AI Agents Setup in Make.com

This step-by-step guide explains how to configure AI Agents in make.com so you can safely let AI perform actions, call modules, and interact with your data inside scenarios.

Follow the sections below to enable AI Agents, assign tools, and test your configuration using both the scenario builder and the AI Playground.

What AI Agents Do Inside Make.com

AI Agents are configurable AI entities that can perform specific actions inside your scenarios. Instead of manually configuring every step, you define which tools an agent can use, and the agent decides when to use them based on your instructions.

In practice, you can allow an AI Agent to:

• Trigger and run selected modules inside a scenario
• Access data from data stores, webhooks, or external apps
• Follow your natural-language instructions defined in prompts

Each agent you configure has a dedicated set of tools and limitations that define what it can and cannot do. This keeps your automations controllable and secure.

How to Enable AI Agents in Make.com

Before you can use AI Agents in make.com, you need to enable the feature in your organization settings.

Step 1 – Open Organization Settings in Make.com

1. Sign in to your make.com account.
2. Click your organization name in the top navigation bar.
3. Select Settings from the dropdown menu.

Step 2 – Activate the AI Agents Feature

1. In the settings sidebar, locate the AI Agents or AI section.
2. Check that AI features are enabled for your organization and team.
3. If your plan requires it, confirm that AI usage is allowed for your workspace.

Once AI Agents are enabled, you can start creating them either directly in a scenario or from the AI Playground.

Creating a New AI Agent in Make.com

You can create agents in two main places: inside a scenario when configuring an AI Agent module, or in the AI Playground where you test prompts and actions interactively.

Create an AI Agent from a Scenario

1. Open the scenario where you want to use an agent.
2. Add or locate an AI Agent module in the scenario builder.
3. In the module configuration panel, open the agent selector.
4. Click Create a new AI Agent.

You will then be guided through the configuration steps for this new agent.

Create an AI Agent in the Make.com AI Playground

1. From the main dashboard, open the AI Playground.
2. Choose the AI Agent section or template best matching your use case.
3. Click New Agent or Create Agent.
4. Give the agent a name and optional description so teammates recognize its role.

Creating agents in the Playground is useful when you want to iterate on instructions and tools before using the agent in a production scenario.

Configure AI Agent Prompts in Make.com

Prompts define how the AI Agent should behave. In make.com, you control this using a system prompt and, optionally, additional instructions.

Define the System Prompt

The system prompt describes the agent’s role, responsibilities, and limitations. For example:

• Explain the agent’s primary goal (such as summarizing tickets or sending reports).
• Specify which tools it is expected to use and for what purpose.
• Clarify any safety or compliance rules it must follow.

Use concise, direct language and avoid conflicting instructions. This helps the AI Agent respond predictably.

Optional User and Developer Instructions

Depending on how the interface is structured, you can:

• Add default user instructions that represent typical queries.
• Add developer-style instructions for advanced constraints, such as formatting requirements or data-handling rules.

Fine-tuning these prompts can significantly improve the quality of outputs and the way the agent uses tools in your make.com scenarios.

Assigning Tools to AI Agents in Make.com

Tools define what an AI Agent is allowed to do. In make.com, tools are usually linked to modules, scenario actions, or specific data operations that the agent can call.

Types of Tools You Can Add

Common tools for agents include:

• Scenario modules that send messages, update records, or fetch data
• Search or retrieval steps for data stores and external APIs
• Utility modules like text formatting or data transformation

Only tools you explicitly add will be available to the AI Agent. This ensures consistent control over your automation.

How to Add Tools to an Agent

1. In the agent configuration panel, go to the Tools section.
2. Click Add tool or a similar option.
3. Select the module or predefined action you want to expose to the agent.
4. Provide clear names and descriptions for each tool so the model understands when to use them.

Make sure tool descriptions in make.com match the instructions in your system prompt. This alignment helps the agent choose the correct tool for each user request.

Testing AI Agents in Make.com

Before you rely on an AI Agent in production scenarios, thoroughly test its behavior using both the AI Playground and test runs inside scenarios.

Test in the AI Playground

1. Open the AI Playground and select your configured agent.
2. Send natural-language test prompts that reflect real user queries.
3. Check how the agent responds and which tools it uses.
4. Review the tool call logs to confirm it only performs allowed actions.

If responses are unclear or tools are misused, update the system prompt, adjust tool descriptions, or remove unnecessary tools.

Test in a Scenario Run

1. Open the scenario that includes your AI Agent module.
2. Switch to Run once or a similar test mode.
3. Trigger the scenario with realistic input data.
4. Monitor each step to confirm the agent’s actions are correct.

Use scenario logs and output bundles to verify that the AI Agent behaves as expected and that all make.com modules are being used properly.

Best Practices for AI Agents in Make.com

To get reliable results from AI Agents in make.com, apply the following best practices:

• Limit tool access: Only add the tools the agent truly needs.
• Be explicit in prompts: Describe when and how tools should be used.
• Test iteratively: Adjust prompts and tools after each test cycle.
• Monitor usage: Regularly review logs and outputs, especially in early deployments.

When your needs become more advanced, consider working with automation specialists. For expert consulting on AI and automation strategy, you can visit Consultevo.

Where to Learn More About Make.com AI Agents

For detailed reference information and the latest updates about AI Agents in make.com, consult the official documentation.

• Official configuration guide: AI Agents configuration help page

Use this how-to article as a practical checklist alongside the official guide so you can confidently configure, test, and deploy AI Agents inside your make.com automations.

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