Conversational subflows

  • Release version: Xanadu
  • Updated November 18, 2024
  • 2 minutes to read
  • Run a Workflow Studio subflow from a Now Assist conversation. Create and configure the conversational skill from Workflow Studio.

    Workflow Studio offers a selection of preconfigured subflows that are available to run from Conversational Interfaces.

    Conversational requirements

    Currently, you can't make a subflow conversational. You can only modify the conversational settings of preconfigured conversational subflows. When editing a preconfigured conversational action, you must follow these guidelines to keep the action conversational.
    • All subflow inputs are compatible with Conversational Interfaces.
    • All subflow inputs have tooltip text.
    • The subflow is active and published.
    • You have an appropriate role to access conversational subflows.
    • You activate the subflows and actions skill.

    Activating the subflows and actions skill

    To activate the subflows and actions skill, see .

    User role access

    Personnel with the following user roles can access conversational subflows.

    Role Description Contains roles Groups with this role Special considerations
    Virtual Agent administrator [virtual_agent_admin] Provides read and write access to all Virtual Agent tables, conversational experiences, and Now Assist admin operations action_designer,flow_designer None Avoid granting an admin role when more specialized roles are available.
    Workflow Conversational Admin [sn_conv_fa.conv_fa_admin] Provides read access to flows, subflows, and actions. Provides read and write access to conversational experience settings. sn_conv_fa.conv_fa_designer, fd_read_actions, fd_read_flows None Avoid granting an admin role when more specialized roles are available.
    Flow/Action Designer Conversational Workflow [sn_conv_fa.conv_fa_designer] Provides read and write access to conversational experience settings. None None This is a specialized role with limited access.
    Action Designer [action_designer] Provides read and write access to Workflow Studio actions. sn_conv_fa.conv_fa_designer None This is a specialized role with limited access.
    Flow Designer [flow_designer] Provides read and write access to Workflow Studio flows and subflows. sn_conv_fa.conv_fa_designer None This is a specialized role with limited access.

    Conversational settings

    You can use the conversational settings menu to manage conversational subflows and actions from Workflow Studio. Options include:
    • Toggle off or on the option to make an action or subflow conversational.
    • See the subflow or action skill name.
    • Select one or more assistants that can discover the action or subflow skill.
    • Select one or more roles users must have to access the action or subflow skill.
    • Set the advanced option to make the action or subflow skill discoverable.
    • Set the advanced option to include the action or subflow skill in the list of topics.
    Figure 1. Example conversational settings
    Conversational settings for the preconfigured action called Create Checklist from Template

    When you set these options in Workflow Studio, the system also sets the corresponding options in Virtual Agent Designer.

    Supported conversational subflows and actions input data types

    Conversational subflows and actions support a limited number of input data types. To be compatible with conversational interfaces, an action or a subflow must only include inputs that use supported data types.

    ServiceNow AI Platform data type name Workflow Studio data type label
    array.string Array of Strings
    boolean True/False
    calendar Calendar Date/Time
    choice Choice
    date Date
    datetime Date/Time
    document_id Document ID
    date_time Date/Time
    due_date Due Date
    email Email
    glide_date Date
    glide_time Time
    glide_date_time Date/Time
    GUID Sys ID (GUID)
    html HTML
    integer Integer
    long Long
    longint Long Integer String
    reference Reference
    schedule_date_time Schedule Date/Time
    string String
    string_full_utf8 String (Full UTF-8)
    table_name Table Name