Platform Propose survey responses agentic workflow
Use the Platform Propose survey responses AI agents agentic workflow to assist requesters in completing surveys.
Propose survey responses overview
The Propose survey responses agentic workflow can help simplify and increase survey responses. Many callers end up not filling out surveys after requests have been fulfilled, and this agentic workflow helps them to make informed decisions to answer survey questions quickly.
When this agentic workflow and trigger are activated, the assignee receives an email with AI-suggested answers to their survey based on the associated Incident or Request. They then have the option to accept the AI-generated answers with a link at the bottom of the email. They can also choose to fill out the survey manually.
The agents, tools, and triggers that are associated with the Propose survey responses agentic workflow are provided by Now Assist applications. You can activate the agentic workflow template by making the trigger active. If you want to change this agentic workflow's instructions, you must duplicate it, adjust the settings to suit your needs, and activate the duplicated version of the agentic workflow instead.
Prerequisites and setup
To access this workflow, you must have Now Assist for Platform installed on your instance, which you can get if you install any other Now Assist application, such as Now Assist for IT Service Management (ITSM).
You can use this workflow for any survey triggered on the Incident or Request table. For example, this agentic workflow can be used by the Short Customer Satisfaction Survey with Smiley Face when an Incident is closed. You can change existing surveys, and the agentic workflow can still propose answers. The agentic workflow can also be used for custom surveys triggered by the Incident or Request table as long as there’s a trigger associated with the survey. See Configure a trigger condition for a survey for instructions on adding a trigger to a survey.
Propose survey responses isn’t available for Now Assist panel.
Role masking
Required role: sn_uxc_gen_ai.platform_ai_survey_response.
Agentic workflows and their AI agents use role masking to determine which users can access them. Ones installed with Now Assist applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.
In the data access settings, you must also add the necessary roles to enable reading of survey tables and other related tables.
Accessing the Propose survey responses agentic workflow
- Navigate to .
- Select Propose survey responses.
The first step of the guided setup includes a complete list of included AI agents. Selecting the name of an AI agent opens it in a new browser tab, where you can see the full description, role, list of steps, and tools. Tools are displayed in the second step of the AI agent guided setup, Add tools and information.
Sample utterance
After the workflow has been activated in AI Agent Studio, you need to set a trigger for the workflow to run. This workflow cannot be triggered from the Now Assist panel.
If you want to test the agentic workflow in AI Agent Studio and you have the sn.aia_admin role, enter the following phrase in the Testing page in the Task field: Help me with survey AINST00XXXX. List of fields to extract inc/case/req details: number, short_description, description, calendar_stc, escalation, reopen_count, close_code, close_notes, state, priority, caller_id. You must include the list of fields to extract.
AI agents used in the Propose survey responses agentic workflow
| AI agent name | AI agent description | Role required |
|---|---|---|
| Survey response suggestion AI agent | Suggests answers to questions based on record details. | sn_uxc_gen_ai.platform_ai_survey_response |
| Survey filling data collection AI agent | Collects the data related to the record and the survey questions to gather feedback. | sn_uxc_gen_ai.platform_ai_survey_response |
Other Platform agentic workflows
For more information on other agentic workflows that are associated with the Platform workflow, see Platform agentic workflows.