Agent
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Agent
1.7.1 Conversation
1.7.2 Sanplex Agents
1.7.3 General Agents
1.7.4 Skill Management
1.7.5 AI Knowledge Library
1.7.6 Models
1.7.7 ZAI Service Installation
1.7.8 ZAI Service Control Panel
1.7.9 ZAI Configuration
1.8. Admin Settings
1.8.1. System Settings
1.8.1.1 Mode
1.8.1.2 Backup
1.8.1.3 Trash
1.8.1.4 License
1.8.1.5 Security
1.8.1.6 Cron Job
1.8.1.7 Time Zone
1.8.1.8 Rebuild Index
1.8.1.9 LDAP
1.8.1.10 Table Engine
1.8.2 Feature Options
1.8.3. Users Management
1.8.3.1 Set Departments and Edit Company Profile
1.8.3.2 Manage Users
1.8.3.3 Set Permisions
1.8.4. Feature Configuration
1.8.4.1 Dashboard
1.8.4.2 Product
1.8.4.3 Project
1.8.4.4 Execution
1.8.4.5 Test
1.8.4.6 Kanban
1.8.4.7 Feedback
1.8.4.8 Tickets
1.8.4.9 User
1.8.4.10 Relations (Standard Version)
1.8.4.11 Meaturement
1.8.5. Agent Configuration
1.9. Asset Library (Premium)
1.9.1 Asset Library Management (Premium)

General Agents

2026-09-09 14:51:36
Sanplex Content
266
Last edited by Kelsea Zhang on 2026-09-30 13:21:53
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Summary: This section describes creating General Agents by configuring basic settings, form fields, prompts, and debugging before use.

This section explains how to create and design General Agents.

1. Create a General Agent

Click Manage General Agents to open the General Agent management page. Then click Create General Agent to enter the Agent Designer.

Button - Manage general agents

Create a general agent

2. Configure Basic Information

Creating a General Agent includes two steps: configuring the basic information, and configuring the form and prompt settings.

In Step 1, configure the General Agent’s basic information, including:

  • Category
  • The Application’s LLM (Language Model)
  • Name
  • Description
  • Icon

Basic settings for a general agent

3. Configure Form Fields

In Step 2, configure the General Agent’s form and prompt settings, including field configuration, prompt template, debug content, prompt preview, and output preview. After you save, the General Agent design is complete.

Start by configuring fields. The system provides three built-in fields by default to help you quickly understand the configuration workflow. Click + to open the field configuration dialog:

  1. Field Name: required.
  2. Control Type: supports Single-line Text, Multi-line Text, Multiple Choice, and Single Choice. (For choice controls, you can configure option values.)
  3. Input Hint: shown as the prompt text for users when filling in the form.
  4. Required: validates input when the form is submitted.

General agent configuration

Create a general agent - Edit field

4. Configure the Agent Prompt

After fields are configured, the administrator can compose the prompt by inserting field values into a prompt text. Sanplex provides a rule-based syntax and supports fuzzy search to help you reference fields efficiently.

Design a prompt for a general agent

5. Debug the Agent

After configuring fields and the prompt, you can debug the agent content. Enter values in the debug input area; the system will concatenate them with the prompt fields and show the final prompt in the preview panel on the right. The preview content is what will be sent to the language model.

Prompt preview

Result preview for a general agent

Confirm to publish the general agent

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