The outcome

Learn the interaction loop using a small task with a clear outcome.

Coze is a visual platform and API for building, evaluating, publishing, and operating AI agents, workflows, knowledge, plugins, tools, and multi-channel applications. Composing and publishing AI agents and workflows with prompts, models, knowledge, variables, plugins, APIs, and channel integrations without building every orchestration surface from scratch. This guide narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.

Before you begin

Set the boundary before the tool starts.

Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.

Troiana principle

AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.

Step by step

A workflow you can repeat.

  1. 01

    Define the agent's users, purpose, allowed data, knowledge, models, tools, channels, side effects, consent, quality and safety gates, token budget, retention, and human escalation.

  2. 02

    Create an isolated workspace project, add the minimum approved knowledge and plugins, use explicit workflow inputs and outputs, and keep personal access tokens and OAuth secrets out of prompts and browser code.

  3. 03

    Build a bounded draft with tool allowlists, schemas, timeouts, branches, stopping conditions, citations or abstention where needed, and human approval before consequential external actions.

  4. 04

    Evaluate normal, ambiguous, no-answer, unsafe, injection, permission, tool-failure, duplicate-action, cost, and channel cases, then publish to a limited audience with logs, feedback, revocation, and rollback.

Working standard

What good use looks like.

  • State the outcome before the background.
  • Provide the real source material.
  • Review the result before expanding the task.

Coze agents can combine third-party models, plugins, APIs, knowledge, and publishing channels, so every component adds separate data terms and trust boundaries. Coze warns against exposing personal access tokens in browser code, places end-user notice and consent duties on developers, and requires lawful handling of plugin requests and protected information. Minimize shared data, review every third party, scope credentials, validate and reauthorize tool calls, make writes idempotent, require approval for consequential actions, publish privately first, and support correction, export, revocation, and deletion.

Official references

Check the current product documentation.

Features, plan limits, availability, and data controls change. These official pages are the starting points used for this collection.