Service Exchange onboarding agentic workflows

  • Release version: Yokohama
  • Updated August 12, 2025
  • 1 minute to read

    • Use the Service Exchange onboarding agentic workflow to register your consumers in Service Exchange.

    Service Exchange onboarding agentic workflow overview

    The Service Exchange onboarding agentic workflow helps providers register a consumer user in Service Exchange. It also helps identify any issues during consumer registration and helps you resolve those problems.

    To modify the Service Exchange onboarding agentic workflow, you must duplicate the workflow and adjust the settings according to your requirements. For more information, see Duplicate an agentic workflow.

    You can initiate the onboarding workflow from the Now Assist panel by entering the prompt start onboarding. For more information on the Now Assist panel, see Now Assist panel.

    Access the Service Exchange onboarding agentic workflow

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Service Exchange Onboarding.

    To create an agentic workflow, see Create an agentic workflow.

    Test the Service Exchange onboarding agentic workflow

    1. Navigate to All > AI Agent Studio > Testing.
    2. On the Overview page, select Test AI reasoning.
    3. Select the agentic workflow and version, and select Start test.

    To test the use case, see Manually test the execution of an agentic workflow.

    AI agents and their role in the Service Exchange onboarding agentic workflow

    The following AI agents are used to execute the instructions for the Service Exchange onboarding agentic workflow.

    To create an AI agent, see Create an AI agent.

    Table 1. AI agents and their role in Service Exchange onboarding agentic workflow
    AI agent AI agent role
    Registration Initiator This AI agent assists in initiating the registration process and managing the early stages of the process.
    Registration Error Monitor This AI agent assists users with a summary of the Service Exchange errors, enabling them to make informed decisions and take the appropriate actions.