Versions Compared

Old Version 3

changes.mady.by.user Debanraj Ravindran

Saved on

compared with

New Version 4

changes.mady.by.user Debanraj Ravindran

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Ensure you have already created an AI Agent in the AI Agent Builder.
  2. Design or modify a process in Process Builder.
  3. Add this a tool to the appropriate process activity.
  4. Configure the tool to call your AI Agent.
    1. Click the tool on the canvas to open the configuration page. Click the Mapping tab.
    2. Under Tools, click Add Row Image Added.
    3. From the Tools dropdown list, select AI Agent.
    4. Under Configure AI Agent Tool, select an AI Agent created in AI Agent Builder from the Choose AI Agent dropdown list.
    5. Expand the AI Agent tool name to configure the created parameters. In this example, the tool name is File Email.
    6. Click Apply Changes.
      Image Added

Configure AI Agent properties

To set up the AI Agent Tool, configure the following property:

NameDescription
AI AgentSelect an existing AI Agent to be executed during the process. This dropdown lists all the agents you have already created via the AI Agent Builder. This agent will be triggered automatically when the associated activity is reached in the workflow.
Choose AI AgentSelect the AI Agent created in the AI Agent Builder.

How it Works

When the process reaches the activity that includes this tool:

...