AI Agent

The AI Agent is an intelligent assistant embedded in the workflow instance page. It provides contextual help, suggests actions, fills forms, and can react to workflow events in real time.

INFO

The AI Agent requires the AI module to be enabled for your tenant. Contact your administrator if the chat panel is not visible.

What You See

The AI Agent appears as a chat panel on the right side of the workflow instance page. When open, the screen splits into the main workflow view on the left and the chat panel on the right, with a draggable divider between them.

The panel includes:

• Header with a sparkles icon, status indicator (pulsing blue when working, green when idle), thread title, and thread management controls
• Message area with the full conversation history
• Composer at the bottom for typing messages, with file attachment support

Conversations

Starting a Conversation

Open a workflow instance and the AI Agent panel appears on the right. Type a message in the composer and press Ctrl+Enter to send. The agent responds with contextual information based on the current workflow state, tasks, and data.

Thread Management

Each conversation is a thread. You can:

• Create a new thread — click the "New Thread" button in the header
• Switch threads — click the thread dropdown to see all threads and select one
• Rename a thread — click the thread title to edit it inline
• Delete a thread — use the thread menu to remove a conversation

Threads are scoped to the workflow instance. Each instance maintains its own set of conversation threads.

File Attachments

Attach files to your messages for the agent to analyze:

• Drag and drop files directly onto the chat panel
• Click the attachment button in the composer to browse for files

Attached files are uploaded to the workflow and become available in the workflow's file list.

Agent Tools

The AI Agent can interact with the workflow using built-in tools that render interactive UI elements in the conversation:

Tool	Description
Show Field	Highlights a specific field value from the workflow data
Show Data Grid	Displays structured data as an interactive table with sortable columns
Suggest Actions	Proposes workflow actions as clickable buttons the user can execute
Form Filling	Pre-fills form fields based on conversation context, with an editable preview
Approval	Assists with approval decisions by summarizing relevant data and presenting Approve/Reject options

When the agent uses a tool, it appears as an interactive card in the conversation. You can review the data, modify pre-filled values, and confirm actions directly within the chat.

Reasoning Blocks

For complex questions, the agent shows its reasoning process as an expandable block in the conversation. Click to expand and see the step-by-step thought process that led to the response.

Proactive Agent Mode

When enabled, the AI Agent monitors workflow events and can initiate conversations automatically:

• Task completions — the agent notices when tasks are completed and can analyze the results
• Step failures — the agent flags errors and suggests remediation
• Field changes — the agent detects data changes and can react accordingly

Submit with Agent

When launching a workflow, you can choose Submit with Agent to automatically open the AI Agent panel on the new instance. The agent begins monitoring the workflow immediately.

INFO

Proactive mode must be enabled in the AI Agent settings. When active, the agent monitors workflow events and may initiate conversations based on state changes.

Persona Presets

The AI Agent supports different communication styles:

Persona	Description
Default	Professional and balanced
Consigliere	Strategic advisor with dramatic flair
Professional	Formal business communication
Friendly	Casual and approachable with emoji
Pirate	Nautical metaphors and pirate speech
Yoda	Inverted sentence structure and wisdom
Custom	Define your own system instruction

Settings

Configure the AI Agent from the workflow widget settings:

Setting	Description
Persona	Communication style preset (see table above)
Language	Preferred response language
Agent Activity	Controls proactive behavior — Off, Monitor, or Active

Tips

• Use threads to keep conversations organized by topic
• Drag and drop files directly into the chat for quick analysis
• Switch personas to match your preferred communication style
• Enable proactive mode to get alerts when the agent detects workflow events
• The agent has full context of the workflow — ask it about any step, task, or data field