Create and share your own AI Agent - SETWorks AI
How do I create my own SETWorks AI agent?
Overview:
SETWorks AI Agents provide HIPAA-compliant, secure chat functionality powered by specialized artificial intelligence. Designed to enhance productivity, improve communication, and streamline various professional tasks, these agents are integrated directly within SETWorks. They provide precise, tailored responses for IDD-specific functions, all while strictly adhering to rigorous HIPAA standards to ensure complete privacy compliance.
How to Access SETWorks AI Agent Builder

1. Access SETWorks AI at the top of the screen.
2. Select Agent Builder from the right hand panel.
3. Select +Create Agent
4. Complete the optional fields:
- Name: Name of Agent
- Description: Appears under the name & informs the user what this agent is built to do.
- Instructions: Enter specific prompts to inform and instruct the agent about the type of questions it will be asked.
How to Video: Creating Your Own AI Agent
How To Video: How to Share Your Own Agent
General Notes on Working with AI Tools
While AI tools are intelligent and efficient, they don't learn in the same ongoing way humans do. AI Agents are specifically built and trained to perform certain tasks, but they don't retain new information or adapt independently over time. This is why creating clear, specific inputs when building your AI Agent is important—so you don’t need to repeatedly enter the same prompts each time you interact with the AI.
Related Articles
SETWorks AI Documentation Insights - SETWorks AI
SETWorks AI Documentation Insights Overview: SETWorks AI Documentation Insights is a HIPAA-compliant feature that allows users to complete tasks for Activity Records. sers can complete tasks such as Summarization of Activity Records, Support Strategy ...
Report Builder Assistant - SETWorks AI
SETWorks AI Assistant for the Advanced Report Builder Overview: The SETWorks Advanced Report Builder (beta) includes the SETWorks AI Report Builder Assistant, designed to simplify your reporting experience. This article will guide you on how to ...
Create a New Employer
Creating a new Employer in SETWorks Administrator, Manager This article will explain how to create a new Employers in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
Create a New Consumer
Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
Creating Your First Report in the Advanced Report Builder
Creating Your First Report in the Advanced Report Builder Watch the video: Creating your first report - watch the video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced ...