Add a trigger to an agentic workflow
In the guided setup for an agentic workflow, add triggers to run the agentic workflow automatically when certain conditions are met.
Before you begin
Role required: sn_aia.admin
About this task
Adding a trigger is optional. If you want your agentic workflow to be used only in chats such as in Now Assist for Virtual Agent or Now Assist panel, you don't need to add a trigger. Only add a trigger if you want to invoke the agentic workflow automatically when some event occurs.
Note: Triggers contain instance-specific information. If you are moving AI agents or agentic workflows between instances using Update Sets, you must set the triggers to inactive before adding them to the update sets and then activate them on the new instance.
If you don't want to add a trigger, skip to the final step, Select channels and access.
Procedure
Select Add trigger.
On the form, fill in the fields.
Fields Description Select trigger List of triggers that are available in the instance. Name Name of the trigger. Trigger objective Additional user statements or sample utterances that help guide when to trigger this agentic workflow.
Edit/create a trigger basic description
| Fields | Description |
|---|---|
| Table | Name of the applicable table for your agentic workflow. |
| Conditions | Conditions that you can add to control the trigger configuration. You must have at least one condition.Select + Add condition set to add conditions to your agentic workflow trigger. |
| Active trigger toggle | Only enable the trigger once you’re confident in the execution of your agentic workflow. Try testing the agentic workflow execution and user access first. To review overall trends over many executions, try an automated evaluation. |
Define when the trigger occurs section
| Fields | Description |
|---|---|
| Channel | Medium for the agentic workflow output: Now Assist panel or Virtual Agent. Note: To view the output from a triggered agentic workflow in the Now Assist panel, you need the now_assist_panel_user role. |
| Show an alert to users | Alerts appear in the selected channel. |
Log and launch options for a trigger section
If you choose a scheduled trigger, additional options are available, such as the day of the week and time when you want the trigger to run.
**Note:** When running a scheduled trigger, not every record is included in the execution. By default, the value is 10. If you want to change this number, you must set the **sn\_aia.max\_scheduled\_trigger\_query** system property to a different value.
If you choose an email trigger, the target emails must exist on the Reply \[sys\_reply\] table. New emails aren’t available as triggers.
Select Add.
Repeat the preceding steps for additional triggers.
Result
You have added triggers to your agentic workflow to run it automatically under the specified conditions.
What to do next
Select Save and continue to move to the final step, Select channels and access.