Now Assist for Sales and Order Management for Telecommunications (SOMT) AI agent Order fallout AI agent
Use the AI agent to automatically create the fallout records based on reported issues on the task's notes.
Order fallout AI agent overview
- Eliminate manual review of completed orders by automatically analyzing work notes.
- Reduce manual effort in the fallout creation and assignment process.
- Ensure that all relevant fallout incidents are captured and linked to original order tasks.
This agent analyzes the order fulfillment tasks when a task status is changed to on hold and automatically creates relevant fallout records based on issues identified in work notes and comments. This agent leverages LLM technology to match task observations with predefined fallout types, streamlining the post-fulfillment issue tracking process.
- Analyzes order task notes
- Identifies reported issues
- Matches issues with available fallout types
- Creates appropriate fallout records
In the Edit trigger form, make sure that the Active button is turned on to enable the AI agent to trigger autonomously.
In the select channels and status page, make sure that the Active button is turned on to activate the AI agent.
To modify the Order enrichment AI agent, Duplicate an agentic workflow, and adjust the settings according to your requirements.
To add tools and information, see Add tools and information to an AI agent for details.
Role required: sn_somt_gen_ai.sales_and_order_fulfillment_ai_agent
Order fallout AI agent
- Navigate to .
- Select Task template generation AI agent.
Testing the AI agent
- Navigate to .
- On the Overview page, select Test use cases.
To test the use case, see Manually test the execution of an agentic workflow.