Activate the control objective change agent

Enable the control objective change agent in AI Agent Studio to automate compliance workflows using generative AI.

Before you begin

Role required: sn_grc_sharegenai.compliance_library_aiagent_user

Install the Now Assist for Integrated Risk Management (IRM) plugin (sn_irm_gen_ai).

Procedure

1. Navigate to All > AI Agent Studio > Create and manage.
2. Select AI agents from the Ready-made agentic workflows and AI agents section.
3. From the list of available AI agents, select Control Objective Change Agent.
4. On the Control objective change agent page, perform the following steps:
   1. In the Define the specialty section, review the details and select Continue to proceed to the next section.
   2. In the Add tools and information section, review the details and select Continue to proceed to the next section.
   3. In the Define security controls section, review the details in the Define user access and Define data access subsections, and select Continue.
   4. In the Add triggers section, review the details and select Continue to proceed to the next section.
   5. In the Select channels and status section, in the Activation status section, turn on the This AI agent is active toggle switch to make the AI agent available in related workflows.
   6. Select Save and test.
   7. On the Test AI reasoning page, select the Version and then enter the details for Task.
   8. Initiate the testing of the AI agent by selecting Start test.

What to do next

Use the Testing playground to Manually test the execution of an AI agent using example utterances.

If not done already, set up the Now Assist panel. For more information see, Activate the Now Assist panel standard chat.