Add a trigger to an AI agent

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met.

    Vorbereitungen

    Role required: sn_aia.admin

    Warum und wann dieser Vorgang ausgeführt wird

    Adding a trigger is optional. If you want your AI agent to be used only in chats, you don't need to add a trigger. Only add a trigger if you want to invoke the AI agent automatically when some event occurs.

    If you don't want to add a trigger, skip to the final step, Select channels and access.

    Prozedur

    1. Select Add trigger.
    2. On the form, fill in the fields.
      Tabelle : 1. Create a new trigger
      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

      Tabelle : 2. Define when this trigger occurs
      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 AI agent. Try testing the AI agent execution and user access. To review overall trends over many executions, try an automated evaluation.

      Define when the trigger occurs section

      Tabelle : 3. Define how to log the resulting launchThe AI agent is identified as running as a user in logs. Set how you want that user to be defined.
      Fields Description
      Choose how to define the run-as user

      Choices are Use an existing table, which uses the trigger table's User fields as options, or Use a new custom script. Custom scripts enable you to choose any User record.
      Sys_user

      User you want the AI agent to be identified as when the execution is logged. Options are dependent on your previous choice.
      Tabelle : 4. Select where to show this launch
      Fields Description
      Channel

      Medium for the agentic workflow output: Now Assist panel or Virtual Agent.

      Hinweis:
      To view the output from a triggered agentic workflow in the Now Assist panel, you need the now_assist_panel_user role.
      Show notification

      Select the Show Notification option to enable notifications for your triggers.

      If there are multiple triggers with notifications enabled for the same table, only one notification is shown.
      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.

      Hinweis:
      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.

    3. Select Add.
    4. Repeat the preceding steps for additional triggers.

    Ergebnisse

    You have added triggers to your AI agent to run it automatically under the specified conditions.

    Nächste Maßnahme

    Select Save and continue to move to the final step, Select channels and access.