Activate calculation creation AI agent

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • The calculation creation AI agent creates a calculated metric definition record using the formula passed in the input.

    Before you begin

    Role required: sn_nowassist_admin.nsa_admin

    Procedure

    1. Navigate to All > AI Agent Studio > Overview.
    2. Select Generate calculations for metrics from the Recent agentic workflows and AI agents activity section.
    3. Under the Define key requirements, scroll to the section Add AI agents that can perform these steps and select the Calculation creation AI agent to activate it.
    4. To activate the Calculation creation AI agent agent, perform the following steps:
      1. Under the Define key specialty, review the details and select Continue to proceed to the next section.
      2. Under the Add tools and information, review the details and select Continue to proceed to the next section.
      3. Under the Define security controls section, review the details in Define user access and Define data access subsections, and select Continue.
      4. Under the Define triggers section, review the details and select Continue.
      5. Under the Toggle display section, in the Define availability set the Status field as Active.
      6. Under the Toggle display section, in the Select display don’t change virtual Agent field.
      7. Select Save and test.
      8. On the Test Details, enter the prompt in the Task field.
      9. Select Continue to Test Chat Response to initiate the testing of the agentic workflow.