› Create a Quick AI Agent workflow

Create a Quick AI Agent workflow

Using Quick AI Agent, you can create a workflow rules, conditions, sub-processes, branching rules, and end nodes.

See Quick AI Agent.

  1. On the Quick AI Agents page, click Create new AI Agent. The TotalAgility Apps Quick AI Agent page opens in a new browser tab.

    Alternatively, click New if you are on the Quick AI Agents list page.

    The Quick AI Agent workflow designer opens.

  2. Configure the Agent Details, Workflow, Key Data, and Collaboration on the respective tabs to create a Quick AI Agent workflow.
    1. Provide Agent details
    2. Create variables
    3. Update workflow settings
    4. Configure a Quick AI Agent workflow
    5. Add key data
    6. Add a collaboration note

    A red dot on a tab indicates the configuration is incomplete or invalid.

  3. You can either save the Quick AI Agent workflow solution and publish it later or publish the workflow solution now.

    To save the workflow solution, click Save.

    The workflow solution is saved in the current user's working category with version 0.01 (minor version). You can change the category if needed.

    To publish the solution, click Publish.

    The following items are created and released.

    • The Quick AI Agent workflow solution released with a major version 1. You can use the released solution in your business activities.

    • The Quick AI Agent business process is released, and work type, work queue queries, and job queries are generated.

    • A form is created with a Generative AI chat control, in which, header and provider are set to the name of the workflow solution, and search type is set to Generative AI.

    • In the TotalAgility Designer:
      • Under Integration > Generative AI, the configured AI provider is added.
      • Under System > System settings > Apps, the released process is listed in the Quick Workflow / RPA / AI Agent solutions.

    • All the artifacts are named based on the Quick AI Agent workflow name with a suffix of the item name. For example, for QAIagent1, the new form is generated and saved as 'QAIagent1.form'.

      If a process, form, work type, work queue query, or job query exists with the same name, you must enter a different name.

    • An audit log entry is recorded.

  4. Click Close to close the workflow solution.

    On confirmation, the Quick AI Agent workflow is closed.