Activate the Import OT device spreadsheet into OT CMDB agentic workflow

You must activate the agentic workflow from the AI Agent Studio. The Now Assist for OTM agent included with the application and used in the agentic workflows are activated by default.

Before you begin

Role required: sn_aia.admin

About this task

Important:

This agentic workflow is turned on by default. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Procedure

1. Navigate to All > AI Agent Studio > Create and manage.
2. Under the Agentic workflows tab, select the Import OT device spreadsheet into OT CMDB agentic workflow.
3. In the Define key requirements screen, review and update the information as needed then select Save and Continue.
   Note:

   In the Define who can access the agentic workflow section for the Import OT device spreadsheet into OT CMDB agentic workflow, a user must have the ot_excel_import_user role to access the agentic workflow.
4. In the Select a UI display screen next to the Now Assist panel option, select the Display toggle so that the conversation with the agent is displayed in the Now Assist panel.
5. Select Save and test.
   The agent can execute the request for the agentic workflow.
6. To confirm the OT Excel import task AI agent is active and running, verify the Status toggle is on.
   1. Navigate to All > AI Agent Studio > Create and manage.
   2. Under the AI agents tab, select the OT Excel import task AI agent.
   3. In the Toggle display screen, select the Status toggle if the toggle isn't already selected.