Add a trigger to an AI agent

  • Release version: Australia
  • Updated November 23, 2025
  • 1 minute to read

    • In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met.

    Before you begin

    Role required: sn_aia.admin

    About this task

    Adding a trigger is optional. If you want your AI agent to be used only in chats, you don't need to add a trigger. Only add a trigger if you want to invoke the AI agent automatically when some event occurs.

    If you don't want to add a trigger, skip to the final step, Select channels and access.

    Procedure

    1. Select Add trigger.
    2. On the form, fill in the fields.
      Table 1. Create a new trigger
      Fields Description
      Select trigger List of triggers that are available in the instance.
      Name Name of the trigger.
      Trigger objective Additional user statements or sample utterances that help guide when to trigger this AI agent.

      Edit/create a trigger basic description

      Table 2. Define when this trigger occurs
      Fields Description
      Table Name of the applicable table for your AI agent.
      Conditions Conditions that you can add to control the trigger configuration. You must have at least one condition.

      Select + Add condition set to add conditions to your AI agent trigger.
      Active trigger toggle Only enable the trigger once you’re confident in the execution of your AI agent. Try testing the AI agent execution and user access. To review overall trends over many executions, try an automated evaluation.

      Define when the trigger occurs section

      Table 3. Select where to show this launch
      Fields Description
      Channel

      Medium for the AI agent output: Now Assist panel or Virtual Agent.

      Note:
      To view the output from a triggered AI agent in the Now Assist panel, you need the now_assist_panel_user role.
      Show an alert to users Alerts appear in the selected channel.

      Log and launch options for a trigger section

      If you choose a scheduled trigger, additional options are available, such as the day of the week and time when you want the trigger to run.

      Note:
      When running a scheduled trigger, not every record is included in the execution. By default, the value is 10. If you want to change this number, you must set the sn_aia.max_scheduled_trigger_query system property to a different value.

      If you choose an email trigger, the target emails must exist on the Reply [sys_reply] table. New emails aren’t available as triggers.

    3. Select Add.
    4. Repeat the preceding steps for additional triggers.

    Result

    You have added triggers to your AI agent to run it automatically under the specified conditions.

    What to do next

    Select Save and continue to move to the final step, Select channels and access.