Quick AI Agent workflow designer

You can configure workflow solutions using the tabs and buttons available on the Quick AI Agent Designer.

Quick Workflow Designer

When you click the Create new AI Agent button on the Home page, the TotalAgility Quick AI Agent designer opens. It includes the following tabs and buttons.

Agent details tab: Use the Agent details tab to configure the details for an AI Agent, create variables, and update Workflow settings.
Workflow tab: Use the Workflow tab to design a workflow. You can create a workflow using rules, true/false condition, sub-process, email, generative AI, RPA node, and more.
Key Data tab: Use the Key Data tab to define key workflow data to be displayed on the Job list and Work queue at runtime.
Collaboration tab: Use the Collaboration tab to add a note to your process. For example, add a note to request items from IT.
Save button: Click this button to save the workflow. A saved workflow displays the minor version, such as 0.1.
Publish button: Click this button to publish the workflow. A released workflow displays the major version, such as 1.
Try button: Use this button to quickly try the solution and make changes if required. This option is only displayed if you modify the solution published at least once. See Try a workflow solution.
Debug button: Click this button to debug a solution and identify any issues quickly when developing a solution. This option is only displayed if you have access to the TotalAgility Designer. See Debug a workflow solution.
Close button: Click this button to close the application without saving it.