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Schema Builder

The Schema Builder lets you define configuration schemas that users must complete when deploying your template. This creates a structured onboarding experience.

What Schemas Do

Configuration schemas serve three purposes:

  • Define required setup fields -- what information is needed before the agent can run
  • Validate user input -- ensure data is correct before deployment
  • Customize agent behavior -- inject user-provided values into prompts and settings at deployment time

Field Types

TypeDescriptionExample
textSingle-line text inputCompany name
textareaMulti-line text inputAgent instructions
selectDropdown selectIndustry selection
numberNumeric inputMax tickets per day
booleanCheckboxEnable notifications
emailEmail address inputSupport email
urlURL inputWebhook endpoint

Using Schema Values in Prompts

Schema values are referenced in prompts using double-brace syntax: {{company_name}}, {{support_email}}, {{support_hours}}. When a user deploys the template and fills in these fields, the values are injected into the agent's prompts automatically.

Building a Schema

Via the Dashboard

  1. Open Studio > Schema tab
  2. Click Add Field for each configuration option you need
  3. Configure field properties (name, type, label, description)
  4. Mark fields as required or optional
  5. Add validation rules (email format, URL format, regex patterns)
  6. Set default values where appropriate
  7. Click Preview to see the onboarding form as users will see it

Validation Options

ValidationDescription
RequiredField must be filled in before deployment
Format: emailMust be a valid email address
Format: uriMust be a valid URL
PatternCustom regex pattern (e.g., phone number format)
Enum valuesRestrict to a predefined list of options

Best Practices

  1. Keep it minimal -- only ask for essential configuration; users abandon long forms
  2. Provide defaults -- make setup easier with sensible default values
  3. Write clear descriptions -- help users understand what each field is for
  4. Validate early -- catch errors before deployment, not after

Next: Learn about Orchestration rules.