Activate calculation creation AI agent
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
- Navigate to .
- Select Generate calculations for metrics from the Recent agentic workflows and AI agents activity section.
- 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.
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To activate the Calculation creation AI agent agent, perform the following steps:
- Under the Define key specialty, review the details and select Continue to proceed to the next section.
- Under the Add tools and information, review the details and select Continue to proceed to the next section.
- Under the Define security controls section, review the details in Define user access and Define data access subsections, and select Continue.
- Under the Define triggers section, review the details and select Continue.
- Under the Toggle display section, in the Define availability set the Status field as Active.
- Under the Toggle display section, in the Select display don’t change virtual Agent field.
- Select Save and test.
- On the Test Details, enter the prompt in the Task field.
- Select Continue to Test Chat Response to initiate the testing of the agentic workflow.