Trigger options for Agentic Workflow or AI Agent

[MihirN]

My goal is to initiate an Agentic Workflow and AI Agents mainly via a UI Action, not through a Now Assist chat-based trigger.

Is it possible to programmatically trigger Agentic Workflows and AI Agents using APIs, GlideRecord queries, Script Includes, Scripted REST APIs, or any other supported custom approach?

@Victor ChenI would appreciate any suggestions or guidance on alternative methods to achieve this.

[diegobeltra]

Hi @MihirN 

Is possible to define a trigger for an Agentic Workflow.

Try this:

AI Agent Studio > Create and Manage > pick an existing Agentic Workflow or AI Agent (or create a new one)

You will see the Define Trigger tab that could be Record based (Created, Updated), Date based or Application based (Inbound Email).

Screenshot for Agentic Workflow trigger definition:

Screenshot for AI Agent trigger definition:

Other way to trigger AI Agents could be adding actions to your workflow in Flow Designer.

You can find Now Assist AI Agents actions as flow steps:

Is also possible to trigger it by UI Action. You have some OOTB examples like this:

Generate Resolution Plan UI Action from Platform AI Agents and Skills application. This UI action triggers a specific AI Agent (from sn_aia_usecase table):

Let me know if this helps you.

Kindly,

Diego Beltrame

[rpriyadarshy]

@diegobeltra very nice response.

Regards

RP

[MihirN]

Hi @diegobeltra, 
Thank you for your response.

• The 'Agentic Workflow Trigger Definition' is something i am aware but it does not serve my purpose.As i have mentioned the requirement is "To initiate an Agentic Workflow and AI Agents via a UI Action" and not via a schedule/record event based trigger.
• For the point, 'Adding actions to your workflow in Flow Designer'. I have already tried selecting 'Now Assist AI Agent' as an Flow Action.

Below is the scenario i have tried.

I have a AI Agent named- <TEST AI AGENT> (configured and status as ACTIVE).

I have a Flow named- <TEST FLOW FOR AI AGENT> but the pre populated list does not contain/show the AI Agent which i have configured and made active via AI Agent Studio.

I have even searched through all the Installed Spokes - [AI Agent Platform Use Case, IT Service Management AI Agent, NowAssist AI Agent, Platform AI Agents and Skills], but still my 'TEST AI AGENT' is not listed in either of the actions.

If i am missing something kindly highlight & if possible guide me through step by step configuration for the same.

• For the "Generate Resolution Plan UI Action", i will try this.
  
  Thank you once again for this, once tested will let you know.
  
  
  
  

[Molina Lim 101]

From flow designer, you can use this 'AIA Trigger Use Case' action under 'Now Assist AI Agents' spoke. 

For the input, Trigger Configuration Id = sys_id of your trigger from sn_aia_trigger_configuration table. 

Target Record = Target record from your trigger's target table.

Then, you can copy 'Code snippet to execute this Flow' and paste in your UI Action script!