Overview
With the Execute AI Agents in Form Actions feature, you can make use of AI Agents in a Form in a running process.
This feature integrates the use of Artificial Intelligence with the execution of Form Actions so that you can customize the actions needed in your business process.
Likewise, this feature allows the resolution of complex tasks with the use of artificial intelligence allowing to automate tasks that make the business process more efficient. This article details how to configure the integration and how the configuration is reflected in the Work Portal.
General configuration of the AI Agents in the Form Actions
This explanation shows the general requirements and procedures necessary for the configuration of AI Agents in form actions.
•Process Model: To configure an AI Agent in form actions it is necessary to create an activity and its form, within a process.
•Data Model: You must always create a text type attribute where the Agent prints the results of the analysis. It is necessary to define it as an extended String type, so that the result of the Agent execution can be displayed in a complete way.
If you are going to use Files in your Agent, in the Data Model it is necessary to include one or more attributes of file type that will be the input parameters (Inputs) for the AI Agent.
•AI Hub Agent creation and configuration: you must create and configure the Agent to be used in the Form, in the AI Hub Expert view.
•Add a button to the form.
•Configure an Action and Validation that executes the Agent at the click of the button.
•Associate the Agent to the button and perform the input and output mapping.
Example of AI Agent in Form Actions
In the example process below, we will create an Agent in a form that will be activated through a button.
We are going to compare two documents that the end user must upload to the case. To do this, our Agent will have to use two files. Once they have been uploaded, the end user will be able to click the compare button to trigger the execution of the Agent.
The form must have an extended text field where the result is printed.
It is possible to include more than one Agent in a single form, to execute through buttons.
To configure the AI Agents in the Form Actions, follow these steps:
1.In the third step of the Process Wizard-Define Forms, select the task where you will create the Form.
2.Build a Form. We will name the activity as Review Documents, including the necessary controls as seen in the following example:
3.Once you have created the form, access the Actions and Validations menu. The general process for creating an action is to click the Add Action button.
In the Actions & Validations window, the necessary conditions for the Agent to execute are configured in the If section, and in the Then section, the configuration of the AI Agent is set when you select the option Execute Agent.
4.Then, select the Value field where you will configure everything related to the AI Agent.
5.In the AI Agent instance configuration window, three settings need to be made: select the Agent that will perform the action in the Agent Definition step, map the inputs that the Agent receives in the Agents Inputs step, and finally, map the outputs produced by the Agent in the Agent Outputs step.
•Agent definition: Select the category to which your existing AI Agent belongs. A list of AI Agents you have previously created will appear, along with their respective Name and Description. In the following image we use as an example the Agent that compares two text files.
•Agent Inputs: In this step, the data input parameters that the Agent will receive and with which it can execute its task must be related.
•Agent Outputs: In this step the output data parameters produced by the Agent are related and inserted in the attributes of the data model.
6.Once you have completed the mapping, configure the Form Action button to update the information and display the Agent's response on the control.
7.To finalize the configuration of the Form Action, click the Apply button, and in the Actions and Validations window, click the Save button.
General visualization in the Work Portal
When the AI Agent has been configured in the Form actions, you can test the feature by creating a case of your process from the Work Portal. For this, create a case in the Work Portal of your process, and in the following image, you will see the form with the different configured agents:
Make sure to upload files on each of the Agent examples. The results are generated once you click the buttons like in the example of the Agent that compares two text files.
If you feel that the response is not satisfactory, you can click the buttons for each Agent example again, and a new version of the response will be generated automatically.
More examples
Other examples of use of the Execute AI Agents from Form Actions feature are:
•Compare the contents of two files.
•Translate the text of a file.
•Analyze the sentiment of a text file.
Considerations
•This feature is not supported for Process Start Forms, neither in Query Forms.
•This feature is supported for reusable forms.
•This feature does not support controls corresponding to collections.
•This feature can only be executed in process forms that are within the context of a case
Last Updated 10/29/2024 11:37:08 AM