Unlock the full potential of the Boomi Enterprise Platform with Agentstudio.
If you haven’t already, start with the Integration Activation Checklist to connect your core applications, systems, and data. Integration is the foundational layer for data activation across the Boomi Enterprise Platform.
Use the Agent Activation Checklist to check off items as you progress. Your progress will be saved so you can return and continue where you left off.
Ideate
Outcome: You have defined your first agent use case.
This phase helps you identify the problem you want to solve and find the agent use case that fits your organization’s goals.
What’s next: With a high-value use case defined, you’re ready to learn how Agentstudio works and build your first agent.
Checklist
- Activate your Boomi account and log in
If you haven’t already, use the activation link in your welcome email (expires after 30 days) to create your Boomi account and access the Boomi platform. - Discover your first AI Use Case
- Talk with your CSM
Select the search icon in the Platform toolbar for quick help from Help Docs and the Community. - Read Customer Success Stories
See how other companies are using AI to reshape their operations and hit business goals.
- Talk with your CSM
- Accelerate with Boomi Expertise (Optional)
Describe your goal in natural language. Boomi Companion’s open-source Agent Skills will map out your use case. Ask your CSM for a demo.
Learn, Design, & Build
Outcome: You have learned, designed, and built your first AI agent.
This phase provides key training, resources, and guidance to help you design, build, and configure your first AI agent.
Need extra help?
- Ask the Expert (monthly) – Get your questions answered live by Boomi experts.
- Building and Managing Agents (Instructor Led Training) – A 3-day intensive course covering agentic tools, integrations, MCP, embedding agents in websites, structured agents, Agent Control Tower, and more.
- Agentstudio Guided Tour – Experience Agentstudio firsthand with this product walkthrough.
What’s next: With your agent built, you’re ready to test it, refine it, and put it to work.
Checklist
- Register for Boomi Training & Certification
Create an account to access the training site. - Complete the Free Boomi AI training courses
Our courses introduce the no-code Agent Designer and guide you through building your first agent.- Take the Building an Agent with Agentstudio course
Learn what you need to know about Agentstudio and design your first agent. - Take the Governing Agents in Control Tower course
Learn how to securely govern newly created agents, as well as ones not native to the Boomi platform.
- Take the Building an Agent with Agentstudio course
- Start your first build in Agent Designer
Choose a no-code build approach to create your custom agent.- Build from a template
Install pre-built recipes or templates from the Boomi Marketplace or from one of Boomi’s Agent recommendations to accelerate development. - Build with AI
Describe your business goal and Agent Designer will suggest the agent profile, tasks, and guardrails for you. - Build manually
Define agent goals, instructions, and tools using Boomi Agent Designer.
- Build from a template
- Build tools for your agent
Give your agent the tools it needs to complete its tasks. - Customize the agent profile
Configure the model, upload files, and set the agent mode. - Apply Agent guardrails
Keep your agent secure with controls on what it can access and do. - Connect Tools to tasks
Map each tool to the task it supports so your agent knows when to use it.
Test & Deploy
Outcome: You have tested and deployed your first AI agent.
This phase focuses on validating behavior, resolving issues, and preparing for production.
Working with a partner or Boomi PSO?
Many customers complete this phase with a partner or Boomi PSO. This checklist helps you track progress and stay aligned.
What’s next: With your first agent tested and deployed, you’re ready to add it directly into an Integration process.
Checklist
- Test your Agent
Test any edge cases the agent may face, test to see if you or your team can get past guardrails, or, if guardrails interfere with normal usage. Document all agent testing.- AI Trust Scorecard (Optional)
For more technical builders, try downloading our Boomi Agent Scorecard application to automate test execution and scoring.
- AI Trust Scorecard (Optional)
- Package and Deploy to a suitable environment
Be sure to align with internal policy surrounding which regions or agent clouds you deploy to. - Monitor in Agent Control Tower
Track your agent’s performance and activity once it’s live.
活用
Outcome: You successfully deployed your first agent into a live Integration process using Agent Step, and know how to embed an agent on a website.
This phase shifts from planning to executing your first AI powered integration using best practices, structured agents, and Agent Steps. Effective planning reduces rework and speeds up delivery.
What’s next: With your first agent successfully activated in an integration process, you’re ready to govern, monitor, and optimize your agentic workflows.
Checklist
- Learn how to embed an agent into a website using EmbedKit
See how to add an AI agent directly to a website. - Complete the Activating Agents in Integration course
Learn how to activate an agent within an Integration process using Agent Step. - Learn and apply Knowledge Bases and Glossary features
Ground your agent in your business’s specific knowledge and terms for accurate, detailed output. - Activate and Govern existing agents and tools (optional)
Already have agents running elsewhere? Register them in Boomi Control Tower for a single view of every agent in your organization, then use Boomi Connect to give them secure access to the systems they need.- Add your external agents to Control Tower
Create a Custom Provider or choose from one of our pre-configured providers to gain visibility into all of your agents. - Learn more about Boomi Connect
Discover how Boomi Connect works with your existing identity and access management systems, so you can roll out MCP access for agentic solutions across your organization quickly and securely. - Build your own MCP server
Deploy Boomi integrations as agentic tools on your own MCP servers, through API Control Plane.
- Add your external agents to Control Tower
Govern and Optimize
Outcome: You’re continuously monitoring and optimizing your AI agents to ensure ongoing performance and value.
This phase focuses on catching anomalies, tightening instructions, guardrails, and processes, reducing spend, retiring or replacing agents as needed, and validating output whenever models change or update.
What’s Next: With your agents monitored and fine-tuned, you’re ready to expand your skill set and scale your AI footprint across the organization.
Checklist
- Add external providers
Gain full visibility into all your agents by adding them to Agent Control Tower. - Optimize
Review outputs, message consumption, errors, and human handoffs to find where efficiency can improve. - Check anomalies for outliers
Keep tabs on unusual behavior across agents in Agent Control Tower and adjust as needed. - Retire and replace
Reduce agent sprawl by retiring agents that are underused, duplicated, or ready to be replaced. - Test new models
Any time a model changes, test it first and adjust tasks and instructions before redeploying. - Apply agent governance best practices
Learn what strong agent governance looks like in this blog post, then use it as a checklist for your own agents.
Grow
Expand your AI agent skills, connect with peers, and leverage advanced Boomi AI tools to scale your impact.
Checklist
- Engage with the Boomi Community
Attend events, connect with peers, and explore programs like Boomi Community Champions to grow your expertise. - Share ideas and learn from others
Join online discussions in our Community Forums or read our Dev Blogs to learn proven techniques from Boomi developers. - Explore additional Boomi AI capabilities
Leverage Boomi’s evolving portfolio of AI tools to scale your integration workflows.- Build in Boomi with your existing AI tools
Boomi Companion is an open-source suite of Agent Skills that lets you build in the Boomi Enterprise Platform through natural language. Ask your CSM for a demo. - Build in Boomi with natural language
Boomi Orchestrate is an orchestration layer and AI-driven solution design experience that helps you turn a business problem into a cross-product solution. - Automate Documentation with Boomi Scribe
Boomi Scribe boosts your productivity by instantly generating summaries, descriptions, and documentation for your AI-generated and existing integrations.
- Build in Boomi with your existing AI tools
- Discover Boomi AI Innovations
Explore the latest AI platform updates and release notes to leverage newly added capabilities.
Need help along the way?
Your Customer Success Manager supports you by removing obstacles and aligning stakeholders. Reach out anytime during onboarding or operations.
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