Documentation

Everything you need to build, deploy, and manage AI agents with augLab.

Getting Started

augLab is a no-code platform for building AI agents, teams, and workflows. You bring your own API keys, pick from 300+ models and 70+ tools, and configure everything through the dashboard -- no code required.

Quick start: your first agent in 3 steps

1

Add your API key

Go to Credentials in the sidebar and click Add Credential. Select your provider (e.g. openai_api_key) and paste your key. This is encrypted and stored securely.

2

Create an agent

Go to Agents > Create Agent (or pick a template). Choose a model provider and model, add any tools you want the agent to use, and write instructions describing how it should behave.

3

Run it

Click your agent to open the chat. Type a message and the agent will respond, using any tools you configured. You can also run agents via the API or on a schedule.

Tip: Not sure where to start? Go to Templates and pick a pre-built agent. It will pre-fill the model, tools, and instructions for you -- just save and start chatting.

What you can build

  • Agents -- A single AI assistant with tools. Good for: research, content writing, data analysis, image generation, email management, code execution.
  • Teams -- Multiple agents working together. A coordinator assigns tasks to specialists. Good for: complex projects that need different expertise (e.g. a researcher + a writer).
  • Workflows -- Step-by-step pipelines. Each step runs an agent or team in sequence. Good for: repeatable processes like content pipelines, data ETL, report generation.
Agents

An agent is an AI assistant powered by a large language model (LLM) that can use tools to take actions. You configure it once, then interact with it through chat, API, or schedules.

Creating an agent

Go to Agents > Create Agent. The form has these sections:

Name and description

Give your agent a descriptive name (e.g. "Research Assistant"). The description is optional but helps you remember what it does.

Model

Pick a provider (OpenAI, Anthropic, Google, etc.) and a model within that provider. You need the matching API key in your Credentials. Popular choices:

  • GPT-5.2 (OpenAI) -- latest and most capable, excellent tool use. Also: GPT-4.1 for a budget-friendly option
  • Claude Sonnet 4.6 (Anthropic) -- strong reasoning, writing, and analysis
  • Gemini 3 Flash (Google) -- fast and cost-effective with excellent reasoning and tool use
  • Grok 4.1 (xAI) -- strong general-purpose model with real-time knowledge
  • DeepSeek V3 (DeepSeek) -- strong reasoning at lower cost

Instructions (system prompt)

Tell the agent who it is and how to behave. Be specific about its role, tone, what it should and should not do. Example: "You are a professional blog writer. Research topics thoroughly, write in a conversational tone, use clear headings, and always cite sources."

Click the AI Generate button to auto-generate instructions from your agent name and selected tools.

Tools

Tools extend what your agent can do beyond text generation. Search the tool list, check the ones you want, and configure any required settings. Tools that need API keys will show a "Requires credentials" badge. See the Tool Reference below for details on every tool.

Only required configuration fields are shown by default. Click Advanced settings on any tool to see optional fields like timeouts, URLs, and granular feature toggles.

Advanced configuration

Click Advanced Configuration to adjust temperature (creativity), max tokens (response length), reasoning effort, and audio output. Most users can leave these at defaults.

Running an agent

  • Chat -- Click the agent from your Agents list to open the chat interface. Type a message and hit send.
  • API -- Use the REST API to run agents programmatically. See API Access.
  • Schedule -- Set up a cron schedule or webhook to run the agent automatically. See Schedules.

Files and media

When an agent generates files (images, PDFs, CSVs, etc.), they appear in the chat and are saved to your Files library. You can download, view, and delete files from there. Files are shared within organizations but personal files stay private.

Teams

Teams are multiple agents working together under a coordinator. Use teams when a task needs different kinds of expertise that a single agent cannot handle well.

When to use a team vs. a single agent

  • A single agent with web search can research and write -- you do not always need a team.
  • Use a team when members need different models, different tools, or different instructions.
  • Example: a "Researcher" agent with search tools + a "Writer" agent with file generation.

Team modes

When creating a team, choose a mode that determines how the coordinator works with members. This is the most important setting for your team's behavior:

Coordinate default

The coordinator reads your message, decides which member(s) to involve, assigns tasks to them, collects their responses, and synthesizes a final answer. Best for tasks where the coordinator needs to intelligently pick and combine expertise from different members.

Route

The coordinator analyzes your message and routes it to the single most appropriate member. That member's response is returned directly -- the coordinator does not modify or combine it. Best when you have specialists and each question belongs to exactly one expert (e.g. a customer support team where queries go to billing, technical, or account specialists).

Broadcast

The coordinator sends the same task to all members simultaneously and collects all their responses. Best when you want multiple perspectives on the same question (e.g. getting analysis from both a bull and bear financial analyst).

Tasks

The coordinator breaks the request into a shared task list and assigns tasks to members iteratively until everything is complete. Best for complex, multi-step projects where the coordinator needs to plan and track progress across members.

How to create a team

  1. Create member agents first. Each member is a regular agent. Build them in Agents > Create Agent with their own model, tools, and instructions.
  2. Create the team. Go to Teams > Create Team. Give it a name, choose a mode (see above), pick a coordinator model, and write team-level instructions.
  3. Add members. Select existing agents as team members. For each member, write a role description so the coordinator knows when to delegate to them. Good role descriptions are critical -- they tell the coordinator what each member specializes in.
  4. Run it. Chat with the team. The coordinator handles delegation and response synthesis based on the mode you chose.

Example: Research + Writing Team

Researcher agent -- Model: GPT-4o, Tools: Web Search + Wikipedia, Instructions: "Research topics thoroughly, cite sources"

Writer agent -- Model: GPT-4o, Tools: File Generation, Instructions: "Write polished articles with clear headings"

Team coordinator -- Instructions: "First have the Researcher gather information, then have the Writer produce the final article"

Workflows

Workflows are step-by-step pipelines. Unlike teams (where the coordinator decides what happens), workflows follow a fixed sequence that you define. Each step runs an agent or team.

When to use a workflow

  • You need steps to run in a specific order (Step 1 output feeds into Step 2).
  • You want a repeatable process you can trigger with different inputs.
  • Examples: content pipelines, data processing, report generation, multi-step analysis.

How to create a workflow

  1. Create the agents you need for each step. Each step will run one agent or team.
  2. Create the workflow. Go to Workflows > Create Workflow. Name it and optionally add an input template.
  3. Add steps. For each step, select an agent or team, give the step a name, and optionally add an input template. Steps run in order from top to bottom. You can drag to reorder.
  4. Set parallel or sequential. Between each step, click the connector label to toggle between then (sequential) and parallel. See below for details.
  5. Run it. Enter your input and the workflow executes the steps, passing context forward.

Sequential vs. parallel steps

By default, steps run sequentially -- each step waits for the previous one to finish before starting. You can mark steps as parallel to run them at the same time as the step before them, which speeds up workflows where steps are independent.

Sequential (then)

The step waits for the previous step to finish. It receives the output from the previous step as context. Use when a step depends on the result of the step before it. This is the default.

Parallel

The step runs at the same time as the previous step. Both receive the same input (the output from whatever ran before them). Use when two or more steps are independent and do not need each other's output -- for example, running a web search and a database query simultaneously.

Example: In a 4-step workflow, if Step 2 and Step 3 are both marked parallel, they run simultaneously after Step 1 completes. Step 4 then runs after both Step 2 and Step 3 finish. This can significantly reduce total execution time.

Input templates

Input templates let you parameterize workflows. Use curly braces for variables:Write an article about: {topic}. When you run the workflow, you fill in the variables.

Example: SEO Content Pipeline

Step 1: Keyword Research -- Agent with Web Search. "Research keywords and competitor angles for the given topic."

Step 2: Content Writing -- Agent (no tools). "Write an SEO-optimized article using the keyword strategy."

Step 3: Quality Review -- Agent (no tools). "Review for quality, accuracy, and SEO best practices. Output the final version."

Knowledge Bases

Knowledge bases let your agent reference your own documents and data. Instead of relying only on the model's training data, the agent searches your uploaded files and uses the relevant content in its responses. This is called RAG (Retrieval-Augmented Generation).

How to set up a knowledge base

  1. Create a knowledge base. Go to Knowledge > Create. Name it and choose a vector database (LanceDB is the default and works well for most cases).
  2. Upload files. Add PDFs, text files, CSVs, Markdown, or URLs. augLab splits them into chunks and indexes them for search.
  3. Connect to an agent. When creating or editing an agent, select your knowledge base in the Knowledge Sources section at the bottom of the form.
  4. Use it. When the agent runs, it automatically searches the knowledge base for relevant content and includes it in the context.

Supported file types

PDF, TXT, Markdown, CSV, JSON, DOCX, HTML, and web URLs.

When to use knowledge bases

  • Your agent needs to answer questions about your company docs, policies, or product information.
  • You want to ground the agent in specific data rather than general knowledge.
  • You need the agent to cite specific sources from your documents.
Embeds

Embeds let you add an AI-powered chat widget or form to any website. Visitors interact with your agent, team, or workflow directly on your site -- no login required. You control which resource it connects to, allowed domains, and visual branding.

Embed types

Chat embed

A floating chat bubble that opens a full conversational interface. Visitors type messages and the agent streams responses in real time via SSE. Supports file uploads, markdown rendering, and media output. Appears as a small button in the corner of the page.

Form embed

A structured form with custom fields. Available in two layouts: inline (renders inside a container element on your page) or floating (appears as a panel, similar to the chat widget). Supports two modes:

  • Run mode -- Submission triggers an agent, team, or workflow run. All form field values are assembled into a structured prompt and sent to the connected resource. File uploads are included. Optionally stream the response back to the user.
  • Knowledge intake mode -- Submission creates a new knowledge base item. Text fields are indexed as a text source, and any uploaded files are indexed as uploads. Great for collecting customer feedback, support tickets, or content submissions that feed into a knowledge base.

How to create an embed

  1. Go to Embeds in the sidebar and click Create Embed.
  2. Choose the type -- Chat or Form.
  3. Select the resource -- For chat and form (run mode), pick the agent, team, or workflow to connect. For form (knowledge intake mode), select the target knowledge source.
  4. Configure fields -- For form embeds, define your fields: text, textarea, dropdown, radio buttons, checkboxes, toggles, and file uploads. Mark fields as required and set placeholder text.
  5. Customize branding -- Set the primary color, dark/light mode, position (for floating widgets), welcome message, and placeholder text.
  6. Set allowed domains -- Restrict which websites can use the embed (leave empty to allow all).
  7. Save and copy the snippet -- The embed token is shown once. Copy the HTML snippet and paste it into your website before the closing </body> tag.

Embedding on your site

Paste the generated snippet into your HTML. The widget loads asynchronously and renders inside a Shadow DOM, so it will not conflict with your site's styles.

Chat widget (floating bubble):

<script src="https://your-api-url/widget.js"></script>

<script>

  AugLab.init({ token: "YOUR_TOKEN" });

</script>

Form widget (inline):

<div id="auglab-form"></div>

<script src="https://your-api-url/widget.js"></script>

<script>

  AugLab.initForm({ token: "YOUR_TOKEN", target: "#auglab-form" });

</script>

Form widget (floating panel):

<script src="https://your-api-url/widget.js"></script>

<script>

  AugLab.initForm({ token: "YOUR_TOKEN" });

</script>

Theme options

You can override theme settings client-side by passing a theme object:

AugLab.init({

  token: "YOUR_TOKEN",

  theme: {

    primaryColor: "#6366f1",

    darkMode: true,

    position: "bottom-left",

    welcomeMessage: "Hi! How can I help?",

    fontFamily: "Inter, sans-serif",

    borderRadius: "12px"

  }

});

Form field types

Form embeds support the following field types, configured in the dashboard:

  • Text -- Single-line text input.
  • Textarea -- Multi-line text area for longer content.
  • Dropdown -- Select menu with predefined options.
  • Radio buttons -- Single-choice selection from a group.
  • Checkboxes -- Multi-choice selection from a group.
  • Toggle -- On/off switch for boolean values.
  • File upload -- Accepts files (configurable MIME types, max 10 MB per file).

Security

  • Domain allowlist -- Restrict which origins can use the embed token. Requests from other domains are rejected.
  • Token revocation -- Revoke an embed token at any time from the Embeds page. Revoked tokens stop working immediately.
  • Shadow DOM isolation -- The widget renders inside a Shadow DOM so your site's CSS cannot interfere with the widget and vice versa.

Tip: Use form embeds in knowledge intake mode to let customers submit support tickets, feedback, or documentation that automatically gets indexed into a searchable knowledge base for your agents.

Tool Reference

Every tool available in augLab, organized by category. Tools extend what your agent can do -- search the web, generate images, query databases, send emails, and more. Add tools when creating an agent.

Credentials

augLab uses a Bring Your Own Keys (BYOK) model. You provide your own API keys for AI providers and third-party services. You pay providers directly with zero markup from augLab. Keys are AES-256 encrypted at rest and only decrypted in-memory during agent execution.

How to add a credential

  1. Go to Credentials in the sidebar.
  2. Click Add Credential.
  3. Select the credential type from the dropdown (e.g. openai_api_key).
  4. Paste your API key and save.

Your credential is now available to all agents that need it. If you are in an organization, credentials are shared with org members.

Credential types and where to get them

CredentialWhere to get it
OpenAI API Keyplatform.openai.com/api-keys
Anthropic API Keyconsole.anthropic.com/settings/keys
Google AI API Keyaistudio.google.com/apikey
Google Maps API Keyconsole.cloud.google.com/apis/credentials
xAI (Grok) API Keyconsole.x.ai
DeepSeek API Keyplatform.deepseek.com/api_keys
Mistral API Keyconsole.mistral.ai/api-keys
Perplexity API Keyperplexity.ai/settings/api
OpenRouter API Keyopenrouter.ai/keys
Cohere API Keydashboard.cohere.com/api-keys
Azure OpenAI API Keyportal.azure.com
AWS Bedrock Credentialsconsole.aws.amazon.com/iam
Tavily Search Keytavily.com
Exa Search Keyexa.ai
SerpApi Keyserpapi.com/manage-api-key
Serper Keyserper.dev
Brave Search Keybrave.com/search/api
Linkup Search Keylinkup.so
Firecrawl Keyfirecrawl.dev
Spider Keyspider.cloud
Jina Reader Keyjina.ai
GitHub Personal Access Tokengithub.com/settings/tokens
Slack Bot Tokenapi.slack.com/apps
Slack (OAuth)One-click connect on Credentials page
HubSpot CRM (OAuth)One-click connect on Credentials page
Canva (OAuth)One-click connect on Credentials page
LinkedIn (OAuth)One-click connect on Credentials page
Outlook & Teams (OAuth)One-click connect on Credentials page
Monday.com (OAuth)One-click connect on Credentials page
Gamma API Keygamma.app (Account Settings > API)
HeyGen API Keyapp.heygen.com (Space Settings > API tab)
Creatify API Key (ID:Key)app.creatify.ai -- enter as API_ID:API_KEY
HeyGen (OAuth)One-click connect on Credentials page
Notion Integration Tokennotion.so/my-integrations
Linear API Keylinear.app (Settings > API)
Trello API Keytrello.com/power-ups/admin
Todoist API Tokentodoist.com/app/settings/integrations/developer
ClickUp API Keyclickup.com (Settings > Apps)
Discord Bot Tokendiscord.com/developers/applications
Telegram Bot Tokent.me/BotFather
ElevenLabs Keyelevenlabs.io
Replicate Keyreplicate.com/account/api-tokens
ModelsLab Keymodelslab.com
Fal AI Keyfal.ai/dashboard/keys
E2B Sandbox Keye2b.dev/dashboard
Resend Email Keyresend.com/api-keys

One-click OAuth connections

Several integrations use OAuth for a seamless, secure connection instead of manual API keys. Go to the Credentials page to see the available OAuth connections. Each connection is personal -- every user in an organization connects their own account. OAuth tokens are automatically refreshed so your connections stay active.

Google (Gmail, Calendar, Sheets, Slides, Drive)

Click Sign in with Google to authorize access to your Gmail, Calendar, Sheets, Slides, and Drive. Once connected, any agent with Google tools will automatically use your Google credentials.

Slack

Click Connect Slack to sign in with your Slack account. This grants user-level access so agents can send messages, read channel history, and interact with channels you have access to -- including private channels and DMs. This is the recommended approach over using a bot token.

HubSpot CRM

Click Connect HubSpot to sign in with your HubSpot account. This grants access to your CRM data -- contacts, companies, deals, tickets, tasks, notes, and more. Agents with the HubSpot tool can create and update records, manage associations, and search across your CRM.

LinkedIn

Click Connect LinkedIn to sign in with your LinkedIn account. This grants permission for agents to create posts on your personal profile or any company page where you are an Admin. Supports text updates, image shares, and article links. Great for automating thought leadership content, marketing posts, and company page management.

Outlook & Teams

Click Connect Outlook & Teams to sign in with your Microsoft account (personal or work/school). This grants agents access to read, send, and search emails, manage calendar events, browse contacts, and interact with Microsoft Teams -- list teams and channels, read and post channel messages, and send 1:1 chats. Works with Outlook.com, Office 365, and Microsoft Exchange accounts.

Canva

Click Connect Canva to sign in with your Canva account via OAuth. This grants agents access to create designs, export them as PNG/PDF/JPG, upload assets, and work with your brand templates. Great for automated content creation and marketing graphics.

HeyGen

Click Connect HeyGen to sign in with your HeyGen account via OAuth. This connects through HeyGen's MCP server and uses your existing plan credits. Agents can create AI avatar videos from text prompts, create videos with specific avatars and voices, translate videos, generate text-to-speech audio, and manage video assets. Alternatively, add a heygen_api_key credential for direct API access (billed against your API balance).

Monday.com

Click Connect Monday.com to sign in with your Monday account via OAuth. This grants agents access to manage boards, items, groups, updates, and columns. Monday.com tokens do not expire -- your connection stays active until you disconnect.

Tip: You only need the API key for your chosen model provider to get started. Add tool-specific keys later as needed. Many tools (Web Search, Wikipedia, Python, CSV, Calculator, File Generation, Document Generator) work without any API key.

Schedules

Schedules automate agent, team, and workflow runs so they execute without manual intervention.

Cron schedules

Run on a recurring schedule using cron expressions. Go to Schedules > Create Schedule, select the resource (agent, team, or workflow), define the input message, and set the cron expression.

0 9 * * * -- every day at 9:00 AM UTC

0 */6 * * * -- every 6 hours

0 9 * * 1 -- every Monday at 9:00 AM UTC

0 0 1 * * -- first day of every month at midnight

Webhook triggers

Each schedule also gets a unique webhook URL. Send a POST request to that URL to trigger the run on demand. This is useful for integrating with CI/CD pipelines, Zapier, or other external systems. The request body becomes the input to the agent.

Viewing results

All scheduled runs appear in Run History with their status, duration, and output. You can click any run to see the full conversation and any generated files.

Tracing

Every agent, team, and workflow execution is automatically traced using OpenTelemetry. Traces capture the full execution flow -- every LLM model call, tool invocation, and team coordination step -- giving you deep visibility into what your agents are doing and how they are performing.

What gets traced

OperationDetails captured
Agent runsFull execution context, duration, and status
Model callsModel name, prompt/completion tokens, latency
Tool executionsTool name, arguments, results, duration
Team operationsCoordination flow and member agent runs
Workflow stepsStep-by-step execution, sequential and parallel phases

Viewing traces

Navigate to Tracing in the sidebar to see all your traces. The main page shows summary statistics (total traces, average duration, error rate) and a filterable list of traces. You can filter by time range (1 hour to 30 days) and status (OK or Error).

Trace detail and span waterfall

Click any trace to see its detail view. This shows a hierarchical span waterfall -- a tree of every operation that happened during the execution. Each span displays its duration as a proportional bar, making it easy to identify bottlenecks. Expand any span to see detailed attributes like token counts, model names, tool parameters, and error messages.

Use cases

Debugging failures -- When an agent run fails, the trace shows exactly which operation errored and why, including the full error message and context.

Performance optimization -- Identify slow tool calls or model invocations by looking at span durations in the waterfall view.

Cost tracking -- Each model call span includes prompt and completion token counts, letting you understand token usage per run.

Audit trail -- Review what decisions agents made, which tools they called, and what data they accessed.

Note: All tracing data is stored in your own database. No data is sent to third parties. Tracing runs automatically with zero configuration -- just run your agents and traces appear.

API Access

Run agents, teams, and workflows programmatically from your own applications.

Getting an API key

Go to API Keys in the sidebar, click Create API Key, and give it a name. Copy the key immediately -- it is only shown once.

Making requests

Include the key in the Authorization header:

curl -X POST https://your-api-url/v1/agents/AGENT_ID/run \

  -H "Authorization: Bearer YOUR_API_KEY" \

  -H "Content-Type: application/json" \

  -d '{"message": "Your prompt here"}'

Endpoints

Synchronous -- POST /v1/agents/{id}/run returns the complete response when done.

Streaming (SSE) -- POST /v1/agents/{id}/run/stream streams tokens as they are generated via Server-Sent Events.

The same pattern applies for teams (/v1/teams/{id}/run) and workflows (/v1/workflows/{id}/run).

For the full endpoint reference with request/response schemas, visit API Docs in the dashboard.

Skills

Skills are reusable knowledge and instruction packages that augment an agent's behavior. They give your agent domain-specific expertise, standard operating procedures, or specialized know-how that goes beyond its base instructions. Think of them as "plug-in expertise" you can attach to any agent.

What's in a skill?

Each skill has three parts:

Instructions

The core of the skill. Write detailed instructions telling the agent how to perform a specific task or follow a process. This becomes part of the agent's context when the skill is attached. Example: "When writing a blog post, always follow this structure: hook, context, 3-5 key points, conclusion with CTA."

Reference documents (optional)

Supporting documents the agent can reference. Add style guides, brand guidelines, templates, product specs, or any other reference material. Each reference has a name and content. The agent uses these alongside the instructions.

Scripts (optional)

Associated code scripts the agent can reference or use. Add utility scripts, data processing code, or automation templates. Each script has a name and content.

How to create a skill

  1. Go to Skills > Create Skill.
  2. Pick a template to get started quickly, or skip to create from scratch. Templates include Brand Guidelines, Proposal Writer, Meeting Notes, Research Analyst, Email Composer, and Data Formatter -- each pre-filled with structured instructions and examples you can customize.
  3. Give it a name and optional description so you can identify it later.
  4. Write instructions -- detailed guidance for the agent on how to use this skill. Be specific about processes, rules, formatting, and expected behavior. Use the AI Generate button to auto-generate structured instructions from your description.
  5. Optionally add reference documents -- supporting materials like style guides, templates, or product data.
  6. Optionally add scripts -- code files the agent can reference or execute.
  7. Save the skill.

Tip: Not sure how to structure a skill? Start from a template. Templates follow best practices from the Agent Skills specification: clear overview, step-by-step instructions, rules, examples, edge cases, and boundaries.

How to attach a skill to an agent

When creating or editing an agent, scroll to the Skills section at the bottom of the form. Select one or more skills to attach. The agent will have access to the skill's instructions and reference materials during every conversation.

Example use cases

Brand voice skill -- Instructions: "Always write in our brand voice: professional but approachable, avoid jargon..." References: brand style guide, tone examples.

Code review skill -- Instructions: "When reviewing code, check for: security issues, performance, readability, test coverage..." References: coding standards document.

Sales process skill -- Instructions: "Follow our MEDDPICC qualification framework. For each lead, identify..." References: qualification checklist, pricing tiers.

Data analysis skill -- Instructions: "When analyzing datasets, always start with summary statistics, check for missing values, identify outliers..." Scripts: standard analysis templates.

Skills vs. instructions vs. knowledge bases

  • Agent instructions -- general behavior and personality for a specific agent.
  • Skills -- reusable expertise packages you can attach to multiple agents. Good for processes and domain knowledge.
  • Knowledge bases -- large document collections the agent can search. Good for FAQs, documentation, and reference data.

Tip: Skills are shared within organizations, so you can build a library of standard processes and expertise that all team members can attach to their agents.