Edit an AI agent from an automation opportunity

  • Release version: Australia
  • Updated June 5, 2026
  • 1 minute to read

    • Edit an AI agent that was created for an automation opportunity.

    Before you begin

    An AI agent must created for the automation opportunity. For more information, see Implement an automation opportunity.

    Role required: sn_na_center.nac_admin

    Procedure

    1. Navigate to All > Now Assist Center or Workspaces > Now Assist Center.
    2. In the Automation opportunities section of the home page, do one of the following.
      • Select Review opportunity in a card to view its details.
      • Select View all to view the complete list of automation opportunities and select an automation opportunity to view its details.

      The Resolution Steps tab opens showing the opportunity details.

      For more information on finding an automation opportunity, see View your automation opportunities.

    3. Select the AI Agents tab to view AI agents created from the automation opportunity.

      The page displays the agents created from the automation opportunity on the AI Agents tab.

      Figure 1. AI Agents tab on the resolution steps page
      AI Agents tab on the resolution steps page showing the agents created for the automation opportunity.
    4. Select an AI agent to open it in Agent guided setup tab.
      The Agent guided setup tab opens showing the AI agent details.
      Figure 2. Agent guided setup tab
      Guided setup of the AI agent.
    5. Edit the AI agent in the Agent guided setup tab using AI Agent Studio capabilities.

      Select Save and continue to progress through the forms.

      For more details on the guided setup forms, see Create an AI agent.