How to Manage AI Agents in Make.com

This how-to guide shows you exactly how to create, configure, test, and manage AI Agents in make.com so you can enhance your automations with powerful AI-driven behaviors.

Follow the steps below to understand where AI Agents live in your account, how to add new ones, how to configure their settings, and how to keep everything organized as your workspace grows.

Understanding AI Agents in Make.com

AI Agents in make.com are reusable AI configurations that define how an AI model should behave in your workflows. They centralize instructions, tools, memory, and other parameters so you can maintain them in one place and call them from multiple scenarios.

Instead of repeating the same prompt and configuration in every module, you define an AI Agent once and use it wherever it is needed.

Where AI Agents live inside Make.com

AI Agents are managed at the workspace level in make.com. This means:

Each workspace has its own list of AI Agents.
Agents can be used by multiple scenarios within the same workspace.
Access is controlled by your workspace permissions.

You can access the management area from the main navigation of your account, where AI and automation tools are grouped together for easy access.

How to access AI Agents in Make.com

To start working with AI Agents in make.com, first open the AI management section for your workspace.

Sign in to your make.com account.
Select the workspace in which you want to manage AI Agents.
Open the AI or AI Agents area from the left-hand navigation.

Once there, you will see a list of existing agents, plus options to create new agents or edit existing ones.

Create a new AI Agent in Make.com

Creating a new AI Agent in make.com is straightforward. Use these steps to define a reusable configuration:

Open the AI Agents list.
Navigate to the AI Agents section of your chosen workspace.
Click the button to create a new agent.
This opens a configuration panel where you can define all the details of your new AI Agent.
Enter a clear agent name.
Choose a descriptive name so teammates can understand the agent’s purpose at a glance.
Add an optional description.
Document what the agent does, where it is used, and any important context for other users.

After you save the basic details, you can proceed with deeper configuration options such as model, instructions, tools, and memory.

Configure AI Agent settings in Make.com

Each AI Agent in make.com includes a set of configuration options that control how the AI behaves during execution.

Choose the AI model for your Make.com agent

Select the AI provider and model that best fit your use case. Depending on your account and enabled integrations, you may see multiple model options, each with different capabilities and cost profiles.

Use fast, lightweight models for simple classification or formatting tasks.
Use more capable models for reasoning, content generation, or complex analysis.

Define system instructions in Make.com

System instructions tell the AI Agent how it should behave consistently across all scenarios. In make.com, use this field to specify:

The agent’s role or persona.
The style or tone of responses.
Formatting rules for outputs.
Any non-negotiable constraints or policies.

Keep instructions concise but precise so the agent produces reliable results.

Configure tools and functions

Some AI Agents in make.com can be configured with tools or function-calling abilities. This enables the AI to:

Query external systems.
Trigger additional workflow logic.
Access structured data sources.

When tools are available, review each option and enable only those that are required for the agent’s purpose.

Set memory and context behavior

Depending on your plan and feature availability, an AI Agent in make.com may support memory or context persistence. Configure how much previous interaction history the agent can access and how it can use that history inside scenarios.

Be mindful of privacy and data retention requirements when enabling long-term memory.

Test your AI Agents in Make.com

Before connecting an agent to live automations, test it inside make.com to validate its behavior.

Open the agent detail view.
From the AI Agents list, select the agent you want to test.
Use the built-in test interface.
Enter sample inputs or messages that reflect real-world usage.
Review outputs carefully.
Check whether the responses follow instructions, use the right tone, and provide accurate results.
Refine configuration.
Adjust system instructions, tools, or model settings until you are satisfied with the behavior.

Repeat testing whenever you make significant changes to your AI Agent configuration.

Use AI Agents in Make.com scenarios

After you configure and test an AI Agent in make.com, you can call it from your scenarios and modules.

Open the scenario editor.
Create a new scenario or open an existing one in your workspace.
Add an AI-related module.
Select the module type that can work with AI Agents.
Select your AI Agent.
In the module configuration, choose the specific agent you created earlier.
Map inputs and outputs.
Connect data from previous modules as prompts or parameters and map the agent’s response to subsequent modules.

By centralizing logic in your agent, you can quickly update behavior for all scenarios that rely on it, without editing each scenario individually.

Manage and organize AI Agents in Make.com

As you create more AI Agents in make.com, organization becomes important. Use these best practices to keep your workspace clean and maintainable.

Naming and documentation standards

Use clear, consistent naming conventions based on function or team.
Include a short description for every agent.
Reference scenarios or projects where the agent is used.

Versioning and updates

When you adjust instructions or models for an AI Agent in make.com, consider how it will impact existing scenarios.

Test changes before applying them to critical workflows.
Document major updates in the description field.
Optionally duplicate an existing agent to create a new version and migrate scenarios gradually.

Permissions and workspace control

Depending on your plan and governance policies, access to AI Agents in make.com may be restricted to certain roles or users.

Limit editing rights to experienced builders.
Allow broader read or use access for scenario creators who only need to select existing agents.

Monitor AI usage and refine agents

Regular monitoring helps you maintain high-quality outputs and cost control when using AI Agents in make.com.

Review scenario runs that rely on AI Agents.
Identify frequent failure cases or unexpected responses.
Update system instructions or chosen models to correct issues.

Continuous refinement ensures your agents stay aligned with evolving business needs and data standards.

Additional resources for Make.com users

To deepen your understanding of AI Agents and related automation patterns in make.com, explore these resources:

By following the steps in this guide and regularly reviewing your configurations, you can build reliable, reusable AI Agents in make.com that power scalable, intelligent automations across your organization.

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