Activate an agentic workflow template

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Activate an agentic workflow that come installed with Now Assist applications in AI Agent Studio.

    Avant de commencer

    Role required: sn_aia.admin

    Pourquoi et quand exécuter cette tâche

    Agentic workflows that are installed with Now Assist applications aren’t automatically activated. You must activate them before they can be used in the Now Assist panel or as a UI action. Some may come with predefined triggers that must be set to active, too.

    These predefined agentic workflows can also be used as templates for your own customized ones. You can duplicate an agentic workflow and use it as a blueprint for one that better suits your business needs, such as changing which records are available or providing different instructions.

    Procédure

    1. Navigate to All > AI Agent Studio > Create and manage > Agentic workflows.
    2. Select the agentic workflow that you want to configure.
    3. Select Define trigger to go to that step in Guided Setup.
    4. In the Existing triggers section, select the name of an inactive trigger to open the form.
    5. Toggle the Active slider so that it’s turned on.
    6. Select Save.
    7. If there’s more than one trigger, repeat steps 4–6 for each trigger that you want to activate.
    8. Select Save and continue.
    9. Toggle the display for the Now Assist panel and/or UI action so that it’s turned on.
      You have enabled the agentic workflow in the Now Assist panel. If the option isn't available, you must enable the panel first. For more information, see Turn on the Now Assist panel.
    10. Select Save and test.

    Résultats

    The agentic workflow runs when the trigger is detected in the Now Assist panel.

    Que faire ensuite

    After completing the steps, you're redirected to test your agentic workflow to be sure it works as intended. You can test an execution of your agentic workflow manually or test the user access. Once you've determined that the agentic workflow has the basic functionality you expect, you can evaluate it using automated tests.