Activate an agentic workflow template

Activate triggers and change display settings for agentic workflows in AI Agent Studio that come installed with Now Assist applications.

Before you begin

Role required: sn_aia.admin

About this task

Agentic workflows that are installed with Now Assist applications aren’t automatically activated. You must activate them before they can be used in the Now Assist panel. Some may come with predefined triggers that must be set to activate, but others don’t have triggers at all and you must add your own.

These predefined agentic workflows can also be used as templates for your own customized ones. You can duplicate a agentic workflow and use it as a blueprint for one that better suits your business needs, such as changing which records are available or providing different instructions.

Procedure

1. Navigate to All > AI Agent Studio > Create and manage > Agentic workflows.
2. Select the agentic workflow that you want to configure.
3. Select Define trigger to go to that step in Guided Setup.
4. In the Existing triggers section, select the name of an inactive trigger to open the form.
5. Toggle the Active slider so that it’s turned on.
6. Select Save.
7. If there’s more than one trigger, repeat steps 4–6 for each trigger that you want to activate.
8. Select Save and continue.
9. Toggle the display for the Now Assist panel so that it’s turned on.
   You have enabled the agentic workflow in the Now Assist panel. If the option isn't available, you must enable the panel first. For more information, see Turn on the Now Assist panel.
10. Select Save and test.

Result

The agentic workflow runs when the trigger is detected in the Now Assist panel.

What to do next

After completing the steps, you're redirected to test your agentic workflow to be sure it works as intended.