1. Implementing and Using Journeys
  2. Configure AI Agent as Task Performer or Task Type

Configure AI Agent as Task Performer or Task Type

You can configure an AI agent in journey tasks as a task performer or task type.

Here’s how the configuration works:
  • Agent as the task performer: The agent performs the task automatically when the task is initiated. In this case, the task type defaults to Agent, and the selected workflow agent is triggered from the backend.
  • Agent as the task type: The task itself is an agent task. When the user starts the task, the selected agent is initiated. If the selected agent is a supervisor agent, the agent chat window opens. If the selected agent is a workflow agent, the agent is invoked from the backend and the user sees a toast message after successful initiation.

Configure Agent as Task Performer

  1. Go to My Client Groups > Journeys Setup > Journey Templates.
  2. Search and select the journey template.
  3. Edit the task for the configuration.
  4. Select Agent as the performer.
  5. Select the workflow for workflow agent.
    Note:
    • The workflow agent list displays only workflow agents and supervisor agents aren’t displayed when the performer is Agent.
    • The task type defaults to the Agent value.
  6. Enter values for the mandatory fields.
  7. Select Save.

When the task is run, the selected workflow agent is triggered.

Configure Agent as Task Type

  1. Go to My Client Groups > Journeys Setup > Journey Templates.
  2. Search and select the journey template.
  3. Edit the task for the configuration.
  4. Select Agent as the task type.
  5. Select the workflow for workflow agent.
    Note:
    • The workflow agent list displays workflow agents and supervisor agents when the task type is Agent.
    • The task sub type is hidden and defaults to the Workflow value.
    • Optionally, you can rename the action label for the Initiate agent action on the Advanced tab.
  6. Enter values for the mandatory fields.
  7. Select Save.

When the task is run, the agent chat window opens if the selected agent is a supervisor agent. If the selected agent is a workflow agent, the agent is invoked from the backend and the user sees a toast message.