Bring AI Agents on the Forms

[ameybhaisar]

We have enabled the out-of-the-box Skills and Agentic Workflows in our system. Now, when we enter a prompt in the Now Assist chat, we receive a relevant and contextual response.

For example, if I type: "Generate Post Incident Review for INC000001", the system provides the appropriate output.

We have a new requirement: instead of manually entering a prompt in the Now Assist panel, can we provide a button to the user that triggers this activity automatically?

For example , In the below screenshot -- we have enabled a skill to summarize the incident. Through which we got the button. Is it possible to get the same for other AI Agentic Workflow and Agents like 'Generate Post Incident Review' for incidents?

[Connectmustaq]

Hi @ameybhaisar ,

Yes, it is possible to add a button to trigger an Agentic Workflow (such as "Generate Post Incident Review") directly from the incident form or workspace, rather than requiring users to type a prompt in the Now Assist panel. ServiceNow supports triggering Agentic Workflows via UI Actions (buttons), Script Includes, APIs, or Flow Designer actions, just like the out-of-the-box "Summarize" skill button

How to Implement

• UI Actions (Buttons):
  You can add a custom UI Action to your incident form or workspace. This button can be configured via server-side scripts or Flow Designer to call the Agentic Workflow for the current record. The ServiceNow platform allows triggering AI Agent and Agentic Workflow programmatically through a script or API with the right permissions.​

• Agentic Workflow Configuration:
  When setting up or managing your use case in the Agentic Workflow Studio, you can define custom triggers—these can be record-based, schedule-based, or manual (such as from a button). Configuration options in the workflow allow you to specify when and where a trigger (including your button) will appear.​

• Workspace or Now Assist Panel:
  In UI Builder, you can reconfigure the workspace to add or position the Agentic Workflow's trigger UI, ensuring that users see and use a button for workflows like "Generate Post Incident Review," just as you experience with the OOB summarize skill.

This approach will provide users with a seamless button—mirroring your current summary skill experience—for any custom or OOB Agentic Workflow like "Generate Post Incident Review".

If it is helpful, please hit the thumbs button and accept the correct solution by referring to this solution in the future it will be helpful to them.

Thanks & Regards,

Mohammed Mustaq Shaik