Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in Virtual Agent

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Enable AI agents in Virtual Agent to streamline procurement requests, providing quicker support and a more efficient experience for requesters through intelligent assistance.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > AI Agent Studio > Overview.
    2. Under Agentic workflows, select Conversational intake for sourcing and procurement.
      Conversational intake for sourcing and procurement agentic workflow.
    3. Under Connect AI agents, select any of the AI agents that you want to make available in Virtual Agent.
      The agents that you can select:
      • Procurement request tracking AI agent
      • Procurement product recommendation AI agent
      • Procurement inquiry analysis AI agent

      For example, let's assume that you select the Product recommendation and procurement agent.

      AI agents that you can select to enable.
    4. On the Describe and instruct page, select Continue.
      The Describe and instruct page is read-only.
    5. On the Add tools and information page, select Continue.
      The Add tools and information page is read-only.
    6. On the Describe and instruct page, select Continue.
      The Describe and instruct page is read-only.
    7. On the Define trigger page, select Continue.
      The Describe trigger page is read-only.
    8. On the Define availability page, in the Select display section, switch the Display toggle to the open position so that the AI agent is enabled in the Virtual Agent.
      Enable the selected AI agent in Virtual Agent.
    9. To activate the agentic workflow, select Save and test.
      The selected AI agent is enabled in Virtual Agent.