Smart Agents
The Smart Agents list shows every AI agent defined in your Business Central company.
Page type: List Source table:
Smart AgentObject:Page 72778300 "Smart Agents QUA"—Page.72778300.SmartAgents.al
The Smart Agents list shows every AI agent defined in your Business Central company. You can create, activate, chat with, and delete agents from here. Rows are color-coded by status — green for active, amber for draft, red for disabled — so you can see at a glance which agents are ready to use.
In plain terms
This is the home base for your agents — the equivalent of the Customer or Item list, but each row is an AI assistant. An agent is a configured assistant your users chat with to get work done in BC; you create them here and open each one's Agent Card to configure it.
The lifecycle is like a document's: a new agent starts in Draft (amber), you Activate it to make it usable (green), and you can Deactivate it to Disabled (red). Only Active agents can be chatted with. The Capabilities and Published columns are at-a-glance summaries of what each agent can do and where users can reach it, and Total Credits Used shows lifetime credit spend per agent.
Tip for first-timers: use Create Templates to generate ready-made agents for common areas (Sales, Finance, Inventory, …). It's the fastest way to see a working agent before you build one from scratch.
How to open it
- Role Center → Smart Agents group → Smart Agents.
- Tell Me (Alt+Q) → search "Smart Agents".
Fields
Agent list (repeater)
| Field | Type | Description |
|---|---|---|
| Image | Media | Agent image or icon. |
| Icon | Text | A short visual identifier for this agent (3-4 letters). |
| Name | Text | The display name of this agent. |
| Description | Text | A short description of what this agent does. |
| AI Model | Text | The AI model currently assigned to this agent. |
| Status | Enum | The current state of this agent. Values: Draft, Active, Disabled. |
| Capabilities | Text | Active capabilities: Web Search, BC Data Access, Image Analysis, Knowledge Base. Read-only computed summary. |
| Total Credits Used | Decimal | Total credits consumed by this agent. Read-only. |
| Last Used At | DateTime | When this agent was last used. Read-only. |
| Published | Text | The platforms where this agent is currently available. Read-only computed summary. |
Actions
| Action | What it does |
|---|---|
| New Agent | Create a new AI agent. |
| Edit | Open the agent card to review or change its configuration. |
| Chat | Open a chat session with this agent. Available only when the agent is Active and its Output Type is Chat. |
| Activate | Provision and activate the selected agent. Validates instructions, syncs with the backend, and sets status to Active. Requires the tenant to be registered in Smart Agents Setup. |
| Deactivate | Set the selected agent to Disabled so it can no longer be used for chat. Prompts for confirmation. |
| Delete Agent | Permanently delete the selected agent and all its data. This cannot be undone. |
| Delete Selected | Permanently delete every agent currently selected (and all of their data). This cannot be undone. |
| Create Templates | Create pre-configured agent templates for common Business Central scenarios (Sales, Purchasing, Finance, Inventory, CRM, HR, etc.). |
| Incoming Shares | View and accept or reject agent share invitations from other tenants. |
| Credits | View your credit balance and purchase history. |
| Setup | Open Smart Agents configuration. |
Related pages
- Smart Agent (card) — opened by New Agent or Edit, or by drilling down on an agent row
- Knowledge Files — embedded in the agent card
- Authorized Users — embedded in the agent card
- Published Channels — embedded in the agent card
- Suggested Prompts — embedded in the agent card
Notes
- The Chat action is disabled when the agent is not Active or when its Output Type is JSON. JSON-output agents are not available for interactive chat.
- Activate checks that the tenant is registered before trying to reach the backend. If registration is missing, you are directed to Smart Agents Setup.
- When an agent's instructions conflict with system rules, Activate offers to apply a suggested fix before continuing.
- After successful activation the agent is automatically registered as published in the Business Central channel.
- Delete Agent and Delete Selected permanently remove all related data (sessions, messages, knowledge files, data sources). There is no undo.