...
- In Form Builder, click Settings.
- For Post Processing Tool, select AI Agent.
- Select For Run Tool on, select when the tool will run. The options are:
- Data creation
- Data update
- Both data creation and update
- For Choose AI Agent, select the AI Agent created in the AI Agent Builder.
- The inputs configured in the Input Variables property from AI Agent Builder Properties are displayed under Choose AI Agent (<AI AGENT>).
...
Configure AI Agent properties
Process Builder
To set up the the AI Agent Tool, configure the following property:
| Name | Description |
|---|---|
| AI Agent | Select 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 Agent | Select the AI Agent created in the AI Agent Builder. |
Form Builder
| Name | Description |
|---|---|
| AI Agent | Select 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. |
| Run Tool on | Choose when to run the tool:
|
| Choose AI Agent | Select the AI Agent created in the AI Agent Builder. |
Example Use Cases
- Auto-respond to support tickets: Use an AI agent to generate a reply when a support ticket reaches a review stage.
- Process evaluation: Have an AI agent analyze inputs (e.g., application forms) and return decisions or summaries.
- Data enrichment: Use an agent to fetch or derive additional data from a JSON API or external source during processing.