, marketplace skills, and scheduled automation. ## Optimization Loop Use this loop: 1. Run a realistic test. 2. Open the trace. 3. Identify unclear instructions, slow tools, missing knowledge, or bad routing. 4. Update instructions, tools, Knowledge Bases, or model selection. 5. Re-run the same test. Small changes usually beat large rewrites. For related setup, see [AI Workforce Tools, Connectors, and Skills](/user-guides/tools), [Runs, Schedules, Files, and Artifacts](/ai-workforce/runs-files-artifacts), and [Orchestration and Structured Data](/user-guides/orchestration-and-handoffs).