IB-X Tutorials

Learn to build agents with IB-X. Choose where your agent needs to run, then follow the learning path for the work it will perform.

Choose your learning path

Your goal	Execution	Learning path
Interact with desktop applications or browser screens	Local	Local Agents
Integrate systems, call APIs, or process data without screen interaction	Server	Automation Agents
Coordinate forms, human tasks, and approvals	Server	Workflow Agents
Build an assistant with ongoing conversations and tools	Server	Conversation Agents
Use AI for classification, extraction, reasoning, or tool execution	Server	AI Agents

Automation agents can run locally or on the server. Workflow, conversation, and AI agents run on the server. These names describe usage patterns within the common IB-X agent model. A server agent can combine automation, human tasks, conversation, and AI in one solution.

Local and server execution

Use local agents when your solution needs desktop or browser UI interaction. Existing local agents also support integrations and data processing. As more automation and integration capabilities become available on the server, the intended focus of local agents is desktop and web screen automation. Existing local capabilities have not been removed by this transition.

For new integrations that do not require screen interaction, review the server activities first. Build server agents in Agent Builder and manage their execution through the AI Command Center. See Server Agents for prerequisites and the shared design, test, and publish process.

From choosing an agent to building one

Once you have chosen an execution environment, the next step is to learn its design tools. An agent's logic is expressed as a workflow of activities: each activity performs a task, and the connections or sequence determine how execution proceeds.

For local agents, you build this logic in Process Designer. The local tutorials use the term process for the automation you design and run on your machine. You begin with a small process, learn variables and control flow, then apply those skills to desktop and browser interaction.

For server agents, you build the workflow in Agent Builder within the AI Command Center. You begin with the shared steps for creating, testing, and publishing an agent, then follow an example for automation, human workflow, conversation, or AI.

You can start directly with either environment. Each path introduces its own tools and prerequisites.

Begin your first tutorial

If you are new to IB-X, first read the platform introduction. Then open the overview for your chosen environment:

• Local Agents: check the setup requirements and follow the learning sequence from a basic process to UI automation. The local tutorial catalog is available on that page and in the sidebar.
• Server Agents: check access, features, and connections, then learn the shared design, test, and publish steps before choosing a starter example.

Each server path starts with a small, practical outcome:

Path	First tutorial	What you will learn
Automation	Retrieve a sample order	Call an API and return its result
Workflow	Build a request approval	Collect form data, assign a human task, and branch on a decision
Conversation	Build a web chat assistant	Configure conversational behavior and connect a tool
AI	Classify customer feedback	Supply an AI prompt and return the result to a workflow

Follow the numbered steps, compare your results with the expected outcomes, and use the linked activity references when you need more configuration detail.