AI Agents

Pyplan includes several built-in agent types designed to assist users across different workflows. These agents come pre-configured with specialized roles, optimized behaviors, and access capabilities tailored to their purpose. They simplify user interactions, automate complex tasks, and guide users through model logic, analysis, or interface creation.

Agent Window Header

The agent window header gives us quick access to the main chat actions. In this section we describe the actions available in the header, excluding the agent selector.

Session history

To review previous conversations, we click Session history in the header.

From this panel, we can:

• Open a previous conversation and continue working on it.
• Rename an existing session to identify it more easily later.
• Delete a stored session when it is no longer needed.
• Review the last update date and the number of messages in each session.

info

When we open a previous session, the current chat view is replaced with the selected conversation.

New chat

To start from a clean conversation, we click New chat.

This action clears the current session for the selected agent and opens an empty chat so we can begin a new interaction. If the session history panel is open, Pyplan returns to the main chat view.

Header options menu

To access additional actions, we click Options in the header.

From this menu, we can use the following actions:

• Export: downloads the current conversation as a Markdown file.
• Privacy statement: opens the Pyplan privacy statement in a new browser tab.
• Update available agents: refreshes the list of agents available in the selector.
• Dock to the left: moves the agent window to the left side of the workspace.
• Dock to the right: moves the agent window to the right side of the workspace.
• Undock: changes the agent window to floating mode.

tip

The Export action is available only when the conversation has finished and the chat already contains messages.

Actions Available In User Messages

In each user message, Pyplan provides a set of contextual actions that become visible when we hover over the message.

The available actions are the following:

• Edit message: This action allows us to restart the conversation from a selected user message. When we confirm the action, Pyplan restores the session checkpoint for that message and removes all subsequent messages in the conversation.
• View traces: If traces are available and we have permission to access them, we can open the trace detail associated with that message.
• Copy message: This action copies the full content of the user message to the clipboard.

warning

When we edit a previous message, all messages below that point in the session are removed after confirmation.

Pyplan Agent

The Pyplan Agent focuses on platform-level knowledge. It understands the structure and capabilities of Pyplan and is able to:

• Answer questions about navigation, model organization, and core features.
• Explain how to use nodes, interfaces, dashboards, and tools.
• Provide guidance on best practices for building and organizing a Pyplan model.
• Help new users understand the platform's workflow and concepts.

This agent acts as the user's first point of contact when learning or troubleshooting Pyplan functionality.

Analyst Agent

The Analyst Agent specializes in data analysis, offering analytical insights directly within Pyplan. Its capabilities include:

• Exploring datasets and generating summaries, trends, and descriptive statistics.
• Producing output in the form of interfaces, tables, or charts.
• Assisting with segmentation, comparison, anomaly detection, and basic modeling.
• Helping users interpret numerical results inside the context of the application.

It is ideal for applications that require quick, natural-language-driven analytical support.

Process Agent

The Process Agent guides users through the workflow of the current application, ensuring proper execution of steps. It can:

• Explain how to interact with specific interfaces or nodes.
• Provide step-by-step instructions based on documentation embedded in the app.
• Validate whether the user is following the expected workflow.
• Reduce friction by helping non-technical users execute complex processes.

This agent is useful in operational applications where consistency and guidance are important.

Developer Agent

The Developer Agent assists in the technical construction and maintenance of the Pyplan model. It is designed for advanced users and can:

• Help write node formulas or custom Python code.
• Explain logic flows, dependencies, and advanced modeling concepts.
• Suggest optimizations or improvements to node structure.

It accelerates model development and promotes best practices.

Visualizer Agent

The Visualizer Agent focuses on interface creation and layout design. It assists with:

• Suggesting and generating charts, tables, filters, and other UI components.
• Guiding users on best practices for dashboard clarity and usability.
• Configuring interface properties such as formatting, interactions, and layout.
• Helping align visualizations with the analytical purpose of the application.

Ideal for users who need to build dashboards but are not experts in interface design.

Form Completer / Input Cube Completer

The Form Completer and Input Cube Completer agents are designed to assist users in filling out forms and data input cubes automatically, based on the user's needs and the context of the application. Their capabilities include:

• Interpreting the structure of a form or input cube and proposing values for each field.
• Using available context — such as previously loaded data, node values, or user instructions — to generate coherent and consistent entries.
• Reducing manual data entry effort in planning, budgeting, or operational input scenarios.
• Validating that proposed values align with expected formats, ranges, or business rules defined in the model.

These agents are especially useful in planning and budgeting applications where users need to complete large input cubes efficiently.

Solution Architect

The Solution Architect agent is designed for users who need to translate a business problem into a complete, working Pyplan solution. It operates in two phases:

1. Design phase: The agent analyzes the problem described by the user, proposes a full solution design that includes the model structure, node logic, Python code, and the required interfaces and dashboards.
2. Implementation phase: Once the user reviews and confirms the proposed design, the agent proceeds to build the entire solution autonomously — creating nodes, writing formulas, and assembling the interfaces.

Its capabilities include:

• Understanding complex business requirements expressed in natural language.
• Producing a coherent end-to-end solution blueprint before any code is written.
• Generating node code, interface layouts, and application structure based on the confirmed design.
• Iterating on the design based on user feedback before committing to implementation.

This agent is ideal for advanced users and developers who want to accelerate the initial construction of a new Pyplan application.

Code Assistants

Code Assistants support Python-related tasks within Pyplan. They can:

• Generate node code or component-level Python.
• Suggest algorithms, formulas, scripts, or refactors.
• Assist in debugging or improving performance of Python routines.
• Reduce development time by automating repetitive coding tasks.

They are especially useful for developers working on logic-heavy or computational models.

Custom Agents

Custom Agents allow application developers to create their own specialized AI assistants. They can:

• Use custom instructions for domain-specific behavior.
• Access selected model nodes to read or analyze data.
• Execute Python tools, automate tasks, and interact with other agents.
• Incorporate RAG (Retrieval-Augmented Generation) to enhance knowledge with documents.

This flexibility enables fully tailored agents for finance, operations, demand planning, forecasting, and more.

Agent Class

class Agent(BaseModel):
    name: Optional[str] = None
    code: Optional[str] = None
    description: Optional[str] = None
    handoff_description: Optional[str] = None
    model: str = "gpt-4.1"
    instructions: Optional[str] = None
    tools: Optional[List[AgentTool]] = None
    handoffs: Optional[List[Agent]] = None
    agents_as_tool: Optional[List[AgentAsTool]] = None
    rag_settings: Optional[RAGSettings] = None
    visible: bool = True
    disabled: bool = False
    enable_on_sections: Optional[List[str]] = ['*']
    context_node_ids: Optional[List[str]] = None
    context_settings: ContextSettings = ContextSettings()
    output_type: Optional[Any] = None

Parameter Summary

Parameter	Type	Description
name	str | None	Human-readable name of the agent.
code	str | None	Internal unique identifier.
description	str | None	Description of the agent's purpose.
handoff_description	str | None	Explanation used when the agent participates in handoffs.
model	str	LLM model used by the agent. Default: gpt-4.1.
instructions	str | None	System-level instructions defining agent behavior.
tools	List[AgentTool] | None	Python functions available to the agent (nodes).
handoffs	List[Agent] | None	Other agents this agent may delegate to.
agents_as_tool	List[AgentAsTool] | None	Exposes agents so they can be invoked as tools by other agents.
rag_settings	RAGSettings | None	Configuration for RAG document retrieval.
visible	bool	Sets whether the agent is visible in the UI.
disabled	bool	Enables or disables the agent.
enable_on_sections	List[str] | None	Restricts which model sections can activate the agent.
context_node_ids	List[str] | None	Nodes whose data the agent can read.
context_settings	ContextSettings	Controls how node context is loaded.
output_type	Any | None	Expected type of the agent's final output.

Custom Agent Examples

Color Specialist Agent:

from pyplan_core.classes.ai.Agent import Agent

result = Agent(
    model="gpt-4.1",
    instructions="You are a color specialist. The user will provide a color name and you must return its HEX value.",
)

Agent with Access to Selected Nodes:

from pyplan_core.classes.ai.Agent import Agent

result = Agent(
    model="gpt-4.1",
    instructions="You are an expert in data analysis with Python. Answer questions very concisely.",
    context_node_ids=[]
)

RAG-Enabled Agent:

from pyplan_core.classes.ai.Agent import Agent, RAGSettings

result = Agent(
    model="gpt-4.1",
    instructions=RAGSettings.DEFAULT_INSTRUCTIONS,
    rag_settings=RAGSettings(
        source_path=current_path + 'rag/source',
        chroma_db_path=current_path + 'rag/db',
    )
)

Sentiment Classification Agent:

from pyplan_core.classes.ai.Agent import Agent

result = Agent(
    model="gpt-4.1",
    instructions="""
You classify the user's emotional state from the text.
Possible states: happy, neutral, angry, indeterminate.
Return an object with:
- state
- justification
"""
)

Correlation Analysis Agent with Email Output:

from pyplan_core.classes.ai.Agent import Agent

result = Agent(
    model="gpt-4.1",
    instructions="""
ROLE: You are a data analyst agent. Analyze sales data and temperature data,
then generate an executive summary in Spanish and email it.

INSTRUCTIONS:
- Summary: total sales, margin, top/bottom regions.
- Trends over time.
- Correlation sales vs temperature.
- Anomalies.
- Produce a 200-300 word executive summary.
- Use send_email tool to send the report.
""",
    context_node_ids=[],
    tools=[]
)

Agent Tool

The agent_tool decorator transforms a Python function into an AgentTool object that can be used inside Pyplan agents.

from pyplan_core.classes.ai.Agent import agent_tool
from typing import Annotated
from function_schema import Doc

@agent_tool
def send_email(
    subject: Annotated[str, Doc('Email subject')],
    address: Annotated[str, Doc('Email address')],
    content: Annotated[str, Doc('HTML email body')],
):
    """Send an email according to the parameters provided"""
    return pp.send_email(html_content=content, emails_to=[address], subject=subject)

Add the tool to an agent:

agent = Agent(
    model="gpt-4.1",
    instructions="Your role...",
    tools=[send_email],
)