Platform Identify ways to improve service agentic workflow

Use the Platform Identify ways to improve service agentic workflow to analyze feedback, performance metrics, and historical trends that identify areas for service improvement.

Identify ways to improve service overview

The Identify ways to improve service agentic workflow optimizes service delivery and customer satisfaction by analyzing feedback, metrics, and trends to provide actionable process improvement recommendations. After the analysis is generated, you can continue the conversation to ask follow-up questions or download the analysis as a PDF or Word document.

The Now Assist applications provide the agents, tools, and triggers for the Identify ways to improve service agentic workflow. You can activate the agentic workflow template by making triggers active and setting the display settings to include the Now Assist panel. To change this agentic workflow's instructions, duplicate it, adjust the settings to suit your specific needs, and activate the duplicated version instead.

Prerequisites and setup

To access this workflow, you must have Now Assist for Platform installed on your instance. You can get this by installing any other Now Assist application, such as Now Assist for IT Service Management (ITSM).

Because this agentic workflow relies on survey data, you must have Assessment records associated with task tables to analyze.

Role masking

Required role: sn_uxc_gen_ai.platform_ai_improve_services.

Role masking enables users to limit the roles and privileges of agentic workflows during tool execution. Agentic workflows and their AI agents that get installed with Now Assist applications are assigned pre-defined roles. If you select Users with specific roles for user access, you must configure the security controls to include these roles. Data access settings must also include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

In the data access settings, add the necessary roles to enable reading of the Assessment table and other required tables. For example, add the itil role to the agentic workflow's list of approved roles so it can access Incident records.

Additional configuration

You can change agentic workflow settings by changing values for the Now Assist Skill Config Var Set. To access the variable set and make changes, do the following while in the Platform AI Agents and Skills scope:

• Go to the Now Assist Skill Config [sn_nowassist_skill_config] table.
• Open the record named Identify ways to improve service.
• In the Now Assist Skill Config Var Set related list, select Survey analysis input config.
• Edit the variable values.
• Save or update the record.

Table 1. Survey analysis input configuration

Config field	Description	Default value
Maximum number of records	Maximum number of records included in analysis	500
Analysis Time Frame	Time range, in months, for the survey analyzer to examine records to identify trends. Users can specify smaller ranges when running the agentic workflow, but this value defines the maximum limit.	3
Post Analysis Actions	List of possible follow-up actions a user can take before the agentic workflow completes.	Download analysis Get more info

Table 2. Survey Filter configuration

Config field	Description	Default value
Table name	Table that the filter applies to	Assessment Instance [asmt_assessment_instance]
Fields	Fields that the user can add when invoking the agentic workflow	Metric type.Name

Table 3. Task Filter configurationThe following is the default configuration for the Task table. You can make additional Skill Config Var Sets for other tables, such as Incident or Case.

Config field	Description	Default value
Table name	Table that the filter applies to	Task [task]
Fields	Fields that the user can add when invoking the agentic workflow	Assignment group.Name Service.Name Configuration item.Name

Accessing the Identify ways to improve service agentic workflow

To access the agentic workflow:

1. Navigate to All > AI Agent Studio > Create and manage.
2. Select Identify ways to improve service.

The first step of the guided setup includes a complete list of included AI agents. Selecting an AI agent name opens it in a new browser tab, where you can see the full description, role, list of steps, and tools. Tools are displayed in the second step of the AI agent guided setup, Add tools and information.

In-product agentic AI and UI actions

You can access agentic workflows in the Core UI and in workspaces in the AI Activity panel. From there, you can track their progress, provide or review input, and see the results of the work performed. For more information, see In-product agentic AI for more details about the AI Activity panel.

To enable users to access agentic workflows with UI actions, open the agentic workflow in AI Agent Studio and navigate to the Select channels and access step. You can select a UI action as a possible way to access the workflow

If you don't see your UI actions after configuring it in AI Agent Studio, verify that the property com.glide.agentic_processes_view.enabled is set to true. See Enable the in-product experience for agentic workflows.

Testing the Identify ways to improve service agentic workflow

You can manually test an agentic workflow execution or access on the Testing page of AI Agent Studio if you have the sn.aia_admin role and all other roles configured in the security controls. Start a manual test, select a test type and the workflow name, and use utterances in the Task field like the following samples. See Test an agentic workflow execution.

To evaluate the agentic workflow over many different execution logs, run an automated evaluation.

Sample utterance

After the workflow is activated in AI Agent Studio, enter similar phrases to the following in the Now Assist panel to trigger the workflow. You can also run this workflow on the Testing page of AI Agent Studio with the same utterance in the Task field if you have the sn.aia_admin role.

When invoking the agentic workflow, if you want to use additional filters, such as metric name or category, use the name of the field in the utterance. For example, "Identify ways to improve services for the Hardware category" is more likely to analyze the correct records than "Identify ways to improve Hardware."

• Make suggestions for continuous service improvement based on surveys within the last 3 months
• Summarize surveys to improve Hardware services based on survey results within the last 2 years
• Give ideas for improving case resolution based on Post-Case metric type survey results over the last month

AI agents used in the Identify ways to improve service agentic workflow

The following table lists the agents used in the Identify ways to improve service agentic workflow.

Important:

In the Select channels and access of each AI agent's guided setup, verify that the Status toggle is enabled to activate the AI agent.

Table 4. AI agents names and descriptions in the Identify ways to improve service agentic workflow

AI agent name	AI agent description	Role required
Survey Analysis AI agent	Acquires survey data within the specified time range and analyzes it for ways to improve services	sn_uxc_gen_ai.platform_ai_improve_services

Other Platform agentic workflows

For more information on other agentic workflows associated with the Platform workflow, see Platform agentic workflows.