Choose the guide
Agent procedure
- Understand the task. Identify users, inputs, desired output, document classes and fields, whether review is needed, and whether the agent may read data or perform writes. Request missing business decisions instead of inventing them.
- Inspect the target. Determine the Weles version, available OCR and agent models, installed tools, existing document type IDs and versions, approved service endpoints, permissions, and where output should go. Ask for non-secret information; never request passwords or API keys in the chat or embed them in generated files.
- Choose the artifacts. A document pipeline generally uses
start, optionalclassification,ocr, optionalagent,verification, andexport. A chat/API assistant usesagent_inputfollowed by one or moreagentstages. Install packages separately and useinstalled__<slug>in a stage to reference them. Do not mix the Tool Manager package envelope with the workflow envelope. - Generate and validate. Produce strict JSON files using the linked references. Check stage order and data flow, schema fields, tool slug, provider/model capability, and target-specific IDs. Preserve the difference between placeholders and real configuration.
- Provide a deployment handoff. List each filename and import destination, prerequisites, approved secrets by name only, user assignment, post-import mapping, and tests. Do not import, enable actions, or send real company data without authorization.
- Test and report. A successful import only proves acceptance, not correct behavior. Test in an authorized environment with non-sensitive data; inspect tool calls, classification, extraction, human review and output as applicable. Report failures and unverified assumptions explicitly.
Suggested request for an AI assistant
Create an importable Weles solution for my business process. First identify what you need to know about document categories, extraction fields, models, verification, integrations, permissions, and deployment. Then generate separate valid JSON files for the workflow and any Tool Manager packages. List target-specific values, secret names, import steps, unresolved mappings, and a non-sensitive test plan. Do not invent credentials or claim the configuration was tested unless it was.