How to Automate Agent Creation from Onboarding Form Submissions?
We’re currently using an onboarding form where we collect client details (name, email, phone, etc.) for sub-account creation. The form also asks for AI agent details—like agent name, business info, assistant roles, purpose, and tasks.
At the moment, both sub-account creation and agent creation are being done manually, which is not scalable.
We want to automate the process so that once a client fills out the form, their agent is created automatically using the submitted data.
  • What would be the best approach to implement this?
  • Is there an API endpoint available that allows us to trigger agent creation programmatically?
Any insights or examples from those who’ve automated similar workflows would be greatly appreciated.
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Jeremy David
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How to Automate Agent Creation from Onboarding Form Submissions?
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