Configure action conversational settings

Configure conversation settings to make an action available to conversational interfaces.

Before you begin

Role required:

• admin, flow_designer, or action_designer
• virtual_agent_admin

Important:

Edit the Now Assist Panel - Platform (default) assistant and make sure that the Subflows and actions skill is assigned to the assistant. For information about editing an assistant, see Manage LLM virtual agents on the Assistants screen.

Procedure

1. Navigate to All > Process Automation > Workflow Studio.
2. On the homepage, select Actions.
3. From the list of all actions, select the action that you want to configure.
4. Click the more actions icon () and select Conversational settings.
5. Configure the general settings.

   

   Field	Description
   Is conversational	The option to make the action available to conversational interfaces. When enabled, you can call the action from a conversation.
   Subflow skill name	The name that a virtual agent displays for the skill in the list of available topics.
   Subflow skill description	The search terms and keywords that someone might use in a conversation to call this action. The more descriptive the skill, the better AI Search can be in matching it to an utterance.
   Assistants where subflow is discoverable	The list of virtual assistants where this action is discoverable.
   Roles which can access this	The roles you must have to access this action from a virtual agent.

6. Configure the subflow inputs and outputs.

   

   Field	Description
   Generate descriptions	Option to generate descriptions for the conversational inputs and outputs of the action by using generative AI. Now Assist generates a description for all the inputs and outputs where the description is empty. Regenerating the descriptions does not overwrite descriptions that you previously saved. The AI-generated fields are marked with the AI icon .
   Show/hide checkbox	Controls the visibility of an input or output in a conversation. Select the field if you want to make the field visible in the conversation. To hide a mandatory field, you must provide a default value for the field.
   Conversational inputs	The list of action inputs that are available to conversational interfaces.
   Default value	Provides a default value for the conversational input. During a conversation, users can provide their own value or proceed with the default value. Tip: You can pass an input value without user interaction by assigning a default value and making the input field hidden.
   Describe this input	The search terms and keywords that someone might use in a conversation to set this input. The more descriptive the input, the better AI Search can be in matching it to an utterance. You must provide a description for mandatory inputs.
   Override with reference	The option to look up and insert an existing value from a selected table and reference field. Rather than require users to manually type in a value, this option allows users to select from a list of existing record values. When run, the input uses the value that the user selected from the list. This option is available for inputs with the Email, GUID, Integer, Long, Long Integer String, String, and String (Full UTF8) data types. Note: The Document ID and Reference data types are not valid options, because the system automatically overrides these input types with a list of display values as defined by the table's reference field. For more information about display values and reference fields, see Display values. Turning on this option displays the Table and Reference field options.
   Table	The table containing the reference field that you want to use to display a list of existing values. For example, the User [sys_user] table contains string fields to select a user by name.
   Reference field	The field whose existing record values you want to display as a list of options. This input displays a list of options based on the reference field's data type. The data type of the reference field you select should match the data type of the input. Select a field that contains both meaningful and unique values. For example, if you have a string input for user names, then select a string field such as name from the User [sys_user] table. In a conversation, the input displays a list of string user names to choose from such as Abel Tuter or Beth Anglin. Note: This option is not available for inputs with the GUID data type, because each table already has a unique field that stores its Sys ID value. For more information about display values and reference fields, see Display values.
   Conversational outputs	The list of action outputs that are available to conversational interfaces.
   Describe this output	The search terms and keywords that someone might use in a conversation to set this output. The more descriptive the output, the better AI Search can be in matching it to an utterance. You must provide a description for mandatory outputs.

7. Optional: Configure conversational advanced settings.

   

   Field	Description
   Include in discovery	The option to make this action discoverable from a virtual agent.
   Include in list of topics	The option to include this action in the list of available topics.
   Promote skill	The option to display this action higher in the list when someone asks to see all available skills.
   Use autonomous mode	The option to create, view, update, or delete records without asking for a confirmation.
   Enable follow-up	The option to retain the context of previous conversations so that the users can ask follow-up questions, provide additional details, and continue the conversation.
   Channels	The list of default channels in which this action is available.

8. Select Save and close.