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Step 2: Building Playbooks

In this step, you will configure the Root Agent and create four Specialist Sub-Agents. These playbooks define the agent hierarchy that powers SokoAI conversation routing.

Part A: Configure the Root Playbook (Soko AI Agent)

The root agent is automatically created when you create your AI app. You will now configure it with a name and description.

  1. On your Agent Builder page, click the agent title in the left panel. A configuration sidebar will open.

  2. Set the agent name to Soko AI Agent.

  3. In the Description (optional) field, paste the following:

    Orchestrates user sessions by identifying the user and intelligently routing queries to the appropriate specialized marketplace departments

  4. Once you have confirmed the configuration is correct, click Saveit.

    Root agent configuration saved

Root agent configuration complete!

Part B: Create the Specialist Sub-Agents

You will now create four sub-agents. Each is an independent Playbook that the root agent can hand off to.

Add a Sub-Agent

  1. Click the + sign at the bottom of the root agent node, then select Add new sub-agent.

  2. When the following pop-up appears, click Create Anyway to disable Gemini helpers and proceed.

    Note

    This action disables Gemini recommendations. Click Create Anyway to continue.

Sub-Agent 1: Marketplace Agent

  1. Click the new agent's title to open the configuration sidebar.
  2. Set the name to marketplace_agent.

  3. Add the following description:

    Handles and processes customer requests regarding the existing marketplace and suggestions based on the catalogue

  4. Click Save and close the sidebar.

    Marketplace agent configuration

Sub-Agent 2: Carparts Agent

  1. Repeat the steps above to add another sub-agent.
  2. Set the name to carparts_agent.

  3. Add the following description:

    Processes user requests regarding mechanical parts e.g batteries, and provides recommendations based on their need and use case

  4. Click Save.

    Carparts agent configuration

Sub-Agent 3: Finance Agent

  1. Add another sub-agent.
  2. Set the name to finance_agent.

  3. Add the following description:

    Handles all financial inquiries and recommendations regarding financial portfolios such as stocks, treasury bonds, ETFs, special funds, and MMFs within the Kenyan market.

  4. Click Save.

    Finance agent configuration

Sub-Agent 4: Accounts Agent

  1. Add the final sub-agent.
  2. Set the name to accounts_agent.

  3. Add the following description:

    Manages customer's orders, payment verification and delivery status of existing orders

  4. Click Save.

    Accounts agent configuration

Verify Your Setup

When all four sub-agents have been created, your Agent Builder page should look like this — with the root agent at the top and all four specialists branching below it:

Complete agent setup with all sub-agents

Step 2 Complete

All five playbooks are now configured. In the next step, you will create the tools that power these agents.

← Previous: Initial Setup
SokoAI: Building Playbooks
Next: Setting Up Tools →