Triage legal requests agentic workflow
Summarize
Summary of Triage Legal Requests Agentic Workflow
The Triage legal requests agentic workflow enables users to predict the appropriate legal category for requests and initiate transfers upon confirmation from a legal fulfiller or group manager. Ensure all necessary configurations are completed to utilize this workflow effectively.
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Key Features
- Trigger Conditions: The workflow activates when a general legal request is submitted and an assignment rule is configured, or when the Assigned to field is updated for a general legal request.
- Access: Accessible through the AI Agent Studio for users with the snaia.admin role, allowing management of legal requests.
- AI Agents:
- Record Management AI Agent: Collects request details.
- Record Field Value Prediction AI Agent: Analyzes similar records to predict the legal category.
- Transfer Legal Request AI Agent: Handles the transfer process after confirmation from legal staff.
Key Outcomes
Users can view the agentic workflow conversation in the Now Assist panel, allowing for efficient management of legal requests. Upon deciding to transfer a request, it will be canceled and a new request created with the predicted category. If not transferred, the conversation closes without any changes.
Use the Triage legal requests agentic workflow to predict the appropriate legal category and to initiate a transfer after a confirmation from the legal fulfiller or group manager.
Triage legal requests agentic workflow overview
- To run the Triage legal requests agentic workflow, ensure that you have completed all the configurations. For more information, see Configuring the Triage legal requests agentic workflow.
- If your generative AI service provider is not Now LLM Service, ensure that the API connections and credentials are configured. For more information, see Configuring API credentials for generative AI capabilities.
- A general legal request is submitted and an assignment rule is configured for it.
- The Assigned to field is updated for a general legal request.
The agentic workflow conversation can be seen in the Now Assist panel by the legal fulfiller or group manager with the now_assist_panel_user role.
Accessing the Triage legal requests agentic workflow from the AI Agent studio
You can access the agentic workflow from AI Agent Studio when you have the sn_aia.admin role.
- Navigate to .
- Select Triage Legal Requests.
AI agents used in the Triage legal requests agentic workflow
| Name | Description |
|---|---|
| Record management AI agent | Obtains the request details from the provided description. |
| Record field value prediction AI agent | Checks for similar records and predicts the legal category. |
| Transfer legal request AI agent | Is the supervised agent. The AI agent predicts the appropriate legal category, and initiates a transfer after a confirmation from the legal fulfiller. |
Using Triage legal requests agentic workflow
The agentic workflow conversation can be seen in the Now Assist panel by the legal fulfiller or group manager with the now_assist_panel_user role.
- Open the Now Assist panel by selecting the Now Assist icon
- In the Now Assist chat panel, select the legal request under the active chat.
- See the agentic workflow conversation and the predicted legal category:
- If you choose to transfer the general legal request, enter Yes and select the send icon (
) in the panel. When it's transferred, the original request is canceled and a new request is created with the predicted legal
category. The agentic conversation is closed after the transfer of the legal request.
- If you choose not to transfer the general legal request, enter No and select the send icon () in the panel. The general legal request isn’t transferred and the agentic conversation is closed.
- If you choose to transfer the general legal request, enter Yes and select the send icon (