Call agent

Allows you to make a request to a previously configured agent in Settings > AI Tools > Agents.

Once you select one of the available agents, all the elements configured in Settings > AI Tools > Agents will be loaded and can be customized.

The agent can perform tasks automatically based on the activated tools and the knowledge it has access to via RAG and LLM.

The System prompt can be modified, while operating instructions must be entered in the User message field.
The content of the response is already configured by default in the Returned fields for use in subsequent stages of the process.

Below is an example in which the agent is asked to search for the solution to a request received via a Customer Support ticket using the user_manual tool and to write it in a comment.

Figure 1

The user-written prompt is supplemented with additional information to provide context for the request, such as the entities involved in the process (name, module, and crmid). This allows the agent to understand which CRM entity is being referenced.
Process variables can also be used to further clarify the request:
e.g., Add a comment to ticket $15-crmid suggesting a solution...