Capturing AI Agent updates in Update Sets

[Michael Zizovsk]

How to capture Agentic Workflows/AI Agent updates in an Update Set

This article provides step-by-step guidance on how to capture the basic Agentic Workflow / AI Agent components into an Update set.

Disclaimer: There are a number of tables in the Now Assist Agent Application that capture several elective updates. For your own technical curiosity, it is recommended to explore the [sys_db_object] table and apply a filter of [Application] [is] [Now Assist AI Agents] and review all tables returned.

Pre-requisites:

• “Add to Update Set” related link is available on the form of the listed table records
  • If not please apply the Add to Update Set Utility available here 
  • Alternately, exporting the identified records using the Export XML feature then importing the same records using the Import XML feature will bring over the updates of such records into the current update set. 
• An update set is created in the correct application scope and is selected as the current update set prior to using the “Add to Update Set” capability. 
• User has the necessary roles to access AI Agent tables
  • admin
  • sn_aia.admin

Steps

Go to each of the tables identified below and complete the listed steps: 

• Table name: [sn_aia_usecase]

This table captures the Agentic Workflow description and instructions.

1. Search for your Use Case using the Name column, open the record. Click on the Add to Update Set related link to push the update to the current update set.

• Table name: [sn_aia_team]

This is the table that hold the team your agents belong too

1. Click into the Team reference record on the [sn_aia_usecase] record of interest.
2. Click on the Add to Update Set related link to push the update to the current update set.

• Table name: [sn_aia_team_member]

This table holds the relationship records of the AI Agents that belong to your team of interest.

1. In the related list section of the [sn_aia_team] record, select the “Team Members” related list.
2. Select all records using the selector box.
3. Using the drop down on the top right of the related list select Add to Update Set menu option to push the updates to the current update set.

• Table name: [sn_aia_agent]

This table holds the individual AI Agent records. The definition of AI agent instructions and role can be found here.

1. In the Team Members related list of the [sn_aia_team] record, click into one of your AI Agents via the Agent column.
2. Verify you are on the [sn_aia_agent] table
3. Click on the Add to Update Set related link to push the update to the current update set.

• Table name: [sn_aia_agent_config]

This table holds the active configuration for your AI Agent.

1. From the [sn_aia_agent] record, select all the records in the [ AI Agent Config ] related list using the selector box.
2. Using the drop down menu on the top right of the related list select Add to Update Set menu option to push the updates to the current update set.

• Table name: [sn_aia_agent_tool_m2m]

This table holds the M2M record of the tools that are related to your AI Agent. M2M tool table holds the configurations to the related tools and not the tools themselves.

1. From the [sn_aia_agent] record, select all the records in the [ Agent Tools ]related list using the selector box.
2. Using the drop down menu on the top right of the related list select Add to Update Set menu option to push the updates to the current update set.

1. If you are using a custom-made tool, such as a custom SubFlow you need to capture the tool record. If you are leveraging a OOTB tool, such as AI Search RAG you do not need to capture the tool, capturing the [sn_aia_agent_tool_m2m] and the inputs should suffice.

Follow steps 1 and 2 below to capture custom tools.

1. Open a record in the Agent tools related list [sn_aia_agent_tool_m2m]
2. Open the Tool reference field

1. Verify that you are now on the [sn_aia_tool]
2. Click on the Add to Update Set related link to push the update to the current update set.

Note: Adding your custom tool via [sn_aia_tool] does not guarantee you are capturing your tool completely. This is purely the reference to the tool record, with the exception of scripts. For example, if your tool refers to a SubFlow or Flow Action ensure to capture the respective components in your update set via Flow Designer.

• Table name: [sn_aia_trigger_configuration]

This table holds the configuration of when your Agentic Workflow or AI Agent would be triggered.

1. Navigate to the [sn_aia_trigger_configuration] table
2. Add the column “Trigger Flow”  
   Spoiler

   Take note of the Trigger Flow record, you will have to go to flow designer and search for the respective Flow and add it to your update set or export it as a separate XML.
3. Search for your use case using the use case column. If you have setup a trigger for an individual AI Agent use the Name or Created column to find your recently created trigger.

1. Open the record
2. Click on the Add to Update Set related link to push the update to the current update set.

• Table name: [sn_aia_trigger_agent_usecase_m2m]

This table holds the M2M record of the trigger to the Agentic Workflow or AI Agent.

1. Open the Trigger record from the [sn_aia_trigger_configuration] table
2. Select the record from Trigger M2Ms related list that is mapped to your Agentic Workflow or AI Agent
3. Using the drop down menu on the top right of the related list select Add to Update Set menu option to push the updates to the current update set.

• Table name:  [sn_aia_version]

This table captures the versions of your Agentic Workflow / AI Agent and their respective instructions. When on this table add the columns of Target Table and Target ID. Find the Agentic Workflows / AI Agent of interest and Add to Update Set. At a minimum you will have a couple records labelled as Version name = V1 for your setup.

At this time you can close your update set.

Honorable mention:

Starting from YP7 and ZP1 customers are required enforce security rules on their Agentic Workflows and AI Agents. Please ensure to capture the respective ACLs from the [sys_security_acl] table. More information here.

Important Configurations:

Follow these steps to capture additional configuration records for your Agentic Workflow or AI Agent.

• Navigate to the [sn_aia_skill_metadata] table.
• My preference is to always sort the list by created date and find the Agentic Workflow or AI Agent that you recently created. You can also use the Name column to locate your record.
• Using the list action > Add to Update Set
• Take note of the sys_id(s) of the record added to the update set

• Navigate to [sys_gen_ai_skill].
• Apply filter of
  • [Skill Table][is][sn_aia_skill_metadata]
  • AND 
  • [Skill Document][is][sys_ids_from_sn_aia_skill_metadata_table]
• Your Agentic Workflow / AI Agent will be returned
• Using the list action > Add to Update Set
• Take note of the sys_id(s) of the record added to the update set

• Navigate to [sys_gen_ai_skill_config].
  • This table is important because it contains the Active flag and Discoverable flag of your Agentic Workflow / AI Agent. 
• Apply filter of
  • [Generative AI Skill.Sys ID][is][sys_ids_from_sys_gen_ai_skill_table]
• Your Agentic Workflow / AI Agent will be returned
• Using the list action > Add to Update Set

Depending on what version you are on the following step may not be applicable primarily if you are still on the initial releases of the Now Assist AI Agents application.

• Navigate to [sys_gen_ai_skill_applicability].
• Apply filter of
  • [Generative AI Skill.Sys ID][is][sys_ids_from_sys_gen_ai_skill_table]
• Your Agentic Workflow / AI Agent will be returned
• Using the list action > Add to Update Set
• Take note of the sys_id(s) of the record added to the update set

• Navigate to [question_answer], my recommendation is to search for this table by appending .FILTER
  • question_answer.FILTER
• Apply filter of
  • [Skill Applicability][is][sys_ids_from_sys_gen_ai_skill_applicability_table]
• Using the list action > Add to Update Set

[Nick Derbawka]

This seems to be a very complex process as it stands today -- great job breaking down the steps here!

[anand9]

this is a good information on manually including it in update set in case of issue but in normal development, which of these doesn't get captured automatically?

[Michael Zizovsk]

@anand9 These would all get captured automatically as they are all configuration files. However, the tables mentioned in the "Important Configurations" section will only have records present when you activate the Agentic Workflow via the Toggle in the "Select a UI Display" tab.