Step 1 - Define Agent Scope: Start by mapping your specific use case to Lindy's agent templates or create a custom agent from scratch. Production agents require precise objectives—whether handling customer inquiries, automating workflows, or processing data—so document expected inputs, outputs, and success criteria before building.
Step 2 - Configure Triggers and Actions: Set up how your agent activates (email receipt, webhook call, scheduled time, or manual invocation) and chain actions using the visual builder. Connect to your existing tools through pre-built integrations or custom API calls. Each action node should include error handling parameters to prevent production failures.
Step 3 - Implement Knowledge Base: Upload relevant documents, connect to your data sources, or integrate with existing knowledge systems. Production agents need accurate, up-to-date information—Lindy supports various formats and automatically processes content for retrieval during agent execution.
Step 4 - Test Thoroughly: Use Lindy's testing environment to simulate real scenarios with actual data samples. Verify edge cases, error conditions, and integration failures. Production readiness requires validation across at least 20-30 diverse test cases representing your expected usage patterns.
Step 5 - Deploy and Monitor: Activate your agent for production use and establish monitoring through Lindy's dashboard. Track execution metrics, response times, error rates, and user satisfaction. Set up alerts for anomalies and maintain a rollback plan for the first 48 hours of production operation.