Activate Now Assist in Virtual Agent for case intake

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Activate Virtual Agent and set it to discoverable to enable case intake within the Request care team assistance agentic workflow.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > AI Agent Studio > Overview.
    2. In Agentic Workflows, select Request care team assistance.
    3. In Select channels and status, navigate to Virtual Agent.
    4. Toggle Display to on.
    5. In Assistants where AI Agents are discoverable, select Now Assist in Virtual Agent (default).
    6. Select Save.

    Ergebnisse

    Now Assist in Virtual Agent is now available to initiate the Request care team assistance agentic workflow.

    Nächste Maßnahme

    Enable the Care team operations case creation AI agent to create cases once the case intake process is complete.