Editing and Duplicating Agents in Sitecore Agentic Studio
In my previous article, I explored the core concepts of Sitecore Agentic Studio and explained how AI agents can help automate content creation and marketing workflows. While Sitecore provides several prebuilt agents to get started, you don't always need to create a new agent from scratch when your requirements change.
Instead, you can edit an existing agent to improve
its behavior or duplicate an agent to create a customized version for a
different use case.
Understanding when to edit, duplicate, or create a new agent
can save time, promote consistency, and help you build reusable AI solutions.
In this article, we'll explore both approaches with
practical examples and walk through the steps involved.
Why Modify an Existing Agent?
As organizations begin using AI more frequently, their
requirements naturally evolve.
For example:
- Your
marketing team wants a different writing tone.
- Developers
need more technical documentation.
- Product
teams require content for a different audience.
- You
discover a better prompt that produces higher-quality results.
Rather than creating multiple agents from scratch, Sitecore
Agentic Studio allows you to reuse existing agents by editing or duplicating
them.
Edit vs Duplicate – Which One Should You Choose?
Although both options allow customization, they serve
different purposes.
|
Edit an Agent |
Duplicate an Agent |
|
Updates the existing agent |
Creates a new copy |
|
Changes affect everyone using that agent |
Original agent remains unchanged |
|
Best for improvements and bug fixes |
Best for creating variations |
|
Maintains the same identity |
Creates a completely separate agent |
A simple rule to remember is:
- Edit
when you want to improve the existing agent.
- Duplicate
when you need another agent with similar functionality.
Scenario
Imagine your team already has a Technical Blog Generator
agent.
The current agent generates articles using a neutral
technical writing style.
Now different teams have new requirements:
Developer Relations Team
They want:
- Detailed
explanations
- Architecture
diagrams
- Code
samples
- Best
practices
Marketing Team
They need:
- Beginner-friendly
language
- Customer-focused
messaging
- Call-to-actions
- SEO
optimization
Creating both versions from scratch would mean rewriting
prompts, inputs, and workflows.
Instead, you can duplicate the existing agent and customize
only the parts that differ.
Editing an Existing Agent
Editing allows you to improve an existing agent without
changing its identity.
Typical reasons include:
- Improving
prompts
- Adding
instructions
- Fixing
incorrect outputs
- Updating
workflows
- Improving
formatting
- Adding
new input parameters
Because you're modifying the original agent, all users of
that agent will benefit from the updates.
How to Edit an Agent
Step 1
Open Agentic Studio and navigate to the Agents
section.
Locate the agent you want to modify.
Step 2
Select the agent to open its configuration.
The agent editor displays several sections, including:
- Overview
- Parameters
- Context
- Workflow
- Schemas
- HTML
Templates
- Inputs
and Outputs
Step 3
Update the required configuration.
For example, improve the Instructions like
Before
Generate a technical article.
After
Generate a technical article for experienced Sitecore
developers.
Include:
- Introduction
- Architecture
- Code examples
- Best practices
- Common pitfalls
- Summary
Use Markdown formatting.
This additional context helps the AI generate more
consistent and useful content.
Or
Add new steps in the workflow
Step 4
Save the changes.
Run the agent using sample inputs and review the generated
output.
Continue refining until the responses consistently meet your expectations.
Example: Improving a Blog Generator
Suppose your original prompt generates articles that are too
generic.
Instead of creating a new agent, simply update the
instructions.
Before
Write a blog about Sitecore Search.
After
Write a detailed technical blog about Sitecore Search.
Audience:
Intermediate Sitecore Developers
Include:
- Overview
- Architecture
- Configuration
- Practical Example
- Best Practices
- Conclusion
Keep the tone technical.
The updated instructions produce richer and more structured articles while preserving the same reusable agent.
Duplicating an Agent
Duplicating creates an entirely new agent using an existing
one as a starting point.
The duplicate contains:
- Instructions
- Inputs
- Workflow
- Schemas
- HTML
templates
Once duplicated, the new agent can be modified
independently.
Changes made to the duplicate do not affect the original
agent.
When Should You Duplicate?
Duplicating is useful when:
- Multiple
departments need similar agents.
- Different
writing styles are required.
- Different
workflows are needed.
- You
want to experiment without affecting production.
- You
need customer-specific agents.
Example: Creating Multiple Blog Writers
Suppose your company already has this agent:
Technical Blog Generator
You can duplicate it to create:
Developer Blog Generator
Focuses on:
- Code
samples
- APIs
- Architecture
- Troubleshooting
Marketing Blog Generator
Focuses on:
- Customer
benefits
- SEO
- Simple
language
- Call-to-actions
Documentation Generator
Focuses on:
- Step-by-step
guides
- Product
documentation
- Release
notes
Each agent shares the same foundation while serving a
different audience.
How to Duplicate an Agent
Step 1
Navigate to Agentic Studio → Agents and Locate the
existing agent.
Open the More Actions (⋮) menu
and Select Duplicate.
Provide a new name.
Example:
Blog Generator – Developer Specific or Blog Generator -
Marketers
Update the description to clearly identify its purpose.
Audience:
Business users
Tone:
Friendly and engaging
Adjust Inputs if required.
For example, add:
- Target
Audience
- Keywords
- Campaign
Goal
Save the duplicated agent.
Test it with several prompts to ensure it produces the
desired output.
Best Practices
When working with agents, consider the following
recommendations:
- Keep
each agent focused on a single purpose.
- Use
descriptive names that clearly identify the agent's role.
- Test
agents with different types of input before sharing them with your team.
- Duplicate
an existing agent whenever only small changes are required.
- Edit
an agent only when the changes should benefit all users.
- Review
and refine prompts regularly as business requirements evolve.
Common Mistakes
Avoid these common pitfalls:
Editing when you should duplicate - If multiple teams rely on the same agent, editing it may unintentionally change their workflows.
Creating too many similar agents - If the only difference is a minor prompt adjustment, consider whether editing or parameterizing the existing agent is sufficient.
Poor naming - Names like "Agent1" or "Copy of Blog Generator" make it difficult to identify the right agent later.
Instead, use descriptive names such as:
- Technical
Blog Generator
- Marketing
Blog Generator
- Product
Documentation Assistant
- SEO
Content Generator
Edit, Duplicate, or Create?
The following guidelines can help you decide:
|
Requirement |
Recommended Action |
|
Improve an existing prompt |
Edit |
|
Fix incorrect behavior |
Edit |
|
Add new workflow steps |
Edit |
|
Create another version for a different audience |
Duplicate |
|
Build an experimental version |
Duplicate |
|
Solve a completely new business problem |
Create a new agent |
Conclusion
One of the strengths of Sitecore Agentic Studio is that it
encourages reuse rather than duplication of effort. By understanding when to
edit an existing agent and when to duplicate one, you can build a
well-organized library of AI assistants that evolve alongside your business
needs.
Editing helps improve shared agents over time, while
duplicating enables teams to create specialized versions without impacting
existing workflows. Choosing the right approach not only saves development time
but also promotes consistency, maintainability, and collaboration across your
organization.
As your collection of agents grows, adopting these practices
will make it much easier to manage, scale, and maintain AI-powered solutions in
Sitecore Agentic Studio.
Comments
Post a Comment