Create and associate actions for intent

Create and map actions to an intent for executing appropriate actions once the intent match happens.

Before you begin

Role required: sn_notif_agents.notification_ai_admin

About this task

Subflows must be created to invoke subflows to associate an action to the intent. For more information, see Create a subflow in Workflow Studio.

Procedure

1. Navigate to All > System Notification > Email > Email Intents.
2. From the table, select the intent.
3. From Notification Intent Actions, select New to add actions to the intent.
4. Enter the Name.
5. Select the Type based on the criteria defined for the intent.

   Type	Action
   Subflow Invocation	Select the Subflow tab and select the subflow that must be triggered when the intent is matched. To create subflows see, Create a subflow in Workflow Studio
   Reply Email	Note: Reply Email type will not work if the target record is not attached to the email. Select the Reply Email tab Enter the Email Content Guidelines and Recipients. Enter the Recipients if it's a new recipient aside from the original recipient Select Email Delivery Mode, select Auto to send the email to the user, select Draft to draft a reply. Note: If the Assigned to field in target record is not populated then the user won't be able to review the draft or draft a reply. In Search profile, select or add a profile that can be used for generating a reply for the email when the intent is matched. In Email Template, create or apply an existing email template for the reply action. To create an email template, see Create an email template. Set the form view to Intent. Set the Table field to Email [sys_email]. In the Message HTML, add the #{INTENT_NOTIF_EMAIL_RESPONSE} token to represent the LLM-generated response. Select an email layout to format the email response generated by the Email generator agent. Configure a default email template to apply when no template is selected in the Email Template field. Navigate to All and enter sys_properties.list in the navigation filter. Search and select the property sn_notif_agents.intent_to_action.email_reply.email_template.default. Set the Value to the sys_id of the email template that you want to use as the default.

6. Enter the Order number for processing once the intent is identified, the system retrieves the associated actions according to the sequence specified in the action record.
7. Optional: Select Stop processing check box to stop processing after a certain action.
8. Optional: Select Default check box if there are no matching intents for the email.
   Note:

   For such cases, a Default Intent Action (also referred to as a no intent action) is executed. This ensures that every email gets a response, whether it's a generic mail or sending a standard confirmation or an acknowledgment.
9. In the Action Execution Criteria tab, specify the conditions needed to execute the action.
10. Select Submit.