Open Agent Builder

Agent Builder is where you make agents: automations that start on a schedule, when an email arrives or on another trigger, then work through your connected systems for you. You reach it from Agents in the menu on the left. The page lists every agent you can see, with Launch Builder at the top right for a new one.

On a phone the menu folds away. Tap the menu button at the top right, next to your photo, then tap Agents.

09:41

Centrus

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The page itself is the same. Launch Builder moves under the heading, and each agent's details stack one above another instead of sitting in columns.

09:41

Centrus

Agents

Use AI-powered agents to automate tasks and gain insights from your data.

Launch BuilderStart a new agent here

Agents (6)

FilterSearch agents…

Overdue invoice digestCustomLive

Weekday summary of overdue Xero invoices

14/09/2026 08:12JMJohn Martin22 runs · 148 credits

Open in builderViewArchive

Daily job summaryCustomLive

Emails yesterday's BigChange jobs at 07:00

02/09/2026 16:40SPSarah Price37 runs · 212 credits

Open in builderViewArchive

On a narrow phone the Archive button can sit off the right edge of each agent. Turn the phone sideways, or use a computer, to reach it.

Building is easier on a computer. On a phone the builder hides the list of nodes and the Details panel, so you can look at an agent but not set up its steps. See Find your way round the canvas.

Two things decide whether you can build agents: your organisation's plan, and your own access.

• Your organisation's plan. Agent Builder comes with the Small Team and Large Team plans, and Centrus can also switch it on for an organisation by arrangement. See Small Team and Large Team.
• Agent access on your user. It is on for everyone unless an admin turns it off. Admins always have it, and the switch is greyed out for them.

An admin changes it in Edit users: open the person, then use the Agent access switch under Employee information, beside Admin and Train access. Click Save Changes to apply it. See Users and roles.

With Agent access off, Agents disappears from that person's menu, and an Agents link takes them back to their usual start page. Everything else works as before.

When your plan does not include Agent Builder, Agents is still in the menu but the page looks different. There is no Launch Builder and no list. You see cards instead: one for Agent Builder marked Add-on, and one for each standard agent your organisation has, such as the Custom Chatbot and Meeting Agent. Agents built under an earlier plan appear as cards too, back in draft.

Agent Builder is not sold on its own, whatever the card says. It comes with the Small Team and Large Team plans, so an admin gets it by moving the organisation to one of them.

There is no form on this page for requesting an agent. If you open a builder link anyway, the credits counter at the top reads Not entitled, and Centrus will not publish or run anything you build there.

With Agent Builder, the page shows one list of every agent you can see: the ones you created, the ones colleagues have shared with you, and the ones shared with the whole organisation. Standard agents sit at the top. Agents built in Agent Builder follow, from A to Z.

Each row also shows when the agent was created and who by, with your colleague's photo or initials. If the list reads No agents match, nothing fits your search or filters; click Clear to see everything again.

Credits and limits are covered in Automation credits and usage limits.

Every agent built in Agent Builder carries one of these badges beside Custom.

Only Live agents start by themselves. You turn a draft live by publishing it, and take a live agent off again with Revert to draft. See Publish, pause and restore versions.

• Type in Search agents… to find words in an agent's name or description.
• Click Filter, then Type (All, Custom or Standard) or Status (All, Live, Draft, Paused or Archived).
• Click a column heading, Agent, Created at, Created by or Usage, to sort by it. Click it again to reverse the order. Created at starts with the newest agents, and Usage with those that have used the most credits.
• While any search, filter or sort is in place, Filter turns blue with a dot after it. Clear puts the list back as it was.

Archived agents are left out unless you filter Status to Archived.

1. 1Click Agents in the menu.
2. 2Click Launch Builder at the top right of the page.
3. 3The builder opens with an empty canvas and an agent called New Workflow Agent. Click the name to change it.
4. 4Click Start AI builder to describe the agent in your own words, or drag a node from the Nodes list on the left onto the canvas. Explore templates starts you from a ready-made agent instead.
5. 5Click Save draft as soon as there is something worth keeping.

Nothing is saved until you click Save draft. Until then Runs and Settings are missing from the bar, and you cannot connect accounts or test the agent. Once it is saved, Centrus confirms it and the extra buttons appear.

A new agent is private. Only you see it in the list until you share it. See Share an agent.

Find the agent in the list and click Open in builder. What you can do next depends on your access to that agent. With Edit access you can change it and save. With Use or View access it opens read-only, with View only in the bar.

View opens a separate page about the agent: what it can do, its schedule, total and successful runs, success rate and Activity History. Back to Agents returns you to the list.

If an agent will not open, for example because it is no longer shared with you, Centrus shows Failed to load this agent and takes you back to the list.

Back to agents, the arrow at the top left of the builder, leaves straight away without asking about unsaved changes. Save before you click it.

1. 1Click Archive on the agent's row.
2. 2Click Archive in the box that opens. Centrus confirms with Agent archived and paused.

To bring an agent back, filter Status to Archived, click Restore on its row, then Restore again. It returns as a draft (Agent restored as a draft.) and stays off until you publish it again.

You need Edit access to archive or restore an agent. The buttons show for everyone, but Centrus refuses the change for anyone without it. There is no way to delete an agent from the list.

• When your organisation reaches its limit of live agents, take one back to draft or archive it before publishing another.
• When the month's automation credits run out, agents stop running until the allowance resets. Chat uses message credits, which are separate.
• Admins can manage who an agent is shared with, but a colleague's private agent does not appear in an admin's list.

• Build your first agent from a message: describe the job and let the AI builder draft it.
• Find your way round the canvas: add nodes, connect them and set each one up.
• Choose how an agent starts: schedules, incoming emails, forms and the other triggers.
• Publish, pause and restore versions: make an agent live, and go back to an earlier version.
• Share an agent: let colleagues use or edit it.