Adding Agents to your Decision Flows allows you to prompt your agent (an "autonomous entity") to make decisions and perform tasks to achieve specific goals on behalf of your business. You can use your agent to automate repetitive work, so that you can refocus on high value tasks.
Note: This feature requires specific licensing options
Adding an Agent to a Decision Flow
Before you begin
- You can only make use of Agents in environment where an LLM Provider is enabled. For more information, see AI Settings.
- You must have access to an Agent in the Content Manager. For information about creating Agents, see Creating Agents in Formulate.
Tip: You can either add a new Agent to a Decision Flow manually (as described here) or you can use the Bot Wizard to create an Agent and its Decision Flow in Discover or Tabulate.
Adding a New Agent
Open a Decision Flow in the Master Flow page:
- From the AI options in the Master Flow Nodes panel, drag-and-drop Agent onto the canvas:
- Connect the Data Model node to the new Agent node:
The connection is created by selecting the "end connector" (orange arrow) on the source node and then dragging your cursor to the "start connector" (blue arrow) on the target node. Once you select the target and release your mouse button, the connecting arrow is drawn.
What next?
You should finish building your Decision Flow. For example, you might want to add an Email node to provide feedback to a manager that tasks are complete.
- Click here to see a basic Decision Flow walkthrough.