Now Assist for Zero Copy Connector agentic workflow prerequisites

Before you use Now Assist for Zero Copy Connector agentic workflows, you must complete several prerequisites.

Role masking

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.

Check status of assistants

Now Assist in Virtual Agent and Now Assist panel must be on. For information about how to check the status of assistants, see Manage LLM virtual agents on the Assistants screen

Activate conversational skills

In Now Assist in Virtual Agent, check that Now Assist Q&A, Now Assist Topics, and AI agents are activated.

1. Navigate to All > Conversational Interfaces > Assistants.
2. Select Manage assistants.
3. Select Now Assist in Virtual Agent.
4. Select Now Assist skills in the left side menu.
5. Confirm that Now Assist Q&A, Now Assist Topics, and AI agents are activated. Activate if necessary.

Set large language model (LLM) provider and check connection

Set a large language model (LLM) provider and have at least one connection. For more information about available providers and setting a provider, see Manage AI models.

1. To check for an active connection, navigate to All > Integration Hub > Connections & Credentials > Connections & Credentials Aliases.
2. Select an alias, for example, Azure OpenAI.
3. Select the Connections tab.
4. At least one connection should be listed with Active set to true.
   

   Note:

   For more information about creating a connection and making it active, see Get started with connections.