1. Working with Agentic studio

Agentic studio settings

In Agentic studio, the Settings page provides a centralized place for admins to manage how agents operate and what they have access to. It brings together key configurations and controls that support consistent, scalable use of AI across the platform.

The Settings page

The Settings page is where admins configure the shared resources and define tools, skills, schemas, and templates that agents can use across workflows. From here, admins can also monitor jobs and manage user access to Agentic studio.

To access it, in the navigation menu, click Agentic. Then, in the left sidebar, select  Settings .

Screenshot of the Settings page in Agentic studio to define agent tools, skills, schemas, and more.

The Settings page includs the following configurations:

Tools

Control which tools agents can use by enabling or disabling them. By default, all tools are enabled.

Available tools include:

Reuse tools across Agentic studio when creating standard agents, adding an Invoke tool action in a workflow agent, and using the chat interface.

Skills

Manage agent skills, which are predefined instructions that equip agents with specialized capabilities across Agentic studio.

Schemas

Define structured JSON formats to ensure consistent outputs across agents.

HTML Templates

Create reusable HTML templates to format agent outputs using schema data.

Jobs

Monitor and manage batch processing jobs and scheduled runs.

  • View job status and progress.

  • Track scheduled and recurring runs.

  • Review results across workflows.

User permissions

Admins can view and manage users and their Agentic studio roles.

  • View all users who have accessed Agentic Studio and their assigned roles. Roles include User and Editor.

  • Change a user’s role at any time.

  • To add new users, invite them through the Sitecore Cloud Portal. Users are added to the list automatically the first time they open Agentic Studio.

    Note

    Existing organization admins and users appear in the list only after they open Agentic Studio.

  • Assign a Builder license to extend a user's capabilities. A license can be assigned to any user, regardless of role. Five licenses are included by default. Additional licenses can be purchased.

    To learn more, see Builder license.

Builder license

The following table explains how roles and Builder licenses affect permissions.

Permission

User

User + Builder license

Editor

Editor + Builder license

Run an agent

Yes

Yes

Yes

Yes

Configure an agent

No

No

Yes

Yes

Create a custom agent

No

Yes

No

Yes

Duplicate an agent

No

Yes

No

Yes

Delete a custom agent

No

Only if you created the agent

No

Only if you created the agent

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