Creating a SalesScribe worker agent

Hitachi iQ Studio User Guide
Version
1.0.x
Audience
anonymous
Part Number
MK-26HIQS001-00
ft:lastEdition
2026-03-31

Create a SalesScribe worker agent that retrieves strategy documents from your internal knowledge base.

  • Make sure you have Administrator or Agent Builder permission.
  • Confirm that the Knowledge Base collections (Sovereign AI and Hitachi iQ Info) created earlier are indexed and available.
  • Necessary MCP servers (Web, or custom) are registered.
  • You have prepared your system prompt (role definition) and know which model to use.
  1. Select the AI Agents tab in the top navigation bar, and then click Create.


  2. Click to select Worker from the available agent types.


    The following table lists the details you need to create the SalesScribe agent.

    Field Value
    Type Select Worker as the agent type.
    Name SalesScribe
    Description Provides sales insights and prepares briefing notes using internal collections.
    Avatar Select a representative image or icon for the agent that reflects its role, tone, and brand from the available options.
    Model Qwen/Qwen3-30B-A3B-Instruct-2507
    Temperature 0.1
    Instructions Primary Role: Act as a strategic advisory specialist that retrieves and synthesizes organizational strategy documents. Domain Expertise: Business strategy analysis, policy interpretation, competitive intelligence, and organizational planning. System Type: Access knowledge collections through MCP tools and internal document repositories. Access to the Hitachi iQ Info knowledge collection, which contains sales data and documents from the Hitachi Vantara sales hive. Capabilities and Tools: Search knowledge collections using MCP tools for strategy documents. Extract and synthesize information from multiple strategic sources. Cross-reference policies, plans, and historical strategic decisions. Provide actionable recommendations based on internal documentation. Maintain document citation trails for audit and verification.
    Advanced option
    Max Tokens 1600
    Max Execution Time 600
    Max Retries 5
    Max React Tool Calls 10
    Note: Leave Advanced Options at default unless you want to enforce custom control policies.
  3. Click Next to continue.
  4. In the Equip page of the Build a new AI agent wizard, add the RAG MCP Server, and then click Next.
  5. In the Configure page, select tools from the list of available tools.
  6. Set permissions for the tool that you selected. Always Allow is recommended for this agent.
    • Always Allow: Grants permission to run without asking for confirmation each time.
    • Ask Before Running: Requires user confirmation before the tool runs.
  7. Select HitachiIQInfo from the Knowledge base Collections list, and then click Apply.
  8. Click Apply to confirm your selections and save the changes.
  9. Click Next and then click Done.
  10. Confirm that the SalesScribe agent is listed in the AI Agents panel.